AuctionGate | Logistic CRM system - Site page "Customs invoice requisites list"

Go to the Settings menu and select the Customs invoice requisites list tab (Figure 1, Pointer 1). You will then be redirected to the Customs requisites builder page used to generate customs invoices. A search bar will also be available on this page. To search, enter the currency or name of the details and click on the button, to reset the search click the  button.

Figure 1 - "Stage Notifications" site page

Adding requisites

In order to add requisites, click on the "Create" button (Figure 1, Pointer 2). After that the "Requisites" window will open, in which fill in the fields:

• “Title” - enter the port name;

• “Currency” -  from the drop-down list that opens when you press the , button, select the currency.

Fill in the Description field using the masks below (Figure 2, Pointer 1). These masks will simplify the process of filling in the description.

Figure 2 - "Requisites" window

To save the data, click on the "Save" button and in case of cancellation click on the "Close" button.

Editing requisites

To edit the data, click on the  button, which is located on the right side of the record in the table. This will open the "Requisites" window, where you can edit the data by clicking on the "Edit" button (Figure 3, Pointer 1). The further process is similar to the process of creating a new record (see above). To close the window, click the "Close" button.

Figure 3 - Editing the "Requisites" window

To delete details, click on , which is located on the right side of the record in the table area.