This is a Key Topic, with high value for all users.

Walkthrough: Scheduling a Voyage

These breadcrumbs show where you are in the walkthrough. To move to a different section, click its link:

Create a Cargo > Create an Estimate or Voyage > Hand Off to Operations

This section describes the typical workflow of a Charterer. It begins with Cargoes, which can be created from Cargo COA, which can be part of a Master Contract.

If you have a cargo that is not part of a Cargo COA, you can create one from scratch and create a Voyage Fixture from it, and/or schedule the voyage.

Cargo List

The Cargo List contains all Cargo contracts that you have the right to view.

On the main menu → under the Chartering module, next to the Cargo link click on List.
On the Trading menu … → under Trades → next to Cargo → click on List.
On the Chartering menu … → under Cargo → next to Cargo → click on List.
On the Chartering quick links, click on .

As with any other list, you can search, select, adjust, pin, filter, group, and sort columns, reset to the default view, save user views, and export.

By default, the following filters are applied, but you can change them:
- Status is not in the list Canceled, Withdrawn
- Laycan From is on or after 365 days in the past
These contracts also appear in the Cargo Schedule.

Statuses on the Cargo List

Statuses on the Cargo List relate to its association with a voyage:

Cargo Fixed?	Associated with Voyage?	Status on Cargo List

Cargo Fixed?	Associated with Voyage?	Status on Cargo List
No	No	Cargo Status
Yes	No	Fixed (Confirmed)
Yes	Yes	Scheduled (not the Voyage Status)

Cargo

To view an existing Cargo, do one of the following:

On the Cargo List, click its row or Cargo ID link.
On the Cargo Schedule, click its bar.

To create a new Cargo, do one of the following:

On the Cargo List, click +.
Create Cargoes from a Cargo COA.
On the main menu, under the Chartering module → click on Cargo.
On the Trading menu … → under Trades → click on Cargo.
On the Chartering menu … → under Cargo → click on Cargo.

If you cannot see a specific Cargo Group that you have created in the Veson IMOS Platform, please ensure that you have followed the instructions from IMOS - Cargo Groups and you have created a Cargo Name with a Short Name matching the Cargo Group Description and have assigned it to the Cargo Group.

You can do any of the following:

As with any other details view, you can navigate to a different record by clicking its card or return to the list by clicking its Name.
You can access additional tools, forms, and information on the toolbar and right panel.
1. To copy a Cargo, click and then click Copy Existing.
2. Enter the Number of Copies, Total Period, and Start date and then click Create.
3. Edit line items for the copies as needed and then click OK.
4. To copy a Cargo to a VC In, click and then click Copy to VC In.
5. Click Menu ⯆ and then click one of the following:
  - Attachments: Attach documents or links or double-click to open an attachment. These can only be added once the Cargo has been saved with the mandatory fields.
  - Templates: Create templates that contain information about the types of cargo you typically carry and use them to create cargoes. Choose one of the following:
    - Retrieve a template: Select any template from the list of saved templates and edit, save, or delete it.
    - Make new cargo from a template: Select any template from the list of saved templates to automatically populate the Cargo form with its relevant details.
    - Convert to a new template: Make additional changes as necessary, enter a new template name, and click Save.
  - Add Default Brokers (when configuration flag Enable Broker Rules is enabled): Based on Cargo Broker Rules, add default brokers to the Broker grid on the Pricing tab.
6. For a relet, if the relet information has not been entered yet, click Relet and complete the VC In form. To edit existing information, click Relet and then click Edit Relet.
7. If a lock icon appears, there is a data lock in place: The pricing of the Cargo cannot be changed because it is linked to something else, such as a COA or a Bunker Surcharge Table. Click to see an explanation.

Add a Cargo to an Estimate.
Create or open a Voyage Fixture from a Cargo.
Schedule or open a Voyage from a Cargo.
Share a Cargo contract: Copy its URL and then share it with any signed-in users in your organization.

The Cargo form includes the following sections:

General Information
- For Opt % and Opt Type, see Cargo Tolerance Option Types.
- A pink field indicates an Unpriced Component:
Itinerary/Options tab
Pricing tab
Other Info tab
Exposure tab (when configuration flag Enable Benchmark Estimate is enabled)
Properties tab (when User-Defined Fields applicable to the Cargo are set up)
Rev/Exp tab
Rebill Settings tab