Customs Invoice
Table Of Contents
Khaos Control can use a Customs Invoice for orders being sent to specified countries. The Basic Reports setup also provides configuration options specifically for the Customs Invoice Report.
You can configure individual countries so that customers in those countries always use the Customs Invoice. For instructions, see How To: Ensure that Customers from a Specified Country use the Customs Invoice.
Information included on the Customs Invoice
The Customs Invoice can use additional information recorded against your stock items and company.
Stock information
The following information comes from:
Stock > Detail > Accounting
- ICN Code
- Country of Manufacture
- Net Weight
- Harmonisation Code
Make sure these fields contain the correct information for stock items that may be included on a Customs Invoice.
Company EORI number
Your Company EORI number comes from:
System Operations > Edit System Values > General > Your Company
The EORI number is included with the company information at the bottom of the Customs Invoice.
Applying a new Customs Invoice template
If you have been provided with an updated Customs Invoice report template, add it to your Basic Reports and test it before using it on your Live system.
- Save the supplied Customs Invoice template in the location where your Basic Report templates are stored. This is commonly on your
K:drive, although the location may differ between systems. - Open System Operations > Basic Reports Setup.
- Open the Customs Invoice report. The Basic Reports Setup screen includes a dedicated Customs Invoice Report that can be configured.
- At the bottom of the setup screen, use the green folder button to browse to the Customs Invoice template you saved in step 1.
- Select the new template.
- Save your changes.
- Test the Customs Invoice thoroughly in your Test system to make sure the information and layout appear as expected.
Important: Test the new report template before applying it to your Live system. Check that the required stock information and company details appear correctly.
Additional Customs Invoice settings
The Customs Invoice also has configurable options within System Operations > Basic Reports Setup. These include settings for the company address, logo, image quality, shading, stock availability and other report behaviour.
If you need to make more detailed changes to the template itself, remember that editing Basic Report templates is an advanced configuration task. Back up the existing template before changing its design.
See Also
- System Data overview
- Sales Invoice screen
- System Operations - Basic Reports Setup
- Report Builder Designer