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- On the Customer tab, select a shipping method from the Ship Type drop-down list.
- The selected Shipment Type determines the shipping charge, handling charge, and shipping expense that appears on the order. See the Managing Shipping Charges chapter of the Aptify 5.5 Accounting and Financial Systems Integration Guide for more information.
- Note that Ship Type is located on the main part of the order form in the Customer section and extended shipping details appear on the Shipping tab.
- If the order has one or more order lines, Aptify prompts you to confirm the new Shipment Type selection.
- If the new shipment method applies to all order lines, click Yes to update each existing order line with the new Shipment Type. The system automatically recalculates the order's Shipping Charge, Handling Charge, and Shipping Expense based on the new Shipment Type's matrix.
- If you specified a different shipping method for one or more order lines at the Order Line detail level (see Specifying Order Line Details) click No. Instead of applying a new Shipment Type at the order level (and overwriting any changes you have already made), you should specify Shipment Types on a per order-line basis.
- Click on the Shipping tab.
- Enter the date when the customer can expect to receive the order shipment in the Promised On field.
- If a customer intends to pay for shipping directly using an account with the shipping company, specify that account number in the Cust. Ship Acct # field.
- Override the calculated shipping charges, if necessary.
- See Overriding Calculated Shipping Charges for details.
- For example, you may need to override the shipping charges for the order if the customer provides an account number with a shipping company. In this case, the customer will pay the shipping charges directly to the shipping company but may still owe the organization a handling charge.
- When finished, specify an initial payment for the order.
- See Specifying an Initial Payment for details.