Sage 50 UKI Ideas Portal

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.!

  • Guest
  • Apr 25 2022
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  • Guest commented
    13 Jan 13:12

    Compliance feature

    During a recent HMRC Course we were advised that we require the following documents to be linked to all import and exports.

    SAD 3 – Proof of export - Courier Export.

    HMRC MRN – We must link to our sales records.

    NCTS Code – The importer Broker records.


    As we conduct international business, we must adhere and record the rules laid out by HMRC - Every import / export the company must receive at least one these records and these must be linked and recorded against the import / export.

    Having the GUI in SOP, POP and Sales invoicing would comply with the HMRC requirements, by adding:

    Customs broker / shipping agent Address details fields

    SAD 3, MRN and NCTS Code Fields (always required to arrange the shipping)

    This is a Compliance feature.


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