Step 1: Configure export taxes
First of all, you need to create export taxes that will be applied to the Customs Clearance Document for certain products. Refer to Configure import/export taxes for detailed instructions.
Step 2: Apply export taxes to products
By configuring export taxes for exported products, you will see these taxes shown and calculated automatically on the Customs clearance documents of that product. Refer to Apply import/export taxes to products for detailed instructions.
Step 3: Create Quotations & Sale Orders
As a normal sales process in Odoo/ERPOnline, you need to create a Quotation and confirm it to turn in to Sale Oder.
1. Create Quotation
To apply the Customs clearance procedure, you need to make sure that the "Export Order” checkbox on the Quotation is checked.
If the customer you choose is based outside your country of residence, the “Export Order” checkbox will automatically be checked.
For example, you choose “AZ Customer” as the customer in the quotation, this customer’s address is set to be in Sydney, Australia which is different from the country set in the system for your current company.
Thus, the “Export Order” checkbox will be automatically checked and cannot be unticked.
2. Send Quotation to your customer
Add in products’ information and click “Save” >> Select “Send by Email” to send this quotation to the customer. You can choose “Customer preview” to see how your quotation will look like to your customer, however, this is optional.
3. Confirm order
Once the customer accepts the quotation, select “Confirm”
After being confirmed, this quotation is now a sale order and you will see the "Create Custom Clearance Request' button highlighted in purple, which means that this Sale Order is ready for the customs declaration process.
Step 4: Stop exported products at the Custom Zone for custom declaration
There will be 2 deliveries generated from the Sale Order, one is from your warehouse to the Export - Custom Zone and one is from the Export - Custom Zone to the Customer Location
Once the batch of goods is delivered to the Custom Zone, change the number in the “Done” tab to the number of goods actually delivered to the Custom Zone.
Ideally, the number in the “Done” tab and “Demand” tab should be equal, this means the number of goods you order all delivered to the Custom Zone.
Then, select “Validate” to validate the delivery to verify that the batch of goods has delivered to the Custom Zone.
Step 5: Create Customs clearance document and payment for export taxes
You can create a Customs clearance document at different positions in the system:
On a Sale Order with the "Export Order" field ticked;
On a Delivery with the route from your warehouse to the Export - Custom Zone or;
Go to Foreign Trade App, navigate to Customs clearance document menu and click "Create"
Once the Export Customs Clearance Request is confirmed, you can check the Journal Entries and Landed Cost generated from that request. You can also add an invoice of the tax amount and make payment for it. Refer to Make payment for import/export taxes for detailed instructions.
Step 6: Deliver products to your customers with flexible logistics routes
Once your custom clearance document has been approved and your batch of goods has already transferred from your warehouse to the Custom Zone, go back to the Sale Order, click the Delivery button and select the delivery with the route from the Export - Custom Zone to the Customer Location:
You can also apply the flexible routes for the exported products by enabling Outgoing Shipments in Warehouse configuration: Go to Inventory App, navigate to Configuration menu, select Warehouses submenu, and then choose a warehouse that you want to apply.
Click "Send goods in output and then deliver (2 steps)" to apply the following routes for the whole exporting and clearance process:
Output -> Export - Custom Zone -> Foreign Customer
Click "Pack goods, send goods in output and then deliver (3 steps)" to apply the following routes for the whole exporting and clearance process:
Vendor location -> Import - Custom Zone -> Input -> Quality Control -> Stock