Setting Up Delivery Fees as Product Codes

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(New page: There are three steps involved in setting up delivery fees as product codes: #You must first create a product code for each delivery zone fee that you want to assess. For example, if you h...)
Current revision (14:42, 28 April 2008) (edit) (undo)
 
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There are three steps involved in setting up delivery fees as product codes:
There are three steps involved in setting up delivery fees as product codes:
#You must first create a product code for each delivery zone fee that you want to assess. For example, if you have three delivery zones with separate fees, you must create three product codes.
#You must first create a product code for each delivery zone fee that you want to assess. For example, if you have three delivery zones with separate fees, you must create three product codes.
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#In Mercury Administration, you must add your delivery zones to the system and specify the ZIP code for each zone (zones can have the same ZIP code).
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#In '''Mercury Administration''', you must add your delivery zones to the system and specify the ZIP code for each zone (zones can have the same ZIP code).
#For each delivery zone, you must specify which fee (product code) you want to apply.
#For each delivery zone, you must specify which fee (product code) you want to apply.
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==Step 1: Setting up Zone Delivery Fees==
==Step 1: Setting up Zone Delivery Fees==
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#On the File menu, click New Product.
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#On the '''File''' menu, click '''New Pro'''duct.
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#In the Local Product Code field, enter a delivery zone code for the delivery zone. For example West for the west side of town.
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#In the '''Local Product Code''' field, enter a delivery zone code for the delivery zone. For example '''West''' for the west side of town.
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#In the Product Name field, enter a short description for the delivery zone. For example West of Main Street.
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#In the Product Name field, enter a short description for the delivery zone. For example '''West of Main Street'''.
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#In the Price field, enter the delivery zone fee.
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#In the '''Price''' field, enter the delivery zone fee.
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#Select the Active check box. If a zone is not active, it cannot be automated in Order Entry.
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#Select the '''Active''' check box. If a zone is not active, it cannot be automated in Order Entry.
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#Ensure the Monitor check box is cleared. If you leave this box selected, you are warned that the product quantity is zero each time this delivery fee is applied.
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#Ensure the '''Monitor''' check box is cleared. If you leave this box selected, you are warned that the product quantity is zero each time this delivery fee is applied.
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#In the Category list, click the arrow and select Fee.
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#In the '''Category''' list, click the arrow and select '''Fee'''.
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#In the Statement Category list, click the arrow and select Delivery Charge.
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#In the '''Statement Category''' list, click the arrow and select '''Delivery Charge'''.
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#Ensure the Tax Code field is blank.
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#Ensure the '''Tax Code''' field is blank.
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#If you purchased the legacy General Ledger module, type the third-party accounting software account number for this delivery zone fee in the GL Account Number field. (This field does not display if you have the Accounting module.)
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#If you purchased the legacy General Ledger module, type the third-party accounting software account number for this delivery zone fee in the '''GL Account Number''' field. (This field does not display if you have the Accounting module.)
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#Ensure your store name is highlighted in the Stores area.
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#Ensure your store name is highlighted in the '''Stores''' area.
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#Click Save.
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#Click '''Save'''.
Repeat these steps for each delivery zone fee you want to add to your system.
Repeat these steps for each delivery zone fee you want to add to your system.
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TIP: If you want to add any additional notes about this zone or fee, click Notes and enter them in.
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'''TIP:''' If you want to add any additional notes about this zone or fee, click '''Notes''' and enter them in.
The next step is to add the delivery zone names to your system.
The next step is to add the delivery zone names to your system.
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==Step 2: Naming Delivery Zones==
==Step 2: Naming Delivery Zones==
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#Close the FTD Mercury by clicking the Close button on the title bar.
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#Close the FTD Mercury by clicking the '''Close''' button on the title bar.
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#Double-click the Mercury Administration icon on your desktop.
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#Double-click the '''Mercury Administration''' icon on your desktop.
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#Log into Mercury Administration. Enter your login name and password and then click Login.
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#Log into Mercury Administration. Enter your login name and password and then click '''Login'''.
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#Click the Delivery folder.
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#Click the '''Delivery''' folder.
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#Double-click Delivery Zone.
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#Double-click '''Delivery Zone'''.
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#In the Zone Name column, click in an empty cell and type your delivery zone name (for example, West of Main Street). For easier identification, you should name the zone the same name that you used for the fee.
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#In the '''Zone Name''' column, click in an empty cell and type your delivery zone name (for example, '''West of Main Street'''). For easier identification, you should name the zone the same name that you used for the fee.
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#If you want to associate this delivery zone with a particular ZIP code, type the ZIP code in the Zip Code field. If a recipient’s address contains this ZIP code, the delivery zone is selected automatically.
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#If you want to associate this delivery zone with a particular ZIP code, type the ZIP code in the '''Zip Code''' field. If a recipient’s address contains this ZIP code, the delivery zone is selected automatically.
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#Ensure the Active check box is checked. If you clear this box, the delivery zone remains in your system, but does not display in the program.
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#Ensure the '''Active''' check box is checked. If you clear this box, the delivery zone remains in your system, but does not display in the program.
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#If you want to print an invoice when sending orders to this zone, click the Print Invoice check box in the appropriate column.
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#If you want to print an invoice when sending orders to this zone, click the '''Print Invoice''' check box in the appropriate column.
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#Leave the Charge field blank.
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#Leave the '''Charge''' field blank.
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#Click Apply.
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#Click '''Apply'''.
Repeat steps 6-11 for each of your delivery zones. You must have a separate zone for each fee.
Repeat steps 6-11 for each of your delivery zones. You must have a separate zone for each fee.
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==Step 3: Assign Each Zone a Fee==
==Step 3: Assign Each Zone a Fee==
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#In Mercury Administration, double-click Delivery Zone Fee, which is located in the Delivery folder.
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#In Mercury Administration, double-click '''Delivery Zone Fee''', which is located in the '''Delivery''' folder.
#Each delivery zone that you have created is displayed in the left column of the screen. A new column in the table appears for each delivery zone fee you have created (you may have to scroll horizontally to see all the fees). For each delivery zone, select the check box so a check mark appears for each delivery zone fee you want to apply.
#Each delivery zone that you have created is displayed in the left column of the screen. A new column in the table appears for each delivery zone fee you have created (you may have to scroll horizontally to see all the fees). For each delivery zone, select the check box so a check mark appears for each delivery zone fee you want to apply.
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#Click Apply.
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#Click '''Apply'''.
You may now close the Mercury Administration program, start FTD Mercury, and use your delivery zones and fees in Order Entry. When you choose a delivery zone in the Zone field, the charge for the zone appears in the product section and the charge is added to the order total.
You may now close the Mercury Administration program, start FTD Mercury, and use your delivery zones and fees in Order Entry. When you choose a delivery zone in the Zone field, the charge for the zone appears in the product section and the charge is added to the order total.
Back to [[Product Maintenance]]
Back to [[Product Maintenance]]

