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-XThe screen
What each number means
- 1Add / Modify Clause Info
The pop-up for adding a new clause to your clause list.
- 2Close (X)
Closes the pop-up without saving.
- 3Category Type *
Required. Which part of the business the clause belongs to: Air, Domestic, Ocean Export or Ocean Import.
- 4Category Type dropdown
Shows select until you choose. Open the list and pick one category.
- 5Clause 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.
- 6Clause Type dropdown
Open the list and pick the clause type.
- 7Clause Description *
Required. The actual wording of the clause, exactly as it should print.
- 8Clause Description box
Type the clause text here. It is a tall box, so you can write several lines.
- 9Cancel
Closes without saving.
- 10Save
Saves the clause and adds it to the list.
Hover a number to highlight its explanation. Click the screenshot to zoom.
Key areas
Category Type
Air, Domestic, Ocean Export or Ocean Import.
Clause Type
Customs, General, Haz Cargo, Import, Other, Special or Standard Remarks, or Terms & Conditions.
Clause Description
The clause wording itself, as it should print.
How to use it
- 1Open System Maintenance → Clause and click Add New Clause.
- 2Pick the Category Type.
- 3Pick the Clause Type.
- 4Type the Clause Description.
- 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.