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How to build a consistent Intrastat report in Odoo

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Intro

When businesses operate, their relationships with authorities play a crucial role as well as relationships with customers. 

It is important to abide the law and provide many on-time  reports:

Well, within a great number of reports provided by the businesses registered in the European Union, the Intrastat report holds a significant place. It informs the authorities about statistics on how many products your business delivered to your customers or received from your suppliers within the borders of the European Union Member States.

Business problem

One of our customers who manufactures technological goods for the farming industry faced a problem on how to build the Intrastat report in Odoo. The customer didn’t know that Odoo provides such an option and was forced to do this report manually. A responsible specialist did the following: 

But the problem was deeper — much of the needed data was not stored in Odoo.

The manual process situation could not have been worse, because the report’s preparation took a lot of time from one of the company’s most significant resources: the chief accountant. And that’s is why we rolled our sleeves up, analyzed the problem, and prepared this guide on how to build a consistent Intrastat report in Odoo.

How to get a consistent Intrastat report in Odoo

First, go to Accounting ‣ Configuration ‣ Settings ‣ Customer Invoices and enable Intrastat, then click on Save.

How to activate the Intrastat feature

Note: You may also specify a default Incoterm that your company uses.

Once the feature is enabled, a new dictionary appears in the Accounting ‣ Configuration menu. 

By selecting the Intrastat code, you will be taken to the list of dictionaries. Each section contains the standardized records on the following:

  1. Commodity (commodity codes of products and descriptions)
  2. Transaction (types of transactions)
  3. Transport (transportation means used to deliver products)
A new dictionary appears

When this feature is enabled, make sure that all necessary fields are populated.

Even with many products, the business should be able to fulfill all sides of the transaction with correct information on goods sold.

Let’s look at a ‘Product’ – each of the storables has Invoicing and Accounting tabs.

We need to specify data on the Weight, Commodity Code, and Country of Origin of the product and save the changes.

Specify the weight of the product
Specify the commodity code and country of origin the product

Then, we move to the counterparts the business deals with and make sure that we have data populated on the address (Country) and VAT number. With this data, we will understand real product routes. 

Make sure the address (Country) and VAT number of your counterpart are populated

Everything seems good, but we are only half-way done and must make some adjustments to the sales and purchases processes. 

Go to Invoices or Vendor Bills.

When creating or editing a draft Invoice or Vendor Bill (from Sale or Purchase respectively), select the following:

Moreover, keep in mind the quantity and price of the products in the Invoice Lines.

An Invoice creation and selecting the type of operation
Selecting the Incoterm, Country of Arrival or Dispatch, and Intrastat Transport Mode

Once all the data is populated and checked, we can save the changes, validate the transactions, and do the business. 

When report time comes, we need to do a few clicks. 

Go to Accounting ‣ Reporting ‣ Intrastat Report and use the filters to select the options to display in the report.

Then, after the filters are applied, Odoo provides a range of file formats to export the file for further sending to the authorities: PDF, XLSX, or CBS.

An example of the report view

Consistent Intrastat report in Odoo

Result

As a result, the monthly report preparation, which took the chief accountant anywhere from two hours to a few days, is now available in Odoo in a second.

Automate your business processes!

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