Before you start using the sales container handling app, you might want to do some extra setup, this is not necessary if you don’t want to use freights and fees, etc, but if you want to use it, here’s some setup to do in the sales container setup.
Before you use the Sales Container Handling app, you can add some optional setup if you want to handle freights and fees. This setup is not required. You only need it if you want to add freight charges and fee charges to your customer invoices.
You enable special freight in the Sales Container Setup. There you select GL accounts for posting freight charges and fee charges. The freight account is calculated as a percentage, and the fee is added as a fixed amount.
You can control whether a sales order uses special freight in three ways: per order origin, by entering it directly on the sales order, or from the customer card. This is useful when the same customer has multiple locations and the fees depend on where you ship to.
Optional setup for freights and fees in the Sales Container app
You don’t have to do this setup. If you don’t want to use freights and fees, you can skip it entirely. But if you want to add charges to your invoices, there’s some extra configuration to do in the Sales Container Setup.
Start by ticking the checkmark for using special freight. This lets you set up on customers that you will add charges to their invoices. So if you want to charge the customer for freight and for fees, you enable it here.
Selecting GL accounts for freight and fee charges
You select a GL account on which to post your charges for freight, and a GL account for your charges for fees. The text shown on the sales order lines will be the chart of account text. That text is simply displayed on the sales order.
The two charge types are calculated differently:
- Freight is calculated from a percentage.
- Fees are calculated as a fixed number.
Choosing how a sales order gets special freight
Next, you decide how the system determines whether a sales order should have special freight. This matters because you might have the same customer with different locations, and you want the fees to depend on which location you send to. The order origin makes this possible.
You have three options for where the special freight setting comes from:
- Per order origin
- Entered directly on the sales order
- From the customer card
Number series and further setup
You also set up a number series. If you followed the standard setup steps, this has already been configured for you.
From here you can define order origins and the special freight and fee setup. This part is covered in a separate video.
Q&A
Do I need to set up freights and fees to use the Sales Container Handling app?
No. This setup is optional. You only need it if you want to add freight charges and fee charges to your customer invoices.
How are freight and fee charges calculated?
Freight is calculated from a percentage. Fees are added as a fixed number.
How can I control whether a sales order uses special freight?
You have three options: per order origin, by entering it on the sales order, or from the customer card. The order origin option is useful when the same customer has different locations and the fees depend on the shipping location.
What text appears on the sales order lines for freight and fee charges?
The text shown on the sales order lines is the chart of account text from the GL account you select for the charges.