On order entry, users have the ability to enter an estimated shipping amount. This amount is auto-updated in the order when the total shipping costs related to the order exceed the estimate and/or when shipping is complete. In this help guide, "shipping" also applies to drop-shipments. This is triggered by Purchasing.
For example, we have a shipment with 50 items and estimate the shipping cost at 25.00 in the shipping log.
In this example, let's assume that we ship each item individually and each shipment costs 1.00. Shipments #1 through #25 will not update the order, because the shipping costs for those shipments are less than or equal to the estimate. Shipment #26 will update the order to 26.00, because at that point the actual shipping costs will have exceeded the estimate. The order will update to add the actual cost of each shipment from #26 through #50.
Take the same example, but assume each shipment costs .25. In this case, shipping all 50 items individually will cost 12.50. Because this is less than the estimated shipping cost of 25.00, the order will not update until shipping is complete.
Note: All shipping updates are logged.
Mark Ups in Shipping
To set a default mark up value, first you must find your Shipping category. Navigate to System Admin > aACE Preferences > Accounting. Under Misc Categories, find the Shipping category and click to go to that category. If there is no Shipping category listed, create one and enter it here.
To set a default mark up, choose the rate type and rate value under the General tab in the Shipping category. There are three rate types for handling mark ups on shipping costs: Fixed Mark Up, Mark Up %, and Margin %. The mark up value will be added to the total cost of every shipment; for example, if the default mark up is 10% and a shipment costs 10.00 to ship, the total cost of that shipment charged to the customer will be 10.10. If an order has 5 items that are all shipped individually at a cost of 10.00, the total shipping cost for that order will be 50.50. There is another rate type, Fixed Price, for charging a set price per shipment regardless of actual shipping cost. For example, if the default fixed price is 10.00 and an order has 5 items that are all shipped individually, the total shipping cost for that order will be 50.00.
The default mark up or fixed price can be overridden by setting a different value in the Finance/Accounting tab of a specific client's company record or by checking the PFO flag to charge a fixed rate for shipping.
PFO (Prevent Freight Override)
When a shipment is shipped, aACE automatically updates the related order’s shipping amount to total the actual cost of shipping plus mark up. To override this process, check the PFO (Prevent Freight Override) box next to the Shipping field in the order.
This will allow you to enter a single rate in the Shipping field and prevent any automated processes from changing it, for example if you charge a flat rate for shipping regardless of your actual incurred shipping costs for the order. In this example, the shipping charge will be 25.00.