How To: Setup Free Delivery based on Customer Class

Table Of Contents

You can offer free delivery to a specific group of customers by creating a delivery keycode and linking it to a telesales rule. When applied, Khaos Control will automatically prevent standard delivery charges from being added to qualifying sales orders.

Note: Free delivery configured using this method overrides normal delivery charge calculations. However, users can still manually enter a delivery charge in the Delivery Charge field on the Sales Order screen if required.

Before You Begin

Setting up free delivery is a three-step process:

Create a free delivery keycode.
Create a telesales rule that applies the keycode.
Select the customer class that should receive free delivery.

Step 1: Create a Free Delivery Keycode

Open the Promotion screen (Show me how).
On the [ Promotions ] screen, select the Keycodes radio button.
Press Ctrl + N or click New to create a keycode.
Enter a Code, for example:
```
FREEDEL
```
Enter a Description, for example:
```
Free Delivery
```
Click New Item on the toolbar to add a line to the Discounts and Delivery Charges grid.
Enter the following values:
Field Value
Low 0
High 999999.99
% 0
Net Delivery 0.00
Del Active Ticked
Press Ctrl + S or click Save.

Field	Value
Low	0
High	999999.99
%	0
Net Delivery	0.00
Del Active	Ticked

The free delivery keycode is now ready to be used by a promotion.

Step 2: Create a Free Delivery Telesales Rule

Open the Promotion screen.
On the [ Promotions ] screen, select the Telesale Rules radio button.
Press Ctrl + N or click New to create a new telesales rule.
Enter a Short Description, for example:
```
Free Delivery
```
If the rule should only apply to newly created sales orders, tick Only affect new sales orders (not edited ones).
Tip: Leave this option unticked if you want the rule to apply when existing sales orders are edited.
Configure the promotion dates by either:
- Entering a start and end date; or
- Ticking Always Active.
In the General section, enter the prompt you want users to see, for example:
```
Free delivery on this item
```
From the Apply Keycode dropdown, select the free delivery keycode you created earlier (for example, FREEDEL - Free Delivery).

Step 3: Select the Customer Class

Select the required customer group from the Customer Class dropdown.
Press Ctrl + S or click Save to save the telesales rule.

Customers assigned to the selected customer class will now qualify for free delivery when the telesales rule is triggered.

Applying Free Delivery by Stock Type

Instead of applying free delivery to individual items, you can configure the telesales rule to apply to all items within a stock type.

To do this, use the Trigger Types tab and select the required stock type or stock types.

This can be useful when you want free delivery to apply across a complete product range without maintaining individual stock item triggers.

Additional Information

Free delivery is controlled through the linked keycode.
Customer eligibility is determined by the selected Customer Class.
The promotion can be time-limited using start and end dates or left permanently available by selecting Always Active.
Manual delivery charges can still be entered directly on a sales order if required.