Here you will learn how to automate the freight billing processes so that all freight components are automatically added to invoices as the items are being sold.This will allow for customer's to receive an invoice which will include both the cost of the items and the transportation.
First of all, the Outbound Freight should be setup from the Setup Settings.
After you have setup the Outbound Freight. You will need to setup the Customer Cube Rate. This will allow the users to setup a cube rate on carriers that are not set as the default carriers for any given day.
Order Entry: Freight warnings / Confirmation
The system can be setup to notify the salesperson if an item that has not been previously setup with dimensions.
The system prevents the order from being confirmed if there are items that are missing 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.
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 to Set up "Block order confirmation with no box dimensions" Warning:
Go to Setup > Settings.
Under "Order Entry" click on "Order Entry Options".
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 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).
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.