What is a release and how do I issue one?

A release is the order you give a depot to hand containers over to the haulier presenting its reference. It is used by leases and by pick-up trading deals.

Krak StackFig. 1

Steps

1. Open the lease or the trading deal, Releases tab, and click New Releases. The Create Releases window opens, pre-filled with the deal data.
2. Fill in Release Date (today by default) and Expiration date (14 days later by default).
3. Choose the POL Loading then the Depot. For a release from stock, each depot shows the number of eligible containers in brackets.
4. Choose the Source: Stock or Supplier.
5. In Containers to release, enter one line per type and condition: quantity, and if needed the containers to reserve. Depot chooses lets the depot pick the containers.
6. Leave Release reference empty to get the automatic number, then save. The release is a Draft.
7. Send it with Download PDF or Send by Email: it becomes Sent.

Release statuses

• Draft: not handed over yet. It commits nothing.
• Sent: handed over to the depot.
• Pickup: some of the containers have been picked up.
• Finalized: the whole quantity has been picked up.
• Expired: the expiration date has passed.
• Canceled: the release was cancelled, for example when units of the deal were cancelled.

Numbering

• A release created from a deal reuses the deal number: lease LSGAB202600012 gives RELAB202600012.
• The next releases of the same deal take a letter: RELAB202600012B, then C, and so on (after Z come AA, AB…).
• Releases without a deal have their own counter (prefix RLS), set in Settings > Documents & emails > Numbering, Releases without a deal line.

Good to know

• View PDF does not change the status: only the download and the email move a draft release to Sent.
• One line per type and condition creates one release per line, all linked: the depot gets them in a single email with Send the whole group in one email.
• The total of releases cannot exceed the active quantity of the deal.
• Releases whose expiration date has passed expire automatically. A release that expired before any pickup no longer accepts pickups: use Extend to set a new expiration date.
• You do not create releases from the Releases page of the Operations menu: it lists every release, creation happens from the deal.

Frequently asked questions

See also

• Release from stock or from a supplier
• Cancel a pickup or a release
• Record pickups and drop-offs