See how you can quickly and efficiently add Shipping to your documents.
TABLE OF CONTENTS
Ways to Create New Shipping Items
1. From the Item Management page.
Click the Add Item button and enter the needed information. Select the Shipping option in the Item Type column and save the created record. This item can be added to documents through the Catalog for future use (available for Invoices, POs, PRs, RFPs, and Service Orders).
Shipping items can be free of charge or also have a negative price.
2. Directly from the document page.
Click the Add Shipping button in the created document (available for Invoices, Purchase Orders, and their custom forms). This will allow you to create a new Shipping type item from scratch.
Taxes cannot be calculated for the Shipping items yet, and taxes added at the document level also do not apply to these lines. Thus, the “Tax,%” and “Tax Sum” columns are always empty.
You can add an unlimited number of Shipping items to the document, as well as, you can create a document with only these items.
In the document, the Shipping Item Type will always be displayed with the corresponding shipping icon.
Adding Shipping Items to Order Documents
- The Add Shipping button is available for Orders in the following statuses: Draft for purchasers, In Revision for the purchasers or approvers, and Pending for the approvers. You can also add the previously created Shipping item from the Catalog.
Shipping items cannot be received. When you create a Receipt for a PO, they are automatically excluded from the list of items to receive.
Service Orders
- In Service Orders, the Can Be Received field will be set to No by default.
- Shipping items are always added as individual lines and cannot be split (the Service Order functionality).
Blanket Orders
- In Blanket PO per Total, the Add Shipping button is not available. However, you can add Shipping items to related Invoices, which will be automatically transferred from Invoice to BPO.
- In Blanket PO per Items, the Add Shipping button is available and has the same working logic as the standard PO.
Adding Shipping Items to Invoice Documents
- The Add Shipping button is available in Invoices in the following statuses: Draft for issuers and In Revision for issuers or approvers. You can also add the previously created Shipping item from the Catalog.
Also, the Shipping items can be added to the related Credit Notes.
Adding Shipping items to an Invoice from a PO will not cause Matching, even if the TL is exceeded. Such items will be automatically transferred to the PO after the Invoice is confirmed, and the amounts in the PO will be updated (including cases where the documents were OCR processed).
Additional Important Information
- If a Shipping item has already been created in the Catalog when a document was processed by OCR and the item is recognized, it will be added to the document as the Shipping type one.
- If a Shipping item has already been added to the Precoro Catalog when a document was created from Amazon, Staples, Home Depot, or Afaxys, we will recognize and match it.
- If you add a new item line to the document using the Add button and enter the SKU and Name of the existing Shipping item in the Catalog, that item will be marked and recorded in the document as Shipping type one.