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.
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.
Label: This is the name that will appear in the dropdown when selecting the importer of record.
Name: First and last name for the importer of record.
Company
Address1
Address2
City
State
Zip
Country
Email
Phone
Extra
Click Save Changes when finished.
Other Importer of Record Settings
To set a default Importer of Record per user:
Click the Settings tab.
Under Admin Settings select User Management.
Click the edit icon next to the user you wish to set the default for.
At the bottom is an option for Default Importer of Record. Select the Default Importer of Record from the dropdown 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 to Require Importer of Record to be specified when booking shipments 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 dropdown menu.
Continue the booking process for your shipment. When finished, print the commercial invoice. You will see the Importer of Record listed.