Setting up and Applying Delivery Codes


You can use a Delivery Code as a pre-set of delivery charges and costs, so you can charge a standard delivery fee to many sales orders and record a standard delivery cost on a regular basis.


  • Login to Admin > General > Delivery Charges. 
  • Click on New Delivery Charge, or double click on an existing Delivery Code to edit it.
  • Fill out the desired charge and cost values.
    1. Charge Info: The name of this delivery code. It’s best to name it in a way that all salespeople would recognize, like “Government Delivery Charge” or “Route 2 Delivery Charge”.
    2. Std Charge Value: This is the set amount of money you will charge the customer for delivery. Enter 10.00 to charge the customer $10 for every delivery for example. 
      • Leave as 0.00 if you plan to use margin instead. 
    3. Std Charge Margin: Instead of a set amount of money, you can charge the customer based on a margin of the order total. For example, if you enter 10.00 here, the customer will be charged 10% of the total sell price of the sales order as a delivery charge. 
      • Leave as 0.00 if you plan to use standard value instead. 
    4. Std Cost Value: The set amount of money you want to record as the cost of the delivery to you. For example, if it costs you $5 to deliver the sales order, enter 5.00 here. The customer will not see this amount. 
      • Leave this as 0.00 if you plan to use margin cost instead. 
    5. Std Cost Margin: Instead of a set delivery cost, you can record a margin amount for your delivery cost. For example, if you want to record 5% of the total sell price of the sales order as your delivery cost, enter 5.00 in this field.
      • Leave this as 0.00 if you plan on using standard cost value instead.
    6. Free Delivery Over: This is the amount the customer has to purchase in order to get delivery charge to be free.  For example, if the customer orders $100 of product on the sales order, delivery is free, set this as 100.00. 
      • Leave this as 0.00 if you do not want there to be a free delivery amount. 
    7. Special Value: If you have products that are set as special delivery for example they may be larger bulkier items like furniture, you can enter a special delivery amount for these items.  
    8. Special Cost: Similar to Special Value, this is the cost of delivery to you for these larger items.  
    9. Special Free Over: Similar to the above special fields, this is the total sell price amount that the customer would have to order to get their delivery charge set to $0. 
    10. Option Type: This field determines which charge and cost is used. We strongly recommend this setting be kept at ‘Both Apply’ so that the special charges based on zip code will come into effect only when the delivery address zip code is out of your area. 
      • The ‘Third Party’ option may be used to pull the delivery cost of a third party delivery service like solving maze.
    11. Tax Code: Determines whether the delivery charge will be taxed or not. We recommend setting this to ‘Standard Rate’ if you do want to charge tax, and ‘Exempt Transactions’ if you do not want to add tax. 
    12. Nominal: The product category used on the delivery charge and cost lines on reports. We recommend choosing ‘Delivery or freight’ to keep them separate from other nominals. 
    13. Department: This field is only used when you have multiple departments within your company structure. We always recommend just setting this to ‘Office.’ 


Once the delivery code is set up, you can assign a delivery code to a company location, so that each time a sales order comes through for that location, the delivery charge and cost will be automatically set according to the values in that code.


Select Location > Select delivery Code from the Drop Down > Save.



This can also be done en masse using the Locations Grid Manager.


If a delivery code has not been assigned to any company locations, they can still be selected in a Sales Order in both the summary and header tab using these drop downs.  




If you do not wish to use a code but manually enter a delivery charge & cost on the sales order this can be entered down here.  In the Sales Order > Header Tab, the delivery cost can be added to the ‘Delivery Cost’ field.





Please see our forum for details:

https://www.youtube.com/watch?v=jU07DcvGbFU&list=PLKhWY4dkFD1Q0FCBQJyD_Eg6N57qrbFz1&index=7