Freight

Data Source: PFWTAB

To open the Freight screen, can be accessed from the Configuration Quick Links screen by clicking on the General link on the Parts list and selecting Freight from the drop down list.

The Freight screen is used to add freight and/or fuel surcharges to a customer parts ticket, if parts are being ordered from a vendor. The Freight screen allows you to specify what part numbers will be used to bill the freight (and fuel surcharge) on the parts ticket. If there are parts for multiple customer on the same parts ticket the default distribution method will determine how costs are distributed across the parts ticket. Once the Freight screen and the EVIA table are configured (see Setting up FREIGHT and FUEL surcharges) the Add Freight screen will appear when updating customer ordered parts on a parts order. The Add Freight screen will allow you to add freight charges to the sales order.

Note:  
Use the Previous and Next icons to switch between branch locations.

The following is a description of the search field that appears on the Freight screen:

Field	Description
Select Location	Allows you to set up freight and fuel surcharges by branch location.

The following is a description of the fields that appear on the Freight screen:

Field	Description
Distribution Method	Enter the default distribution method that will determine the distribution for the freight or fuel cost (e.g. Quantity, Line Items, Price, Sales Orders, or Weight).
Freight Part #	Enter the part number added to a parts ticket or sales requisition, representing the freight surcharge applied to the ticket or requisition (e.g. FRTIN). This part must first be added through the Parts Profile system.
Fuel Surcharge Part #	Enter an optional fuel surcharge part number added to a parts ticket or sales requisition, representing the fuel surcharge applied to the order or requisition (e.g. FUEL). This part must first be added through the Parts Profile system. The EVIA table must have either a fuel surcharge percentage or amount added for each of the shipping vendors configured, in order to apply a fuel surcharge to an order or requisition.
Applies To	Indicates which system the values loaded in the Freight screen will apply to (e.g. IntelliDealer, MyDealer, or Both).
Active for System	If selected, indicates that the freight parameters are active for use within the system.

Select the Click here to copy freight setup to another location link to copy freight parameters from one branch location to another.

The following buttons allow you to complete your work on the Freight screen:

Button	Function
Save	Saves changes made on the Freight screen.
Save & Close	Saves changes made on the Freight screen and returns to the Configuration Quick Links screen.
Close	Closes the Freight screen without saving and returns to the Configuration Quick Links screen.