How do I set up flat shipping rates?

Overview

In metasfresh, flat rates for shipping costs are handled in the form of a product that is added to a sales order as an additional order line which can be invoiced afterwards. The standard metasfresh already includes a product entry for a flat shipping rate. Such a product is required for technical reasons in order to invoice the shipping costs of respective sales orders and list the charged amounts on the supporting documents. If configured accordingly, this product can also be added automatically to the order upon its completion.

In order to properly use the “Flat Shipping Rate” product, it must be configured as follows:

Steps

Add product “Flat Shipping Rate”

1. Open “Product” from the menu.
2. Use the filter and search for the product “Versandkostenpauschale” (Flat Shipping Rate) or add a new product using the following specifications.
3. Make sure the following settings are made:
   • Product Category is Gebinde (=container).
   • Product Type is Freight Cost.
   • Purchased is deactivated.
   • Sold is activated.
   • The record tab “Price” contains the very same price list that is used in the sales order. A price may be assigned here, but it is not required.

Configure Shipper

In the standard metasfresh, the default flat shipping rate is already configured with the shipper Eigentransport (=own transport). Shippers for manually created flat shipping rates can be recorded as follows:

1. Open “Versandkostenpauschale” (Flat Shipping Rate) from the menu.
2. Create a new entry.
3. Give the settings entry a Name.
4. In the field Product, pick the flat shipping rate of your choice.
5. Go to the record tab “Lieferweg” (Shipper) at the bottom of the page and click . An overlay window opens up.
6. Pick the Shipper Eigentransport (= own transport).
7. Set a Valid from date.

   Note: If this date lies in the past, the shipper setting will be effective immediately. If it lies in the future, it will apply from that date. metasfresh uses the currently valid shipper setting based on the date promised of the sales order.

8. Click “Done” to close the overlay window and add the shipper to the list.

Next Steps

• Create a sales order with shipping costs.