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Reporting to the MAX including Point of Sale and Non-profit Versions Tech Tip
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", default"http://cmstothemax.com/images/zhead_cms1.gif" width="1013" height="75" alt="Cougar Mtn Accounting Software for Reporting to the MAX">
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Reporting to the MAX including Point of Sale and Non-profit Versions Tech Tip
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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