The Delivery Methods list handles delivery, mailing and shipping charges for sales transactions.
HINT-- Delivery Methods are particularly useful if you use the Goldenseal accounting
software at the point of sale, and have more than one method to deliver or ship products to customers.
DELIVERY METHODS BASICS
Entering Delivery Methods | Data Fields | Using the Delivery
Charging by Weight | Sales Tax Rate for Delivered Items | Delivery Address
Using Lists | Using Delivery Methods
Website Info Links
Accounting Software | Bookkeeping
Software | Point of Sale Software
Cost Items | Customer Sales Tax | Sales
Entering Delivery Methods
To enter a Delivery Method, follow these steps:
- Choose Income Setup from the Income menu, then choose Delivery Methods from the submenu.
- Click the New button, or click on an existing item and click the Edit button.
- Enter details for the delivery method.
HINT-- If you charge for delivery on some sales but not others, create two separate delivery methods-- one with
and one without.
Enter the following information for each Delivery Method:
Name-- Enter a brief name for the method.
Description-- Enter any comments you have about this delivery method.
Use Customer Sales Tax Rate-- Turn on the checkbox if sales using this method should get the customer's tax rate.
Delivery Charge is Taxable-- Turn on the checkbox if sales tax is applied to the delivery charge.
Address to Use-- Enter the address to fill into Sales transaction that use this method.
Charge Method-- Enter the method used to calculate the delivery or shipping charge. The charge can be based on weight,
or the dollar amount of the order. The charge can also be a fixed dollar amount, or a percentage of the order amount.
Charge Table-- Enter the percent or dollar charge for deliveries. If there is more than one 'step' to the calculation, press the Return
key and enter as many steps as you need to make the calculation.
Rounding-- Enter the way the charge will be rounded.
Using the Delivery Charge Table
The delivery charge table shows a list of weights or order amounts, with the delivery charge
for each range. Weights or dollar amounts must be entered
in ascending order (you won't be allowed to do otherwise).
To enter delivery charges, follow these steps:
- Click in the "up to" column in the first row.
- Enter the first cost or weight at which the delivery charge changes.
- Enter the dollar cost or percentage of order, for amounts below the first limit.
- Click in the "up to" column in the next row.
- Enter the next cost or weight at which the delivery charge changes.
- Enter the dollar cost or percentage for that range.
- Repeat steps 4 to 6 for each additional step. You can enter as many ranges as you need.
- When you have reached the final step, enter the dollar cost or percentage for orders that are above the highest limit.
The first line in the table will always handle amounts from zero to the first entered quantity. The last line
in the table will handle all amounts
that are greater than the listed quantity. Quantities that are exactly
at the limit between two ranges are charged at the first listed rate.
Charging by Weight
Charges based on weight will be calculated from the quantity in the delivery
If you use an item breakdown for the sale, the total weight of each item will be calculated from the weight entered into the Cost Item or Assembly.
You can use any unit for delivery weights. You'll need to use the same weight unit everywhere, since there is no automatic conversion between units.
Sales Tax Rate for Delivered Items
When you use a Delivery Method on a Sales transaction,
it determines how the sales tax rate is calculated.
If you've turned on the Use Customer Sales Tax Rate checkbox, Goldenseal uses the tax rate in the Customer Account. Otherwise
Goldenseal uses the tax rate in the Sales Branch.
In most localities you should use the Sales Branch rate for sales picked up at your store, and the Customer's local rate for items that are delivered
or shipped to them.
For sales out of state, there is usually no sales tax collection, as long as you don't have a "nexus" in the customer's
state. Check with your
local tax authorities for specifics.
Choose the address to fill in for this type of delivery. You can choose
from the following:
- Delivery Instructions-- for local deliveries
- Billing Address
- Mailing Address-- for mailed items
- Shipping Address-- for items sent by freight or private carrier
Using Delivery Methods
The Delivery Method appears in Sales transactions. Use
it to determine delivery or shipping charges, and to set the sales tax rate.
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