Enquiry Types

Accessing Enquiry Types

Navigate to the Settings section and under the System Setup Section click the “System Settings” Button. Then under the Charter Brokerage/Quotes Section click the “Enquiry Types" button.

Overview

The AWERY system allows users to:

• Set up required enquiry types.

• Specify charter types related to each enquiry type.

• View and edit previously created entries.

A pre-defined enquiry type list is essential for quick and efficient enquiry creation and editing.

Four Main Enquiry Types

Charter Type: Defines what kind of cargo will be transported.

Main Functionalities

1. Search Functionality

Users can filter enquiries based on:

• Name

• Description

• Code

2. Data Table

Displays the following columns:

• Name: Enquiry type.

• Descr: Enquiry description.

• CODE: Enquiry code.

3. Editor Panel

Used for adding, editing, and deleting enquiry types and their related charter types.

Adding a New Enquiry Type

Stage I: Create a New Enquiry Type

1. Click the New button in the Editor panel.

2. Fill in the required details:

   • Name: Mandatory field.

   • CODE, Description: Optional fields.

3. Click Save to confirm creation.

4. The new entry will appear in the list.

⚠ Important: Create a new enquiry type only in case of emergency.

Editing or Deleting an Enquiry Type

1. Select the required enquiry type from the list.

2. The information will appear in the Editor panel.

3. Make necessary edits and click Save.

4. If deletion is required, click the Delete button.

⚠ Note: Delete an enquiry type only in case of emergency.

Stage II: Create Related Charter Types

1. Select an enquiry type from the list.

2. The "Name" field will appear with two buttons.

3. Click +New, enter the Charter Type Name, and click Save.

4. The new charter type will be displayed in the list.

5. You can add multiple charter types under a single enquiry type.

Editing or Deleting a Charter Type

1. Select the charter type from the list.

2. The data will appear in the Name field.

3. Make changes and click Save OR

4. Click Delete if the entry is no longer required.

⚠ Note: If an enquiry type is deleted, all related charter types will also be removed.

⚠ Delete an enquiry type only in case of emergency.

Using Enquiry Types in the AWERY System

• Drop-down menus for selecting Enquiry Type and Charter Type are available in all interfaces for creating a new broker enquiry.