Shipping Fees
Setup Shipping Fees
To create Shipping Fees, search for “Shipping Fees” in the Search Bar.
Shipping Fees Page
Accessible via the search page, this displays the Shipping Fee Code and Shipping Fee Description fields.
Shipping Fee Card Page
Accessible from the Shipping Fees page using the edit action, this page is split into Header and Lines sections.
- One Shipping Fee can have several lines and include different fees, such as transport fees, insurance, packaging, and more.
- It is also possible to define the same Shipping Fee with different prices for different minimum quantities or different calculation bases.
Defining Shipping Fees
To define Shipping Fees, fill in the following fields:
On Header
| Field | Description |
|---|---|
| Code | Specifies a code that identifies this Shipping Fee. |
| Description | Specifies a description of the Shipping Fee. |
| Currency Code | Specifies the currency code for the amounts on the Shipping Fee lines. |
On Lines
| Field | Description |
|---|---|
| Type | Specifies whether the shipping fee line is for a General Ledger Account, Item Charge, or an Item (of type service only). |
| No. | Specifies the number of a general ledger account, item, or additional cost, depending on the contents of the Type field. |
| Allow Free Carriage | Specifies if the free carriage calculation applies to this shipping fee line. |
| Description | Specifies the description of the shipping fee line. Use % shortcuts to define values; Shortcuts: ‘%1’ = Calculation Basis, ‘%2’ = Unit Price, ‘%3’ = Fixed Fee Price. |
| Minimum Quantity | Specifies the minimum quantity (calculated from the Calculation Basis field) for which the line applies. |
| Calculation Basis | Specifies the Shipping Fee Calculation Basis for this line. |
| Unit Price | Specifies the applicable unit price for this shipping fee line. |
| Fixed Fee Price | Specifies the applicable fixed price for this shipping fee line. |
| Default Assignment Method | Specifies the shipping fee assignment method if the shipping fee is set as an item charge. |
Rules
- The Minimum Quantity, Unit Price, and Fixed Fee Price fields must have values equal to or greater than 0. If a negative value is entered, the system will display an error.
- Duplicate Shipping Fee Codes are not allowed. If a duplicate record is detected, an error message will appear.
- If the Type is set to “Item Charge,” the Default Assignment Method field is editable and assigned the value “Equally” by default, but can be manually changed.
- It is not possible to have multiple Default Assignment Methods for the same Item Charge No. An error message will be displayed in this case.
- It is only possible to select GL Accounts with Direct Posting = True.
- It is only possible to select Items with Type = Service.
- The Description field must inherit values from the selected Shipping Fee Type and No., and use placeholders:
- %1 = Calculation Basis
- %2 = Unit Price
- %3 = Fixed Fee Price
Deleting Shipping Fees
- If there are Customer Shipping Fees related to that Shipping Fee Code, an error will appear and deletion is not possible.
- If there aren’t related Customer Shipping Fees, the Shipping Fee (as well as related lines) can be deleted.
Deleting Shipping Fee Lines
- No validation is made, and it is always possible to delete Shipping Fee Lines, even if they are inserted on any Sales Document.
Modifying Shipping Fees
- A confirmation message will pop up for the user to confirm that modification is required.
- Modification will also update Customer Shipping Fees related to that Shipping Fee.
- This change will impact existing sales documents with that Shipping Fee Code.