The Letter of Recommendation is used to recommend your Overseas Agent Services to the Customer.
This document is available from Management > Sales Activities > Letter of Recommendation.
When the link for the Letter of Recommendation is selected, the following window is shown.
Please see below an example of the document. (Input Terms Printouts; Terms Code; LETRECPRE)
|
Field Name |
Description |
Validation |
Default |
|
|
Client |
This is the Customer Code that the Letter of Recommendation is being sent too. |
Mandatory |
||
|
Contact |
When the Client Code is entered the Personnel Zoom window will automatically appear to select the Contact for that Customer. |
Mandatory |
||
|
Title |
When you enter into this field the Title for the Contact Name will automatically populate based on the Personnel Zoom. |
Personnel |
Mandatory |
|
|
Supplier |
The Supplier Zoom lists the Suppliers details that currently have a relationship (Setup in Supplier Masterfile) with this client.
|
Supplier Masterfile |
Mandatory |
|
|
Transport Type |
This displays the following: Air Sea Both (Air & Sea) |
|
Mandatory |
|
|
Agent |
This is the Overseas Agent that will make contact with the Customer. |
Customer Masterfile |
Mandatory |
|
|
Agent Contact |
Once the Agent Code is entered, the Personnel Zoom will automatically appear which lists the contacts that apply to the Agent Code entered. If no contacts have been added against the Agent Code, then the cursor will just appear in this field. |
Personnel |
Mandatory |
|
|
User Branch |
This is the Branch that the user (who is creating the Letter of Recommendation) has been setup against in the User Masterfile. Read Only field. |
User Masterfile |
|
|