How To: Use Entry Settings

Owned by Carlos Enrique Lozada Rodríguez, created
Last updated: Sep 17, 2024 by Itaty Cisneros
2 min read

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.

 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

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

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

 How to Create an Entry from a Setting

  1. Navigate to US Customs Clearance > Entries

  2. Click the Add button to open de menu

  3. Select a Customer

  4. Select the Importer Setting you previously created

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