The Customer Masterfile within the Administration Menu Option in Expedient stores details of your Customers, Creditors and other stakeholders of your day to day business.
Expedient can help automate aspects of job registration and other operations in Forwarding and Brokerage if the Customer Masterfile is contains the right details.
Setting up the Customer Masterfile for the Depot correctly can help ensure information useful to the client and to the transport company is included in documentation.
This guide will provide a step by step flow through adding a new Depot to your Expedient and explain how certain fields in the Customer Masterfile can help automate your daily processes.
Creating the basic Customer Masterfile
Step 1: Main Menu – Administration – Customer Masterfile. You may also have a shortcut to the Customer Masterfile in the ShortCuts tab on your Expedient dashboard.
Step 2: Add Button / “A” Key
Step 3: Enter each field data, where applicable. Use the Tab button to advance to the next field.
Step 4: In the Company Type set Depot to Yes. This automatically makes the Depot ‘Active’. This means the Depot can be used when creating new jobs. If this Depot is no longer required update the Customer Masterfile to Inactive and users will not be able to create new Jobs using the Depot code.
Step 5: Tab to the Depot Tab. Enter the details as required.
Operating Hours and Depot Website
This text will appear on import and export delivery dockets, Delivery Orders and Arrival Notices
Establishment ID (AU)
This is used to associate the Depot Code with the Establishment ID used by AU Customs
Transitional Facility (NZ)
If this code is provided the AFT question in the Customs Entry screen and the eBACCA application screen will be automatically populated.