Defining Inventory Shipping Parameters

To define inventory shipping parameters for your organization unit:

1.    Using the System Administrator persona, from the Personify main toolbar, select System Admin > Organization Structure > Organization Unit Definition.
The Organization Unit Maintenance search screen displays, as shown below.

2.    Click Search.

3.    Select your organization/organization unit.

4.    From the Shipping Setup task category, click Shipping Details, as highlighted below.

The Organizational Unit Maintenance Shipping Controls screen displays, as shown below.

5.    From the Shipping Calculation drop-down, select one of the following:

·            By Price (See Defining Shipping Charges by Price for more information)

·            By Schedule (See Defining Shipping Charges by Schedule by Price or Defining Shipping Charges by Schedule by Weight for more information)

·            By Weight (See Defining Shipping Charges by Weight for more information)

·            Flat Rate (See Defining Shipping Charges by Flat Rate for more information)

·            Override Shipping (See Defining Inventoried Product Shipping Charges for more information)

·            Special Ship Charge (See Defining Inventoried Product Shipping Charges  for more information)

6.    From the Domestic Ship-Via Default drop-downs, select a default shipping company for orders Ordered through Personify and orders Ordered through the Web.

7.    From the Foreign Ship-Via Default drop-downs, select a default shipping company for orders Ordered through Personify and orders Ordered through the Web.

8.    Click Save.

9.    From the Shipping Setup task category, click Shipping GL Accounts, as highlighted below.

The Organizational Unit Maintenance GL Accounts Used in Shipping screen displays, as shown below.

10.  Click Add.

11.  Select the Company from the drop-down.

12.  Select the Inventoried Product's Subsystem from Subsystem drop-down.

13.  Select the Ship-Via from the drop-down.

14.  Select the Packing Slip Group By from the drop-down.

15.  Click the Shipping Revenue link to search for and add a revenue account.

16.  Click the Deferred Shipping link to search for and add a deferred revenue account.

17.  Select the Begin Date from the drop-down.

18.  Select the End Date from the drop-down.

19.  Click Save.

20.  From the Shipping Setup task category, click Domestic Country Setup, as highlighted below.

The Organizational Unit Maintenance Countries Considered “Domestic” for Shipping screen displays, as shown below.

21.  Click Add.
The Country Chooser screen displays, as shown below.

22.  Click Search.

23.  Select the country you want to be considered domestic for shipping.
Repeat steps 21 and 22 to add additional countries.

24.  Click Save.