Charge for delivery on an order
What this does
Puts the transport charge on the quotation as a line the customer can see, instead of burying it in the unit price or absorbing it.
Before you start
- The Delivery Costs module must be installed — find it in Apps with the Apps filter removed.
- Product weights must be filled in if you want the charge to follow the load.
Steps
Where a method is connected to a carrier's system, use Get rate and the price comes back from the carrier — those figures cannot be edited.
In WindoorERP, delivery methods make it possible to calculate shipping costs directly on sales orders and e-commerce carts, providing customers and sales teams with accurate shipping fee information. This transparency helps close sales by showing customers the exact cost for each shipping carrier or delivery timeframe.
When activated in WindoorERP, the Delivery Methods setting adds the option of calculating the cost of shipping on sales orders and e-commerce shopping carts.
When integrated with a third-party carrier, shipping prices are calculated based on the carrier's pricing information.
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01
Open the sales order.
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02
Click Add shipping.
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03
Choose a delivery method from the dropdown.
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04
Check the Total Order Weight — it is filled from the product weights, and anything you type here overrides them.
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05
Click Add. The charge appears as its own line in Order Lines.
Configuration
To calculate shipping on sales orders and e-commerce, the Delivery Costs module must be installed. To do so, navigate to the Apps application from the main WindoorERP dashboard.
Then, remove the Apps filter, and type in Delivery Costs in the search bar. After finding the Delivery Costs module, click Install to install it.
Add shipping
Shipping methods are added to sales orders in the form of delivery products, which appear as individual line items. First, navigate to the desired sales order by going to Sales app › Orders › Orders.
Open the desired sales order, then click the Add shipping button. The Add a shipping method pop-up window opens. Then, using the drop-down menu, select an available shipping method.
The Total Order Weight is pre-filled based on product weights (that are defined in the Inventory tab for each product form). Edit the field to specify the exact weight, and then click Add to add the shipping method.
Important
The amount defined in Total Order Weight overwrites the total product weights defined on the product form.
Note
Some connected shipping methods require obtaining rates from the carrier. In this situation, click the Get rate button, and the shipping costs are automatically updated from the carrier. These rates cannot be modified.
The shipping cost is added as a line item in the Order Lines tab as the Delivery Product detailed on the shipping method form.
Example
A customer purchased a left-sided desk with storage and requested the item be delivered by hand. This delivery method is defined as Furniture Delivery (Manual) and has a cost of $200. The sales order contains two line items: one for the desk, and another for the delivery method.
Delivery order
The shipping method added to the sales order is linked to the shipping carrier details on the delivery order. After confirming the order, a Delivery smart button appears at the top of the page. Click the Delivery smart button to open the warehouse delivery form. To add or change the delivery method on the delivery itself, open the Additional Info tab and modify the Carrier field.
Common mistakes
- Adding shipping after the customer has approved the quotation, and having to explain a new line.
- Products with no weight, so a weight-based charge comes out at zero.
- Changing the carrier on the delivery and forgetting that the charge on the order still reflects the old one.
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