Ship vias are the methods used to move product from the warehouse to the customer. Before you can assign a ship via to any order, you must create a file containing the ship vias that your company uses. Ship vias are typically classifications such as Pick Up, Our Truck, UPS, UPS Red, and so forth. They control tax jurisdictions, order print status, freight, cash requirements, invoice process status, and order print status.
Your system arrives with a set of ship vias defined. You can use the Ship Via Maintenance program to define the additional ship vias required for each branch of your company. Once defined, ship vias have many interrelated uses in Eclipse.
You can assign a default ship via to each customer and to each terminal. A counter salesperson's terminal typically has a default ship via of "Pick Up." Some terminals, such as a sales manager's terminal, might not have a ship via assigned.
The default ship via defined for a customer takes precedence over the default ship via for a terminal. You can override a default status on the sales order. For example, if a customer whose account has a default ship via of "Our Truck" orders a product at the counter and plans to pick it up at the counter rather than having it delivered, you need to change the status on the order to "Pick Up."
It is not necessary to assign a default ship via to a customer or terminal. If no defaults are assigned, you must select a ship via when you create an order.
The tax code applied to a sales order is determined by a zip code or a geocode, if you use the Eclipse National Sales Tax Database companion product. Each sales order has a customer ship-to, customer bill-to, shipping branch, and pricing branch address associated with it and each address may have a different zip code.
Eclipse uses the delivery method, the ship via, to determine which zip code to use. For example, if an order is picked up at the counter, the zip code of the shipping branch is used to determine the tax on the order. If the order is sent by UPS, the zip code of the ship-to address is used to determine the tax.
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