Transaction Details > Shipping
On the Shipping tab of Transaction Details users can users can:
- Add Ship To customer information
- Enter a Shipping Amount (separate Shipping Amounts can be entered for the Sale and Order items)
- Select a Shipping Method (e.g., UPS, FEDEX, or USPS).
- View Shipping Tax information
Note: You cannot have both item-level and transaction-level shipping amounts on a single transaction.
Ship To Customer Information
Beginning with Prism 2.1.2, users can enter on the main transaction form (i.e., without going into Transaction Details > Shipping) or in Transaction Details > Shipping. On the main transaction form are separate Bill To/Ship To tabs with the option to copy Bill To information to the Ship To customer fields.
In Transaction Details > Shipping, users can:
- Click Customer Lookup to search for an existing customer as the Ship To customer
- Click New Customer to add a new customer as the Ship To customer
- Click Shipping Address to edit the existing address, add a new address or select a different address for the Ship To customer
Shipping Amount
Click Transaction Details > Shipping.
In the Ship To Customer information area, lookup a customer, add a new customer or edit the address.
Enter the Shipping Amount and select a Shipping Method (e.g., USPS).
Click Apply or OK.
The transaction total and Ship To customer information is updated.
Shipping Methods
In Node Preferences > Transactions > Fees/Shipping on the Shipping tab, define a list of shipping carriers (e.g., UPS, FEDEX, USPS).
Shipping Fee Type
In Node Preferences > Transactions > Fees/Shipping on the Fees tab, the list of default fee types includes a special "Shipping" fee type. The Shipping fee type can be found at the bottom of the list of fee types. The Shipping fee type is linked to the "Shipping Amount" field on the Shipping tab. When a user enters a Shipping Amount, under the hood of Prism, the Shipping fee type (and any options) is applied.
Include Tax in Shipping Amount
To include tax in the Shipping Amount, enable the "Include Tax" option for the "Shipping" fee type (on the Fees tab). If Include Tax is enabled and a Tax % defined for the Shipping fee type, the specified tax rate will be included the Shipping Amount. For example, if the Tax % entered in preferences for the Shipping fee type is 20% and the Shipping Amount is 2.00, the Total Shipping with Tax will be 2.00, Total Shipping W/O Tax 1.67 and Total Shipping Tax will be 0.33. On the Shipping tab, scroll down to see the Total Shipping W/O tax, Total Shipping with Tax (equal to the Shipping Amount) and Total Shipping Tax fields.
Sample transaction showing Total Shipping fields:
Proportional Shipping Charges (Partial Order Fulfillment)
With transaction-level shipping, if the customer orders three items and fulfills the order one item at a time, the Associate can apply the shipping charges in a proportional manner. For example, if the customer picks up one unit, one-third of the charges will be applied. If the customer next picks up the remaining two items, the Associate can choose "Remaining" to apply the remaining charges. When partially fulfilling an order, there is an area for selecting the Shipping Amount to apply to the receipt. You can apply the entire remaining amount, the proportional amount, or None.
- Use Transaction Lookup to find and display the order.
- Touch or click the Order Details button.
- Touch or click the Fulfill Order button.
- Touch or click the Fill Item Qty button.
- Select the amount of shipping charges to apply to the transaction. Touch or click the OK button.
Fees, Shipping on Returns
When returning the item(s), you can enter the amount of fees and shipping to be returned to the customer. The system will auto-calculate the amount based on the quantity being returned and the total amount of the fees/shipping, but the auto-calculated values can be edited.
