Document Details

Purpose

Companies need to register to the Bharat Trade application in order to use its services. Individual users, drivers also need to register to the system to use it, to be nominated by other parties for actions etc.

Company Registration

1.Go to the application link. Click on Register button to take you to the registration page.

Alternatively, you can click on the Login button (next to the Register button). It will redirect you to the login page. Click on the Sign up Now link (below the SIGN IN button).

2. Fill in all the applicable fields in the client registration form. Below, you will find all the sections of the form explained.

Note: To print the form, select Print on your web browser (or click Ctrl+P).

The Client Registration form

3. In the CLIENT DETAILS section of the registration form, fill in all the applicable fields for company profile like client name, client's email id.

Note:

• Registered As: If the company is registered as a Freezone or an OEA, select the value in this field.

• Is GSTN Applicable: If GSTN is not applicable, leave this field as blank. Else, select Yes. For the latter case, fill in the additional details for GSTN, as shown below:

4. In the next section, Client Type, fill in the fields. See the description below:

Service Provider{}{*}: This is the type of the service provider. Choose if your company is a sea port, CFC, Shipping Line, container depot, or rail terminal.
Location{}{*}: Select the location of the terminal you want to transact with. The list of values available in the dropdown list will depend on the type of service provider that you have selected in the previous field.
SP Name{}{*}: The available terminals for the chosen location are then populated in this field. Choose the applicable value.
I am a/an{}{*}: This is where you would specify the type of company you represent, for example, a Shipping line, shipping agent, CFS, CHA, freight forwarder, empty yard, trucking company, importer/exporter etc.
Tip: To register for multiple terminals, click on the   to the right of each line. To delete a line, click on the   sign.

5. The next section is Admin Details, where you need to fill in your personal details like name, phone number, and email address.

Note:

• As the registering user you are considered to be the administrator of the company account. You can delegate this responsibility to a member of your team at a later stage.

• The admin user would be allowed to create, modify, and manage sub-user accounts. The admin user will also receive emails and notifications for approving user accounts.The communication Email ID can be any other email id who the user wants to be notified. For example, this could be a mail distribution list for a group of users interested in the operations.

6. In the Attachments section, you can attach all the documents required for the registration.

In the SP Name field in the Client type section, if you have selected values other than Shipping line and shipping agent, then the Attachments section will show a list of required documents to be uploaded, as below:

You can upload the documents by clicking on the folder icon  and selecting the file from your computer. Please fill in all other mandatory details like the document number and document expiry date.
Finally, enter the captcha, and agree to the terms and conditions, and click on the submit button.

Note: Click the Reset button to clear all the data entered. Click the Back button to go back to the login screen.

7. After entering all the mandatory fields, click on Submit to submit your registration request to the relevant Port(s). A pop up window will display for the confirmation. Click on OK.

8. The success screen with the client and admin details is displayed.

9. You will also receive an email to acknowledge your registration, as shown in the image below. The request will be pending approval or rejection from an MS Admin user, and you will be notified by email when any action is taken on the request.

View/ Edit registration request

After submitting the registration, and before it is approved or rejected by an MS Admin user, you can view and edit the registration form. 
The steps to view or edit your registration form is as follows:

1. Go to the login page and click on Sign Up Now.

1. Click on the search icon.

1. You will be asked to provide the Admin Email ID. Please input the email id provided in the registration form. Then click on the search button, and a link will be sent to this email id.

1. Check your email and click on edit the link.

   

2. You will be redirected to a read-only screen with your registration details. On the bottom right corner of the screen there will be an Edit button, which will allow you to amend details and re-submit.

3. Click on the Edit button to modify the editable fields.

1. After making the changes, click on the Submit button.

   

A dialog box will ask you to confirm if you want to submit your request for Cancel or Edit. Click OK to continue.

1. Note:
   Click on the Cancel button if you would like to cancel the registration request.
   Once you've re-submitted the registration form and received the above confirmation message, you'll get a confirmation email from BHARAT TRADE.

Account activation

1. Once the registration is approved, the user will receive an activation mail. A sample email is shown in the picture.

   

2. Click on the Activate link. You will be redirected to the user activation page to set up your username and password for Bharat Trade.

