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