Shipping Orders Via Different Carriers

To determine how an order generation gets from your location to your customer, specify a choice in the Ship Via field. Typical choices include Our Truck, Pick Up, FedEx, or UPS.

Your ship-via choice determines not only the shipping method, but also the freight, cash requirements, invoice processing status, order print status, and tax jurisdiction. A ship via can be specified in numerous places throughout the system. A ship via entry is required on an order's Statustab, which is used in this example.

To specify a ship via:

Create or open a sales order and display the order's Body tab.
Enter the desired products, and then display the Status tab.

Note: You can also change the Ship Via at the generation or line item level using the Detail Scheduling tab.

Move the cursor to the Ship Via field.
For each order generation, enter the desired ship via or press F10 and select one from a list.
Exit the order to process it. If your are prompted to enter a required payment on the Totals tab or a purchase order number on the Header tab, enter those details before exiting.

Note: An order's default ship via choice is based on a hierarchy of settings for the customer, the terminal used for the order, the print status, and the Zip code.