Overview


The Ship Via option can be also visible from the Add Order screen. This article explains some considerations on this topic.

 



How to set it up

This option must be enabled per company (or location, in the case of multilocation companies).

Go to Setup > Settings

Under Order Entry, select Order Entry Options.

 The Order Entry Options window will pop up.

Check the option Allow sales people to change the Ship Via option of the order.

Click on Save.

How does this option work?

From the Add Order screen, proceed to create/edit the order and add the items.

 Click on the drop-down menu available on the Ship Via field.

A confirmation window will pop up, enter the word CONFIRM and click on Continue.

Wait a couple of seconds until the values are recalculated. A confirmation window should appear at the lower right hand corner of the screen.


Considerations

  • Once this setting is enabled, the invoices will have the Ship Via information visible from the Add Order screen. When a user is creating an order manually, the Ship Via option will be editable.
  • If the Ship Via is set as Ship Via grower, the system will not charge the fuel surchage.
  • The system will recalculate the Fuel Surcharge every time the Ship Via is changed, considering the settings Charge Fuel Surcharge and Show FOB price.
  • The Outbound Freight will not be recalculated when the Ship Via is changed.
  • If the invoice is created through any of the automatic billing processes (Mass Allocations, Fill from Open Market, Automatic Billing), the Ship Via option of the invoice will be the one set up in the Prebook.
  • If the order is split, the system will consider the Ship Via option of an already existing order before adding the items to it.
  • If for any reason, a data is not correctly processed, the system will give the option to retry by clicking on the link Process Conflicting Data.

Fuel Surchage

In case the Order is Ship Via Grower, the fuel surcharge will not be charged in the order, even if the FOB Price is enabled and the charge fuel surcharge options are enabled.

(lightbulb) Roles enabled to perform this action:

  • Setup:  Setup, Admin.
  • Order Entry Screen: Admin, Sales Manager, Cashier, Sales, Allocations.