Defining Inventoried Product Shipping Charges

To calculate shipping for inventory products where weight is not an issue, shipping surcharges can be defined and assessed for a line item. Shipping surcharge calculations or shipping charge overrides are defined here for each Ship-Via method. Surcharges defined here will be added to any other shipping charges; overrides will override any other shipping charges.

You can assign a specific method to each product for calculation of shipping. This can be done by weight, by percentage of price, by schedule, or by flat rate. If necessary, you can assign an override amount that will explicitly define a shipping price outside of any other calculation.

If no shipping charges are defined on the Product Setup screen, then the default shipping charges that were setup on the Shipping Charges Maintenance (ORD009) will be applied.

To define the shipping charges:

1. Click Define Shipping Charges under the Product Definition task category.
The Shipping Charges screen displays, as shown below.

2. Click Add.

3. Select the Ship-Via method from the drop-down.

4. Select the Calculation Method from the drop-down.

5. If necessary, enter the Shipping Surcharge or the Shipping Override.

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

7. Select whether the shipment is Domestic or Foreign.

8. Click Save.

Screen Element	Description
Shipping Charges and Overrides
Add	Button. When clicked, a row is added to the Shipping Charges and Overrides table and the Shipping Charge Details fields are enabled.
Delete	Button. When clicked, the highlighted row is deleted from the table and the shipping charge is deleted from the product.
Shipping Charge Details
Ship-Via	Drop-down. The name of the entity used for shipping the order, e.g., UPS, USPS, FedEx. The values are populated based on the non-fixed SHIP_VIA system type for the ORD subsystem.
Calculation Method	Drop-down. How the Ship-Via organization calculates the shipping charge. Options include: · By Price – Depends on a record setup on the Shipping Charge Maintenance (ORD009) screen for the country code and ship-via for a current date range. If there is a base amount, add this to the charges and add the percentage by price calculated amount. · By Schedule – Depends on a set of records setup on the Shipping Charge Maintenance (ORD009) screen that define a base amount to which a flat amount for a max and min price or a percentage of the price between some max and min is added. The shipping schedule can also be setup for max or min of weight. · By Weight – Depends on a set of records setup on the Shipping Charge Maintenance (ORD009) screen where you define a base amount to which some amount per unit weight will be added. · Flat Rate – Depends on a record setup on the Shipping Charge Maintenance (ORD009) screen for the country code and ship-via for a current date range. By date, it simply adds some flat amount for that specific product. · Override – Excludes the line item from any further shipping charge calculation. Whatever is stored with the product definition will be the only shipping charged. · Special – This option allows an organization to create a substitute for a standard method. If this option is defined, it will override all shipping calculation processing. The values are populated based on the fixed SHIPPING_CALCULATION system type for the ORD subsystem.
Shipping Surcharge	Text box. The amount of shipping that will be charged for this product in addition to system default shipping amount.
Shipping Override	Text box. The override amount only relates to this product. If a product must have special shipping, enter a value here. Otherwise, the shipping amount defaults to the standard.
Begin Date	Drop-down. On this date, as compared to the order date, this fee will be charged.
End Date	Drop-down. System-maintained field that indicates the end date of this rate. A trigger will set this as the day before the next rate defined.
Domestic or Foreign	Drop-down. When defining a shipping charge, you can differentiate them between domestic charges and foreign charges. Personify allows you to define which countries are considered domestic in the org/org unit shipping details setup.
Calculate Actual Shipping
Calculate	Button. When clicked, tests the shipping charge setup for this product based on a quantity of 1 item.
Calculated Shipping Charges	Read-only. The calculated amount of the shipping charges for the org/org unit plus any shipping charges defined on this screen.