Configuring Pop up Notes

Expedient allows users to configure what type of notes to pop up at a customer level. The following pop up notes can be configured via the Customer Masterfile Configuration Tab

Import Job Registration:

• Delivery Notes – each time a user clicks on the Delivery Tab in Add/Update mode the Customer’s Delivery Notes will pop up

• Job Registration Notes – each time a user adds/updates a Job, the Customer’s Job Registration Notes will pop up

• Forwarding Supplier Notes – each time a user adds/updates a Job, the Customers’ Suppliers Forwarding Notes will pop up

• Pre-Alert Reminder – each time a new job is created pop up a reminder to send the Pre-Alert Notification

Customs Pop Up

• Customs Notes – each time a user adds/updates a Job and Broker Code is the Own Company, the Customer’s Customs Notes will pop up

• Customs Notes – each time a user selects Submit or Submit and Pay the Customer’s Customs Notes will pop up

• Customs Supplier Notes – each time a user adds/updates a Job, the Customers’ Suppliers Customs Notes will pop up

• Enty Notes – each time a user adds/updates a Job the Customer’s Entry Notes will pop up

Export Air Consol Registration:

• Agent Notes – each time a user adds/updates a Consol, the Agent Notes will pop up if the Agent Code is entered

Export Air Job Registration:

•  Job Registration Notes – each time a user adds/updates a Job, the Customer’s Export Air Job Registration Notes will pop up

• Booking Confirmation Reminder – each time a new job is created pop up a reminder to send the Booking Confirmation

Export Sea Consol Registration:

• Export Sea Notes – each time a user adds/updates a Consol, the Export Sea Notes will pop up

• Agent Notes – each time a user adds/updates a Consol, the Agent Notes will pop up if the Agent Code is entered

Export Sea Job Registration:

• Job Registration Notes – each time a user adds/updates a Job, the Customer’s Export Air Job Registration Notes will pop up

• Booking Confirmation Reminder – each time a new job is created pop up a reminder to send the Booking Confirmation

Accounting Module only:

• Prepare Charges – each time a user prepares charges, the Customer’s Invoice Notes will pop up

• Create Invoice – each time a user creates a Job Invoice, the Customer’s Invoice Notes will pop up

Order Tracking Module only:

• Import Order Tracking Registration – each time the user adds or updates an Order for the client the Order Notes will pop up.

Please note the pop ups will only appear if Notes have been entered and the Notes are configured to pop up.

Auto Import Delivery Date Update:

• Auto-update Import Delivery Date? – This is used when you’re not performing the deliveries for the customer and don’t have access to the actual delivery date. This will automatically populate the Import Job Registration Delivery Date Field.

• Auto – Update X Days after Clearance or ETA. This setting can auto-close Import jobs in the Web Portal. The text for this configuration setting is dependent on access to the Customs module. If you are using the Customs module you can set the number of days you want the delivery date to be auto-populated AFTER the Customs Clearance Date. If you do not use the Customs module you can set the number of days you want the delivery date to be auto-populated AFTER the vessel arrival date.

Job Milestones/Workflow:

This flags the client for import and export job tracking within the Enquiry Only function and the Workflow Customer Groups can be assigned to the client.