Index — Port Call Workbench end-to-end operation walkthrough (rebuilt 2026-07-07)

Port Call Workbench — Operation Walkthrough v2

A click-by-click guide to the ship-chandler flow in the AI ERP Port Call Workbench (PCWB) — from creating a port call, through customer RFQ / supplier sourcing / award, to sales orders, fulfillment (pick → pack → deliver → invoice) and the supplier purchase-to-pay cycle (PO → GRN → bill → payment). Every screenshot in this v2 was captured against the live app on localhost:3008 on 2026-07-07 and uses real catalogue data (real IMPA items, real Singapore suppliers), so what you see is the current UI, not a mock-up.

What changed since v1 (May 2026). The workbench is now organised around four stage tabs rather than a single linear list, and the stage order is 1 Quoting → 2 Sales Orders → 3 Supplier POs → 4 Fulfillment. Each RFQ line now carries a full cost → markup → sell breakdown with per-supplier ranked offers; frozen bill/ship address snapshots, a cost-currency + FX field, shipping marks, editable document numbers and line-number sort are all live. The right-hand Next Actions rail now drives you stage-to-stage.

The demo port call

The whole walkthrough is driven live on one port call — CORAL SEA · Singapore — created from scratch and taken all the way through every stage (RFQ → award → sales order → pick/pack/deliver/invoice and PO → receive → bill). Every screenshot is a real action on this single record, so the flow reads as one continuous story.

LIVE · END-TO-END

CORAL SEA · Singapore

The port call this walkthrough follows end-to-end. Vessel CORAL SEA (Eastern Pacific Shipping Pte Ltd), port Singapore, ETA 14 Jul 2026. RFQ EPS-CORAL-2607-A1 (2 lines: Epson ink, 3M ear-muff) → awarded to Acme + Blue Ocean → SO SO-20260707-T83BHA → picked/packed/delivered (DO-20260707-TSJP8K) → AR invoice INV-20260707-7SZ96Z (posted) → 2 supplier POs → GRN + bill.

BONUS · LARGER EXAMPLE

MAYASAN · Singapore

A second, busier port call the walkthrough dips into for the fully-sourced award board (stage 2) and the RFQ export (stage 2b) — 46 RFQ lines, 2 sales orders, 13 supplier POs across 13 suppliers, 13 GRNs, 12 settled bills. Shown only to illustrate those two steps at scale.

Opening a port call. In your own system, reach any port call from the Port Call list in the sidebar → click a row to open its workbench. The two cards above just describe the demo records these screenshots were captured on.

The four-stage flow

STAGE 1
Quoting
Customer RFQ → add lines → source suppliers → award lowest per line
STAGE 2
Sales Orders
Generate SO from awarded RFQ; generate supplier POs from the SO
STAGE 3
Supplier POs
Issue POs → receive (GRN) → record bill → pay supplier
STAGE 4
Fulfillment
Pick → pack → delivery order → AR invoice → payment
Reading the flow. The tabs run Quoting → Sales Orders → Supplier POs → Fulfillment, but operationally the supplier side (Stage 3) and the customer-delivery side (Stage 4) both branch off the sales order and proceed in parallel. The Next Actions rail on the right always tells you the single next thing to do.

Sections

1

Create the Port Call

New port call form, vessel & port pickers, ETA/ETD, and opening the workbench. live

 2

Quoting & Award

Create a customer RFQ, add catalogue lines, confirm, source suppliers and award the lowest offer per line. live

 2b

Import & Verify

Create an RFQ from an Excel/PDF file (extract → review), then Verify IMPA to bind lines to the catalogue. live

 3

Sales Orders

Generate the sales order from awarded lines; per-SO line table with awarded supplier, cost/price and fulfillment progress. live

 4

Fulfillment

The pick → pack → delivery-order → AR-invoice pipeline, with per-line progress and posted documents. live

 5

Supplier POs (purchase-to-pay)

Issue POs, receive against them (GRN), record the supplier bill and post payment. live

PCWB conventions

Real records referenced

Port callTypeKey records
CORAL SEA · Singapore
01KWY17NT8EGQGRPH2R2NSTVBG		 live · end-to-end RFQ EPS-CORAL-2607-A1 (IMPA 472729 Epson ink ×12 → Acme; IMPA 331251 3M ear-muff ×6 → Blue Ocean) · SO SO-20260707-T83BHA · DO DO-20260707-TSJP8K · AR INV-20260707-7SZ96Z (posted) · POs PO-20260707-MX1H9A / -1N3FKQ · GRN GRN-2026-3FKQ-001 · Bill BILL-20260707-TSKJJK · plus imported RFQ EPS-CORAL-2607-IMP (7 lines, verified)
MAYASAN · Singapore
01KSRWPSD82C2TK95X8XH4X4BV		 bonus Larger real example — 46 RFQ lines, 2 SOs, 13 POs across 13 suppliers, 13 GRNs, 12 settled bills. Referenced for the award board in 2 and the RFQ export in 2b.