Chapter 209 Department
Department lets your accounting report by profit centers after assigning to each entry.
Chapter 149 Responses
Responses provide immediate feedback and transparency for many automated actions.
Response is a column you can add on Orders Search, for example, to see bulk changes. You can select several orders, choose Mark, Released and some will say Not Released.
You can then work on these without losing your place. In this case the order is Filled. This Chapter provides details for Responses like this to help with unexpected results.
Response
Response lets you know that automatic actions were performed, plus helpful details.
The entry, Duplicated, lets you know an order was created using the Duplicate option. This creates a perfect copy then uses preferences like Reload Customer, automatically.
Placed lets you know the order was assigned a status of Placed, also showing in Status. Response inserts new entries at its the beginning to show you the latest activities first.
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
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.
Email Matching
Email Matching is the best way to import new Customer and Orders from online sales. This finds existing customers, or companies, using email addresses to avoid duplicates.
For Customers that have multiple email addresses, such as companies with employees, it searches Contacts that you have added to the Customer for their people and places.
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 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.
Freight Fields
Freight Fields appear on transactions, printouts, and in extended shipping information.
Company Upgrade
Company Upgrade lets you add new options to your system, to expand indefinitely.
Many options are single solutions to complex problems and needed only one at a time. If you need several, they may be updated and tested together to ensure seamless function.
Once you have decided on an option, you will receive an email with instructions for registering and setup, which you can skip and walk through on the phone when ready.
Options include Add Users, Any API, Authorize.net, Auto-Import, Auto-Invoice, Auto Update, BigCommerce, Bins, CRM, Currencies, Ecwid, Folders, HubSpot, iPad, Middleware, Middleware Shipping, MySQL, MRP, Open Notify, PDF, Postgres, Prices, Shopify, Square, Stores, TaxJar, Warehouses, Web API, Web Notify, Web Server, WooCommerce, Zip-Tax.
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.
Departmental Profit and Loss
Department Profit and Loss reports rely on your using Departments as profit centers. You might have Sales and Service as Departments, each with their income and expense.
This is a tall ask and generally requires consensus to create and use your Departments. You might also turn on the Department Mandatory setting found in Employee Prefs.
Using Departments for another purpose is common and Department Prefs extend this. Using Department Prefs you might change to use this setting for Freight Terms entry.
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.
MyPrefs Department Prefs
MyPrefs Department Prefs should be set to System Settings for consistency.
MyPrefs Department Prefs allow you to switch from the system-wide Department Prefs set in the Company card if ever needed.
In Employees Search you can Add(+) a column to see Department Prefs, if needed. And, you can change Employees' settings using the Update tool and Department Prefs.
Chapter 709 Department Prefs
Department Prefs let you change the function of the Department field to repurpose it.
Department is in the middle of most transactions and provides an accounting function. If your company has used it for something else because it was convenient here we are.
Department Prefs let you change the function of the Department for another purpose. First up is Freight which lets you select Freight Terms and automate charges and costs.