Versions Compared

Old Version 12

changes.mady.by.user Former user

Saved on

compared with

New Version Current

changes.mady.by.user Andres Toledo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

Excerpt

The system allows automation of the freight billing process so that all freight components are automatically added to invoices as items are being sold.

This will allow customers to receive an invoice which will include both the cost of the items and freight costs.

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

After you have set up the Outbound Freight, you will need to set up the Customer Cube Rate. This will allow the users to set up a cube rate on carriers that are not set as the default carriers for any given day.

Order Entry: Freight warnings / Confirmation

Excerpt

The system can be set up to notify the salesperson if an item has not been previously set up with dimensions.

InfoThe system prevents the order from being confirmed if there are items that are missing dimensions

.

PaneltitleRelated Articles

 

 

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ("setup","order-entry","freight-billing")
labelsSetup, order-entry

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 set up.

 Instructions to Set up "Block order confirmation with no box dimensions" Warning

 

Ui steps
sizesmall
Ui step

Go to Setup > Settings.

Ui step

Under Order Entry click on "Order Entry Options".

Ui step

 Enable or disable the option "

Ui step

Click Save. 

Image Modified

Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "setup" , "order-entry" , "freight-billing" )
labelsSetup, order-entry

 

 

Box Dimension Updates

As items are being added to an order, the system will automatically adjust the freight charges on any 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).

 

Info
titleInformation

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. 

 

We've encountered an issue exporting this macro. Please try exporting this page again later.