Assisted Setup
Activate Customs
To activate the Customs Module go to the Customs Setup. To find the setup, search for Customs Setup in the search window and click the option.
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By marking the Customs Activated, the system will active the Customs Module. Next, select an Integrated System. As of now there is only one system that is integrated with WiseFish and that is Timpex. Create a number series for the Declaration documents, see below. By activating the Create Declaration, a declaration document is created when agreements are posted. The declaration documents are then sent Timpex. If the user wants those documents to be sent to Timpex, be sure to activate the Send to Timpex field. To see how to create a connection with Timpex, click here.
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It is possible to set some Default Values. These Default Values will appear as default on all of the customs documents.
Select No. Series
The user can either select an existing Customs No. Series or create a new one. To find an existing one the user can use the text box to search for it and then select it from the list. To create a new one click on the drop-down menu and then +New.
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A new page opens where the user fills in the relevant fields.
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To fill in the Starting No., click on the field and a new page opens. Fill in the Starting Date and Starting No. If the user would like to have an Ending No. they can fill that out here too. It is not common to set an Ending No. Click Close when done.
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The No. Series is then ready and the user clicks OK.
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