Enter Shipping Estimates on Customer Orders

How Do I? | Create a Customer Order | Fill an Order

Create a sales order
Collect tax on shipping
Set up to use Shipping Manger
Report and tracking shipments

Pro

Shipping information and an estimate of the charges can be entered on a sales order or work order and then transferred to the sales receipt made when the order is filled. If using Shipping Manager, you can retrieve an estimate of shipping charges from UPS and enter that estimate on the order.

The actual shipment is always done from a sales receipt.

To enter a shipping estimate on a customer order:

1. Create the order, adding the items and customer.

Specify how you are shipping to continue:

Using Shipping Manager

2. Select Estimate Shipping Charges at the bottom of the receipt.

The Shipping window is opened.

3. Select Estimate Shipping for UPS.

4. Select an existing customer shipping address or select Add an Address.

A complete address and phone number is required to get an estimate. If you add or edit an address in this window, you can save the changes to the customer record.

5. Select the Shipping Method (ground, 2nd day air, etc.) and enter the parcel Weight.

6. Select Get Estimate.

Point of Sale connects to the Shipping Manager and retrieves and displays the estimate (Shipping Manager isn't opened).

What's important on this window?

- To see how the shipping charges vary, change any of the information (method, weight, address) and select Get Estimate again.

- Select Go To Shipping Manager if you need to access other options, such as checking transit times, changing settings, or check requirements for oversize packages.

- Transfer the shipping estimate to the order by selecting OK.

7. Complete the order as usual.

You can return to the order at anytime to revise shipping information or get a new estimate using the choices from the Options drop-down menu.

- Estimate Shipping Charges to get a new estimate.

- Edit or Clear the shipping address or details. You can manually change the carrier or estimate in the Shipping Details window.

- Print Store Mailing Label Select to print a Point of Sale shipping label. Note: If you use Shipping Manager to later ship the items from a receipt, you can print a UPS shipping label at that time.

Not using Shipping Manager

2. Select Enter Shipping Information at the bottom of the order.

The Shipping window is opened, with a list of available shipping addresses from the customer record.

4. Select a shipping address or choose Add an Address to enter a new shipping address. If you add or edit an address, you can save the changes to the customer record.

5. Select OK.

6. In the Shipping Details window, enter or select:

- Shipping Amount Shipping charge (may be an estimate at this point).

- Ship By Select a shipping provider and method from the drop-down list of carriers (must be previously defined in company shipping preferences.)

7. Select OK to record the shipping information on the order.

You can return to the order and edit the shipping information at anytime by making a choice from the Options button in the Shipping Info area:

- Edit or Clear Shipping Address.

- Edit or Clear Shipping Details - amount or carrier/service.

- Print Store Mailing Label Select to print a shipping label.

Notes:

- Shipping information recorded on a customer order is carried to a sales receipt that fills the order. If the sales order is only being partially filled (i.e. some items remain due), you can choose whether to transfer the shipping amount. Once on the receipt, you can edit or enter additional shipping information or charges as necessary.

- You can apply sales tax to your shipping amounts if required. Learn more

- Shipping information is not available on a layaway.

Related Topics

Enter Shipping Information on Receipts

Shipping Manager Overview