Configuration: Freight
Use the Freight screen allows you to specify which part numbers are used to bill the freight (and fuel surcharge) on the parts ticket. If there are parts for multiple customers on the same parts ticket, the default distribution method determines how costs are distributed across the ticket. Once the Freight screen and the Ship Via screen are configured (see Setting up FREIGHT and FUEL surcharges ), the Add Freight screen appears when updating customer-ordered parts on a parts order. The Add Freight screen allows you to add freight charges to the sales order.
To open the Freight screen, navigate to Configuration > Parts > General > Freight.
Topic in this section
Setting up Freight Parameters for a Location
Setting up freight parameters allows you to specify what part numbers are used to bill the freight (and fuel surcharge) on the sales order and the default distribution method.
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Navigate to Configuration > Parts > General > Freight.
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Click on a location to edit it, or click Create to add a new location.
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Fill in the fields referring to the table below.
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When you have completed your updates, click Save.
Copying Freight Parameters From One Location to Another
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Navigate to Configuration > Parts > General > Freight.
- Click the Previous
or Next
icon to scroll to the next option or back to a previous option.- or -
Click the Search
icon and select a location from the Location Selection screen. -
Click the Click here to copy freight setup to another location link.
The Location Selection screen appears.
The freight parameters are copied to the location you select.
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Fill out all the desired fields and click the Save button to set up the freight parameters for the selected location.
Screen Description
The fields on the Freight screen are:
| Field | Description |
|---|---|
| Location | The location the configuration applies to. |
| Applies To | Indicates which system the values loaded in the Freight screen will apply to. |
| Distribution Method | The default distribution method that will determine the distribution for the freight or fuel cost. |
| Freight Part Number |
The part number added to a parts ticket or sales requisition, representing the freight surcharge applied to the ticket or requisition (e.g. FRTIN).
Click the Search This part must first be added through the Parts Profile system. |
| Fuel Part Number |
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 Ship Via screen must have either a fuel surcharge percentage or amount added for each of the shipping vendors configured, to apply a fuel surcharge to an order or requisition. Click the Search |
| 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 location to another.
Use these buttons 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. |


