Shipping Rule master helps you define the cost for delivering the product to the customer from the supplier. It helps in defining a rule based on which shipping charge is applied on a sales transaction.
Most of the companies (mainly retail) have a shipping charge applied based on the invoice total. If invoice value is above certain value, then shipping charges applied are lesser and vice versa. You can setup Shipping Rule to address the requirement of varying shipping charges based on the Net Total of sales transactions.
To set up Shipping Rule, go to:
Home > Selling > Setup > Shipping Rule or Home > Accounts > Setup > Shipping Rule
How to create a Shipping Rule
- Go to the Shipping Rule list, click on New.
- Enter the Shipping Rule label, for example 'Priority Shipping' or 'Next Day Shipping'.
- If shipping charges are applied based on Shipping Rule, then more values like Shipping Account, Shipping Amount, Cost Center to which amount will be charged, will be necessary to add a row in the Taxes and Other Charges table of the transaction. Hence, these details are also tracked in the Shipping Rule.
- Under "Calculate Based On", you can also change the calculation on which the Shipping Rule will be applied like net total quantity or net total weight, by default it is "Fixed".
- Save.
Shipping Rule Application
Following is an example of how shipping charges are auto-applied on Sales Order based on Shipping Rule.
Features
Shipping Rule Conditions
On selecting Net Total or Net Weight, a table will appear where you can set the from and to values for the amount or weight. Enter the Shipping Amount to be calculated for the entered range. Add more conditions as necessary. You can select only one of the three calculation methods in one Shipping Rule.
Referring to the above case, you will notice that shipping charges are reducing as the value increases. This shipping charge will only be applied if the transaction total falls under one of the above ranges.
Valid for Countries
You can restrict the Shipping Rule to certain countries, add the countries in the table. By default, the Shipping Rule will be applicable globally.
You can set Shipping Charges valid for all the countries, or specify a specific Country. If specific countries are mentioned, then Shipping Charges will be applied only if the Customer's country matches the country mentioned in the Shipping Rule.
