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Declaration Order

github-actions[bot] edited this page Feb 22, 2026 · 6 revisions

Declaration Order

Declaration Order is a transaction that captures customs declaration requirements from the customer before the actual declaration is submitted. It serves as the order document that flows into Declaration for customs clearance execution.

A Declaration Order records the customer's customs requirements including import/export details, commodities, parties, and documents. It can be created from a Sales Quote or entered directly. Once confirmed, it links to one or more Declarations for submission to customs authorities.

To access Declaration Order, go to:

Home > Customs > Declaration Order

1. Prerequisites

Before creating a Declaration Order, it is advised to set up the following:

  • Customs Setup – Configure customs authorities and basic settings
  • Customs Master Data – HS codes, commodity classifications, document types
  • Customer, Shipper, Consignee (from ERPNext)
  • Customs Authority

2. How to Create a Declaration Order

  1. Go to the Declaration Order list, click New.
  2. Enter Order Date and select Customer.
  3. Select Declaration Type (Import, Export, Transit, etc.).
  4. Select Customs Authority and Port of Entry/Exit.
  5. Add Commodities with HS codes, descriptions, quantities, and values.
  6. Add Parties (Importer, Exporter, Declarant, etc.).
  7. Add Charges as needed.
  8. Save the document.

2.1 Statuses

  • Draft – Order is being prepared
  • Submitted – Order is confirmed (when submittable)
  • Cancelled – Order has been cancelled

3. Features

3.1 Documents Tab

The Documents tab allows you to track required customs documents (Commercial Invoice, Packing List, Bill of Lading, Certificates of Origin, etc.) with status, date required, and attachments. Use Populate from Template to load document requirements based on product type and declaration type.

3.2 Integration with Declaration

Once a Declaration Order is confirmed, create a Declaration and link it to this order. The declaration inherits commodities, parties, and document requirements for submission to customs.

4. Related Topics

Getting Started

Setup and Settings

Sea Freight

Air Freight

Transport

Customs

Warehousing

Pricing Center

Job Management

Sustainability

Intercompany

Special Projects

Pages

Features

Reports

Glossary

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