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How to…


...configure your inventory

The first time you enter the Inventory Manager you will be prompted to configure your inventory: 

  • Click Configure Inventory for a specific commodity and port.  

  • Enter the maximum storage capacity and your current inventory level. You can set this for today’s date or any recent date for which you have a current stock reading.  

  • Input your average daily consumption for this commodity. This can be modified at any time later. 

  • Click Create inventory

  • Next, you can set inventory thresholds. We recommend this as it will allow CargoValue to generate alerts for you when you are running low on stock or reaching silo capacity. Fill in the four fields and click Save thresholds. See How to Update Threshold Levels to learn more. 


...update actual and forecasted consumption

You can update both your consumption forecasts and actual consumption of a commodity in the Inventory Manager. The table below the inventory graph shows how your inventory levels of a commodity will develop over time. This is based on forecasted consumption, actual consumption and scheduled shipments. You can edit any amounts within a month by clicking on the row of a specific month to expand more detailed information within that month.  

Click the links below to: 


...update forecasted consumption

For future consumption you can update the forecast for an entire month or by each individual day. For daily input, this can be useful if you have planned maintenance and will reduce or cease consumption for a specific period. 

  • To update all days for an entire month, edit the field in the top left of the drop-down called Forecasted daily consumption (MT/d).  

  • To update individual days, select the day you wish to update and type the forecasted value into the Forecast column.  

After changes are made, click Recalculate inventory to see the effects. If you wish to keep the changes, click Saved changed inventory. If not, click Discard changes


...update actual consumption

For confirmed consumption figures, you can update the actual consumption of a commodity for each day in an entire month or by individual days. Figures entered in the Actual daily consumption (MT/d) column will override the inventory depicted in the graph. 

  • To update all days for an entire month, edit the field in the top right of the drop-down called Actual daily consumption (MT/d).  

  • To update individual days, select the day you wish to update and type the new value in the Actual column. 

After changes are made, click Recalculate inventory to see the effects. If you wish to keep the changes, click Saved changed inventory. If not, click Discard changes


...update actual stock levels

You can update actual stock levels for an individual commodity in the Inventory Manager. In the Daily inventory overview, click View Inventory for the commodity you wish to update. Next, click the button in the top right corner Calibrate level. A new window will appear where you can input measured inventory and the date of the reading. A record of all inventory calibrations by users is saved for your records. Click Add calibration to save. All future calculations will be based on this measurement until you add another calibration.


...update inventory threshold levels

You can update the threshold levels for an individual commodity in the Inventory Manager. In the Daily inventory overview, click View Inventory for the commodity you wish to update. Click the button Adjust thresholds in the top right corner. A new window will appear where you can update max, high, low and critically low inventory thresholds. The figure to the right will change automatically as you type. You can save your changes by clicking Save thresholds.


...create route templates

Templates let you quickly save and re-use common shipment configurations. You can create two different templates; a Route Template and a Commodity Template.  Route Templates store a list of ports, laydays and sailing days.  

You can create Route Templates from scratch and easily use them when creating new shipments: 

  1. In the Schedule Monitor click Create new shipment or the plus (+) sign. 

  2. A box will pop up at the bottom of the screen that allows you to enter a shipment. Click Create shipment from scratch in the bottom right-hand corner. 

  3. To create a Route Template, you only need complete the first step Plan shipment route

    • Enter load and discharge terminalsnumber of sailing days, and total days in each port OR the load and discharge rates and any extra port days needed.  

    • If required, you can add additional load and/or discharge ports. 

    • Click Save this as a route template

    • Give the template a name and click Save route template

The Route Template is now created and can be accessed when creating new shipments through the box in Create new shipment


...create commodity templates

Templates let you quickly save and re-use common shipment configurations. You can create two different templates; a Route Template and a Commodity Template. Commodity Templates store a list of commodities, quantities and destinations. Note that each Commodity Template belongs to a specific Route Template

You can create Templates from scratch and easily use them when creating new shipments: 

  1. In the Schedule Monitor click Create new shipment or the plus (+) sign. 

  2. A box will pop up at the bottom of the screen that allows you to enter a shipment. Click Create shipment from scratch in the bottom right corner. 

  3. To create a Commodity Template, you must first load a Route Template

  4. You then only must complete the second step Add commodity rows

    • Enter load and discharge terminalcommodity type and quantity.  

    • You may (optionally) set a size tolerance which specifies acceptable quantity deviation.  

    • If your commodity is being loaded or discharged to multiple terminals, you must add multiple commodity rows. 

