Note: The Bonded Fulfillment section of Dx5 is to be used for Bonded shipments of product which should not have Federal Excise due upon product removal. Please keep in mind that although Bonded Fulfillment Orders are captured and reported by Dx5, the burden is on the user to ensure compliance with all applicable regulations.
To Create and Ship a Bonded Fulfillment Order in Dx5:
- Navigate to Fulfillment > Bonded
- Click the orange "+ Add New Bonded Order" button in the upper right corner of the page
- Enter a Bonded Order Date/Time, and Set a Desired Ship Date (optional) by clicking the checkbox to the left of the option.
- The Choose Customer option allows users to either Choose an Existing Customer, or Create a New Customer. Creating a New Customer in the Bonded Fulfillment Order will save the New Customer details to Dx5 Contacts for future use.
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- Note: Only customers within the same Country as the DSP will display in the Choose Existing Customer drop-down menu; Bonded product can only be shipped Domestically. For a resource on shipping Duty-Free, review this article: Fulfillment: Ship Duty Free/International Product (Read Time: 2 mins).
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- Enter a unique Order Num to identify this Bonded Shipment, and make a selection in the Upload Order File section. Users can either Upload an external Order File (PDF format required) to attach to this shipment or allow Dx5 to create one for you via the Auto-Generate Order File option.
- Additional documents (in PDF format) can be attached via the BOL Document Upload option.
- Additional documents (in PDF format) can be attached via the BOL Document Upload option.
- Choose Products to add to the Bonded Shipment.
- Select the Warehouse you wish to ship Bonded Finished Product from.
- Choose the Products you wish to ship via the "--choose product--" menu, making sure to also select the applicable Size, Unit Type, Quantity and Unit Price for the product.
- Add more Products via the "+Add Another" option until the order is complete.
- Click Add Bonded Order when complete; the order will appear in your Pending Orders tab on the Bonded Order Overview screen.
- The option to Change Order Status is available above the Add Bonded Order button in the event the product has already left your premises. To jump immediately into an Order Status Change, select this option before Adding the Bonded Order.
- The option to Change Order Status is available above the Add Bonded Order button in the event the product has already left your premises. To jump immediately into an Order Status Change, select this option before Adding the Bonded Order.
- Enter a Bonded Order Date/Time, and Set a Desired Ship Date (optional) by clicking the checkbox to the left of the option.
- To ship a Pending Bonded Fulfillment Order:
- Locate the Order from the Pending Orders tab on the Bonded Order Overview screen and click the blue arrows to the far right of it to reveal the Quick Actions menu.
- Select Change Status:
- Enter a Status Change Time for the removal, and Change Status to Shipped
- Click Change Status
Note: Bonded Fulfillment Orders Shipped will report in the "Withdrawn In Bond" Line on US federal Processing Pt. 2, and in the Withdrawn In Bond table in Dx5 Itemized Tables, and in the relevant lines for International Reports.
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