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About the Order Shipments Form

An Order Shipments record tracks the details about a particular customer shipment and how the system calculated shipping charges. See Managing Shipping Charges for information on how Aptify calculates charges for and tracks order shipments.

Order Shipments Form

General Tab

Ship Type (required)

The shipment type for this order shipment. Note that a user can specify a shipment type at the order line level that is different from the shipment type at the order level. This field links to the Shipment Types service.

Ship Tracking Num

If the order contains multiple shipments and each shipment has its own tracking number, you can specify a particular shipment's tracking number in this field. (There is a Tracking # field on the Orders record's Shipping tab, but that only applies if the order has one shipment.)

Cust Shipping Acc Num

If the order contains multiple shipments and the customer has provided a different account number for each shipment, you can specify a particular shipment's customer shipping account number in this field. (There is a Cust. Ship Acct# Number field on the Orders record's Shipping tab, but that only applies if the order has one shipment.)

Override Shipping Calc (read-only)

If a user has overridden the calculated shipping charge or shipping cost, Aptify automatically selects this option to indicate that the calculated amount has been overridden.

Override Handling Calc (read-only)

If a user has overridden the calculated handling charge, Aptify automatically selects this option to indicate that the calculated amount has been overridden.

Shipping Charge (required)

The shipping charge calculated for the order shipment. If necessary, a user can manually override the calculated shipping charge by entering a new amount in this field. After modifying the charge and clicking OK to save and close the record, the next time a user opens the record, the Override Shipping Calc option will be selected.

Shipping Cost (required)

The shipping cost calculated for the order shipment. (The shipping cost is the amount of money the organization pays the shipping company to send out the order. The shipping charge is the amount of money charged to the customer who placed the order.) If necessary, a user can manually override the calculated shipping cost by entering a new amount in this field. After modifying the charge and clicking OK to save and close the record, the next time a user opens the record, the Override Shipping Calc option will be selected.

Handling Charge (required)

The shipping charge calculated for the order shipment. If necessary, a user can manually override the calculated handling charge by entering a new amount in this field. After modifying the charge and clicking OK to save and close the record, the next time a user opens the record, the Override Handling Calc option will be selected.

Tax Jurisdiction (read-only)

This field identifies the ship to address's applicable Tax Jurisdiction.

Tax Included In Charges (read-only)

This option is selected when the stated shipping charges include any applicable tax amount.

Group (read-only)

If applicable, this field identifies the Shipment Type's Groupings record to which the order shipment corresponds.

Total Quantity (read-only)

The number of product units included in the shipment.

Total Weight (read-only)

The total weight of the items included in the shipment.

Weight Units (read-only)

The unit of measure for the Total Weight field (for example, Pounds or Kilograms).

Shipment Type Matrix (read-only)

This field specifies the name of the Shipment Type's Matrix record that was used to calculate the shipping charges.

Ship To Tab

Ship To (read-only)

The shipment's Ship To person.

Taxes Tab

This tab displays any tax calculated for the Order Shipment based on the shipment's Tax Jurisdiction and its applicable Sales Tax Rates.

Aptify displays the following information for each sales tax rate applied to the shipment:

  • Sales Tax: The name of the rate that was applied to the shipment.
  • Taxable Amount: The shipping amount to which tax is applied. This can be the -Shipping Charge, the Handling Charge, or both, depending on the configuration of the Sales Tax Rate record.
  • Rate: The percentage rate applied to the Taxable Amount.
  • Tax Amount: The amount of tax charged (the Taxable Amount times the Rate).

 

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