Creating a Shipping Item

You can create shipping items to charge customers when items must be shipped.

For multitenant environments, the following setup can be performed only by administrators of the parent company. Setup and updates for individual companies can be performed after the initial setup is completed. See Setting Up Other Product Items for Individual Companies.

To create a shipping item

  1. In AcuityLogic Admin, click Product and select Other Items.
  2. From the Item Type drop-down list, select Shipping.
  3. Click Create New.
  4. Complete the following fields:
    Field NameDescriptionRequired

    Item Name

    The item name.

    X

    Item Number

    A shortened version of the Item Name.

    X

    Item Type

    The type of item. Shipping automatically appears.

     

    UPC Code

    This field has no functionality for shipping.

     

    Item Status

    The status of the repair.

    This field is used in reports.

     

    Financial Group

    The financial group assigned to the item. See Maintaining Financial Groups.

     

    Default Cost

    The cost you must pay for the item.

     

    Active

    If selected, the shipping option is available in AcuityLogic POS.

     

    Allow Zero Price

    If selected, users can invoice the item with no price or change the price to $0.00 when working on a customer sale.

     

    Item Group

    This field has no functionality for shipping.

     

    Section Number

    This field has no functionality for shipping.

     

  5. To map the item to all your companies automatically, select the Auto Map to all Companies check box.
    This option is available only when you create items. If you do not select the option when you create an item or if you must update an item, map the item to individual companies from the product mapping window. See Setting Up Other Product Items for Individual Companies.
  6. Click Save.
  7. Use the Map Partners link to add partner codes as necessary.

    See Adding Partner Codes for Other Items.

  8. Use the Pricing link to add pricing as necessary.

    See Adding and Changing Pricing for Other Items.

    If shipping fees vary regularly, you might not want to include a price to a particular shipping item. If the AcuityLogic POS user adds the shipping item to a customer sale, the user can add the price manually.

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