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Configure Execution Strategies
Execution Strategies define how customs cases are being processed. You can define arbitrarily many strategies to fit your needs.
Manage Execution Strategies
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.
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.
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.
In the "Submission" tab, you can automatically send data to your customs software, such as AEB, Dakosy, LDV or DBH. Configure the particular credentials.
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.
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.
Congrats, you have successfully defined your first strategy! Enjoy your results processing future cases with this strategy.