Section Trade/Warehouse, available from the level of Configuration menu, contains a functionality related to delivery costs, which allows for defining and calculating them and therefore facilitates work with such a type of costs included in transactions.
Upon selecting button [Add], the system opens window of delivery costs calculation where it is possible to set name and service on which a given delivery cost is based, as well as delivery methods and thresholds to which given values apply.
Mandatory fields of delivery costs calculation window:
- Name – name of delivery cost calculation
- Service – service associated with a given cost calculation, selected from among items of the Service type
Section Methods of Delivery allows for adding from drop-down list a method of delivery for a given service. The values are retrieved from generic directory Method of Delivery. Depending on selected delivery method, associated threshold is contextually displayed. The user should define values for each threshold in the following fields:
- Gross Weight Up To – maximum value of gross weight expressed in kilograms a given threshold is applicable for
- Volume Up To – maximum volume expressed in m3 a given threshold is applicable for
- Total Value – total value of the cost of delivery
- Free of Charge on Value – total value of purchase order from which shipping cost is free of charge
- Currency – the field allows for selecting a currency available in the system in the for a company to which the operator is logged-in. System currency of a company is set by default.
If a calculation contains more than one threshold, it is necessary to remember that the value of field Gross Weight Up To for every following record must be superior to that of the previous record. The value of the field Volume for every following record must be superior to that of the previous record. Total value of subsequent thresholds must be specified in the same currency.
If the first record is saved with value 0,00 for the field Gross Weight Up To or Volume Up To, it shouldn’t be possible to change the 0,00 value to a different value in the fields Gross Weight Up To or Volume Up To of the following records. It is possible to define the same thresholds, if the values of Total Value for those thresholds have been defined in different currencies. To delivery cost calculation must be added at least one threshold.