This release provides a new field in Import and Export Job Registration that indicates the Sales Person responsible for the client.
When a job is added the field will be automatically populated with the Sales Person stored in the Customer Masterfile for the client in the Debtor tab (available where the Accounting Module is used). The field can be updated in the Job Registration screens.
In the Import Job Registration screen this name is shown in the Various Information tab.
In the Sea Export Job Registration screen the Sales Person is show in the Job Details tab.
AU Sea Export Job Registration
NZ Sea Export Job Registration
In the Air Export Job Registration screen the Sales Person is found in the Additional Information tab.
The Sales Person name has been added to the following reports:
- Freight Forwarding
- Generic Jobs CSV
- Import
- Exports
- Sea
- Air
- Management Reports
- WIP + Profit – Import
- WIP + Profit – Export
- Client Profitability Analysis
- Profit Jobs
- Profit Jobs Query
- Profit Monthly
- Freight Forwarding Summary