Freight Results
Freight Results include calculating Freight Cost, Freight Charges, and Freight Cartons.
These values record the latest update from your shipping systems to help you invoice. They are replaced when you duplicate, ship a backorder, or void and replace shipment.
Hide Automatic Tab
Hide Automatic Tab lets you remove the temptation to click on the Automatic Tab.
Go to Employee card, to Access tab, to Hide / Show, and select Hide Automatic Tab.
Chapter 66 Automatic
Automatic lets you set automatic actions that can execute in response to other events.
Automatic appears as a Tab starting on the Customer card with Printing Preferences.
Requisition Freight Terms
Requisition lets you record items you need to buy and Freight Terms is now included.
Freight Terms are enabled to replace Department and be used to automate calculations.
Automatic
Automatic lets you set automatic actions that can execute in response to other events.
For example, an Order can be marked as Shipped when your shipping system ships it. In response, the Order can Auto-Invoice and produce and send any Automatic Forms.
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.
You can view Freight Cartons by adding it to Orders Search as a column. Its value is automatically calculated by custom coding such as Cost Comments to read Ship Info.
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 Terms Delete
Freight Terms Delete lets you use Unlock List to delete any unneeded Freight Terms.
Go to Employee, Access, and give yourself the Special Access option to Unlock Lists.
Sign In again and go to Customer Prefs, Accounting, Default Freight Terms, Show List. Click once to select a Freight Terms entry and click Delete. OK to confirm and save.
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.