How To: Setup the System to Re-evaluate the Delivery Rate for Sales Orders

The 'Reassess' option in [ System Data | Couriers ] allows users to define which type of sales order to reassess, either those imported and/or part-shipped orders that were manually keyed into Khaos Control. By default these checkboxes can be ticked for any NEW couriers by ticking the option 'Default New Couriers to Re-assess invoices' in [ System Values | Sales | Delivery ].

1. Open a System Data screen (show me how).
2. Open the [ Couriers ] screen.
3. Press Alt+E or click to enter edit mode.
4. Green-Select the Couriers you wish to update, this helps when scrolling along to the right of the grid.
5. Tick the relevant checkboxes in the Reassess column:
   • On Import: to re-evaluate the courier being used when the sales order is imported.
     • Ticked: if this courier is used when the order is brought into the system, it will then re-assess based on courier bandings to choose a more appropriate courier. This will default to the courier specified within the import if none would be suitable based upon the banding.
     • Unticked: this courier will be used against the order regardless of whether the courier bandings would typically choose a 'better' courier.
   • On Invoice: to re-evaluate the courier being used when the sales order has been manually keyed into Khaos Control.
6. Press Ctrl+S or click to save.

See Also

• System Data overview