Understanding Shipping Rules
Introduction
Shipping Rules in iVendNext empower businesses to define flexible delivery costs based on factors like location, item weight, or order value. This article guides you through setting up and managing Shipping Rules to streamline logistics and enhance customer transparency.
1. What Are Shipping Rules?
Shipping Rules determine how shipping costs are calculated for orders. Key features include:
Flexible Calculation Methods: Fixed rates, net weight, or order value.
Territory-Based Rules: Apply different costs to specific countries or globally.
Integration: Automatically fetch charges in Purchase Orders or Sales Transactions.
Important: Shipping Rules are mandatory for automating delivery cost calculations.2. How to Create a Shipping Rule
Follow these steps to configure a Shipping Rule:
Step 2.1: Access Shipping Rule Module
Navigate to Home > Stock > Shipping Rule.
Click Add Shipping Rule.
Step 2.2: Define Rule Details
Label: Name the rule (e.g., "Express Shipping").
Shipping Account/Cost Center: Link to accounting dimensions.
Calculate Based On:
Fixed: Flat fee.
Net Weight/Value: Tiered pricing (e.g., $5 for 0–10kg, $10 for 10–20kg).
Step 2.3: Set Conditions
For weight/value-based rules:
Add rows for ranges (e.g., "From 0kg To 5kg: $5").
Restrict to specific countries if needed.
Step 2.4: Save and Apply
Click Save to activate the rule.
3. Advanced Features
3.1 Territory Restrictions
By default, rules apply globally. To restrict:
Enable Restrict to Countries.
Add target countries in the table.
3.2 Dynamic Shipping in Purchase Orders
Shipping charges auto-populate in POs based on item weight/value.
Ensure items have Net Weight or Value defined in their master.
4. Best Practices
Test Rules: Create test orders to validate calculations.
Audit Frequently: Update rules for seasonal rate changes.
Combine with Delivery Trips: Optimize costs for bulk shipments.
Conclusion
Shipping Rules in iVendNext eliminate manual cost calculations, reduce errors, and improve customer satisfaction. By leveraging tiered pricing and territory-specific rules, businesses can tailor logistics to their operational needs.
Key Highlights:
Visual Guides: Embedded screenshots for clarity.
Structured Steps: Numbered instructions for ease of use.
Pro Tips: Best practices and warnings in bold/blockquotes.
Related Articles
Understanding Drop Shipping
Overview Drop Shipping is a supply chain management method that allows retailers to sell products without holding inventory. Instead, the retailer transfers customer orders and shipment details to a manufacturer, wholesaler, or another retailer, who ...Handling Shipping and Additional Charges
Overview In today’s competitive retail landscape, providing a seamless and transparent checkout experience is crucial for customer satisfaction. One of the key aspects of this experience is how shipping and additional charges are handled during the ...Understanding Pricing Rules
Overview Pricing Rules in iVendNext are a powerful feature that allows businesses to automate and manage discounts, special rates, and promotional schemes efficiently. These rules help businesses attract customers, reward loyalty, and streamline ...Understanding Drop Shipping
Overview Drop shipping is a widely used supply chain management method that allows retailers to operate without maintaining inventory. Instead, retailers transfer customer orders and shipment details to manufacturers, wholesalers, or other retailers, ...Understanding Authorization Rules
Overview Authorization Rules in iVendNext are a powerful feature that allows businesses to enforce custom approval workflows for various documents, such as Sales Orders, Purchase Orders, and Invoices. These rules ensure that specific conditions are ...