Difference between revisions of "1 Shipping"
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Simon Clive (Talk | contribs) (Created page with "Shipping List ERP allows you to specify a list of acceptable Shipping methods, that can be selected in Sales Orders and Invoices Using the Shipping button in the General Tab yo...") |
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| − | Shipping List | + | '''Shipping List''' |
| − | ERP allows you to specify a list of acceptable Shipping | + | ERP allows you to specify a list of acceptable '''Shipping Methods''', that can be selected in '''Sales Orders''' and '''Invoices''' |
| − | Using the Shipping button in the General | + | Using the '''Shipping''' button in the '''General '''Module you will be able to add methods of shipping that may be used by your organisation. These will then appear as a list of options available for shipping when orders are placed. The ability to add a default '''Shipping Method''' to a '''Customer Card''' ensures the preferred method of delivery is used for that Customer. |
| − | These will then appear as a list of options available for shipping when orders are placed. The ability to add a default Shipping | + | |
| − | Method to a Customer Card ensures the preferred method of delivery is used for that Customer. | + | |
| − | + | *To create a '''New Shipping Method''' select the '''General''' Module | |
| − | + | *Select the '''Shipping''' button | |
| − | Select the Shipping button | + | *Enter the '''Method''' of shipping you would like to add '''E.g.''' Australia Post |
| − | Enter the Method of shipping you would like to add | + | *The '''Active''' check box will be ticked by default. |
| − | Active will be ticked by default. | + | *Select '''Save''' to save and close this screen |
| − | Select Save to save and close this screen | + | *Select the '''New''' button to create another shipping method from within this screen <br> |
| − | Select the New button to create another shipping method from within this screen | + | *Once the '''Shipping Method''' is created it will be listed in the '''Shipping List'''. |
| − | + | *The ability to select the newly created '''Shipping Method''' from within '''Invoices''' or '''Sales Order''' forms will now be available under the '''Via''' drop down menu.<br> | |
| − | + | ||
| − | + | ||
| − | Once the Shipping Method is created it will be listed in the Shipping List. | + | |
| − | The ability to select the newly created Shipping Method | + | |
| − | + | ||
Latest revision as of 10:07, 8 August 2011
Shipping List
ERP allows you to specify a list of acceptable Shipping Methods, that can be selected in Sales Orders and Invoices
Using the Shipping button in the General Module you will be able to add methods of shipping that may be used by your organisation. These will then appear as a list of options available for shipping when orders are placed. The ability to add a default Shipping Method to a Customer Card ensures the preferred method of delivery is used for that Customer.
- To create a New Shipping Method select the General Module
- Select the Shipping button
- Enter the Method of shipping you would like to add E.g. Australia Post
- The Active check box will be ticked by default.
- Select Save to save and close this screen
- Select the New button to create another shipping method from within this screen
- Once the Shipping Method is created it will be listed in the Shipping List.
- The ability to select the newly created Shipping Method from within Invoices or Sales Order forms will now be available under the Via drop down menu.
