Understanding Shipping Rules

Understanding Shipping Rules

Overview

You can use Shipping Rules to configure delivery charges based on criteria such as destination, item weight, and order value. This article explains how to set up and manage Shipping Rules in iVendNext.




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

  1. Navigate to Home > Stock > Shipping Rule.

  2. 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:


  1. Add rows for ranges (e.g., "From 0kg To 5kg: $5").

  2. 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:

    1. Enable Restrict to Countries.

    2. 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.



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