Customer Shipping Methods

This screen allows you to maintain a file of Shipping Methods, which are linked to Customer and Sales records to record Shipping method and charges.   Shipping Methods are User-defined and can include such types as:

Entry and Display fields

Shipping Method: Enter a brief name of the Shipping Method.   Duplicates not allowed.

Description: Enter a longer description of the Shipping Method.  No checks are made on this entry

Taxable: ‘Check’ this checkbox if the Shipping charge is Taxable.  When ‘checked’ the next field must have a Tax Code

Tax Code: From the drop-down list select the Tax Code that applies to the Shipping Method.  Tax Codes are maintained via File>Financial Configuration>Tax Codes.

Freight Amount: Enter the Freight Amount using this method.  This may include Tax depending upon the setting in the next field.

Amount Includes Tax: ‘Check’ this checkbox if the Freight Amount entered in the previous field includes Tax.

Display Sales Deliveries in Assignment Board for this method: ‘Check' this box if Sales Deliveries are to be displayed in the Assignment Board.

Instructions: You may enter instruction relating to this Shipping Method.  These can - optionally - be printed whenever the Shipping Method is used.

Capabilities Required tab

Capability Name: Select the required capability from the drop-down list for this Shipping Method.

Capability Qty: Enter the quantity required.

Data Display Options

Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Buttons

Close: This will close the Shipping Methods screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new Shipping Method.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current highlighted Shipping Method.