This Slide Show illustrates the key screens & functions in IXD. With CRM, Scheduling, File Management, Customisable ProForma-based Correspondence and Exporter-branded-Stationery, Status Colour flagging, Customer portal...and much more... IXD is designed specifically for Export Documentation Professionals. Manage EDNs, RFPs, PRA's, Banks, Shipping Lines, Packers, Consignees.
Contracts shows a Date range of Contracts by status. The default number of days before and after today can be set by a host admin account A heat-mapped overview of all orders under an individual contract for standard points along the documentation process. Red = Urgent Yellow = Moderate Green = Yes (Done) Blue = some green but others not touched. White = not touched.
Orders shows a Date range of Orders by status. Orders are shown by selected Staff Assignment. Automatically the logged-in user is entered in the popup menu. A heat-mapped overview of all orders under an individual contract for standard points along the documentation process. Red = Urgent Yellow = Moderate Green = Yes (Done) Blue = some green but others not touched. White = not touched.
Tools provides : • keyword searches of Orders & Contracts or People & Contacts • A Glossary of Export Terms • Links for reading XML from EDISOFT
Activities are Individual work assignment – Customer-Service To-Do lists... which are generated overnight based on "iDates" for each contract. Each Team member has their own Activites as per the "Staff Assignment" to contracts. Automatically a staff member assigned to an exporter will be added to their contracts. Activites begin being auto-added once an ETD has been entered.
Action triggering links based on ProFormas generated overnight as they become due. Each activity is linked to a 'Bubble" associated with the specific task. A coloured flag signifies the urgency of the activity. Red is urgent and yellow is moderate and will go green when completed and disappear from the Pending list. It is possible to show Complete and Cancelled Activites from the activity status popup menu. It is also possible to select another staff member to view their assignments or to view all.
Correspondence will appear here. This is fairly basic at this stage but a starting point. Correspondence can be added to match a specific "Bubble" or generically.
Notes will appear here. This is fairly basic at this stage but a starting point. Notes can be added to match a specific "Bubble" or generically.
Alarms for Ad hoc To DOs will appear here. This is fairly basic at this stage but a starting point. Alarms can be added to match a specific "Bubble" or generically.
Shipping Schedule displays in IXD, Downloads as Excel and Opens to a web browser which auto-refreshes. Globe icon Links to Shipping Schedule slide # 4.991
Check your EDISOFT XML files or Learn from our Exporters Glossary
EDISOFT
Exporters Glossary
Finds Orders on key text and numbers
Finds People & Contacts on key text and numbers
Zoom_Icon sets the magnification to 150% for all future windows. Click again to go back to 100%.
Zoomed. All further windows opened will maintain this magnification. ** Only works in FMP not WEB
Settings.
Email settings.
Merge Tags
Administration keeps Business & Banking details and EDI settings
Setup_Admin
File & Interface settings. Email Routing. Bubbles Info provided for reference.
Order Favourites
Bubbles_Detail for reference purposes
Select Heat Map items from Bubble matches
Select Heat Map items from Bubble matches
Setup Images for your brand... your Logo & basic colour scheme
Insert Picture for Logo and change background colour or make transparent. Change the colour of the Top & Bottom bars and the Secondary bar.
Choose Colours
Choose ProForma SendEmail type selected
Choose ProForma SendEmail type selected
Enter ProForma Details
Enter ProForma Detail Add Merge Fields Set iDate preferences & Actions
Merge Tags
Create a new Contract Order Entering only the Key Information
Filtered by assignment and sorted by ETD.
Shipping Schedule refreshes automatically and shows the essential Contract info.
Shipping Schedule - Tasks refreshes automatically and shows the essential Contract tasks which are colour-coded to show urgency.
Bubbles sequence everything and Colours provide 'at a glance' next-actions
iDates & Bubbles assigned to ProFormas determine when Activities are auto-scheduled and their urgency.
Email-Preview
Email-Preview-Signature
Email-Detail
Check Data
Enter Data
Contact Details - Profile
Contact Details - Contact
Contact Details - Staff
Contact Details - Security
Contact Details - Docs Staff
People_Detail_Profile
Detail_Contact
Detail_Signature
Detail_Staff
Detail_Security
Credits
Credits
Credits