System Values - Sales - Delivery
Delivery
This area is where you configure how you wish the system to assess delivery times for sales orders.
- Delivery date (release early) (default=2): this field shows the number of days before an invoice's delivery date that it will be moved out of Awaiting Date and into the normal sales invoice stages, e.g. 3 would mean that an invoice would be moved out of Awaiting Date into Released 3 days before the delivery date.
- Part ship period (default=999): this is the number of days an invoice will stay in Awaiting Stock until it is released for processing as a part-shipment.
- Delivery date (put in Awaiting Date) (default=7): this controls when an invoice goes into Awaiting Date. For example if the value was 7 then invoices will not go into Awaiting Date if they have a delivery date within the next week, however, they would if the delivery date was after the next 7 days. The calculation compares delivery date >= today + this value.
- Notes and caveats:
- Care must be taken that this does not conflict with any invoice rules that have been set up on your system.
- This option works with Delivery Date (Release Early) so that you can move orders out of Awaiting Date ready to process.
- Delivery date (add to default) (default=0): this field adds the additional days to the default delivery date, which is usually the order date plus 1. If you know delivery takes more than one day then you can increase this value for new orders.
- Delivery date (highlight if past) (default=0):
: In [ Sales Invoice Manager ], an invoice will be highlighted by colour if its delivery date has past (plus this value), for example, if this value is 14 then invoices will be highlighted when Delivery was supposed to be two weeks ago.
: An invoice will not be highlighted in the [ Sales Invoice Manager ]when the date is past it's delivery date.
- Delivery date (cheque clearance) (default=7): when the payment method is selected as cheque, the system can change the delivery date of the order to allow time for the cheque to clear. Define the number of days you would like to allow for cheque clearance in this field.
- Order cutoff time (default=00:00): normally orders default for delivery tomorrow (plus any additional options/periods); orders placed before this time default to delivery for today.
- Note: this option will only effect the delivery date against a sales order.
- Allow Saturday delivery dates (default=unticked):
- : Sales order Delivery Dates will be Monday to Saturday barring any Bank Holidays setup on the system.
- : Sales order Delivery Dates will be Monday to Friday barring any Bank Holidays setup on the system.
Note: normally orders placed on the system on a Friday will be marked for delivery on the next working day, normally Monday, this option allows for the delivery on a Saturday instead. However, if the Saturday is marked as a NWD in[ System Data | Others | Non-Working Days ]the delivery date will be the next working day.
- Allow Sunday delivery dates (default=unticked):
- : Sales order Delivery Dates will include Sundays barring any Bank Holidays setup on the system.
- : Sales order Delivery Dates will be Monday to Friday (or Saturday if the above option is ticked) barring any Bank Holidays setup on the system.
Note: normally orders placed on the system on a Friday will be marked for delivery on the next working day, normally Monday, this option allows for the delivery on a Sunday instead. However, if the Sunday is marked as a NWD in[ System Data | Others | Non-Working Days ]the delivery date will be the next working day.
- Default New Couriers to Re-assess Invoices (default=unticked):
- : NEW couriers are defaulted to re-assess the courier associated with an invoice when a sales order is imported and when part-shipping an invoice. This option will automatically tick the checkboxes to re-assess the courier in the
[ System Data | Courier Shipping | Couriers ]screen. This can be updated in the[ System Data | Courier Shipping | Couriers ]screen if required. - : the checkboxes to re-assess the courier in
[ System Data | Courier Shipping | Couriers ]screen will not be ticked by default.
- Delivery Price is Net (default=unticked): the Delivery amount on the
[ Sales Order | Main ]screen can be configured to display either Net or Gross prices.- : The Delivery Price is treated as net.
- : The Delivery price is treated as gross.
Note: tax will be paid on a order, depending on the Customer's settings, including whether the Customer is overseas, if the [ System Data | Countries ] pays tax. This Tax amount will still be appropriated, regardless of the "Delivery Price is Net". What will change is whether the User entered value is treated as gross or net, for example:
| System Value | Customer Pays Tax | User Enters | Total Delivery Value | Delivery Tax |
|---|---|---|---|---|
 | | £1.00 | £1.20 | £0.20 |
| | UNTICKED | £2.00 | £2.00 | £0.00 |
| UNTICKED | | £2.40 | £2.40 | £0.40 |
| UNTICKED | UNTICKED | £2.00 | £2.00 | £0.00 |
- Maximum Extra Postage Surcharge (Net): the maximum Net surcharge that can be applied to a sales order based on the Extra Postage Rate, see How To: Add Postage per Stock Item in a Sales Order. Zero means no limit is applied. This does not include any other delivery charges, such as those setup in
[ System Data | Delivery Rates ]. - Required date offset (default=0): When non-zero, this automatically sets the Required Date to the Delivery Date changed by the number of days (offset). It is inactive when set to 0.
Notes:
- New systems are normally supplied with (default) values shown.
- The system values dialog is created dynamically every time a new update is compiled. meaning some entries may not appear in the same order as they are listed above.
- Delivery date is the date the order is due to be shipped to the customer.