Alternatively, you can also click on the URL to navigate to the user activation page. In this case note the Activation id. These are marked in the sample email below (Image 1).

1. Fill in the fields on the user activation page according to the instructions given for selecting a password. Finally read the terms and conditions and check the box for accepting them. Click on the Submit button. You will receive the below confirmation message.

1. Click on the OK button and you will be redirected to the Bharat Trade Sign In page. Here, enter the Username, Password and click the SIGN IN button.

Unlocking an account

You need to enter valid login credentials for logging in to the system. If the credentials entered are incorrect, you'll be prompted to enter them again.
It is important to note that if you enter wrong credentials for 5 times during one login attempt, your account will be locked. In order to unlock your account, you will need to contact the system admin.

Password Reset

Changing a password

Use this service if you remember your password. You must enter your old password to change it. If you have forgotten your password, go to the Forgot Username/Password section.

1. To change your password, login to the application, and click on Configure→Password.

   

2. For the new password, you'll have to enter the old password, and then set a new one. 

Forgot username/password

1. If you've forgotten your username or password, they are easily recoverable using the Retrieve Username and Reset Password options.

1. When you click on either the Retrieve Username, or Retrieve Password links, it'll ask you to enter your registered email id and a confirmation text

   Reset Username

   Reset password

2. An email will be sent to the registered email id in both cases. A pop-up message will inform the same.

3. A sample email for resetting a password is as follows:

1. Click on the link to change the password, and follow the steps for setting up a new password as explained in the previous sections.

Manage Company's account

Search company profile

Once a company has been successfully registered to the Bharat Trade as a client, an user with appropriate rights can view the company details.
This can be done as below:

1. Login to the Bharat Trade using your credentials. On the Navigation menu, go to Configure, and then Company Profile.

   

2. If you are a client admin, you will only be able to see the profile of the company which you have registered.

1. If you're a MS Admin or TO Admin, you will see a search page where you can search for a company. Provide the search criteria and click on the Search button.

   

2. You will see a result set that satisfies the search criteria. Click on the Registration Id of any record to view its details, as shown in the next section.

   

View/Edit company profile

1. To view a company profile, click on Configure Company profile on the Navigation menu.

2. If you are a Terminal Operations Admin or a MS Admin, you can search for the company profile you want to view, and click on the Registration id to view the profile. The profile will be displayed as below:

Based on your roles and access, you will be able to see the buttons on the bottom of the screen as marked in the image above.

1. 1. Edit: Click on this button, make the changes you want and click on the Submit button.

   2. Comments: You can click on the Comments button and add notes for the company. You need to have role privileges for this action.

   3. History: Click on this button to see the change history of the profile. A pop-up box will appear with the change logs. Click on the Request Id to check out any version of the profile.

1. 1. Suspend: Click on this button to suspend a company. Read more about this in the next section.

   2. Action: This button will be used by MS Admin users to approve or reject a company's registration request.

Suspend/Un-suspend company profile

For company profiles in Approved status, an Admin user can click on the Suspend button to suspend a company from using Bharat Trade services temporarily. 
When a company is suspended, it means that all the users registered to that company would be restricted from accessing the services on Bharat Trade.
If a company is in suspended mode, then an Admin user with proper privileges can click on the Unsuspend button to remove the suspension. This would restore the rights of the company along with its registered users to have access to Bharat Trade.

Manage users

Adding a sub-user

Registered users of Bharat Trade who are admins can add new users and give them access to certain services in the system.

1. Login to Bharat Trade.

2. Navigate to Manage → Users page.

1. Click on the + icon for adding a new user.

1. The add user page is displayed.

1. Fill in the user details, like Name, Designation, Mobile number, alternate mobile number, primary email, communication email id, id type, user type (admin user, non-admin user, driver), end-date, preferred language, department (Finance, Operations, Commercial, Marketing, etc.)

2. Fill in the User Access section to select the list of access you want the new user to have.

3. In order to clear the changes made on the form click on Reset.

4. After filling all details, click on Submit. A popup box will appear to confirm if you want to continue. Click OK. This will create the new user, as shown in the sample below.

Search user account

To search for a user's account, follow the steps below:

1. Login to Bharat Trade and go to Manage → Users. 

2.  Input relevant search criteria and click on the Search button. A blank search (i.e., without any search criteria) is also allowed.

