Shipping Agents List

In this field, you can choose to define the EORI number (Economic Operator Registration and Identification Number) you want to supply to the Shipping Agent. This would normally be your own EORI number i.e., the Consignment Sender, but it could also be used when you are shipping on behalf of other people.

Note - The EORI Number can also be defined in the Company Information Page but it will be overwritten by this value if populated.

In this field, you can choose to define the Tax/VAT number you want to supply to the Shipping Agent. This would normally be your own Tax/VAT number i.e., the Consignment Sender, but it could also be used when you are shipping on behalf of other people.

Note - The Tax/VAT Number can also be defined in the Company Information Page but it will be overwritten by this value if populated.

The purpose of this field is described within the ‘Shipment Methods’ lesson. Shipment Methods - Clever Dynamics

The purpose of this field is described within the ‘Shipment Methods’ lesson. Shipment Methods - Clever Dynamics

In this field, you can tick the Default Agent field against your default shipping agent. Once completed, this will then be used by default on Warehouse Shipments when a Shipping Agent has not been defined on the Sales Order.

If the Integration Setup has been completed and a Shipping Agent Card has been created for a Shipping Agent, then this Field will be automatically ticked.

If this Field is blank, then the Integration Setup has not been completed for that Shipping Agent.

This field can be used to define whether or not the Apply Liability field should be set to ‘Yes’ or ‘No’ when submitting a Consignment to that Shipping Agent. This would normally be used to define whether or not you would like to apply a higher insurance value to Consignments.

By default, this field will be set to ‘No’ against all Shipping Agents.

Note - The default option defined in this field can be overwritten on the Consignment itself if required.

The Date Last Collected functionality can be optionally enabled for a Shipping Agent in scenarios where they may collect your Parcels at a certain time of day, but you wanted to carry on packing and shipping orders after this time.

For example, if the Shipping Agent collects from your Warehouse at 2pm but you still carry on shipping and packing deliveries for the following day up until 6pm.

If you enable this functionality then at the point that the Shipping Agent has collected all your parcels for that day, you can then select Actions > Shipments Collected Today function. This will then populate the ‘DateTime Last Collected’ field automatically with today’s date.

When this functionality is enabled, the following logic will then be applied when new Consignments are created:

If the Date Last Collected Field is the same as Today's date, then when creating a new Consignment, the 'Shipment Date/Time' field on the Consignment will be automatically populated with the Next Working Day calculated from the 'Base Calendar' defined against the 'Shipping Agent Service' being used.

If the Date Last Collected Field is blank or not equal to Today’s date, then when creating a new Consignment, the 'Shipment Date/Time' field on the Consignment will be populated with today’s date.

Clearing the Date Last Collected Field

If users have made a mistake and need to clear this field, then they can select Actions > Clear Date Last Collected and this will remove the date from the Date Last Collected field automatically.