Consignees

SETUP -> Consignees

Maintain official consignee information used on LOGISTICS -> Sales for shipping documentation.

• Customer - select the customer the consignee is for.
• Destinations - select the destinations this consignee is for. If left blank, this consignee will be available for all destinations for this customer.

Consignee

• Name - name of company.
• Address 1
• Address 2
• Address 3
• Address 4
• Post code
• Country - select a SETUP -> Countries
• Contact name - optional, but required if you want to send their phone, fax or email in SLI EDI.
• Phone - optional. If you have more than one value, separate using a comma or semicolon.
• Fax - optional. If you have more than one value, separate using a comma or semicolon.
• Email - optional. If you have more than one value, separate using a semicolon.
• Company code - optional. The field size is based on INTTRA restrictions, any further detail can be entered in Bill comments.

The following fields are only visible if you have an interface to INTTRA configured:

• INTTRA name - party name to print on the waybill. If the name is longer than 35 characters, put the remaining part of the name in INTTRA 2.
• INTTRA 2-6 - address lines to print on the waybill. If you require the post code and country to display, these must be added here (the Post code and Country fields are not used in the address section of the waybill).

The Copy to Notify button will copy these field values into the Notify section.

Notify

Optional, same fields as above. A party that the shipping agent needs to notify.

Notify 2

Optional, same fields as above. An additional party the shipping agent needs to notify.

Other

Used as default values on the LOGISTICS -> Sales when this consignee is selected on the sale.

• Additional marks - default shipping marks, optional. Relevant for certain markets, eg Thailand.
• Shipping instructions - default shipping instructions, optional. Used for SLI, intended to be non-printable (when sent via EDI).
• Bill comments - default bill comments, optional. Used for SLI, added as Bill clauses.
• Store order instructions - default instructions on the LOGISTICS -> Sales store order, optional.
• Temperature recorder required? - this is the default value in the LOGISTICS -> Sales store order.
• SLI description override - template used for the SLI description lines on LOGISTICS -> Sales. You can enter field values by putting the field name is square brackets. Valid components are [VarietyDesc] [ProduceDesc] [OriginCountry]. If left blank the value in SETUP -> Produce types will be used, otherwise the default of "Fresh [ProduceDesc] [VarietyDesc]" will be used.

Documentation recipients

Manage default email recipient groups for LOGISTICS -> Sales documents.

The Add customer button will automatically add a record for the customer. The Subject and Message default to the "SaleDocsCustomerEmailSubject" and "SaleDocsCustomerEmailMessage" settings in (SETUP -> System) and the Email to defaults to the Email address setup on the (SETUP -> Vendors).

To create other groups, eg for notify parties, click the Add button.

• Description - description so you can identify this recipient or group of recipients.
• Email - List of semi-colon (;) separated email addresses.
• Subject - Subject for the email. See tip for special placeholders below.
• Message - Main body of the email. See tip for special placeholders below.

Tip

In both the Subject and Message fields you can use some special placeholders. These will be replaced with the relevant details when the email is generated. Remember to include the square brackets:

• [BOOKING] - the booking # in LOGISTICS -> Sales
• [CONSIGNEE] - the consignee name in LOGISTICS -> Sales
• [CONTAINERS] - a comma delimited list of container numbers from LOGISTICS -> Sales
• [CUSTOMER] - the customer name in LOGISTICS -> Sales
• [CUSTREF] - the customer reference in LOGISTICS -> Sales
• [SALE] - the sale's code in the LOGISTICS -> Sales
• [RECEIVEREF] - the receiver reference in LOGISTICS -> Sales
• [VESSEL] - the export vessel in LOGISTICS -> Sales
• [VOYAGE] - the export voyage in LOGISTICS -> Sales

Import permits

Manage import permits for this Customer and Destination. These values are provided as a dropdown box in LOGISTICS -> Sales.

• Import permit - the import permit number.
• Expiry date - if applicable, enter the expiry date.
• Comment - may be useful if the permit is volume based.
• Document - attach a scanned version of the import permit(s). This will then be added in LOGISTICS -> Sales documents so can be added when generating the MPI phyto cert, will also be attached to store order emails.
• Active - untick if no longer used which will hide in lookup lists.