System Maintenance

Add Office Type

Create a new office type in the master list.

On the Office Type list click Add Office Type to open the Add Office Type form. Type the office type name, its code and its address, optionally the port name and issuing carrier, then click Save. Office Type, Office Code and Office Address carry a red * and must be filled in.

Open in Info-X

The screen

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What each number means

  1. 1
    Add Office Type

    The form Info-X opens when you click Add Office Type on the Office Type list.

  2. 2
    Office Type *

    The name of this office type, e.g. Head Office or Branch (mandatory).

  3. 3
    Office Type box

    Type the office type name here.

  4. 4
    Office Code *

    The short code for this office type (mandatory).

  5. 5
    Office Code box

    Type the office code here.

  6. 6
    Office Address *

    The office's street address (mandatory).

  7. 7
    Office Address box

    Type the address here — this box takes several lines.

  8. 8
    Office Port Name

    The port this office works with — optional.

  9. 9
    Office Port Name box

    Type the port name here.

  10. 10
    Issuing Carrier

    The carrier this office issues documents for — optional.

  11. 11
    Issuing Carrier box

    Type the issuing carrier here.

  12. 12
    Save

    Saves the new office type and adds it to the Office Type list.

  13. 13
    Close

    Closes the form without saving.

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

Key areas

1

Name and code

Office Type is the name shown everywhere (e.g. Head Office, Branch); Office Code is the short code used on records.

2

Address

Office Address is the office's street address — a box that takes several lines.

3

Port and carrier

Office Port Name and Issuing Carrier link the office to a port and to the carrier it issues documents for — both optional.

How to use it

  1. 1Open System Maintenance → Office Type and click Add Office Type.
  2. 2Type the Office Type name.
  3. 3Type the Office Code.
  4. 4Type the Office Address.
  5. 5Add the Office Port Name if this office needs one.
  6. 6Add the Issuing Carrier if this office needs one.
  7. 7Click Save.

Tips

  • Office Type, Office Code and Office Address carry a red * and must be filled in before you can save.
  • Office Port Name and Issuing Carrier are optional — leave them blank if this office does not need them.
  • Use Close instead of Save to leave the office type unsaved.
  • A saved office type appears in the Office Type dropdown on rate quotes, bookings, users and invoices.