Verifying Shipment Totals
Use the Totals tab on the Shipment Entry form to verify totals (including prepayment, tax, and discount information).
The shipment information that appears on the Totals tab includes:
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Estimated weight for the total order or shipment (using the unit weight for items in Inventory Control).
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Number of detail lines on the shipment.
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Subtotals of all items and miscellaneous charges on the order, shipment, or invoice.
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Amount due, calculated as follows:
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Shipment subtotal (shipped items + misc. charges) |
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- |
Shipment discount |
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+ |
(Tax (if it is not included in item prices or charges) |
If item prices include taxes, Order Entry displays the tax amounts. It does not affect the calculation of the total.
If you need to edit the customer's tax classes, you can do so on the Taxes tab. If you need to edit payment terms, use the Customer tab. For instructions, see Change tax information and Change payment terms.
You can enter the following information on the Totals tab:
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Indicate whether to create an invoice when you post the shipment. If you select the option, you can enter an invoice number, or, if you use automatic numbering, the program assigns the next sequential invoice number when you post the invoice.
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Number of shipping labels for the shipment. This number controls the number of labels you can print when you print shipping labels for a range of shipments. For example, if you need five labels to ship the ordered items, specify “5” in this field.
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Whether shipping discounts also apply to miscellaneous charges (in addition to shipped items).
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Shpping discount percentage or fixed amount. This is a discount for a volume purchase, for example, and not an early payment discount. If you enter a discount, it is prorated to all the items on the shipment. If you discount miscellaneous charges as well, the discount is also prorated for the miscellaneous charges.
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Any comment, using up to 250 characters, that you wish to include on the shipment.
See also