Creating a New Shipping Method

Creating a New Shipping Method

To create a new shipping method in Personify, click on the Shipping and Inventory tab in the ribbon.  Click on the Shipping Charge Definition button.

The Shipping Charge Maintenance screen will display.  To view existing shipping methods, just click on the search button.

The shipping methods can be narrowed down by certain parameters such as the country being shipped to, the method, it is availability to the web, and if value added tax is calculated or not.

  1. Click on the Create New Shipping Code to start with the creation of the new shipping method.

  1. The Shipping Charges Maintenance screen will display.  Before setting up the shipping information, it is important to determine the following.
    1. Country:  Determine the country for the shipping charges.
    2. Ship Via:  Determine the shipping methods used such as FedEx 2day, UPS Next Day, etc.
    3. Available to Web:  Checking the available to web checkmark box allows the shipping method to be used online when making an online purchase.
    4. Calculate VAT:  Checking the Calculate VAT checkmark box will make the VAT fields to the right are required and calculates VAT based upon the following selections.

                                          i.    VAT Rate:  Determine the VAT Rate used.

                                         ii.    VAT Delivery Term:  Determine the VAT Delivery Term.

                                        iii.    VAT Transport Mode:  Determine the VAT Transport mode.

 

Was this helpful?
0 reviews