Defining Inventory Shipping Parameters

Defining Inventory Shipping Parameters

1. Using the System Administrator Persona, from the ribbon in Personify, select System Admin > Organization Structure > Organization Unit Definition.  The Organization Unit Maintenance screen will display.

2. Click Search and Select the organization/organization unit.  The Organizational Unit Maintenance | General System Parameters screen displays.

3. Click on the Shipping Setup screen task category and then the Shipping Details screen task.  The Organizational Unit Maintenance | Shipping Controls window will display.

4. From the Shipping Calculation select one of the following.  This will be the default shipping for products in Personify.
1. By Price:  Price-based shipping calculations are calculated at the line level based upon the percentage of price and are NOT prorated.
2. By Weight:  The system determines the weight by adding the total weight of all products in the order, and then prorates this amount for each line based upon the weight of the individual product.
3. By Schedule(by Price/by Weight):  For schedule based pricing, the system sums the total amounts of the lines matching the Ship-Via code and customer, and determines the correct shipping charge for the order based upon the schedule.  The amount is then prorated among the lines based upon the line level extended amount multiplied by the quantity.
4. Flat Rate:  When charges are defined as Flat Rate, the flat rate shipping amount is distributed across other matching ship-via lines.  For example, using an order that has three lines, lines 1 and 2 are to ship UPS and line three ships FedEx.  In this example UPS has a flat rate ship of $10.00 and FedEx a flat rate of $15.00.  The pricing will prorate for each line.  Lines 1 and 2 would be charged $5.00 for shipping and line three is charged $15.00.
5. Override Shipping:  When choosing Override Shipping, the shipping is setup based upon the inventoried product.
6. Special Ship Charge:  When choosing Special Ship charge, the shipping is setup based upon the inventoried product.
5. From the Domestic Ship-Via Default, select a default shipping company for orders Ordered through Personify and orders Ordered through the Web.
6. From the Foreign Ship-Via Default, select a default shipping company for orders Ordered through Personify and orders Ordered through the Web.

7. Click the Save button  to save any changes.
8. Back on the screen task category, click on the Shipping GL Accounts section next.  The Organizational Unit Maintenance | GL Accounts Used in Shipping will appear.

9. Click on the Add button.
1. Select the Company for the shipping account.
2. Select the Subsystem of Inventoried Products
3. Select the Ship-Via from the drop down menu
4. Select the Packing Slip Group By from the drop down.
5. Click on the Shipping Revenue hyperlink to search for the shipping revenue account.
6. Click on the Deferred Shipping hyperlink to search for the deferred revenue account.
7. Update the Begin Date, which will default to today.
8. Update the End Date.  (If needed)

10. Save  any changes made at this time.
11. Click on the Domestic Country Setup screen task from the Shipping Setup screen task category.  The Organizational Unit Maintenance | Countries Considered “Domestic” for Shipping screen will display.

12. From the section, These Countries Will Be Considered “Domestic” for Shipping section, click on the Add button.  The Country Chooser window will then display.

13. Click Search to open the list of all countries.  Locate the country needing to be added to the listing.  Highlight the record and double click, or click Select.

14. Add any additional countries as needed.  Once all the countries have been added, click on the Save  button prior to closing the window.