After a membership product has been added to the order, shipping information can be defined, if necessary. Shipping will be applicable to components of membership products if the components are Inventoried Products, such as a book or membership card. For example, a benefit of a membership may be that you receive a free t-shirt and a membership card, listing your member information and important contacts. Therefore, you would need to define the order’s shipping information to ensure the t-shirt and membership card are received by the correct person.
The Ship Via Method is defaulted from the organization unit setup. You can change the Ship Via Method if necessary. After products are sold, they are shipped using the criteria specified here. If the products are not shipped, then they are not invoiced and the payment stays in the Prepayment Liability account. The shipping charges displayed here are populated from the Define Shipping Charge task, when creating the product in Product Central, but can be overridden for a line item on this screen.
To define shipping information:
1. Access the Step 2: Shipping Information tab.
2. From the Shipping
Address section (as highlighted below), change the shipping information,
if necessary:
· Click the Change Ship-To Address link to display the Address Chooser from which to select a different ship-to address for the order or create a new address.
· Click the Change Ship-To Customer link to displays the Customer Chooser to search for and select a different ship-to customer for the order.
· Click the Create One-Time Address link to display the Create a one-time address screen to create an address that will only be used once for this order.
3. From the Billing
Address section (as highlighted below), change the billing information,
if necessary:
· Change Bill-To Address - displays the Address Chooser from which to select a different bill-to address for the order or create a new address.
· Change Bill-To Customer - displays the Customer Chooser to search for and select a different bill-to customer for the order.
4. From the Shipping
Method and Cost section (highlighted below), select the Ship Via
method to apply to all lines.
The
Ship-Via field is disabled until a line item is added to the order.
5. Click Advanced
Shipping to display the Advanced Shipping section (highlighted below)
and add more information on the line items:
a. In the Advanced Shipping table, select the appropriate line item.
b. Select the Ship Via method from the drop-down in the cell for each line item.
c. If necessary, change the Shipping Charge.
6. Click Save.