Delivery Methods

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 Charge Table
       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

RELATED TOPICS
       Cost Items | Customer Sales Tax | Sales

Entering Delivery Methods

To enter a Delivery Method, follow these steps:

  1. Choose Income Setup from the Income menu, then choose Delivery Methods from the submenu.
  2. Click the New button, or click on an existing item and click the Edit button.
  3. 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 charges, and one without.

Data Fields

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:

  1. Click in the "up to" column in the first row.
  2. Enter the first cost or weight at which the delivery charge changes.
  3. Enter the dollar cost or percentage of order, for amounts below the first limit.
  4. Click in the "up to" column in the next row.
  5. Enter the next cost or weight at which the delivery charge changes.
  6. Enter the dollar cost or percentage for that range.
  7. Repeat steps 4 to 6 for each additional step. You can enter as many ranges as you need.
  8. 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 weight field.

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.

Delivery Addresses

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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