Difference between revisions of "Shipping"
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== Overview == | == Overview == | ||
| − | ERP allows you to specify a list of acceptable Shipping methods, that can be selected in Sales Orders and Invoices. | + | 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 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. |
| − | Using the Shipping button in the General Tab 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. | + | |
==== How To create a New Shipping Method ==== | ==== How To create a New Shipping Method ==== | ||
| − | *Select the 'Shipping' button from the General tab. | + | *Select the '[[Shipping]]' button from the General tab. |
| − | *Enter the name of the shipping method you would like to add, e.g. Aust Post. | + | *Enter the name of the shipping method you would like to add, e.g. Aust Post. |
*'Active' 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. | ||
Revision as of 17:50, 9 March 2011
Overview
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 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.
How To create a New Shipping Method
- Select the 'Shipping' button from the General tab.
- Enter the name of the shipping method you would like to add, e.g. Aust Post.
- 'Active' 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.
- The current shipping method will be automatically saved upon selecting 'NEW'.
- A blank Shipping Method screen will display ready for input of the new method.
Once the Shipping Method is created it will be listed in the Shipping List. The ability to select the newly created Shipping Method/s from within an Invoice or Sales Order forms (under the 'Via' drop-down box) will now be available.
