To enter a customer's shipping information during a transaction, click on the Function Menu button at the bottom right of the POS screen, and select Shipping. The Shipping window appears.
Important:
Be sure to select "Shipping" prior to tendering the transaction.
If you had already selected a customer at the start of the transaction, the customer's main address (bill-to address) will appear at the top left of the POS screen, under the customer's name.
The Shipping window is divided into three sections: the bill-to section, the ship-to section, and the section at the bottom where you can enter information into different fields. The bill-to and ship-to sections will fill in automatically with the appropriate customer addresses, as defined in Customer Properties. If you want to change either the bill-to or ship-to address, or both, you can either:
Key in the new bill-to or ship-to address, or
Click on the Change Bill To or Change Ship To button. This calls up the Select Customer Address window, which lists all of the different addresses the customer has on file in [i] Merchant. If you need to change the bill-to or ship-to address, you can scan through the addresses in the Select Customer Address window and choose the one you want simply by clicking on it. It will automatically be brought in to the applicable section of the Shipping window.
If you have not already selected a customer during the transaction, you can back out of the Shipping window and select him or her, then follow the above instructions.
If the customer cannot be located in the system, you will need to key in the address information in the Shipping window.
At the bottom of the Shipping window, there are four optional fields. Fill them in if desired . . .
In the Tracking Information field, key in the UPS or Fed Ex (or whatever) tracking number. This is just for your information in case the package gets lost in transit.
Key in the number of packages being sent in the Number of Packages field. Again, nice to keep a record of such matters.
The Partial Shipment field is a checkbox field. Check it if the order you are sending is only a partial oder; leave it unchecked if the order you are sending is the full, complete order.
In the Shipping Code field, you can select a Shipping Code to attach to the transaction, if desired. Click here for more information on selecting code-driven parameters. Shipping Codes determine shipping charges. When a Shipping Code is selected, its resulting charges are also selected.
Shipping charges can be found on the POS screen directly above the tax line. These charges will automatically fill in once a Shipping Code is selected.
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Shipping Codes can be coded for manual entry of shipping charges, meaning that shipping charges will need to manually be keyed in at the POS. If this is the case, a field will open up here at the POS, and you will need to key in a shipping charge dollar amount. |
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You can actually call up the Shipping window by either double-clicking on the shipping charges line on the POS screen, or by highlighting it and pressing Enter on your keyboard. |
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If you have called up a Customer Order (click here for documentation on finding a Customer Order at the POS), and if the Customer Order already has a Shipping Code attached to it, the code will automatically be filled in within the Shipping window. Additionally, the shipping charges associated with the Shipping Code will automatically register in the transaction and will appear on the shipping charges line. |
When you are finished filling everything in, click on OK at the bottom of the Shipping window. (Click on the Cancel Shipment button if you want to cancel the shipment.)
Once you tender the transaction, the Shipping window will reappear so you can double-check the information. To complete the transaction, click on OK again. If you click on Cancel Shipment at this point, the shipping information will not print, but the transaction will still be completed.