99 lines
6.2 KiB
HTML
99 lines
6.2 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>basic_shipping_info</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Entering Shipping Information</p>
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<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1005.htm">Making Sales Receipts</a> <font color="#C0C0C0">|</font> <a href="../qbpos_customer_orders/custorder_create.htm">Customer Orders</a> <font color="#C0C0C0">|</font> <a href="../qbpos_customers/customersoverview.htm">Customer List</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Note"><span style="font-weight: bold;">Note</span>: The availability of the shipping fields on sales documents is controlled by your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use preference</a> settings.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">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.</p>
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<p class="Help-Text">Shipping information, other than amount, can be added to or edited even after a sales receipt is saved.</p>
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<p class="Help-Info-Line">To enter shipping information:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">List the items and customer on the document.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp1">Shipping Information</font> from the I Want To menu.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the Shipping Information window, enter:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp1">Ship $</font> Shipping charge (amount).</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp1">Ship By</font> Select a shipping provider from the drop-down list of carriers (must be previously defined in <a href="../qbpos_company_preferences/sysprefs07.htm">company sales preferences</a>.)</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp1">Shipping Address</font> Enter a shipping address or select the <font class="hcp1">Shipping Address</font> button to enter either the <font class="hcp1">Bill To</font> or <font class="hcp1">Ship To</font> 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.</p>
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</li>
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</ul>
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<p class="Help-Indent">On a receipt, these additional options are available:</p>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp1">Ship Date</font> the date shipment is to occur.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp1">Tracking Number</font> Enter the providers tracking number.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp1">Print Packing Slip</font> Select to print a list of items and the Ship To/Bill To addresses.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp1">Print Shipping Labels</font> Select to print a shipping label (supported formats include Avery 5160, 5167, 8164, and 5524*) with or without your store logo.</p>
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</li>
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</ul>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp1">OK</font> to record the shipping information and return to the document.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Shipping information recorded on a customer order is carried to a sales receipt that <a href="../qbpos_customer_orders/custorder_filling.htm">fills the order</a>. 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.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can apply sales tax to the shipping amounts if required. <a href="basic_tax_shipping.htm">Learn more</a></p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">You can <a href="../qbpos_print_designer/printdesigner_oview.htm">customize</a> your packing slip and shipping label print templates as needed.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">*Avery 5524 is the weatherproof version of 8164; and is suitable for laser printers only.</p>
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</li>
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</ul>
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<div style="width: 100%; position: relative;" id="footer">
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<p> </p>
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<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." style="border: none;" width="9" height="15" border="0">  Additional online resources. Internet connection required.</p>
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<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
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<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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</div>
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</body>
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</html>
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