System Maintenance

Add New Clause

Add a shipping term or standard clause.

On the Clause list click Add New Clause to open Add / Modify Clause Info. Pick the category (Air, Domestic, Ocean Export or Ocean Import), pick the clause type, type the clause wording, then save.

Open in Info-X

The screen

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What each number means

  1. 1
    Add / Modify Clause Info

    The pop-up for adding a new clause to your clause list.

  2. 2
    Close (X)

    Closes the pop-up without saving.

  3. 3
    Category Type *

    Required. Which part of the business the clause belongs to: Air, Domestic, Ocean Export or Ocean Import.

  4. 4
    Category Type dropdown

    Shows select until you choose. Open the list and pick one category.

  5. 5
    Clause Type *

    Required. What the clause is for: Customs Remarks, General Remarks, Haz Cargo Remarks, Import Remarks, Other Remarks, Special Remarks, Standard Remarks or Terms & Conditions.

  6. 6
    Clause Type dropdown

    Open the list and pick the clause type.

  7. 7
    Clause Description *

    Required. The actual wording of the clause, exactly as it should print.

  8. 8
    Clause Description box

    Type the clause text here. It is a tall box, so you can write several lines.

  9. 9
    Cancel

    Closes without saving.

  10. 10
    Save

    Saves the clause and adds it to the list.

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

Key areas

1

Category Type

Air, Domestic, Ocean Export or Ocean Import.

2

Clause Type

Customs, General, Haz Cargo, Import, Other, Special or Standard Remarks, or Terms & Conditions.

3

Clause Description

The clause wording itself, as it should print.

How to use it

  1. 1Open System Maintenance → Clause and click Add New Clause.
  2. 2Pick the Category Type.
  3. 3Pick the Clause Type.
  4. 4Type the Clause Description.
  5. 5Click Save.

Tips

  • All three fields are marked * and must be filled in.
  • The clause type decides where the wording is used — Customs Remarks go on customs documents, Terms & Conditions go on the quote.
  • Check the list first: the same clause may already exist under another category.