Sale - Export details

LOGISTICS -> Sales -> Export tab

Be sure to read the Life-cycle of a sale to get an overview of the sale process.

In this section you can update the export details for the sale:

Shipping

  • Shipping agent - Select the shipping agent from the list of SETUP -> Vendors.
  • Import permit # - can be typed but the list comes from import permits entered in SETUP -> Consignees. The list will be a list of import permits that are still active and have not expired yet (based on Arrival date, Export date or Load start, whichever is entered). A warning symbol will appear if the import permit entered is not in the SETUP -> Consignees list, ie doesn't exist or has expired.
  • Waybill - Waybill document number.
  • Transport by - Sea, Air, Mail.
  • Feeder vessel and voyage - Optional details of any feeder voyage prior to loading onto the export vessel. Select a vessel from SETUP -> Vessels, voyages can be selected from SETUP -> Voyages or typed in.
  • Export vessel and voyage - Official vessel and voyage used on export documentation, the vessel that left your country. Select a vessel from SETUP -> Vessels, voyages can be selected from SETUP -> Voyages or typed in.
  • Arrival vessel and voyage - Optional details of the arrival vessel (if different from the export vessel). Select a vessel from SETUP -> Vessels, voyages can be selected from SETUP -> Voyages or typed in.
  • Load port - Port of loading. This is where the store will send the load for shipping.
  • Export port - Official Port of Export used in documentation. This is often the same as the Load port unless a Feeder vessel is used.
  • Discharge port - This is the arrival port where the vessel is unloaded.
  • Load start - Earliest date for loading.
  • Load cutoff - Cutoff date for produce arriving at the load port. Will be automatically updated if entered or changed on SETUP -> Voyages.
  • Docs cutoff - Cutoff date for documentation. Will be automatically updated if entered or changed on SETUP -> Voyages.
  • Export date - ETD used for Customs declarations and other documentation. Will be automatically updated if entered or changed on SETUP -> Voyages.
  • Arrival date - ETA used on documentation. Will be automatically updated if entered or changed on SETUP -> Voyages.
Tip

The list of vessels is maintained in SETUP -> Vessels. The list of ports is maintained in SETUP -> Locations.

Containers

  • Booking # - Reference number for the container booking.
  • Qty - Enter the number of containers for this booking, informational only.
  • Release # - Reference number for the container release. Often same as the Booking #.
  • Container type
  • Temp - Temperature setting for the container.
  • Vent - Vent setting for the container.
  • O2 - Oxygen setting for the container.
  • CO2 - Carbon dioxide setting for the container.
  • Humidity
  • CA container? - if container is under controlled atmosphere.

Other

  • Additional marks - shipping marks on the cartons. Relevant for certain markets, eg Thailand. Used for the Certificate of Origin, Packing List, SLI and an option to print on the invoice. If a Consignee has been selected, this will default to the value entered in SETUP -> Consignees.
  • Shipping service - used by the INTTRA EDI of the SLI.
  • SLI doc - Document requested from the Shipping agent in response to the SLI (SLI = Seafreight Loadout Instruction (report)).
  • PPQ cert - record the PPQ (Plant Protection and Quarantine) certificate number if obtained.
  • Freight prepaid? - Tick if freight is to be paid by the exporter (otherwise paid by the Consignee).
  • Destination charges prepaid? - Tick if any destination charges are to be paid by the exporter (otherwise paid by the Consignee).
  • Shipping instructions - used for SLI, intended to be non-printable (when sent via EDI). If a Consignee has been selected, this will default to the value entered in SETUP -> Consignees.
  • Bill comments - used for SLI, added as Bill clauses. If a Consignee has been selected, this will default to the value entered in SETUP -> Consignees.

Consignee, Notify, Notify 2

Consignee information is used on most export documentation including MPI. A list of consignees are setup in SETUP -> Consignees. When you select a consignee from the list, it populates the following fields

  • Consignee address and contact information
  • Notify section
  • Notify 2 section
  • Exporter section
  • Additional marks
  • Shipping instructions
  • Bill comments
  • Import permit drop down list
  • Store order tab -> Instructions
  • Docs tab -> Recipients

There is a Copy to Notify button, if pressed, it will copy the details entered for the current Consignee to the Notify section.

You can alter these fields but any changes will not be copied back to the SETUP -> Consignees.

Exporter

Name and address of the official exporter. This is used on export documentation including MPI. The drop down list comes from SETUP -> Exporters. For new sales, the exporter will default to your exporter details (from SETUP -> Vendors) but if a Consignee is selected, it will default to the last exporter used for this consignee. Alternatively, select an Exporter from the drop down list. The address and Company, Customs and MPI codes will be populated based on the details entered in SETUP -> Exporters.

Note

The 35 letter limit on these lines is an MPI limitation.