    • Click Save this as a commodity template

    • Give the template a name and click Save commodity template

The Commodity Template is now created and can be accessed when creating new shipments through the box in Create new shipment


...use saved templates

To quickly add shipments based on saved Templates: 

  1. In Create new shipment, select the saved Route Template and Commodity Templates from the drop-down.  

  2. Select Terminal for ETA and ETA.  

  3. Click Add shipment

To get a list of all Route and Commodity Templates: 

  1. Click Create new shipment from scratch

  2. To upload or delete a Route Template, click Load a saved route template under 1. Plan shipment route

  3. To upload or delete a Commodity Template, click Load a saved commodity template under 2. Add commodity rows. You can only load a saved Commodity Template after a Route Template has been loaded as each Commodity Template belongs to a specific Route Template

  4. To upload a template, click Load template. The fields now will be automatically filled with the previously saved values. 

  5. To delete a saved template, click Delete next to the template name and confirm by clicking Delete template in the pop up.  


...add a shipment from the Schedule monitor

You can create shipments from the Schedule Monitor by clicking Create new shipment on the menu located underneath the map or select the plus (+) sign in the bottom right corner. A box will pop up at the bottom of the screen that allows you to enter a shipment. 

If this is your first time using CargoValue the fields will appear empty, and you will need to Create Shipment From Scratch. If you already have templates, simply choose Route Template and Commodity Template from the drop-down. Click Add shipment and the shipment will appear in the schedule.  


...add a shipment from the Inventory manager

You can plan future shipments directly from the Inventory Manager in one of two ways. First, you can use the graph to identify where a shipment is needed based on future consumption. Hover over a date on the consumption line and click the circle that appears.  

Alternatively, you can use the table below the graph. In the shipments column next to consumption click the plus (+) sign on a day when inventory levels show a shipment will be needed. A box will pop up at the bottom of the screen that allows you to enter a shipment. By adding a shipment from the Inventory manager, the ETA is determined by the day you choose in the graph or table. 

If this is your first time using CargoValue the fields will appear empty, and you will need to Create Shipment From Scratch. If you already have templates, simply choose Route template and Commodity template from the drop-down as well as Terminal for ETA and ETA. (See Create Route Templates and Create Commodity Templates to learn how to create and reuse saved templates). Click Add shipment and the shipment will appear in the schedule. 


...create shipment from scratch

If you have no saved Route Templates or Commodity Templates; or wish to add a shipment from scratch, click Create shipment from scratch. The form has three steps: 

  1. Plan shipment route 

  • CargoValue is integrated to a vast database of ports. Start by typing your load port into the field and it will appear in the drop-down. Estimate how long the vessel will spend at port and sailing days for this leg. Add the discharge terminal associated with your CargoValue account. 

  • If this shipment will make multiple loads or discharges, add additional fields as needed. 

  • This is the Route Template and can be saved for later use by clicking Save this as a route template (provided the required fields are completed.) 

  1. Add commodity rows 

    • This is the Commodity Template and can be saved for later use by clicking Save this as a commodity template (provided the required fields are completed.) 

    • The required fields include load and discharge terminalcommodity type and quantity. If your commodity is being loaded or discharged to multiple terminals you must add multiple commodity rows. 

  1. Estimate port dates 

    • ADD DATES: Provide one date for either the laycan field, ETA or ETD field, and the other dates will be automatically populated. Note that the dates can be changed after the shipment has created and your laycan has been firmed. 

    • NAME SHIPMENT (optional): You may give the shipment a name for future reference. This will make it easier to find the shipment in the schedule. Type the name in the field Shipment name

    • ADD VESSEL (optional): If a vessel has already been nominated, you can assign it to the shipment by typing the name or IMO of the vessel in the field Vessel. If a vessel has not yet been nominated, you may leave this blank for now.  

When all three steps are complete, click Add shipment and the shipment will be displayed in both the Schedule Monitor and the Inventory Manager


...edit a shipment

After a shipment has been created it can be edited. Changes can be done in the Schedule Monitor under Scheduled shipments. The shipment schedule shows all shipments related to the specified filter in the top right corner. The schedule has a similar layout to a spreadsheet, where each row represents a shipment. 

To view all information on a shipment, simply click anywhere on the shipment row and a drop-down will appear. All fields in this view can be edited. To make changes, click on the field you wish to modify and click save changes when done. 

Possible modifications: 

  • Edit shipment name 

  • Add vessel after it has been nominated (see ...add nominated vessel

  • Change laycan window 


...add nominated vessel

You can add a vessel to a shipment after it has been nominated: 

  1. Find the relevant shipment in the Schedule Monitor under the Scheduled shipments.  

  2. Click anywhere on the shipment row to expand a detailed drop-down of the shipment.  

  3. In the Vessel field at the top of the drop-down, fill in the name or IMO of the nominated vessel.  

  4. Click Save changes. If you wish to discard you changes, click Close followed by Discard unsaved changes


...add partial shipments

Many voyages include stops at more than one port to lift cargo; and may make multiple stops at discharge ports. In addition, vessels may frequently carry different types or grades of raw materials. 

