How to override the Sold To section in a Commercial Invoice [Step-by-Step guide]

When shipping international orders, your orders will need Commercial Invoices.

The information to produce these has different sources, partly from your order, and partly from the settings in the Billing Account section.

Some of these can be changed by using override controls at the Billing Account section, but OMR can also prove to be efficient when conditional logic for this is involved.

This article describes how to use OMR to override the Sold To section.

The steps as such from a generic approach can be found and should be followed here: Order Management Rules (OMR) [Step-by-Step Guide], while the parameters to be used are the following:

CONDITION

Whichever condition(s) apply(ies) to your case should be configured accordingly.

For example, in this case, we will detect SKUs which contain a specific word in the Description, to later override the Sold To to a liable entity:

You can define any condition or combination of conditions according to the case (ship to, weights and dimensions, cost and values, etc.)

ACTIONS

Actions in this case are defined in a specific order with specific values, where the key elements are:

• Enabling the Sold To flag: To have the OMR force the order to use the new Sold To information
• Sold-to address and contact information: Allows to indicate the company, name, full address, phone and e-mail that will be used instead

NOTE: The fields associated to the Sold-To section of the Commercial Invoice are called Bill-To in the techSHIP user interface and field structure

In this case, and in this order:

• Has Bill-to address has been set as True
• Bill-to address and contact information have been set according to the values that are to be used

A set of information and parameters as these, will produce this result: