The Incoterms Module in MokoCRM provides standardized international trade terms that define responsibilities between buyers and sellers for the delivery of goods. These terms help avoid misunderstandings by clearly outlining who is responsible for shipping, insurance, duties, and other logistics.
The Incoterms Module in MokoCRM provides standardized international trade terms that define responsibilities between buyers and sellers for the delivery of goods. These terms help avoid misunderstandings by clearly outlining who is responsible for shipping, insurance, duties, and other logistics.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Incoterms - Click Activate
- Optional: Configure custom Incoterm codes or add specific locations for delivery obligations
🚚 Using Incoterms in Documents
- Once enabled, Incoterm options appear in:
- Proposals
- Sales Orders
- Purchase Orders
- Shipments
- Select the appropriate Incoterm (e.g., EXW, FOB, CIF) and enter the designated location
- The chosen Incoterm will appear on generated PDFs for clarity between trading parties
📂 Managing Incoterm Entries
- Go to Setup → Dictionaries → Incoterms
- Add or edit entries with:
- Code (e.g., DDP, FCA)
- Label/Name (full term description)
- Public Notes for explanations or requirements
- Save to make them available for selection in transactional documents
🔗 Integration With Other Modules
- Sales and Purchase Orders: Incoterms clarify delivery obligations
- Shipments: Used to identify freight terms
- PDF Templates: Incoterms appear on exported documents for compliance
📌 Best Practices
- Use Incoterms consistently across all cross-border transactions
- Train staff on the meaning and legal obligations of each term
- Always include a delivery location when required by the Incoterm
- Review and update Incoterm entries to match the current ICC version
- Ensure Incoterm selection aligns with your logistics and insurance arrangements