🔧Configure Execution Strategies

Execution Strategies define how customs cases are being processed. You can define arbitrarily many strategies to fit your needs.

Set up execution strategy

Step 1: Create a new Execution Strategy

Navigate to settings and execution strategies, then hit "Add Execution Strategy". The system will automatically configure basic settings. Now, let us walk you through and see what you can configure.

Step 2: Define how customs cases are being uploaded

We allow clients to upload customs cases through different modi that you can define in the "Import" tab.

Define how customs cases are being uploaded

For one, customs cases can always be uploaded via our web platform. In addition, upon saving, every execution strategy receives a unique email address. Send or forward any email with attached customs documents to that email address to process them.

You can configure a default classification of uploaded documents. You can safely set it to the document type that you use most - if our machine detects deviations, it will reclassify documents.

You have also the option to set the default procedure.

Optionally: Set up SFTP

You can decide to upload customs cases via SFTP - a protocol that listens to a specific folder on a server and in case new files are being copied to this folder, Dexter would automatically take and process them.

Fill out the fields to configure SFTP upload.

Step 3: Configure Case Processing

Navigate to the "Processing" tab. We activating data extraction, data normalization, data validation and data integration. Deactivating either of them could lead to unexpected results.

Our data normalization service allows you to configure multiple particularities.

Setting	Description	Options
Additional cost strategy	In case we find additional costs, such as packaging or transport, we distribute them to the line items.	Add to first line item Split to all line items
Check trade preference for wording	Defines whether or not to check the trade preference for wording. Depends on how strict you are.	Boolean
Allow date in order number	Normally, we strip out any date that we find in an extracted order number. You can decide to allow the date in the order number	Boolean
Normalize email content	Check this box if you want to extract and consider customs information from emails. This option usually comes with extra charges	Boolean
Translate item descriptions	Configure if you want to have item descriptoins automatically translated to your target language	Language

Step 4: Define Submission

In the "Submission" tab, you can automatically send data to your customs software, such as AEB, Dakosy, LDV or DBH. Configure the particular credentials.

AEB Configuration

Step 5: Define Custom Events

In the "Events" tab, you can define what should happen when certain checkpoints are being triggered. A common use case is to configure email notifications, when a case finished processing. Apart from email events we also support webhooks or SFTP events. Find out more under Custom Events.

Email Events

Step 6: Define Rules and Templates

Streamline your customs procedures with Rules. Set conditions based on customs requirements and trigger automatic actions, such as setting the correct Incoterms or Procedures. Simplify customs compliance and save time with our powerful Rules engine. Rules apply to all future customs cases processed with this execution strategy. Find out more under Rules & Templates.

Rules

Step 7: Process your first case with the new Execution Strategy

Congrats, you have successfully defined your first strategy! Enjoy your results processing future cases with this strategy.