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 Terminal correctly can help ensure that information from 1-Stop for vessel and container updates is fully utilised.
This guide will provide a step by step flow through adding a new Terminal 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 Terminal to Yes. This automatically makes the Terminal ‘Active’. This means the Terminal can be used when creating new jobs. If this Terminal is no longer required update the Customer Masterfile to Inactive and users will not be able to create new Jobs using the Terminal code.
Step 5: Tab to the Terminal Tab. Enter the details as required.
Operating Hours and Terminal 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 Terminal Code with the Establishment ID used by AU Customs
1-Stop Terminal Code (AU)
Add the 1-Stop Terminal Name associated with the Terminal you are added to Expedient. When Vessel Schedule updates are received from 1-Stop the Terminal will be updated in the Import and Export Consols and Jobs.