Overview

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.

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

After you have setup the Outbound Freight. Next you will learn how 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 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.

 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 "Block order confirmation with no box dimensions".
4. Click Save.
   
   
   
   
   

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).