Current revision

There are three steps involved in setting up delivery fees as product codes:

  1. You must first create a product code for each delivery zone fee that you want to assess. For example, if you have three delivery zones with separate fees, you must create three product codes.
  2. In Mercury Administration, you must add your delivery zones to the system and specify the ZIP code for each zone (zones can have the same ZIP code).
  3. For each delivery zone, you must specify which fee (product code) you want to apply.

The following sections discuss the details of each step:

Step 1: Setting up Zone Delivery Fees

  1. On the File menu, click New Product.
  2. In the Local Product Code field, enter a delivery zone code for the delivery zone. For example West for the west side of town.
  3. In the Product Name field, enter a short description for the delivery zone. For example West of Main Street.
  4. In the Price field, enter the delivery zone fee.
  5. Select the Active check box. If a zone is not active, it cannot be automated in Order Entry.
  6. Ensure the Monitor check box is cleared. If you leave this box selected, you are warned that the product quantity is zero each time this delivery fee is applied.
  7. In the Category list, click the arrow and select Fee.
  8. In the Statement Category list, click the arrow and select Delivery Charge.
  9. Ensure the Tax Code field is blank.
  10. If you purchased the legacy General Ledger module, type the third-party accounting software account number for this delivery zone fee in the GL Account Number field. (This field does not display if you have the Accounting module.)
  11. Ensure your store name is highlighted in the Stores area.
  12. Click Save.

Repeat these steps for each delivery zone fee you want to add to your system.

TIP: If you want to add any additional notes about this zone or fee, click Notes and enter them in.

The next step is to add the delivery zone names to your system.

Step 2: Naming Delivery Zones

  1. Close the FTD Mercury by clicking the Close button on the title bar.
  2. Double-click the Mercury Administration icon on your desktop.
  3. Log into Mercury Administration. Enter your login name and password and then click Login.
  4. Click the Delivery folder.
  5. Double-click Delivery Zone.
  6. In the Zone Name column, click in an empty cell and type your delivery zone name (for example, West of Main Street). For easier identification, you should name the zone the same name that you used for the fee.
  7. If you want to associate this delivery zone with a particular ZIP code, type the ZIP code in the Zip Code field. If a recipient’s address contains this ZIP code, the delivery zone is selected automatically.
  8. Ensure the Active check box is checked. If you clear this box, the delivery zone remains in your system, but does not display in the program.
  9. If you want to print an invoice when sending orders to this zone, click the Print Invoice check box in the appropriate column.
  10. Leave the Charge field blank.
  11. Click Apply.

Repeat steps 6-11 for each of your delivery zones. You must have a separate zone for each fee.

NOTE: The Type field is for Mercury Delivery module users only. By default, your delivery zone is assigned a type of Postal Code.

Step 3: Assign Each Zone a Fee

  1. In Mercury Administration, double-click Delivery Zone Fee, which is located in the Delivery folder.
  2. Each delivery zone that you have created is displayed in the left column of the screen. A new column in the table appears for each delivery zone fee you have created (you may have to scroll horizontally to see all the fees). For each delivery zone, select the check box so a check mark appears for each delivery zone fee you want to apply.
  3. Click Apply.

You may now close the Mercury Administration program, start FTD Mercury, and use your delivery zones and fees in Order Entry. When you choose a delivery zone in the Zone field, the charge for the zone appears in the product section and the charge is added to the order total.

Back to Product Maintenance

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