Adding a customer EORI details to the documentation

Adding a customer EORI details to the documentation

Overview

You may need an Economic Operators Registration and Identification number (EORI number) if you move goods:
  1. between Great Britain (England, Scotland and Wales) or the Isle of Man and any other country (including the EU)
  2. between Great Britain and Northern Ireland
  3. between Great Britain and the Channel Islands
  4. between Northern Ireland and countries outside the EU

Usage

You can add an EORI number for a customer to appear on sales documentation.

Steps 

This detail can be added from within the customer record by following the steps below.
  1. Open the customer record and click Edit.
  2. Select the Financial tab.
  3. The EORI details field can be found in the Sales Ledger box, populate this as required.
  4. Click Save Company.


    • Related Articles

    • Change Invoice Details in Sales Invoice Manager

      Overview This video explains how to change the invoice date, delivery date or invoice priority on an invoice in sales invoice manager in Khaos Control Cloud Steps Move the order(s) to the Invoicing stage of Sales Invoice Manager if not already. Green ...

    • Change the Delivery or Invoice Address on a Sales Order

      Overview This video explains how you can change the invoice or delivery address on a sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit mode: Click on the Customer tab. Select the address in the upper ...

    • Can we edit a Purchase Order after the Purchase Invoice has been posted to the accounts

      Question/Problem Quantities have been incorrectly entered on a PO but I have posted the purchase invoice to my accounts, is it possible to amend the PO even after it has been marked as delivered? Resolution/Solution This is a complex issue and you ...

    • Mark Customer Address as Requiring a Customs Invoice

      Overview How to mark a customers address as requiring a Customs Invoice Notes This assumes you have configured your custom invoices. Customs Invoices Configuration When creating a new customer Click on the blue button at the top of the screen. Select ...

    • Adding Multiple Bank Details on Documentation

      Overview If you have a requirement for multiple bank details to be shown on invoices, you will need to contact support@khaoscloud.com with the specific details. This may be a chargeable service depending on requirments.