Incoterms for sales orders

Find this screen

Open: Settings > Invoicing and Sales Orders > Maintain Incoterms

How to

Add an Incoterm

Add the Incoterms that you want to be made available when you despatch a sales order. You can choose one of these Incoterms when you add tracking information to the despatch.

1. Select Add.

2. Enter the Incoterm Name.

3. Select OK.

Edit an Incoterm

To rename an Incoterm, select the item and change its name.

The new name for the Incoterm will be used when you next add tracking information for a despatch. However, you will still see the old Incoterm name if you view or amend existing tracking information for a despatch.

Delete an Incoterm

You can remove an Incoterm to stop it being used.

The Incoterm will not be available when you next add tracking information for a despatch. However, you will still see the old Incoterm if you view or amend existing tracking information for a despatch.

• To remove an Incoterm, select the Incoterm and then select Delete.

Set a default Incoterm

If you mainly only use one Incoterm, then you can set it as the default. When you next add tracking information for a despatch, the default Incoterm will be automatically selected, but you will still be able to select a different Incoterm.

Setting a default Incoterm, or clearing the default, will not affect any existing tracking information for a despatch.

To set a default Incoterm:

1. Select the Incoterm and then select Set as Default.

2. Select OK.

Note: To stop using a default Incoterm, select Clear Default.

Record Incoterms for a despatch

To record tracking information when you despatch order items, or amend the tracking information, you must first enable Record tracking on despatch in Invoice and Order Settings - Printing and Tracking. See Invoice and sales order settings and defaults.

• When you despatch an order, you will be prompted to add tracking and shipping information. For example, you can enter the courier, consignment number, Incoterm, reason for export, weight, number of pieces, and any notes for the shipment.

  You can skip this step if there is no tracking information to add, or you are not ready to enter it during despatch.

  To despatch an order item and record tracking information, see Record despatch of goods and services.

• If you want to add or amend tracking and shipping information after you have despatched the order item, use Amend Tracking Information.

  To amend tracking information, see Tracking and shipping information for a despatch.

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Useful info

About Incoterms

Incoterms are rules issued by the International Chamber of Commerce (ICC) that can be used for the international sale of goods. They define the responsibilities of sellers and buyers; for example, who's responsible for paying for shipment, insurance and other activities.

If you produce a commercial invoice when you export goods, you will need to enter the Incoterm rule on the invoice.

You can record the Incoterms when you despatch sales orders in Sage 200. Then you can refer back to this information when you produce your commercial invoice.

Note: To record Incoterms with a despatch, you must first enable Record tracking on despatch in Invoice and Order Settings - Printing and Tracking.

Some of the most common Incoterms are already included, but you can add your own.

• CFR - Cost and Freight [2010/2020]

• CIF - Cost, Insurance and Freight [2010/2020]

• CIP - Carriage and Insurance Paid to [2010/2020]

• CPT - Carriage Paid to [2010/2020]

• DAP - Delivered at Place [2010/2020]

• DAT - Delivered at Terminal [2010]

• DDP - Delivered Duty Paid [2010/2020]

• DPU - Delivered at Place Unloaded [2020]

• EXW - Ex Works [2010/2020]

• FAS - Free Alongside Ship [2010/2020]

• FCA - Free Carrier [2010/2020]

• FOB - Free On Board [2010/2020]

The 2010 and 2020 in each option indicates the version of the Incoterm rules that you've agreed. The ICC recommends using Incoterms 2020, but parties can agree to use other versions. See ICC: Incoterms 2020 Introduction (opens in a new tab).

Tip: For help with producing commercial invoices, see article Sage 200 - Commercial invoices (opens in a new tab).