Setting up and Using Harmonisation Codes

Setting up and Using Harmonisation Codes

Overview

Harmonisation Codes are required by some couriers when shipping goods overseas. There are three steps to setting up Harmonisation Codes, although one is optional:
  1. Setup the code in System Data and link it to the country or zone that will be the customer's delivery address.
  2. Link Harmonisation Codes to Level 2 Stock types. Although this step is optional, if you have a lot of Harmonisation Codes, this will reduce the number of them appearing in the dropdown in the stock item when adding them.
  3. Add the Harmonisation Code to the stock item.
(A video detailing the process will be added later).

Setting up Harmonisation Codes in System Data

Adding Harmonisation Codes

  1. Click on System Setup and then System Data. 
  2. In the International section at the bottom, double-click on Harmonisation Codes. 
  3. Click on the Edit button. 
  4. Click on the +New button and add in the following: 
    1. Harmonisation Code
    2. Description of the Harmonisation Code.  
    3. Add the Country OR Zone  by clicking on the drop-down arrow to view the predefined options. This is the country or zone that the customer's delivery address is in. 
    4. Tick the Default checkbox between country and zone to allow the Harmonisation Code to be added as a single entry against the stock item and work for all countries, instead of having to add a code for each country. This means you can setup one Harmonisation Code and by making it the default it will be applied to all countries.
    5. Repeat as required. 
  5. Click on the Save Screen button to save your changes. These will now be available to add to your stock items.

Linking Harmonisation Codes to Level 2 Stock Types (Optional) 

  1. Click on System Setup and then System Data. 
  2. In the International section at the bottom, double-click on Harmonisation Codes. 
  3. Click on the Edit button. 
  4. Click on the +New button and add in the following: 
    1. Harmonisation Code
    2. Description of the Harmonisation Code.  
    3. Add the Country OR Zone  by clicking on the drop-down arrow to view the predefined options. This is the country or zone that the customer's delivery address is in. 
    4. Repeat as required. 
  5. Click on the Save Screen button to save your changes.

Adding Harmonisation Codes to Stock Items

  1. Open the stock item. 
  2. Click on the Edit button.
  3. Click on the Actions button and in the popup: 
    1. Click on the +New button.
    2. Select the Harmonisation code from the drop-down list, notice that the default options are at the top.  
      1. If you have linked Harmonisation Codes to Level 2 Stock Types, you can use the toggle at the top of the popup to limit the Harmonisation Codes in the drop down to those of the current stock item's stock type.
    3. Click OK to add the code to the grid.
    4. Fill in the duty amount for the line.
    5. Repeat to add the codes
  4. Click on the Save Stock Item button to save your changes.
Note that if a stock item has a default Harmonisation Code set up as well as set against individual countries, the specific countries will use their own option and the default will be applied to anything not explicitly specified.