Within the CRM there are 3 methods for setting a Delivery Charge:
- Users manually type a Delivery Charge value
- Prospect will calculate valid options based on the Division, Delivery Location, Order Value and/or Total Weight
- Custom delivery charges via API
The first 2 methods are supported as standard, and provide the vast majority of requirements, leaving the third to be used for very complex requirements. Please do get in touch with our Customer Services team or Account Management if you require custom delivery charges.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Settings Centre
To edit your Delivery Charges, simply click on the cog icon in the bottom left-hand corner to take you to the Settings Centre.
Step 2: Navigate to Sales in Settings
Once within the Settings Centre, navigate to the Sales page. Here, you'll have the Delivery Charges configure option.
Step 3: Select 'All Users' or 'Administrators'
To enable Manual Entry Delivery Charges, select either 'All Users' or 'Administrators'. If you select 'Administrators', only those with Prospect CRM Admin rights will be able to manually enter a Delivery Charge. You also have a setting to only allow manually entered delivery charges that are over zero.
Step 4: Configure VAT Calculation
To configure the correct VAT calculation for the Delivery Charge, click on the pencil icon to search for a product that represents the Manual Entry Delivery Charge. This product may also be used by your Accounts/Inventory Management System as well.