Import & export
The form that starts one inbound consignment. It stays locked until required setup is green so the first file is not empty.
Where to find it: Use New import (plus button) or Import Orders → new
Step 1
Use New import (plus button) or Import Orders → new. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Pick supplier, currency, Incoterms, and goods from masters. Save. You now have a live file to attach papers and duty to.
Step 3
You should land on the new import’s page with a number. If the button is locked, return to the Setup hub.
Yes. New import is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Required foundation steps are still open. Complete them on the Setup hub first.
