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changes.mady.by.user Andres Toledo

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Overview

Excerpt

Here you will learn how to automate

The system allows automation of the freight billing

processes

process so that all freight components are automatically added to

the

invoices as

the

items are being sold.

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

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

ExcerptIn 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"columnAfter you have set up the Outbound Freight, you will need to set up the Customer Cube Rate. This will allow the users to setup set up 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:

Go to Setup > Customers.
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  • Select the customer you wish and under "Actions" click Edit.
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    • The Customer Information will pop up and click on Days of Service.
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    Next to the Account #, apply the "Cube Rate" for the carrier you wish and click Save.
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    WarningOnly 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 setupset up.

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

     

    Ui steps
    sizesmall
    Ui step

    Go to Setup > Settings.

    Under "Order Entry" click on

    Ui step

    Under Order Entry click on "Order Entry Options".

    Ui step
    Enable

     Enable or disable the

    option

    option "

    Ui step

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    Click Save. 

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    Box Dimension Updates

    As items are being added to an order, the system will automatically adjust the freight charges on an any additional item.  There 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
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    Information

    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. 

     

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