Customer Freight
Customer Freight lets you set freight terms for a customer to preset their transactions.
On the Customer card on the History tab choose a Freight option, such as Prepaid, to have it preset on new Quotes, Orders, and Invoices and to automate Cost and Charges.
Customers Freight
Customers Freight lets you set freight terms for customers to preset their transactions.
On the Customers search click Add (+) and select the Freight column to display. Then, select multiple, such as by Command-click, and use Update to change them.
Freight Costs
Freight Costs help you report your actual shipping costs from your shipping system.
One option lets it read Comments where Published and Negotiated Rates are included.
Freight Terms
Freight Terms lets you add Settings for Freight to set Cost and Charges automatically.
If you offer free shipping or Prepaid freight, you may want to capture shipping Costs. You may also want to zero Charges that were estimated before free theshold was met.
If you offer Prepaid and Add you may want Costs and to apply a formula for Charges.
Email Matching
Email Matching is the best way to import new Customer and Orders from online sales. This finds existing customers, or companies, using email addresses to avoid duplicates.
For Customers that have multiple email addresses, such as companies with employees, it searches Contacts that you have added to the Customer for their people and places.