Salesperson Name

Here, we are going to see How to find a Scenario and Solve If the Salesperson’s Name is not reflected in the Shipment in EFM Application. Kindly find the below scenarios and solutions for this on Shipment Page.

Scenario 1: If the Shipment type is Import and the Freight Mode is Prepaid means the System is Considered Agent Routed. So, the Salesperson’s Name is not reflected in the Shipment.

Step 1:  Login to the EFM Application and Go to the Forwarding Module.

salesperson Name
fig.1

Step 2:  Select the Shipment entry and enter the respective Shipment No and submit.

Salesperson Name
fig.2
Shipment
fig.2a

Step 3: Select the respective shipment.

Shipment
fig.3

Step 4: Click the edit option in the Shipment view Page and see if the Shipment type as Import and Freight mode as prepaid means the salesperson is not reflected in the Shipment.

salesperson Name
fig.4
Sales
fig.4 a

Step 5: Here, the Salesperson is not reflected in the Shipment because this Shipment is agent routed.

Salesperson
fig.5

Scenario 2: If the shipment is created before adding the salesperson to the respective Organization. it will not reflect in the Shipment. In this case, after adding the salesperson for the respective organization, the salesperson is reflected in the newly created shipment. (Note: Not reflected in the Previously created Shipment, need to add Manually).

Step 1: Go to Master Module and select the Organization Menu from Masters Module.

Salesperson
fig.1

 Step 2: Add the salesperson’s name to the respective Organization.

salesperson
fig.2

Step 3: Go to Forwarding Module and select the Shipment Entry option.

Shipment
fig.3

Step 4: Enter the respective Shipment No and click submit option.

shipment
fig.4

Step 5: Click the edit option and added the respective salesperson for that respective Organization.

Import
fig.5
Prepaid
fig.5a

Step 6: After that, the Salesperson’s name is reflected for that Shipment.

Salesperson
fig.6

Scenario 3: As per the EFM design, If the Shipment type is a Nominated Shipment, then the system did not validate the salesperson’s Name in the shipment.

Step 1: Go to the respective Shipment view page and click the edit option.

Prepaid
fig.1

Step 2: If the Shipment type is nominated Shipment.

Shipment
fig.2

Step 3: The salesperson is not reflected in the Shipment.

Salesperson
fig.3

Scenario 4: If salesperson’s name is not added to Organization means it will not reflect in the Shipment.

Step 1: Go to the Masters Module and select the Organization Module.

Salesperson
fig.1

Step 2: Select the respective organization and select the sales Menu, click the Add button and enter the salesperson’s Name, and Click the Save button.

Shipment entry
fig.2
shipment entry
fig.2 a

Step 3: Now, go to the forwarding module and select the Shipment entry and create a new Shipment for that respective organization.

Organization
fig.3
shipment
fig.3a
Masters
fig.3b

Step 4: Now, the Salesperson’s Name is reflected in the Shipment.

Salesperson name
fig.4

(Note: Previously created shipment for that organization, the Salesperson is not reflected in the shipment. After adding the salesperson, created shipments only the salesperson will reflect)