You can add additional load and discharge ports, and commodities, to your shipments directly in the Schedule Monitor. Please see the links below, with links to further videos detailing how you can do this. 

See How to add/remove load and discharge terminals and How to add/remove commodities to learn more.  

You can also add multiple terminals and commodities when Creating a shipment from scratch


...add/remove load and discharge terminals

Load and discharge terminals can be added and removed for individual shipments. 

  1. Find the relevant shipment in the Schedule Monitor under the Scheduled shipments.  

  2. Click anywhere on the shipment row to expand a detailed drop-down of the shipment. 

  3. Under Schedule and status you can add load and/or discharge terminals. Go through the same steps when adding either load or discharge terminals. Note that every terminal added needs a corresponding commodity row

  4. To remove a terminal, simply click the cross (X) next to the terminal row. 

Please see the step-by-step instructions below for a further example on how to do this. 

Example; adding load terminal: 

  1. Click Add load terminal. A new row with three empty fields will appear under the current load terminal. 

  2. Fill in the fields Load terminal, ETA and ETD

  3. Add a commodity to the specific terminal by clicking Add commodity row under Commodities and quantities

  4. Fill in the empty fields Commodity and Quantity (MT). 

  5. Click Save changes to save the additional load terminal and corresponding commodity row. 


...add/remove commodities

Commodities can be edited, added and removed for individual shipments. 

  1. Find the relevant shipment in the Schedule Monitor under the Scheduled shipments

  2. Click anywhere on the shipment row to expand a detailed drop-down of the shipment. 

  3. To add a commodity row, click Add commodity row

  4. Choose the relevant load and discharge terminalscommodity and quantity (in MT). Click Save changes

  5. To remove a commodity, simply click the cross (X) next to the commodity row. 


...firm up laycan

You can firm up your laycan for a shipment in the Schedule Monitor.  

  1. Find the relevant shipment in the Schedule Monitor under the Scheduled shipments.  

  2. Click anywhere on the shipment-row to expand a detailed drop-down of the shipment.  

  3. To the top right you will see the current laycan dates. To change, simply click on the fields and a calendar will show. 

  4. Pick the new date followed by Select date. Do this for both dates if needed. 

  5. To complete the update, click Save changes at the bottom of the drop-down. 


...confirm loading

You can confirm when a vessel has left load port in the Schedule Monitor

  1. Find the relevant shipment in the Schedule Monitor under the Scheduled shipments.  

  2. Click anywhere on the shipment-row to expand a detailed drop-down of the shipment. 

  3. To confirm that a shipment has been loaded, click Confirm loaded next to the load terminal. A window will pop-up where you can confirm that the datescommodity type and quantity are correct. 

  4. Click Confirm loaded to complete the confirmation. 

  5. You can revert the confirmation by clicking Undo loaded.  


...update ETA/ETD

You can update the ETA and/or ETD for a shipment in the Schedule Monitor.  

  1. Find the relevant shipment in the Schedule Monitor under the Scheduled shipments.  

  2. Click anywhere on the shipment-row to expand a detailed drop-down of the shipment. 

  3. Next to each port you will see the related ETAs and ETDs. To change, simply click on the field and a calendar will show. 

  4. Pick the new date followed by Select date.  

  5. The following dates will also change as marked in amber. 

  6. To complete the update, click Save changes at the bottom of the drop-down.  


...confirm discharge

You can confirm when a vessel has left discharge port in the Schedule Monitor

  1. Find the relevant shipment in the Schedule Monitor under the Scheduled shipments.  

  2. Click anywhere on the shipment-row to expand a detailed drop-down of the shipment. 

  3. To confirm that a shipment has been discharged, click Confirm discharged next to the discharge terminal. A window will pop-up where you can confirm that the datescommodity type and quantity are correct. Click Confirm discharged to complete the confirmation.  

  4. You can revert the confirmation by clicking Undo discharged. 


...monitor schedule alerts

Alerts in the Schedule Monitor notify you through colour codes if future inventory levels are running high or low. The values in the Stock on ETA column are colour coded depending on stock level when the shipment arrives: 

  • Amber: inventory levels are below low or above high levels. 

  • Red: inventory levels are below critically low or above maximum levels. 

The vessels in the map are also colour coded to reflect these stock levels.  

If you see amber or red alerts, action might be needed. For example: 

  • Add or push forward a shipment to avoid stock outage. 

  • Remove or delay a shipment to avoid overflow. 

Relevant articlesHow to add a shipment from the Schedule monitor and How to edit a shipment  


...monitor inventory alerts

Alerts in the Inventory Monitor notify you through colour codes if future inventory levels are running high or low. The graph displays when your inventory crosses high or low levels. The table below the graph changes colour in the Month end column when inventory is high or low: 

  • Amber: inventory levels are below low or above high levels. 

