We ask customers to prepay for inventory items but not freight or tariffs. Is there a way to include shipping on the Sales Order but not force the customer to pay for it till after delivery?
Sales order prepayments for items but not freight
Userlevel 7
+5
Hi
We ask customers to prepay for inventory items but not freight or tariffs.
=> You create Prepayment to collect advance payment for sales.
Is there a way to include shipping on the Sales Order but not force the customer to pay for it till after delivery?
=> You create a Non-Stock Item "Freight charges"
In the Non-stock Item screen => You check “Require Receipt” & “Require Shipment”
=> In Sales Order, you add this Non-Stock Item to collect freight charges.
Best Regards,
NNT
We tried the using this method but it does not work. What other setting could be causing freight to require the prepayment?
Userlevel 7
+10
The prepayment percentage is set based on the credit terms and there’s nothing that I’ve seen at other levels (i.e. Item, Order Type, etc.) that affects it. The only way to change the prepayment amount is to use the “override prepayment” checkbox on the financial tab of the Sales Order and manually change it.
Whether you use a non-stock item for freight or use the freight options on the “Totals” tab, the system wants to include that amount in the prepayment calculation.
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