Creating landed costs

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You can create a landed costs document from scratch or generate it based on a supplier invoice. Generated landed costs documents have prefilled details and a link to the source document. This saves your time on data input and ensures traceability of business documents.

To create a landed costs document:

Do either of the following:
- To generate a landed costs document based on a supplier invoice, open the supplier invoice and click Generate > Landed costs.
- To create a landed costs document from scratch, go to Purchases, then, under Purchases, click Landed costs, and then click Create.
Specify general details of the landed costs document:
- Specify Supplier.
- Specify Operation kind:
  - Select Landed costs to register any landed costs other than the customs broker's fees.
  - Select Landed costs from customs broker to register the customs broker's fees.
- Fill in the remaining fields as necessary.
On the Costs tab, specify the costs of services included in the landed costs:
- To select services from the Products catalog, click Select.
  To learn more, see Product selection in business documents.
- To add services manually, click Add.
On the Allocation tab, allocate the landed costs between the purchased products. This includes the landed costs into the cost of the products.
First, specify the products using one of the following options:
- To add products with the product selection tool, click 1. Select > Inventory from purchase documents and follow the instructions.
- To add products manually, click Add and enter or select product details.
Then, allocate landed costs between products using one of the following options:
- To allocate landed costs using the allocation tool, click 2. Allocate costs and follow the instructions.
- To allocate landed costs manually, fill in Coefficient for each product. To learn more, see Allocating landed costs manually.
Optional: If you register the custom broker's fees:
1. On the Customs declaration tab, click Add to add one or more customs declarations.
2. Do either of the following:
  - If you want to register payment of both customs declaration fees and landed costs in the landed costs document, select the Include to current invoice checkbox.
  - If you want to register payment of customs declaration fees in a customs declaration and payment of landed costs in the landed costs document, clear the Include to current invoice checkbox.
Optional: On the Advance clearing tab, offset some or all landed costs against the advance payments you might have made to the supplier.
- To offset advance payments automatically:
  1. Go to Settings.
  2. Under Accounting settings, click Cash management.
  3. Under Advance payments, set Set off advance payments automatically to Yes.
  Now, when you post a landed costs document, advance payment documents automatically appear on the Advance clearing tab of the landed costs and settle its amount fully or partially.
- To offset advance payments with the advance payment clearing tool:
  1. Click Select.
  2. In the Advance payments clearing window, in the Advance balance table, double-click an advance payment document. Then, in the To be cleared table, specify the clearing amount for the payment document, and click OK.
    Alternately, to populate the exact clearing amount that equals to the landed costs' total amount, click Fill in.
- To offset advance payments manually, click Add and fill in the advance payment details.
Optional: On the Payment terms tab, specify payment terms of the landed costs:
1. Select the Set payment terms checkbox.
2. Do one of the following:
  - To plan a single payment, select Once-off payment and specify the payment method and due date.
  - To plan payment by installments, select Installments and specify the payment method and installment details.
3. If the payment method is Cash or Electronic, specify the account that is used to pay the landed costs.
Optional: On the Additional information tab, specify additional information.
Click Post and close.

Adding products with product selection tool

Product selection tool helps you to select products from purchase documents.

To select products using the tool:

On the Allocation tab, click 1. Select > Inventory from purchase documents.
In the Select purchase documents area, click Add.
Select a document type and select OK.
Select a document and then click Select.
To add more documents, repeat steps 2-4 as necessary.
Optional: If you want to add only specific products from the selected documents:
- In the Set a filter for products area, click Add to add one or more products.
- Then, select the Apply filter checkbox.
Now, only the products displayed in the Set a filter for products area can be added from the selected documents.

To disable the filter, clear the Apply filter checkbox.
Fill in the Select products area using one of the following options:
- In the Select purchase documents area, select checkboxes next to one or more documents and then click Fill in > by selected documents.
- In the Select purchase documents area, highlight one or more documents and then click Fill in > by highlighted documents.
In the Select products area, select checkboxes next to one or more products.
Click Select to add the selected products to the landed costs.

Allocating landed costs with allocation tool

To allocate landed costs (distribute the total landed costs between products) using the allocation tool:

On the Allocation tab, click 2. Allocate costs.
Select the allocation type:
- By quantity allocates landed costs in proportion to the product Quantities.
- By amount allocates landed costs in proportion to the product Amounts.

This fills in the following columns:

Allocated amount. Landed cost allocated to the product.
Coefficient. Determines the share of total landed costs allocated to the product.

Allocating landed costs manually

To allocate landed costs to products manually:

On the Allocation tab, fill in Coefficient for each product.

Allocated amounts for each product are filled automatically as shares of Subtotal on the Costs tab, in proportion to Coefficients.

For example, if Subtotal on the Costs tab is 100 EUR and you fill in Coefficient for three products as 1, 2, and 2, then Allocated amounts for these products are automatically set to 20, 40, and 40 EUR.

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