Customs Tariffs

As a Sales Order Processor
I want to add customs tariff information to a sales order before shipment
So that the broker receives the required item-level customs data when the waybill is sent

Setup:

1. Open the Sales Order for an international customer.
2. Navigate to the Customs Tariff Lines subpage (visible when the Show Customs Tariffs feature is enabled).
3. Insert a new line.
4. Enter the Tariff No. (HS/commodity code).
5. Enter the Item No. and Description for the goods on this line.
6. Enter the Country of Origin for the goods.
7. Enter the Quantity, Ship Quantity, Gross Weight, Net Weight, and Amount.
8. Set the Currency Code to match the invoice currency.
9. Repeat for each different tariff category in the shipment.
10. The customs lines are included when the associated waybill is transmitted to the broker.

As a Sales Order Processor
I want to add a total summary line to the customs tariff declaration
So that the declaration includes both itemised lines and the consolidated totals required by some brokers

Setup:

1. Open the Customs Tariff Lines for the relevant document.
2. Insert a line and set Type (Indentation) to Total.
3. Enter the combined totals for Quantity, Gross Weight, Net Weight, and Amount that represent the sum of the preceding lines.
4. The Total line type visually separates summary entries from itemised lines in the declaration.

As a IT Manager
I want to set default customs values in Shipping Manager Setup
So that new waybills are pre-populated with the correct declaration type, reason for export, and type of goods, reducing repetitive entry

Setup:

1. Go to Shipping Manager Setup.
2. Set Default Declaration Code to the standard declaration type used for your exports (e.g., the code for a commercial invoice declaration).
3. Set Default Reason for Export to the value most commonly applicable (e.g., Sale).
4. Set Default Type of Goods to the standard goods description.
5. Set Default Weight Unit of Measure for Customs to the UOM required by customs authorities (often KG).
6. When a new waybill is created, these values are automatically applied to the Declaration Type, Reason for Export, and Type of Goods fields.

As a Sales Order Processor
I want to change the declaration type or reason for export on an individual waybill
So that shipments with non-standard customs requirements (e.g., a return or a gift) use the correct codes

Setup:

1. Open the waybill for the shipment.
2. Update the Declaration Type field to the appropriate code for this shipment.
3. Update the Reason for Export field (e.g., change from Sale to Return).
4. Update the Type of Goods field if necessary.
5. Save. These changes apply only to this waybill; the defaults in Shipping Manager Setup remain unchanged.

As a IT Manager
I want to enable Automatic Paperless Clearance on Shipping Manager Setup
So that customs documentation is submitted electronically to the relevant authorities through the broker, eliminating paper customs forms

Setup:

1. Go to Shipping Manager Setup.
2. Enable Automatic Paperless Clearance.
3. Verify with your broker/connector app that it supports paperless clearance for your target countries.
4. From this point, waybills sent to the broker will include the paperless clearance flag, instructing the broker to handle electronic submission.

Note: Paperless clearance support depends on the connected broker and the destination country. Confirm with your connector app documentation that this feature is supported for your shipping lanes.

As a Sales Order Processor
I want to add customs tariff lines at the warehouse shipment level rather than on the individual sales orders
So that when multiple orders are combined into one shipment, a single consolidated customs declaration is used

Setup:

1. Open the Warehouse Shipment.
2. Navigate to the Customs Tariff Lines subpage.
3. Add lines covering all goods on the shipment, grouped by tariff number and country of origin.
4. The customs lines are linked to the warehouse shipment record and transmitted with the associated waybill.

As a Accountant
I want to see the average unit price calculated on customs tariff lines
So that I can verify that the declared values are consistent with the actual invoiced prices before the shipment is transmitted

Setup:

1. Open the Customs Tariff Lines for the relevant document.
2. Review the Average Unit Price column. This field is calculated automatically (not editable) and represents the Amount divided by the Quantity.
3. Compare against expected invoice prices. If a discrepancy is found, correct the Amount or Quantity fields on the relevant line.