Shipment pipeline view

The Shipment Pipeline is a Kanban-style board that groups active bookings by state. It's where the forwarding ops team spends most of their day — the fastest way to see everything in flight and spot bookings that have stalled.

Overview

Lives at /app/forwarding/pipeline. Columns:

• Requested — awaiting carrier confirmation.
• Confirmed — carrier booked; awaiting document issuance.
• Locked — BL/AWB issued; awaiting pickup.
• Planned — pickup scheduled.
• In Transit — cargo moving.
• Arrived — cargo at destination; awaiting release.
• Delivered — POD received; awaiting invoicing / close.

Each card shows:

• Booking number + customer name.
• Lane (origin → destination).
• Mode badge (sea / air / road).
• Days in current state (colour-codes to amber after 3 days in one state, red after 7).
• Hold flag if held.

When to use

• Morning ops stand-up — scan each column; flag anything red.
• Customer call prep — search their name; see every active booking in one view.
• Handover between shifts — shared mental model.

Not the best view for:

• Deep filtering (use the Bookings list instead).
• Bulk edits.
• Historical reporting (use Reports).

Filters

Filters at the top:

• Mode (sea / air / road / all)
• Branch (if your tenant has branches)
• Customer
• Sales owner
• Date range (for ETD or creation date)

Filters persist per user — your last settings reload on return.

Moving a card

Drag-and-drop a card from one column to the next allowed transition. Invalid transitions (e.g. Requested → Delivered) are blocked with an inline message.

Dragging fires the same state transition as clicking a button on the booking detail, with the same role checks and audit logging.

Stall detection

Days-in-state colour-codes:

• Grey (0–2 days) — normal.
• Amber (3–6 days) — flag for review; not inherently wrong but worth a look.
• Red (7+ days) — almost certainly needs action.

The thresholds are per-state (configurable): some states move fast (Locked typically < 3 days), others slowly (In Transit can be 30 days for a sea shipment).

Hold indicator

A small clock icon on a card means the booking is flagged on hold. Hover to see the hold reason. The days-in-state counter doesn't pause while on hold — a hold that drags for weeks shows up in red regardless of the reason.

Bulk actions

Select multiple cards (Shift+click) to:

• Mark as Confirmed (if all selected are in requested and you have a batch carrier confirmation).
• Print documents — generates a PDF per selected booking.
• Assign to me / someone — sets the ops owner field.

Common pitfalls