Assigning Freight and Handling Charges to Ship Vias

Use the Freight Options area to assign automatic freight and handling charges, as a flat rate or a fixed percentage of the order total, to a ship via. The charges apply to the ship via that is displayed in the Ship Via field. Keep in mind the following:

• Every time the ship via is assigned to an order, the freight amounts are added to the Freight and Handling fields in the Ship Date Totals column on the SOE Totals tab for the order.

• You can override these charges on the SOE Totals tab, for individual generations in the Freight or Handling fields, or for the entire order in the Total Freight and Total Handling fields.

• If you clear an override amount on the SOE Totals tab, the original ship via default is used and an asterisk (*) is displayed next to the field.

Note: For more information on the Totals tab, see Sales Order Entry Totals Attributes

To assign freight and handling charges to a ship via:

1. From the Maintenance menu, select Ship Via to display the Ship Via Maintenance window.

2. In the Ship Via field, enter the ship via you want to assign the charges to.

3. Click the Freight tab to display the freight area.

4. In the Auto-Charge Options area, populate the fields to assign automatic freight and handling charges, as a flat rate or a fixed percentage of the order total, to the ship via.

   Field	Description
   Auto-Charge Freight-Out Amount	A flat rate amount added as an outgoing freight charge.
   Auto-Charge Freight-Out Percent	A percentage used to calculate a fixed percentage of the total as an outgoing freight charge.
   Auto-Charge Freight-In Amount	A flat rate amount added as an incoming freight charge.
   Auto-Charge Freight-In Percent	A percentage used to calculate a fixed percentage of the total as an incoming freight charge.
   Auto-Charge Handling Amount	A flat rate amount added as a handling charge.
   Auto-Charge Handling Percent	A percentage used to calculate a fixed percentage of the total as a handling charge.
   Apply Auto-Charge on Orders Less Than	If the freight charges defined in the first six fields only apply to orders less than a designated amount, enter that amount in this field. If the amount in this field is 0.00, the freight and handling charges are applied.
   Negative Freight/Handling on Returns	Select this option if you want freight and handling charges on returns to be entered as negative amounts.

    

Note: Flat rate and percentage charges are independent of each other.

5. In the Freight Options area, complete the fields to manage freight options for this ship via.

   Field	Description
   StarShip/Clippership Keywords	If your company uses the StarShipcompanion product, enter the StarShip shipping code that corresponds to this ship via in the  field. When you enter the ship via on a sales order in Eclipse, this code is recognized by StarShip. For more information, see Electronic Shipping with StarShip.
   Override Customer Freight Out Exempt	Indicate whether to override a customer’s Freight Out Exempt status, set in Customer Maintenance, whenever this ship via is assigned to an order. If you enter Y, indicate in the Override Freight Out ExemptWith field whether the Freight Out Exempt status for this ship via should be Y or N. The system checks this field first to determine whether a customer is freight exempt for an order. If the Override Customer Freight Out Exempt field is set to Y, then the Freight Out Exempt flag on the order is determined by the Override Freight Out Exempt With field instead of defaulting to the Freight Out Exempt flag set in the customer record. If the Override Customer Freight Out Exempt field is set to N, then the Freight Out Exempt flag on the order is determined by the Freight Out Exempt flag set in the customer record.
   Override Minimum Amount to Exempt Freight	Choose from the following options: Deselected - Does not flag the ship via as one that will charge freight. This is the default. Selected - Flags this ship via as one that will charge freight if this customer's order would otherwise be freight exempt due to the order being above the minimum order amount for this customer.

6. In the Freight Estimation area, indicate how to handle approximate calculations for freight charges.

   Field	Description
   Estimate Outbound Freight?	Select one of the following to display the freight estimation window for users: Never - When the ship via is selected, the system does not display the freight estimation window automatically. Users can access the window manually in the sales order Status tab or Totals tab. This is the default. Prompt - When the ship via is selected, the system prompts users when they access the sales order Status tab. If they click Yes to the Estimate Freight on This Generation? prompt, the system displays the Freight Distribution/Estimation window. Required - Ensures the Freight Distribution/Estimation window always displays when users select this ship via on the sales order Status tab.
   Freight Carrier Code/Keyword	Displays the list of active UPS™ and FedEx™ services defined in the Freight Estimation Parameters control maintenance record. Note: This control maintenance record should be setup prior to any changes made for the ship via. Enter the service that applies to each ship via in order to estimate freight charges. For example, UPS ship via mapped to the UPS Ground Service ensures the correct rates are calculated.

Note: If you are creating a new ship via for freight estimations and have Ship Via Overrides set, you must add your new ship via to the overrides list for the branch in which you want to estimate freight charges.

7. Save your changes and exit the window.

See Also:

Ship Via Maintenance Overview