Embedded Files
Import Job
- BoxTop will allow you to complete the information in any order but here are the logical steps to completing an Air Import.
- After you have selected an Import Job Type you will be asked the Customer. Select this from the drop down list or add New. Then Select the Principal as required.
- Cust Ref – a Client or customer reference as per their paper work.
- Job Date – Default today date (double click to change)
- Mode – in this instance “Air”
Now you can click the Transport Button or Imports Button to create the required document(s) information will be passed from one doc to another so the order doesn’t matter.
- Click Transport
o New Pickup and/or New Delivery
o Complete the Note with the required fields and then click send in the top right and email or print
- Click Imports
o Click New
o Complete the booking with Shipper, Carrier, flight info and anything else required. Use the Send button to email PDF or Print. Use the button area of the screen at the bottom to add information to the relevant print.
- Costs
o Add costs from suppliers and sales amounts. Use the drop down lists for description of charge. Once you have entered all the charges and amount the totals will show at the bottom with Base profit.
- Invoices
o When you are ready for invoicing click this button and “New Invoice”. The invoice will complete with most of the details from the job information can be changed and then click “Charges” From the charges pop up you can click the Get Costs button to pull info from the Cost page (Select All) and add - also added more to these. Once completed click the Update button and this will take you back to the invoice page.
Used the button at the top of the screen to attach job documents like PDF and Emails.
- Customs
o Use this screen to send all the booking information into your customs system, contact support for a Helpful PDF. If this is a Air job you can "Set" the AWB to the job and this will update the BoxTop job with basic info from the CCSUK record including Pcs, weight and Ports. Then all you need to-do is complete this in your customs system with item info. ENO and Routes will update into BoxTop. All prints can be pined to the job in the "Job Docs" as a online filing cabinet. These docs can also be set to auto publish so the customer can see them on BoxTrax.
o Click to print any outstand documents like Job Sheets and Security Docs.
o This screen is only used when you need to link the job to a warehouse "Check Out"
o Use this screen to update important milestones/events and keep your client up to date if they are using the BoxTrax. These events can be also be emailed to clients manually or automatically. This can also be used as an audit screen to see if all actions have been done on a job and by whom.
- POD
o Use this screen to update important POD information and keep your client up to date if they are using the BoxTrax. The POD event can be also be emailed to clients manually or automatically.
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