  • Red: inventory levels are below critically low or above maximum levels. 

To see which day the inventory cross high or low levels, click on the relevant month-row. A drop-down for that month will display daily information, where the Inventory column changes colour for high or low values.  

If you see amber or red alerts, action might be needed. For example: 

  • Add or push forward a shipment to avoid stock outage. 

  • Remove or delay a shipment to avoid overflow. 

Relevant articlesHow to add a shipment from the Inventory Manager and How to edit a shipment 


...identify and adress clashes

A clash in port is defined as two shipments that have overlapping dates in port. You will receive an alert from the notification center specifying Clash at berth and links to the involved shipments. By clicking on either shipment, you will be reverted to the specific shipment in the Schedule to edit ETA and/or ETD to delay or move forward the shipment; or to delete it entirely.  

After action has been taken, mark the alert as reviewed below the shipment information or by opening it in the notification center and clicking on Mark as reviewed followed by Confirm. Optionally, you can add a comment for future reference. 

You can also identify clashes in the Scheduled Shipments. If two shipments clash there will be a red line to the left of its shipment-row. In the detailed drop-down for each shipment the Clash at berth alert is visible at the bottom. 

Additionally, you can also use the Shipment timeline to identify potential clashes. The Shipment timeline visualises all ongoing and planned shipments, making it easier to identify clashes. See Shipment Timeline to learn more. 


...identify and avoid clashes from the calendar

A clash in port is defined as two shipments that have overlapping dates in port. Click anywhere on ashipment-row to expand a detailed drop-down of the shipment. There will be a box in yellow fontthat shows if the port stay for this shipment overlaps with another. You can click on the shipment name to see details of that shipment involved in the clash. 

If a shipment’s ETA and/or ETD at the discharge port will clash with another, you can identify this with the date(s) appearing in yellow font. There is also a yellow dot visible on the date involved. If this shipment’s port stays overlaps with more than one shipment, this can be identified by the number of dots displayed on that day. Hovering over the day will show you the shipments involved.  


...use the vessel watchlist

The Vessel watchlist allows you to track multiple vessels at any given time. You can create and manage as many watchlists as you wish by clicking Vessel watchlist to the right below the map.  

To add a new watchlist, simply enter a name in the box Watchlist name and click Create watchlist. The watchlist will appear in the list above, where you can enable or disable watchlists and add or delete vessels in watchlists. A watchlist is enabled if the first button is green and says Enabled. To disable the watchlist, simply click the same button and it will change to blue and now says Enable. Click Remove to delete a watchlist. 

To view the vessels included in a watchlist click Vessels. To add a vessel, start by typing the name or IMO number of a vessel in the field Search for vessels by name or IMO. A dropdown of matching vessels will appear, where you can click on the desired vessel and it will automatically be added to the watchlist. Click Remove to delete a vessel. 


...navigate the map

All shipments added to the cargo schedule will automatically appear in the interactive map in the Schedule Monitor, allowing users to track their cargo flow in real-time. You can hide the map by clicking Hide map to the right of the Schedule shipments bar. The buttons on the bottom of the map represent settingszoom and full-screen mode

  • Settings: In the map settings you can decide if you want to show portsAIS trails and vessel names. When the icon next to your option is green the option is ON, and OFF when it is pink. You can also choose which Vessel watchlist should be visible in the map by clicking the icon next to specific lists. 

  • Zoom: Use the + and  buttons to zoom in and out of the map. You can also hold in Ctrl on your keyboard while scrolling your computer mouse over the map.  

  • Full-screen mode: Click the icon to the right to go to a full-screen view. Click again to go back to original view. 


...track your vessels

From the Schedule Monitor you can track the vessels carrying your cargos. Simply click on the symbol next to the vessel and you will be navigated to the vessel’s latest recorded position on the map. The window to the right shows the latest AIS updatewhen the latest information was received, speed, next port and ETA. Any AIS updates will be visible in the notification centre, keeping you up to date in real-time. Further down you can see the shipment onboard the vessel with links to the shipment and ports.  

The map also shows historical AIS data, which can be useful insight when analysing delays and changes to ETA. You can click each circle to see the detailed historic AIS data. (If you cannot see the trail, make sure the Show vessel AIS trails is ON in Settings


...feedback and support

If you have any feedback or issues while using CargoValue, please let us know through the Feedback button at the top of the page. A window will pop up in the bottom right corner called Usersnap. Enter your email and a comment explaining your issue. To mark your issue on the screen, use the tools Pen, Arrow and Blackout. Click the tool you wish to use and mark your issue. A screenshot will be sent to us directly together with your comment, where we will address it as soon as possible.