Delivery Charges

Before working with the Delivery Charge Screen, you have to setup the System option for it to pop-up in the Order entry screen.  This option is available in the System Maintenance under Company.

The following option must be selected by clicking the box on the right hand side: OE - Ask for delivery charge box.

This Delivery Charge module allows the user to create different range of delivery charge based on the dollar amount purchased by customers.  This will populate the charge box at Order entry and the user must choose which delivery charge to select.  This can be entered by warehouse, by customer type or specific customer or by region.

Screen Shot:

The delivery charges can either be entered by warehouse, by customer type or for a specific customer.  As for the warehouse, the user can select a specific warehouse form the drop down list or the user must click on the box to select all warehouses if the delivery charges are entered for all warehouses.

The user can also chose if these delivery charges are for a specific region or for all regions. If for all regions, the user must click on the box to select all regions or select a specific region from the drop down list.  The user must select the Short Code for GL invoicing to be able to enter the delivery charge amount on the invoice and this will  allow the system to apply the delivery charge to the proper general ledger account.

The user must click on add to add a range of delivery charge by specifying a from amount to a to amount with a delivery charge.  The user can add several ranges by clicking the add button.

How to apply these delivery charges into Order Entry:

From the main menu, goto (Receivables - Sales - Order Entry)

The user must type in the order from the customer including the customer number, the ship to address and the products that the customer wants to purchase.  Once everything looks good on the order, press F2 to complete this transaction.

The following screen will pop-up:

The user must click on Delivery for the delivery charge box to pop-up.  The user must select required date as well as time by leaving it as preset time of creating a customer time.  The user must also select the type of truck, the truck that will be delivering and chose the driver if applicable.  Once everything is selected, the user must press F2 to continue with the ending process.

The following screen will pop-up once you chose your method of payment:

Screen shot:

At this time, if everything looks good, the user can press F2 to accept the delivery charge as is.  If not, the user can modify the amount by clicking on the amount of the delivery and change it to the right amount and press enter.  The user can decide that this delivery charge is not enough, so he can select on Boom Truck if a Boom Truck is required or select help if help must be sent with the delivery.  Comments for delivery can also be added for the delivery person which will be printed on the delivery slip.

Once everything is selected and everything looks good, the user can Press on the F2 key to complete the delivery charge process.