SHIPPING METHODS

Shipping Methods (Ship Via)

- set the Tracking URL to create a Tracking hyperlink in your Sales Orders when this Shipping Method is selected and the Tracking number is entered:

- select the Method if charging on sale orders:
  - Rate - to charge a percentage of the Sale Order
  - Prompt - to have a pop-up message as a reminder to fill in the freight amount
  - Fixed - freight amount will always be the same on all Sale Orders
- Threshold - the amount on the Sale Order after which Freight will not be charged
- Rate - the percentage of the Sale Order that will be the Freight charge
- Min Charge / Max Charge - optional entries for Freight charges min / max amounts
Communications tab - document or schedule or attach a Communication / Note / Alert on a record or event for this Sales Order item (see examples in Sales Orders - Communications
User Defined tab - see User Defined Fields
Integrations tab see Installation - Integrations

Manage Shipping Methods linked to Customers and Vendors and used in Sales Orders and Purchase Orders