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This covers any orders you place where you are taking the items from the stock holding.

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titleOrder Underbond Types

This is an explanation of order types which are shown when you uncheck the Excise Paid option on the sales order:

Underbond Type

Underbond Type

Description

U

UK Underbond order, sending goods to another UK approved warehouse

X

Export - Goods leaving your home country and being exported

(if you are in the UK this only applies to movements outside of the EU -
this will change on 31/10/2019)

E

EU Underbond order, sending the goods to another EC approved warehouse or consignee (you will need a temporary registered consignee to be created if this is to a personal address and a duty prepayment certificate)

D

Diplomatic Order - no duty is paid

Ensure you have a C426 for this order type

V

NATO, Armed Forces, Visiting Forces order - no duty is paid

O

Other Duty Free use - this is not normally used however you can use this to process losses in store to ensure no duty is charged to the warehouse

T

Transfers within the warehouse (read the note on Type R before selecting this)

If you are sending goods to another account located within the same warehousing group

R

Use this option when you are transferring stock from your main trading account into a customers paid reserve account.

We generate a pre-advice for this stock arriving in the reserve account where we store the customers reserve code and how much they paid for the stock.

K

NI Underbond Movement

A

Navy order under bond type - These require the stock to be sent with underbond pricing but the invoice will be raised with VAT on the product sales price.

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titleBooked Dates

Order Date

You are not able to change this date, it will always default to the current date as will all the fields, changes to them are only necessary where you want a fixed delivery date OR you wish to release the order for picking after a specific date.

Booked Date

The date you wish the item to be delivered, if you wish this to be transmitted to the warehouse you need to tick the fixed booked date field

Release Date

This is the date you wish to send the order to the warehouse, it will only appear in the allocation screen when this is the date or we have passed the date.

Not sending the order will allow you to edit it until you need to send it to the warehouse and reduced the risk of the warehouse accidentally releasing the stock and sending the order.

Held Until

This is the date that the order will be held until the stock will be hold held for this order and the stock will be available after this date to other orders.

After this date, The order will be canceled cancelled automatically by the system.

But user will be informed via email, But it sends emails based on the 'Expiring Order Warning Period' against the Sales Team.

Tip

This will work only if the user logged in should be a part of sales team and ‘Max Hold Release’ check box against the sales team is checked.

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