Reporting to the MAX including Point of Sale and Non-profit Versions
Tech Tip
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Question:
How do I enter a transaction that will be shipped with CMship?
Answer:
Entering a Sale that will be shipped
The first step in using CMShip by Reporting to the MAX including Point of Sale and Non-profit Versions is to
enter the transaction in Reporting to the MAX Order Entry. Then, by
entering just the Reporting to the MAX invoice number in FedEx®,
FedEx automatically retrieves the shipping information and
Reporting to the MAX retrieves the tracking information.
Enter a transaction in Reporting to the MAX
Once you have installed the FedEx Add-On, you will continue to
enter your Order Entry transactions the same as you always have,
with a few minor exceptions. For shipments to residential
addresses, you must specify that the address is residential.
Depending on how you use Non-Inventory Codes, you might need to
edit the Non-Inventory Code on the transaction. Finally, if you
are using Reporting to the MAX Ship Via Codes with FedEx, there are
rules for how these Ship Via Codes must be set up.
Specify whether the address is residential
To specify that the shipping address is residential, you must
select the new Residentialcheck box above the
shipping information in the OE Enter Orders
window. This will indicate to FedEx that this is a residential
address. If the address is non-residential, leave the check box
unchecked.
Attach Shipping costs to Invoices
How you add shipping and handling charges to the transaction
will depend on how you have set up CMShip. The Non-Inventory
Code is determined by these factors:
- The default Non-Inventory Code you specified in the
S&H Non-Inv Code box on the
Shipping tab in Order Entry Options >
Module Preferences will be used by default for all
FedEx shipments created in Reporting to the MAX Order Entry. This
default can be changed at any time by overriding it on the
specific invoice(s) on which you want to use a different
Non-Inventory Code.
Sharing transaction with Information FedEx
- If you enter a non-inventory item on the invoice using
the same Non- Inventory Code you specified as the default
for FedEx shipping charges, that line item will be updated
with the actual shipping charges from FedEx once the
information is pulled back into Reporting to the MAX.
- If you want to enter a separate handling charge that
will be assessed in addition to the FedEx shipping charges,
you can either do that in FedEx or use another Non-Inventory
Code in Reporting to the MAX for the additional charge.
- Example:Your company charges a small
handling fee in addition to FedEx’s shipping charges. For
sales of up to ten dollars, the handling fee is $3.00. For
sales between $10.01 and $24.99, the handling fee is $6.00,
and for sales of $25 and over, the handling fee is $8.00. To
set up Reporting to the MAX to charge both fees, you set up a
separate Non-Inventory Code for each handling fee, and add
the appropriate one to the invoice in addition to the
shipping charges calculated by FedEx.
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