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Overview

Excerpt

Here you will learn how to automate the freight billing processes so that all freight components are automatically added to the invoices as the items are being sold.

This will allow the customer's to receive an invoice immediately that will include both the cost of the items and the transportation.

 

Relevant Articles

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Child pages (Children Display)

Outbound Freight

Excerpt

 This setting can be enabled or disabled. This setting will allow the you to establish the individual fuel surcharge for each of the product types

The fuel surcharge will allow you to enter the % for each of the item types:

  • Fresh Cut
  • Plants

Instructions

To enable the "Outbound Freight" follow the steps below:

Go to Setup > Settings
Image RemovedGo under "Order Entry" > click on Outbound Freight.
Image Removed
The "Outbound Freight Options" window will pop up, here you can enable or disable the option of Outbound Freight.  Enter the percentage for each of the item types: Fresh Cut or plants. 
Then click Save.
Image Removed
 NoteThe fuel surcharge that is described here is expressed as a percentage and is provided by the US Government. This has NO RELATIONSHIP whatsoever with the existing fuel surcharge in Komet Sales.

First of all, the Outbound Freight should be setup from the Setup Settings. 

 

Relevant Articles

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Child pages (Children Display)

 

Info

The fuel surcharge will be added to the freight that is added to the invoice. 

 

 

 

 

 

Customer Cube Rate

Excerpt

In this part of the system you are able to setup your customer's Days of Service theper cube freight rate (in dollars).

If a carrier that's setup on a day of service has a cube rate setup, it will be displayed under the "Cube Rate"column. This will allow the users to setup a cube rate on carriers that are not set as the default carriers for any given day.

Info

This option will be only displayed if the Outbound Freight option is enabled.

 

Instructions

To enter the Cube Freight Rate follow the steps below:

  1. Go to Setup > Customers.


  2. Select the customer you wish and under "Actions" click Edit.
  3. The Customer Information will pop up and click on Days of Service.


  4. Next to the Account #, apply the "Cube Rate" for the carrier you wish and click Save.


 

 

 

 

Warning
  • Only sales managers will have the ability to change the cube rates.
  • If the "Freight Billing" is disable these columns will not be displayed on the customer setup.

 

 

 

 

Order Entry: Freight warnings / Confirmation

Excerpt

The system will notify the salesperson if an item has not been setup with dimensions since this will prevent the system from billing the freight for these items.

 

Info

In addition to this the system could prevent the order from being confirmed if there are items that are missing the dimensions.

 

 If this setting is enabled the system will not allow users to confirm the orders until all of the items within the order have had their dimensions setup.

Instructions

  1. Go to Setup > Settings.
  2. Under "Order Entry" click on "Order Entry Options".
  3. Enable or disable the option "



 

 

Box Dimension Updates

As items are being added to an order the system will automatically adjust the freight charges on an additional item.  There will be one additional charge for each of the freight items:

  • Freight - Fresh Cut
  • Freight - Plants
  • Freight - Hard Goods

The system will have to recalculate the freight charges on any of the following events:

  • Item is added or removed.
  • Item quantity is changed.
  • Carrier is changed.
  • Customer is changed.

Calculating the Freight Charges

As items are being added to the invoice the system will check the current freight charges for the carrier and for the customer and will apply the existing fuel surcharge based on the item type (fresh cut, plants or hard goods).

 




Note

Once a box dimension is added or updated the system will automatically update the dimensions for any items that are on any orders that have not been confirmed.  This will ensure that no past items are changed when dimensions are added or modified.