System Maintenance

Clause

Shipping terms, INCOTERMS and standard clauses.

Maintain clause categories, types and text used on quotes and documents.

Open in Info-X

The screen

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What each number means

  1. 1
    Maintain Clause

    Shipping terms, INCOTERMS and clauses.

  2. 2
    Refresh

    Reloads the list with the latest data from the server.

  3. 3
    Export

    Downloads the current list (CSV / file).

  4. 4
    Export to Excel

    Downloads the current list as an Excel spreadsheet.

  5. 5
    Add New Clause

    Opens the form to create a new record.

  6. 6
    Search

    By clause name, code or category.

  7. 7
    Records — 10

    Rows shown.

  8. 8
    Category Type

    Air, Ocean Import, Ocean Export.

  9. 9
    Clause Type

    General, Special, Haz Cargo, Customs remarks…

  10. 10
    Clause Description

    Text printed on documents.

  11. 11
    Edit

    Edit the clause.

  12. 12
    Status

    Active or Inactive.

  13. 13
    Activate toggle

    Click to switch Active / Inactive.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Columns

Category Type, Clause Type, Description, Status.

How to use it

  1. 1Click Add New Clause.
  2. 2Select category and type.
  3. 3Enter description and save.