Shipping

The Shipping tab allows you to add shipping and delivery information and apply shipping charges to a Purchase Order.

You can also include shipping information on the printed/previewed purchase order by selecting the Print Shipping Information field on the Printing Parameters tab.

To open the Shipping tab, on the Purchase Orders screen hover over a PO Numberand select Edit from the pop-up menu.
-or-
Click the Click here to add a purchase order link.

The Information fields on the Shipping tab are:

Information
Field Description
PO Number The purchase order number.
Type

The type of purchase order. Can be one of:

  • All—all types of items.

  • Miscellaneous—items that must be ordered and may be tied to a work order (optional). Some examples include coffee, printer paper, and sublet services.

  • Equipment—machines identified with stock numbers (typically with serial numbers).

  • Fixed Assets—items for the dealership that undergo scheduled depreciation.  Possible items include laptops or machines. Requires Feature 502 - Fixed Assets.

  • Equipment Replenishment—used to suggest machine stock orders for maintaining inventory via minimum order levels.
Status The current status of the purchase order.
Location The branch location where the purchase order was created.

The fields in the Shipping Terms section of the Shipping tab are:

Shipping Terms
Field Description
Required Date The final date that the items on the purchase order must be received.
ETA Date The purchase order's estimated date of arrival.
Priority

The shipping priority code (low, normal, high, or urgent).


Valid priority codes are loaded on the Priority screen located at Configuration > General Ledger > Purchase Orders > Priority.
F.O.B.

Freight on Board, where the responsibility for goods changes during shipping.


Valid FOB codes are loaded on the FOB screen located at Configuration > General Ledger > Purchase Orders > FOB.
Instructions Enter any additional shipping instructions.
Ship Via

The carrier selected for the purchase order.


Valid ship via codes are loaded on the Ship Via screen located at Configuration > General Ledger > Purchase Orders > Ship Via.
Freight Charge The total freight charge to be added to the Items Total.
Collect If selected, indicates the shipping charges need to be collected.
Prepaid If selected, indicates the shipping charges need to be prepaid.
Estimated If selected, indicates the shipping charges are an estimation.

Actual

 If selected, indicates the shipping charge is the actual shipping charge.

The fields in the Ship to section of the Shipping tab are:

Ship to
Field Description
Customer The customer's number.
Name The name of the individual receiving the items.
Address 1, 2, 3 The address of the individual receiving the items.
Zip/Postal Code

The customer's zip/postal code.
Phone Number The customer's contact phone number.
Fax Number The customer's fax number.
E-mail The customer's e-mail address.
Salesperson The salesperson associated with the customer's profile.

Use these buttons to complete your work on the Shipping tab:

Button Function
Save

Saves changes made on the purchase order.

Note:  
Only the user who created the purchase order can save changes to a purchase order.

If you are not the creator of the purchase order, a Take Over PO button appears on the Purchase Order General tab. Click the button to take over the selected PO, making you the new creator.
Close Closes the purchase order and returns to the Purchase Orders screen.

Data Source: POSHI, POSTII

Security: 603 - PO System

Revision: 2024.01