Changing the Sales in Charge for Multiple Shipments
The Change Sales batch feature is available in the following modules:
- Ocean Import – House B/L List
- Ocean Export – House B/L List / Booking List
- Air Import – House HAWB List
- Air Export – House HAWB List / Booking List
- Truck – Shipment List
- Misc – Operation List
This feature allows you to update the Sales in Charge for multiple shipment files at the same time.
By system default settings, this feature “Change Sales” in the batch is only available for the General Manager, Operation Manager, Sales Manager, Accounting Manager, Operation, and Accounting users.
If you want to change the sales in charge for multiple shipments, you can easily batch-change them from your shipment list. Please follow the instructions below:
- In the House B/L List of the Ocean Import module, select multiple shipments that currently have the same sales representative listed in the first row, then click on “Change Sales.”
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Choose the new salesperson from the dropdown menu.
- In the pop-up message, click “Proceed” to confirm the change of the sales representative’s name.
