Let's discover how to add new, create, view, delete and edit Delivery Methods.
The Delivery Method feature enables you to easily select a Delivery Method when raising Sales Orders.
It is important to note that this feature is User and module access dependent; to enable it you need to speak to your admin or customer support team.
Getting There
You can find the Delivery Method feature when editing or creating a new Sales Order.
Head to the Stock menu and select Sales Order.
Then, using the Action Tray, click on the edit icon to open the editor window.
You will find the Delivery Method field towards the bottom of the screen.
Adding a Delivery Method
Now that you are in the editor, you can find the Delivery Method field towards the bottom of the page.
You can click on the ellipsis to select or add more options.
The selection will open. Here, you can choose one of the available options, or you can create a new delivery method with the Add button.
As you can see, there is a lot of functionality within the Delivery Method field. Use the ellipsis in each field to open a selection list.
Code: The first thing you need to do is to enter a Code (aka the name) for the new delivery method, which can be text and or numbers.
Description: Then you can add a description.
Default Delivery Charge: Enter the Amount for the Default Delivery Charge.
Pro Tip: The Default Delivery Charge can be overwritten when selecting this option, i.e. adding to a Sales order at that point.
Package Type: This is where you can define what the package is, e.g. boxes or pallets.
You can choose one of the available options or create a new one with the +Add button.
When you create a new one, give the new Package Type a name and description.
Once you are happy with the creation, click Save and select the new package type from the list.
Transport Provider: This field specifies what transport is used, such as a delivery courier service or self-delivery.
Now, choose a method from the list, or create a new one with a simple click on the Add button.
Add the Courier name and give it a description.
When you are satisfied, click Save.
Costs: Enter the Amount for the Cost of that Delivery Method.
TIP: This is usual when reporting on actual cost versus charged, etc.
Is Collect Signature Required: Tick this box if a signature is required on collection or if delivered.
VAT Code: Here you can enter the desired VAT Codes.
Congratulations! You have created a new Delivery Method.
Creating new Delivery Methods from System Defaults.
To speed things up, you can create Default Delivery Methods through System Defaults. When choosing a delivery method in this section, you can set it as the system's Default method as well. First Class Post is the current setting.
Head to System Settings and select the System Defaults tab.
From here, scroll down until you get to the Sales Order section.
When you find the Delivery Method field:
Click on the ellipsis to add a new delivery method and follow the steps from before (Click here).
You can also edit a previously created one via the Action Tray.
Congratulations! You have now set your default Delivery Method.