We will continue our suggested route to processing a consignment, assuming that you are creating a new consignment, and would now suggest that the first thing to do would be to merge in such database records as is possible. This is done by clicking on the

Merge button, and the "Merge Selection" screen will be displayed as below.

You should now be able to click on the drop down arrow and select a key from the list against the keys specified. Please note that if the key selected in the above example has a notepad stored against it, indicated by the red notepad alongside the code. Clicking on that icon will display its contents. You should also select whether you wish to merge the notepads into one for the consignment.

If you have set up a consignee correctly, by far the vast majority of data will be brought into the consignment, but you can choose to select one or a multiple of keys and use the

button to merge all the keys at once. You may have to use a combination of these options because of the number of Miscellaneous keyed records you may require merged into the consignment.

You should now be in a position to click on any of the Consignment Maintenance Tabs to examine the data displayed through that "window" on to the database. Whilst your system may vary, split between the Standard, Specialist and in some cases Unique panels, then amongst the available windows are :-

1. Invoice, and Continuation

2. Shipping Instructions, Continuation

3. Despatch Advice *

4. SSN (Standard Shipping Note)

5 Foreign Bill (and/or Documents for Collection) *

6. Case Details

7. Case allocation *

8. Other Document

9. Control - contains details of dates, references, parties involved in transaction, together with transport document information.

10. NES Checklist *

11. Extra Documents - contains the ability to generate one-off documents eg for L/C compliance
12. Dangerous Goods Notes for Air, Road and Sea

* not available in the EASI range

The elements of data which are on these "Tabs" covers all the forms which are to be printed by the system, but you may wish to pay heed to the special page of this tutorial covering Marks, Descriptions etc.

In order to proceed through this file as a tutorial, may we suggest that we treat your use of the system as though you are not transferring data from elsewhere and we will return to that use of the system in a moment.

Whilst not essential as you can move from form to form without saving and re-opening the consignment, may we now suggest that you save the consignment data by clicking on the

(Save) button.

If the consignment is going to the European Union and the defaults are so set, you may be reminded to enter the Intrastat codes under the place and date of issue box, almost at the bottom right of the invoice tab.

Next Page Merging Product Data

MergingStandardData - 290915