Freight Rules
Freight Rules help you rely on a fast and easy process for automating your shipments.
You should have one shipment per invoice. You can have multiple invoices per order. And you can have multiple packages per shipment. This is expected by calculations.
If you type in the freight charges or freight cost on an order, they will not be replaced. If you quote and type in freight charges, automatic calculations will not replace them.
Freight Events
Freight Events let you know automatic actions by putting them in the Response fields.
If you suspect a problem with automatic actions doing something unexpected, you can see these listed in the Response field on the transaction, viewed by adding the column.
For example, go to Orders search, click Add to add a column, and choose Response. You can then see entries such as
Chapter 51 Freight Terms
Freight Terms lets you switch the Department to Freight Terms to automate shipping charges and costs.
Freight Terms lets you create entries with names and calculations to handle when you are paying Freight Costs, adding calculated Freight Charges to invoices, and so on.
Freight
Freight is a deep customization that adds Freight Terms thereby replacing Department.
Choose Freight for Department Prefs to apply throughout, starting in Customer Prefs. Then in Customer Prefs, set Default Freight and Edit some of the entries to add Terms.
Freight will then help automate Charges and Costs for freight and applying the Terms. For example if Shipping Connect returns charges, "Free" Freight might replace with $0.
Freight Terms
Freight Terms lets you add Settings for Freight to set Cost and Charges automatically.
If you offer free shipping or Prepaid freight, you may want to capture shipping Costs. You may also want to zero Charges that were estimated before free theshold was met.
If you offer Prepaid and Add you may want Costs and to apply a formula for Charges.
Customer Freight
Customer Freight lets you set freight terms for a customer to preset their transactions.
On the Customer card on the History tab choose a Freight option, such as Prepaid, to have it preset on new Quotes, Orders, and Invoices and to automate Cost and Charges.
Customers Freight
Customers Freight lets you set freight terms for customers to preset their transactions.
On the Customers search click Add (+) and select the Freight column to display. Then, select multiple, such as by Command-click, and use Update to change them.
Contact Freight
Contact Freight lets you set Freight for Contacts used as Ship-To's for big Customers. This lets you keep different Freight Terms for different locations to use automatically.
For large customers with many locations use Contacts to add their Ship-To Addresses. Using Contact and Update Contact imports is easy to manage hundreds or thousands.
For each Contact you can set their Shipping Method, Freight, and sales tax Tax Status. These entries load automatically when you set Ship-To manually or by Auto-Import.
Contacts Freight
Contacts Freight lets you manage Freight in a Contacts Search to find, display, update. Use the Find dialog or Add (+) Freight as a column in Contacts to see current settings.
For large customers with many locations use Contacts to add their Ship-To Addresses. And, use Contacts Search to Find, Export, or Update many at once for easy managing.
Freight Terms Name
Freight Terms Name lets you search Freight Terms as text using Begins With and such. Freight Terms lets you search by choosing an entry in a dropdown for an exact match.
Freight Terms Name is available in Quote, Order, Invoice, Requisition, Purchase Order, Bill, and Employee Searches.
Freight Calculations
Freight Calculations help you calculate Shipping and Handling charges for customers.
Freight Automations
Freight Automations let you choose presets to fill in charges and costs appropriately.
Freight Duplicates
Freight Duplicates can be removed, unlike Departments which they replace.
In the Freight pulldown choose Show List, click a Freight Term, and click Delete.
Assigned, old Freight entries will be swapped to the new one with the same name or erased. This works for customers, quotes, orders, as you duplicate and carry forward.
Freight Fields
Freight Fields appear on transactions, printouts, and in extended shipping information.
Freight Costs
Freight Costs help you report your actual shipping costs from your shipping system.
One option lets it read Comments where Published and Negotiated Rates are included.
Freight Charges
Freight Charges helps you calculate an amount to add to the invoice for freight charges.
Freight Cartons
Freight Cartons helps you track the number or packages or boxes for Freight Surcharge.