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Sometimes we have to create Entries with the same information multiple times for the same customer, or maybe a customer requests different entries but some of the information is always the same. An Entry Setting is a set of information related to the Entry’s fields, so that you can use it as a template when creating a new one.

\uD83D\uDCD8 How to Create an Entry Setting

  1. Navigate to Core > Customers

  2. Select the Customer you are creating a setting for and open the Entry Setting menu

    image-20240917-200849.png

  1. Fill in all of the fields that you wish to replicate on future entries

    image-20240917-201022.png

  1. When saving you’ll see the setting’s name to the left

image-20240917-201110.png

\uD83D\uDCD8 How to Create an Entry from a Setting

  1. Navigate to US Customs Clearance > Entries

  2. Click the Add button to open de menu

    image-20240729-232944.png
  3. Select a Customer

  4. Select the Importer Setting you previously created

    image-20240917-201214.png

  1. Fill the rest of the entry as you normally would.

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