The Importer of Record (IOR) is the party responsible for clearing the goods through customs. The IOR is negotiated as part of the terms of sale between the buyer and the shipper. The Importer of Record can be the shipper, the consignee, or a third party. Details of the Importer of Record print on the commercial invoice.
**Please note, this option is only available for US-based systems**
Importer of Record Settings
Click the Settings tab.
Under “Admin Settings” select “Importers of Record”.
Select "Add Entry".
Add the details of the importer of record. Click "Save Changes" when finished. *Note: The "Label" field is the name that will appear in the dropdown when selecting the importer of record.
Other Importer of Record Settings
To set a default Importer of Record per user:
Click the Settings tab.
Under “Admin Settings” select “User Management”.
Select the user you wish to set the default for and click the edit icon.
At the bottom is an option for a default Importer of Record. Select the default Importer of Record from the drop-down and click "Save changes" when finished.
Require an Importer of Record to be filled out each time a commercial invoice is created
Click the Settings tab.
Under “Admin Settings” select “Other Settings”.
Check the box to require an Importer of Record and select "Save Changes" when finished.
Creating a Commercial Invoice with Importer of Record
To include Importer of Record, you must have a commercial invoice selected at the time of booking. You will then be able to choose the Importer of Record from the drop-down menu.
Continue the booking process for your shipment. When finished, print the commercial invoice. You will see the Importer of Record listed.