Freight can be added to invoices arrived through Invoice Arrivals in three ways:

A

Freight charge is charged by original stock supplier on the same invoice as the stock.

A single freight charge added to an original supplier’s invoice.

It does NOT affect cost price of stock items on the invoice, but does affect the total of the invoice.

B

Freight charge is charged by original stock supplier on the same invoice as the stock. Split freight across all stock items.

A single freight charge that is apportioned across all stock items on an original supplier’s invoice, using the Freight screen.

It does affect the cost price of stock items and does affect the total of the original invoice.

C

Freight charge is charged by Freight Supplier on a separate invoice.

A single freight charge that is apportioned across all stock items on an original supplier’s invoice, using the Freight screen.

This method does affect the cost price of stock items but does NOT affect the total of the original supplier’s invoice.

Method A

  1. Arrive the invoice manually as described in this advice sheet HERE.
  2. Ensure that you enter a Freight amount at the top of the invoice. 

 If you need to alter the freight on an existing invoice, you can do so by clicking the Utilities button in the top right, then clicking Change the Details of an Invoice.

Method B

  1. You will need to finish arriving the invoice according to this advice sheet HERE, but disregard the steps about Freight and don’t close the Invoice Arrivals screen.
  2. After arriving all stock items, click on the Freight button in the top-right.
  3. In the window that comes up, do not tick the box for Create Freight Invoice.
  4. Enter the total freight for the invoice in the Freight Charged box.
  5. Tick/untick the box for Apply Freight to Cost Prices Only, depending on whether you wish to apply the Freight to Sell and Trade Prices other than the Cost Price.
  6. Click on Calculate Freight at the bottom of the window to distribute/apportion the freight charges across all stock items on the invoice.
    Note:
    1. The Freight Charge against each stock item’s Cost Price can be modified and the total Freight Charge at the top will recalculate itself.
    2. The Freight Charge applied to Sell and Trade Prices will be applied as a flat value that does not apply or recalculate any markups.
  7. The supplier invoice total will get recalculated when the freight screen is saved and closed. You will see a confirmation screen before it closes.

Method C

If you have already setup the Freight Supplier, skip steps 1, 2 and 3.

  1. Create a new supplier to be your Freight Supplier. Refer to this advice sheet HERE on doing so.
  2. Ensure that the supplier is set as a Freight Supplier in the Supplier Details tab, by ticking the box Freight Supplier.
  3. It is also recommended to click on the Other tab for the supplier and set the method for pre-filling stock in arrivals and orders to “Use Last Invoice Arrival Pricing”.
  4. You will need to finish arriving the original product invoice according to this advice sheet HERE but disregard the steps about Freight and don’t close the Invoice Arrivals screen.
  5. After arriving all stock items, click on the Freight button in the top-right.
  6. In the window that comes up, tick the box for Create Freight Invoice.
  7. Select the Freight Supplier from the box, and enter the Freight Invoice Date and Number.
  8. To include other invoices (one or more), to apply this Freight Invoice to, click on ‘Add’ at the bottom of the screen.
  9. Select the appropriate invoice option.

    Selected suppliers invoice

    To add a specific invoice.

    You will need to select the Supplier and Invoice.

    Date field will be disabled (greyed out).

    All Invoices of All Suppliers on a date

    To add all invoices arrived on a date for ALL suppliers.

    You will need to select the Date.

    Supplier and Invoice boxes will be disabled (greyed out).

    All Invoices of A Supplier on a date

    To add all invoices arrived on a date for a specific supplier.

    You will need to select the Date and the Supplier.

    Invoice box will be disabled (greyed out).

  10. The selected invoices’ items will be added to the grid for application of freight.
  11. From here, there are two ways to proceed with the Freight Charge:
    • If you wish to use existing freight charges on the invoices and redistribute it over the current invoices, leave the Freight Charge box empty (at the top).
    • If you wish to apply a Freight Charge on invoices (that have none), or overwrite the Freight Charges on any invoice with existing charges, enter a Freight Charge in the box on the top right, then press Tab on the keyboard.
      NOTE: This only applies to Freight Charges applied using this Freight screen. Freight entered on the main Invoice Arrivals screen (Method A) will be completely unaffected by this.
  12. Click on Calculate Freight, and you’ll have two options to choose from.
    • Click on Auto Calculate if you wish to apply the Freight Charge entered at the top of the screen.
    • Click on Use Stock Item Freight Charge if you wish to use existing freight charges on the invoices, to redistribute.
  13. Click on Save when finished, and you will be prompted to confirm this before the screen closes.
  14. The supplier invoice total will not be affected by the Freight Charge applied using this method.