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BREXIT - Shipping agent / Custom Broker Records

On each sales order:

  • The customers EORI and VAT number should show under the address on the sales order GUI. (Pulled through from the account records) This will highlight to staff taking the order that this information is missing and must be obtained ASAP – if this is left missing when the order is ready for shipping it can add days while we wait for the customer to supply details.
  • On the delivery address (order tab) VAT and EORI fields for times when the delivery address is to different company to the invoice address. -  (I note that in the Change Tab you can currently choose a different account to deliver the goods to, including recording the VAT records. (So why not the EORI?))
  • On the delivery address (order tab) We need fields to record the Custom broker or Shipping agents full address details and it should include the separate VAT and EORI number fields of the shipping agent, as they are completing the T1 forms etc.

 Below is an example for a typical order, when using a shipping agent.                                                                                                                                                                                

  • Invoice address : Malta (with EU VAT / EORI number) or Cayman Islands (non EU)
  • Delivery Address : Palma (Spain)
  • Shipping agent : Barcelona (Spain)

 As the shipping agent in the intermediary (completing the customs T1 forms etc ) their full address, VAT / EORI number needs to be recorded somewhere ready for us to book the shipping – we need to record this info in Sage and not on a paper stapled to the sales order.!

Paul Chown

  • Thank you for implementing the VAT and EORI to the delivery address tab in v29, which is very useful..

     I am wondering the if Shipping Agent Details fields and visuals for VAT and EORI in the main Sales order GUI is being considered for future release?

    • Shipping agent fields – The Shipping agent is the intermediary (completing the customs T1 forms etc ) it would be very beneficial to record this information in Sage at POS rather than a stapled piece of paper to the sales order.
    • Sales Order VAT and EORI - The customers EORI and VAT number should show under the address on the sales order GUI. This will highlight to staff taking the order that this information is missing and must be obtained ASAP – if this is left missing when the order is ready for shipping it can add days while we wait for the customer to supply details.

*Community Hub is the new name for Sage City