Managing Shipping Methods

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Managing Shipping Methods

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Shipping methods are a list of freight options that are imported into Mobileezy from your Accounting System.  Shipping methods are added to all sales transactions created on the handheld and in DOES and will appear on the Invoice Replication Report as well as the invoice printout from the handheld. The  Mobileezy default shipping method is Freight which cannot be deleted or edited.

Editing the price and tax code        Editing the price and tax code of shipping methods

The price and tax code of shipping methods can be edited in Mobileezy.  When the shipping method is added to a sales transaction the price entered here will be added to the transaction.

To edit the price and tax code:

1.From the Setup icon select the Shipping Methods tab.
2.Select the area in the Ex Tax Cost column and enter the default price.
3.Select the desired tax code from the drop down list

Changing the display order of the shipping method list        Changing the display order of the shipping method list

The order of display in the shipping methods list in both Desktop Order Entry System and the handheld can be altered in the Desktop Administrator.

1.From the Setup icon select the Shipping Methods tab.
2.Highlight the name of the shipping method you want to move
3.To move the shipping method up the list, click on the Shipping Methods_Up Arrow button until it is in the desired position.
4.To move it down the list, click on the Shipping Methods_Down Arrow button until it is in the desired position.

Note: You cannot move any shipping method above the Freight method.  It will always appear at the top of the list.

Editing the price and tax code        Deleting shipping methods

There may be times where you do not want shipping methods to appear in the sales transaction lists.  This may be because your list of shipping methods has become unwieldy and there are options in the list which are no longer valid.

To remove shipping methods from Mobileezy:

1.Check that there are no WIP transactions with the shipping method in use.  If the shipping method has been used, either change the method on each of the WIP transactions or set the transactions to DONE or VOID.
2.Synchronise all handheld devices
3.Export all transactions from Mobileezy to the Accounting System.
4.Remove or inactivate the shipping method in your Accounting System.
5.Run the Datalink
6.Close Mobileezy and DOES and synchronise all handheld devices using the Full Sync operation.

Adding shipping methods        Adding shipping methods

There may be times where you want new shipping methods to be available for selection on sales transactions on the handhelds or Desktop Order Entry System.  New shipping methods cannot be created in Mobileezy and must be created in the Accounting System.

To add shipping methods:

1.Create the new shipping method in the Accounting System
2.Run the Datalink
3.Synchronise each of the handheld devices using the Full Sync operation

Shipping Methods in Reckon Accounts        Shipping Methods in Reckon Accounts

Reckon Accounts does not have the capability of assigning a payment value against a shipping method.  If you use shipping methods in  Mobileezy with Reckon Accounts, the shipping method name will be imported into Mobileezy but there will be no option to enter a cost against the shipping method in the setup.

If you need to enter different shipping methods with costs against them, the best practice is to enter each of these items into Reckon Accounts as a non-inventory part and to then to add it as a line item on the invoice

See Also

 

Invoice Replication Report

Sales Transactions

Datalink