Shipping Info Tab

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Assigning a value to the field marked with an * will automatically populate the associated field on a new transaction with the assigned value.

 

Field Name

Function

Ship Via

The method by which the customer is going to obtaining their order; common selections include Our Truck if you provide delivery services, Pick Up if the customer has the option of picking up their order themselves, or the name of a shipping freight vendor such as Fed-Ex or UPS.

FOB

Stands for Free On Board.  FOB is a transportation term that indicates that the price for goods includes delivery at the sellers expense to a specified point and no further. The FOB term is used with an identified physical location to determine 1) the responsibility and basis for payment of freight charges, and 2) the point at which title for the shipment passes from seller to buyer.

Terms

Terms are the payment terms by which the customer issue payment for the goods purchased. Clicking the ellipses button will open the Terms Maintenance form.  See Terms Code Maintenance for more information.

Ship Terms

Ship Terms refer to how the shipping charges are being paid for.  Common options include Collect and Pre Paid.

Route

The shipping route the customer is on.

Ship Preference

The method by which the customer prefers to receive their goods.  For example, the customer may only accept full shipments and reject partial shipments.

Freight Vendor Info

Vendors designated as freight vendors are available for assignment to the current customer via the combo.  An account number may be entered into the text box beside the combo.  See Customer Freight Vendors for more information.