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About Shipping Methods
Shipping Methods are used to identify the various modes of transit for your goods. ManageMore allows flexibility to use these records to simply name the shipper/method, calculate shipping charges, and even interface directly with select carriers.
In this Topic
Field by Field Help - Shipping Method screen
Related Topics
2.7 How to Use Lists
8.2 Sales Orders
Field by Field Help - Shipping Method screen
General
Shipping Code
Enter a code for this shipping method here.
Delivery Method
Choose the manner in which invoices that are shipped with this shipping method will be delivered. Choosing a predefined method will allow many of the fields on the screen (see Figure 3-2) to be completed automatically.
Full Description
Enter a complete description of the shipping method here.
Carrier Identifier
Select the carrier being used to ship the merchandise here.
Freight Destination
Choose whether this shipping method involves a domestic or an international end point.
Freight Service
Choose the method that this shipper uses to send packages in this shipping method. Choose from Air Service, Ground Service, or Other.
Freight Expected
Choose the day this package is expected to arrive when using this shipping method. Choose from Same Day, Next Day, 2 Day, 3 Day, Saturday, Economy, or Other.
Freight Billed To
Choose the entity that will be paying the shipping when this shipping method is used. Select from Sender, Recipient, Third Party, or Consignee.
Shipping Terms
Choose the manner in which funds will be collected for shipments made under this shipping method. Choose from None, COD Check, or COD Cash. If COD terms are chosen, invoices created with this shipping method will prompt the user for a COD amount instead of a payment. The invoice will be posted to the account for later payment application.
Figure 3-2. Shipping Method screen
Web Tracking URL
Enter the website address that the shipping company gives to track their shipments online. This field is available to ManageMore's E-Mail Pro to send to a customer with their tracking number automatically completed.
Require Recipient Contact Phone Number
When checked, ManageMore will provide a space on the invoice for a phone number to be filled in and require that it be filled in before accepting the invoice. This field will be completed with the customer's contact phone number, if provided in the customer's shipping information.
Allow this shipping method to use tracking number
When checked, the program will provide for entry of one or more tracking numbers, which will be associated with the shipment.
Allow automatic freight charge calculation on invoice
When checked, ManageMore will calculate the freight charges price based upon information you enter in a new tab "Freight Charges," that comes up on the shipping method record. You will be asked to fill in tier amounts: if the invoice weight is between two given amounts, ManageMore will charge the preset amount in accordance with this weight tiers. Tier information is entered on the "Freight Charges" tab, which will appear when this option is chosen.
Automatically Print Packing Slip for this shipping method
When checked, a packing slip will print each time an invoice is completed with this shipping method.
Inactive
When checked, this shipping method will no longer be available to be chosen in a list of shipping methods on invoices.
Freight Charges
This tab will appear only if you have checked the box labeled "Allow automatic freight charge calculation on invoice" on the General tab.
Handling Fee
Enter an amount to be added to the freight charges on an invoice when this shipping method is used.
Shipping Weight/Freight Amount
In these fields, choose the maximum weight for each tier and then the freight amount for any shipment up to that weight. Do so for each of the eight tiers.
The Shipping Manager is an optional feature that allows the system to schedule and process shipments directly with many common carriers. This feature works with third-party interface software to communicate with the shipper systems. Once activated on your shipping method(s), invoices which utilize these methods will automatically activate and complete the shipping information in the third party software. The user can simply click a button to schedule the shipment and return to the program.
StarShip
This tab will appear only if you have the optional Shipping Manager feature in ManageMore. If you would like more information on this shipping automation feature, please contact your sales representative.
Star Ship Manifest System Activated
When checked, this shipping method will interface with Star Ship to create a shipping label and log the shipping manifest with the carrier selected.
Service ID
Enter the ID for the shipping method chosen.
Unless you are instructed by a Technical Support technician, do not change the existing service ID for any shipping method. Doing so may cause StarShip to stop functioning properly. |
Q01. | Is it necessary to complete all of the fields on this screen? |
A01. | No, as long as you do not wish to use the Shipping Manager. |
Q02. | If I use "COD Check" terms on a shipping method, how do I prevent this method's use on customers who should not be able to write checks? |
A02 | Settings on the customer record are available to prevent checks from being taken, and/or for COD purchases to be allowed (check or cash). |
Q03. | I don't see my question here. Where else can I get information? |
A03. | Visit our website's Technical Support section. |
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