Menu

Set up order delivery and 3rd party shipping

  • Updated

Learn how to configure an order for delivery to the customer, either internally or by a third-party freight company such as UPS or FedEx.

  1. Create a new Sales Order as described in Create a sales order.
  2. From the Ship ViaClosedThe primary shipping method for the customer. For example, a walk in customer should be set to Pick Up or Will Call to save time during order entry. Note: Truck deliveries for specific days can be set from the Truck Routes tab. list, choose a delivery, freight, or similar alternative, then pick a date from the Ship Date calendar, or leave it blank.

    Note: Available shipping methods will vary based on system setup. The shipping method determines which orders are visible on the Truck Manifest (pickup orders are not available to the order router). 

  3. Click the Detail tab along the left side of the page, and add products.
  4. If you would like to add FreightClosedDelivery fees for orders marked Prepaid & Bill or Collect. Typically, this defaults from the Customer Master, but you may override it to Prepaid based on the selected Ship Via value. charges, click the Final tab on the left side of the page and specify it here. You may apply charges to those orders whose terms are Prepaid & Bill or Collect.

    Note: For 3rd party shipping, first pick the products and then get the freight charges. Tracking information can be added in the Ship Confirmation screen.

  5. If your company includes a Shipping & Handling charge and is delivering multiple orders in one delivery to the same Ship To, the charges can be consolidated in the Truck Manifest:

      • Shipping & Handling charges are added to each Sales Order.

      • Route the orders by assigning them to a truck.

      • Right-click the truck and select Consolidate Customer Fuel/Delivery Charges.

      • Inform ERP removes individual charges, leaving only a single charge.

      • You may apply the single charge by Ship To or for the entire Customer.

  6. Click Save.
  7. On the Print Document pop-up that appears, you may choose to Print, View, Send, or Save the document, depending on your needs.

    Note: The Sales Order print is intended to be used in the warehouse as a pick sheet.

The warehouse staff can set delivery routes using the Truck Manifest. Optionally, the customer's packing slip receipt (the shipment confirmation) can be printed now as well. Once routed, the order can be tracked using the Shipments tab of the sales order.

Related articles