As a member, how do I create an Export Summary Form?

As a member, how do I create an Export Summary Form?

Section 1: Pre-requisites

The user must be logged in as a Member.

[A] Add a Buyer:

• Go to Top Menu > Profile > Buyer
• A screen opens where all the added buyers are shown in a tabular format. Initially, however, this table will be blank and there would be a text shown 'No buyers found.'
• Right below this table, there is a button, 'Add New Buyer'. Click on the button to open the New Buyer details screen. 
• Fill in all the mandatory details on the page
• Click on Save Details.
• A confirmation message will be shown that the details have been saved successfully.

[B] Upload all necessary document proofs

The user must ensure all necessary document proofs are uploaded to the system. To know how to upload the documents, please revisit this link: How to upload document proofs?

[C] Ensure there is at least one Import Summary form created

The user needs to ensure that there is at least one Import Summary Form saved in the system. To learn how to create and save an Import Summary form, please follow this link: How can I create an Import Summary Form?

If there is not a single Import summary form in the system, the top menu > Forms > Export Summary Form would not be visible to the user.

Section 2: How to create, save and apply for Export Summary form

1) Go to top menu, Forms > Export Summary Form. Existing Export Summary forms will be listed in the table that appears. Initially, it will have no records. 

2)  Right below the table, click on the button 'Add New Export Summary Form.'

3) After a new form opens, the first field will ask you to select or associate one or more Import Summary Form a.k.a. Bill of entries saved in the system.

5) Enter all other mandatory information in the form. Most of the fields are self-explanatory.

6)  Attach one or more document proofs associated the Export Summary Form asked at the bottom of the screen.

7) Once all done, click on Save Details button.

8) The system will show a successful save confirmation message.

9) After the information is successfully saved, verify if your export summary form appears in the list. Go to top Menu > Forms > Export Summary Form > the table list that appears must have your recently saved export form. It should be at the top must position in the table.

10) Once it appears, click on the Open button on the same row where the export summary form appears.

11) After opening the form, the user must then click on Apply button to apply for the Export Summary Form.