Within the CRM you can determine when the Delivery Charge pop-up window appears to the CRM user. Depending on your business's process, you can choose for the delivery charges to be selected either before the order is confirmed or before sending an email or document. If you need to include the chosen delivery option within the quote to the customer, then you would be more likely to choose the second option. 

To configure this functionality, you will require Prospect Administrator rights, if you require these then please speak to your key CRM Admin user or our Customer Services Team. 

To change this system option, click on the cog icon in the bottom left-hand corner to take you to the Settings Centre. 

Once within the Settings Centre, navigate to the 'Sales' section and within here you will have the Delivery Charges configure option.

Within here you can choose the appropriate option. 

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