This is the store of the data about the companies in whose name products and / or services are supplied to customers.
We would specifically draw your attention to the bank details at the bottom of the Exporter Details tab, as there is an option in the system to print these details at the bottom of an invoice, advising the customer to pay by telegraphic transfer to the account details displayed. If multiple currencies are used, you should also create a miscellaneous keyed record, using the currency code as the key (e.g. USD, EUR etc) and storing the different account details for each of the currency accounts your company holds.
There will also be data on other tabs, usually, the Invoice Front sheet, Export Cargo Shipping Instructions, Control Details, Bill of Lading Instructions and NES Checklist. Because the system is easily modified, there may also be other documents,
which you may wish to add to the panel. If so, please contact us on the
Support Line..
Quite apart from the details on the Exporter Maintenance tab, please add further defaults
e.g.:-
1. On the control tab, general control details section, as can be seen from the graphic below,
there are a number of default options which can be set against the exporter record. Working the boxes above you should set choices against the options:-
a. obviously the default language for box headings is likely to be set as English,
b. whether the system prints item numbers against the products on the invoice by ticking the box
b. whether the system prints item numbers against the products on the invoice by ticking the box
c. whether the system is to print the UCR (Unique Consignment Reference)
d. whether the system is to print the HS Tariff Codes against the items on the invoice when there are multiple commodity codes
d. whether the system is to print the HS Tariff Codes against the items on the invoice when there are multiple commodity codes
e. the default font and data size in characters per inch
f. which marks and description to print, but usually this would be the general
g. the style of invoice to print - Short when the declaration is required in a large font, and Long when the declaration is to be printed in the same font as the box headings. This is only necessary when neither an EU invoice which shows commodity value breakdowns for the customer to use when completing his Intrastat for Arrivals, or a specific Invoice/Certificate of Value and Origin is required.
g. the style of invoice to print - Short when the declaration is required in a large font, and Long when the declaration is to be printed in the same font as the box headings. This is only necessary when neither an EU invoice which shows commodity value breakdowns for the customer to use when completing his Intrastat for Arrivals, or a specific Invoice/Certificate of Value and Origin is required.
2. Please also add the defaults regarding Intrastats and Sales Listing, and on the NES checklist tab defaults about the declarant and type of submission etc.
If you are unsure what data should be entered into a specific field, then the first course of action should be to press the "Alt" and "F1" keys and help will be displayed.
We consider this option important and widely used enough to make accessible directly from the Toolbar by clicking on the
icon.
icon.
Please note that within the
CSV options from the main toolbar, when reading consignee and buyer CSV files, any data stored against the exporter code will be automatically merged into the consignee or buyer record.
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