metasfresh / metasfresh-documentation

Docs and Manuals for Devs, Users, Admins
http://docs.metasfresh.org/
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Update documentation on shipping/freight costs #1033

Open metas-Kay opened 1 year ago

metas-Kay commented 1 year ago

Steps to be considered (and verified/tested and possibly added to the docs)

  1. Create a product "Freight costs" with a price => in this stage, it can simply be added to a sales order manually as any other product too.
    • product category is not important (correct step in exisiting doc "Choose prod cat. Gebinde" => has no effect afais
  2. For automation: Add entry in window/540000 (Versandkostenpauschale) with Lieferweg (Shipper), e.g. "Eigentransport"
  3. Check window window/540660 (Freight Cost Shipper) and edit the breaks based on delivery value and add freight costs, if desired (or leave at zero)
    • Define country (in case of error in sales order that country cannot be found)
  4. In bpartner customer
    • in customer line, choose "Delivery via Shipper"
    • in adv. edit menu, predefine freight cost entry (from before), shipper (Lieferweg)
  5. When entering the sales order, make sure to set "Freight Cost Rule" Versandkostenpauschale (i.e. the entry recorded earlier)

Alternative: "Fixed Price" / "Festpreis" (if not using automation with above setup):

  1. When entering a sales order, open adv. edit
  2. Set "Versandkostenberechnung = Festpreis"
  3. Scroll down to field "Versandkosten" and enter the desired costs
  4. check how it is calculated and displayed on PDF etc.

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