Entering Shipping Information

Making Sales Receipts | Customer Orders | Customer List

Note: The availability of the shipping fields on sales documents is controlled by your Features to Use preference settings.

Use this procedure to record a shipping address, date, provider, and charges on sales documents. Adding a customers addresses (Bill To and Ship To) to the customer record makes them available for selection in the Shipping information window, available on sales receipts, sales orders, and work orders. A shipping address can also be entered at the time of sale, even if not previously added to the customer record.

Shipping information, other than amount, can be added to or edited even after a sales receipt is saved.

To enter shipping information:

1. List the items and customer on the document.

2. Select Shipping Information from the I Want To menu.

3. In the Shipping Information window, enter:

- Ship $ Shipping charge (amount).

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

- Shipping Address Enter a shipping address or select the Shipping Address button to enter either the Bill To or Ship To address from the customer record. You can edit the pre-filled fields, as necessary. Note that editing the address here does not update the customers record.

On a receipt, these additional options are available:

- Ship Date the date shipment is to occur.

- Tracking Number Enter the providers tracking number.

- Print Packing Slip Select to print a list of items and the Ship To/Bill To addresses.

- Print Shipping Labels Select to print a shipping label (supported formats include Avery 5160, 5167, 8164, and 5524*) with or without your store logo.

4. Select OK to record the shipping information and return to the document.

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 are asked if you want to apply the shipping charge to the current receipt.

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

- You can customize your packing slip and shipping label print templates as needed.

- *Avery 5524 is the weatherproof version of 8164; and is suitable for laser printers only.