1. The search results will appear. If your role is client admin, you can see only the users created by you.

2. Click on the Primary Email Id of any record to view its details, as shown in the next section.

View user account details

The user account details page is displayed when you click on the Primary email id value in a record from the search result.

1. 1. Edit: The admin can edit the user profile – personal details and accesses by clicking on this button. After making the changes, click on Submit to save them.

   2. Cancel: Click here to cancel the user registration.

   3. Comments: Click here to add notes about the user. In the pop up window that appears, write the comments in the text box, and attach documents if required.

1. 1. Resend Activation Link: Clicking on this button will resend the link for user activation to the primary email id of the user. You'll receive the confirmation after clicking on this button.

Lock/Unlock a user account

A user's accounts can be locked to disable their access to Bharat Trade. This action can be performed only by MSAdmin. The steps are as follows: 
At the bottom right corner of the page, you'll see the Lock button (for an active user). The user will be locked if you click on this button.
Note: For a locked user, there will be an Unlock button instead of Lock. Click on it to unlock the user.

Vessel Registration

Add a vessel

To register a new vessel follow the steps below:

1. Navigate to Manage  Vessel

1. Click on the + sign beside the Vessels tab to register a new vessel.

1. In the next page, fill in the details for Location, SP Name and IMO/SIN number of the vessel. Then click on Register.

1. The vessel will be successfully registered.

View/Edit/Cancel a vessel

1. Navigate to Manage  Vessels

2. Enter the search criteria for the vessel you want to search, and click on the Search button.

1. The search results will be displayed. To view a vessel details, click on the Vessel registration Id, as shown in the image below.

1. The vessel details will be displayed in a page.

1. At the bottom right corner of the page, click on the Edit button to make changes in the vessel details. Click Submit to save the changes.

2. Click on Cancel to delete the vessel registration.

3. Click on the History button to see the previous versions of the vessel details. A pop up window with all the versions will appear. Cl ick on the Request no (as shown in the below image) to see the particular version.

Truck Registration

1. Go to MANAGE -> Registration -> Trucks

1. The Truck Registration page is displayed. Click the "+" icon to create a new truck registration.

1. Enter the details of truck and click the Register button to continue with truck registration process.

Note:
Fields marked with "{*}" are mandatory.

1. If the truck is not already registered in the system, a pop-up window will appear to register a new truck. Click the Ok button to register a new truck.

1. The truck registration form will be loaded as shown in the image below. It has 4 sections.

1. Enter the Truck details in the 1^st section.

2. In the Owner Details section or click the I Am the Owner checkbox to auto populate the current logged in user details.

1. Select the pool name in Terminal and Pool Details section.

• User can enter RFID details with respect to the terminals, during the creation of Truck registration and successfully save the record. System allows the user to add/update multiple RFID numbers for a truck. And also a particular terminal can have multiple RFIDs for a truck.

• System will not give any provision to select pool which are not allocated to them in the initial client registration phase.

1. In the Attachments section, upload documents based on the truck type selected in the Truck Details section. User should enter the details of the document in the respective field and upload the corresponding document(s). Click the Add button to add documents.

2. Note:
   Click the Reset button to erase all the data entered.
   Click the Back button to go back to the Truck Registration search screen.
   After entering all the mandatory fields, click the Submit button to save the data and a pop up window will display for the confirmation. Click the Ok button to confirm.

1. The success screen with truck details is displayed.

View/Amend/Cancel a truck registration

1. Navigate to the ManageTrucks page. Enter the search criteria in the respective field and click the Search button as shown in the picture below.

1. The search result is displayed. To view a truck details, click on the Truck Registration ID of the record.

1. The truck details page is displayed as below. Click the Edit button to modify the truck registration details.

1. Edit: To edit the driver/truck information, click on the Edit button. After making the desired changes, click on the Submit button. A confirmation message pop-up window is displayed. Click the Ok button to confirm. A confirmation message will be displayed on screen.

1. Cancel: On the view page, click on this button to cancel the truck registration. You will be asked to provide cancellation remarks in a dialog box.

Click on Submit after providing the remarks. A cancellation success message will appear as below.