Agent - Details Fields

Name

Agent Name.

Alias

Alias, if the agent is an individual.

Address

Four lines for Agent address.

Country

The agent’s country.

Post

The Agent’s Post/Zip code.

Phone

The Agent’s main phone number. The field directly to the right is for a second phone number.

Fax

The Agent’s fax number.

Contact

The name of your primary contact person.

Export Contact

The name of your primary contact person for export Jobs. The field directly to the right is for the Export Contact’s email address. The icon allows you to email the contact from this screen.

Import Contact

The name of your primary contact person for import Jobs. The field directly to the right is for the Import Contact’s email address. The icon allows you to email the contact from this screen.

Email

The Agent’s primary email address.

Web Site

The Agent’s website URL.

Language

The primary language spoken by the Agent.

NIRU

National Import Reliefs Unit information for goods going into the EU.

Status

The Status of the Agent. (A)ctive, (C)losed, (H)old, X

MoveTransfer

Toggle to Yes if you would like to connect with Agent via MoveTransfer.

Preferred

If the Agent is one that your company would prefer to use, toggle to Y. When adding an Agent to a Job, you can see whether an agent is preferred or not.

Web ID

To enable the agent for MoveTransfer, double click the Web ID field and select an ID.

Credit

Set the Credit status to Y (Yes), N (No).

Density

The default density used by this Agent.

Type

Set the type of the agent to DOM (Domestic), INT (International) or FREIGHT. Designating an Agent as DOM or INT narrows down the list when adding an Agent to a Job or Waybill. For instance, when adding an Origin Agent to an Job exporting out of your country, the list will default to DOM, while the Destination Agent list will default to INT. The Freight, Clearing Agent, and Inland Freight fields in Waybills will use the FREIGHT list.

VAT No

The Agent’s VAT number, for European countries.

Principle ID

A Freight Agent ID number. This field will update on the Waybill Details screen with the Freight Agent’s Principle ID number.

Branch

The branch at your organization that works with the Agent. Only specify a branch if that branch is the only one that uses the Agent.

Dept Office

Office of Departure. This list can be populated in Codes Management, when you select Dept Office from the Type dropdown.

Company

The company at your organization that works with the Agent. Only specify a company if that company is the only one that uses the Agent.

IATA Code

International Air Transport Association Number

Destination

The Destination used by this Agent.

SCAC Code

Standard Carrier Alpha Code.

Code

The Agent’s unique ID. Moveware allows for this to be assigned manually by the user or to be automatically assigned by Moveware. The System Parameter “Use System Generated Agent Code”, if given a value of Y, will assign the code automatically.

OMNI

Overseas Moving Network International code. OMNI reports can be run in the Analysis tab of the Reports module. This code is used to populate the report.

Debtor (Customer)

Double click to select the Debtor/Customer that pays for invoices when you work with this Agent. It is highly recommended to link all Agents to a customer as it offers significant benefits in reporting and data entry. There are two System Parameters that can aid with linking

1. Enable Updating of Agent Details from Debtors. When the Value of this parameter is set to Y, when Details of the Debtor are updated, the linked Agent will automatically update. The Agent details will no longer be editable; updates can only be done through the Debtors screen. When the Value is set to A, a popup will ask if you wish to update the linked Agent whenever the linked Debtor is updated.

2. Allow creation of debtors and creditors from agents. When the Value of this parameter is set to Y, an icon will appear to the right of the Agent’s name. Click this icon and it will create a Debtor/Customer or Creditor/Supplier with the same details as the Agent and will link them together.

Creditor (Supplier)

Double click to select the Creditor/Supplier that invoices you when you work with this Agent. It is highly recommended to link all Agents to a Supplier as it offers significant benefits in reporting and data entry. There are two System Parameters that can aid with linking

1. Enable Updating of Agent Details from Creditors. When the Value of this parameter is set to Y, when Details of the Creditor are updated, the linked Agent will automatically update. The Agent details will no longer be editable; updates can only be done through the Creditors screen. When the Value is set to A, a popup will ask if you wish to update the linked Agent whenever the linked Creditor is updated.

2. Allow creation of debtors and creditors from agents. When the Value of this parameter is set to Y, an icon will appear to the right of the Agent’s name. Click this icon and it will create a Debtor/Customer or Creditor/Supplier with the same details as the Agent and will link them together.

Port

The default Port used by this Agent.

Comments

General comments regarding the Agent.

Instructions

Instructions commonly provided to the Agent.

Own Agent

If the Agent record is for your own company, to be able to add your company as the Origin, Destination, or Booking Agent, toggle this to Y.

Reciprocity

Agreed Reciprocity with this Agent. ie. If the agreed ration is 1 to 2, enter 1 in this field.

To

Agreed Reciprocity with this Agent. ie. If the agreed ration is 1 to 2, enter 2 in this field.

Group Membership

The Groups that this Agent belongs to. This allows you to report on a group of agents. This list can be managed in Codes Management, filtered by Int Group.

Agent Settings

Dynamic fields can fill this table to record information against the selected Agent. To create additional fields, please ask Moveware support with information of the field to be created. Some examples of include:
– Crew Performance. Options: Poor, Good, Excellent
– Customer service quality
– Communication

Agent Contacts

Agent Contacts.