Shipping Rules

This guide provides step-by-step instructions on how to set up shipping rules on the NexWaveERP platform. By following these steps, users can easily navigate through the platform and configure their local shipping preferences, including delivery date, cost, and quantity limits. This guide is essential for anyone looking to streamline their shipping process and ensure accurate and efficient deliveries.

Step 1: Navigate to the Selling Homepage

Step 1

Step 2: Click "Shipping Rule"

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Step 3: Open any Shipping Rule or Create a New Rule by Clicking "Add Shipping Rule"

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Step 4: Within the Shipping Rule, you can determine if the rule is related to Selling…

Within the Shipping Rule, you can determine if the rule is related to Selling or Buying.

If you have multiple companies you can assign the rule to one of your specific companies as well as the General Ledger Account you wish to use for the Shipping Costs.

You can then assign your Cost Centre and determine if the rule is to calculate on the Net Total, Net Amount or by a Fixed Amount

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Step 5: If Net Total or Weight you can then enter the various lines for different…

If Net Total or Weight you can then enter the various lines for different rules you wish to use based on the condition

In our example we are showing the Shipping Cost decreasing as the value of the order increases

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Step 6: Click "Save" to confirm your rule

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Step 7: To see the rule in action click the + next to the Sales Order Connection

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Step 8: This will open the Sales Order and allow you to select the customer

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Step 9: You will note the Shipping Rule is already set on the transaction

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Step 10: Add an Item to the Sales Order along with a Delivery Date

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Step 11: By selecting an item that is priced within the first layer of the Shipping…

By selecting an item that is priced within the first layer of the Shipping Rule you will note the price is picked up from this line on the rule

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Step 12: Changing the Quantity on the line item increases the value

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Step 13: You will note the Shipping cost has now reduced to the second layer of the…

You will note the Shipping cost has now reduced to the second layer of the Shipping Rule

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Step 14: If you change the Quantity on the line to be higher and thus above the ceiling…

If you change the Quantity on the line to be higher and thus above the ceiling on the Shipping Rule

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Step 15: You will note the Shipping Costs have now been set to Zero

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