Within the CRM there are three methods for setting a delivery charge:
Users manually type a Delivery Charge value
The CRM will calculate valid options based on the Company, Delivery Location, Order Value
Use entirely Custom Delivery Charges via a Custom Code deployed as a Custom API
The first two methods are supported as standard and provide the vast majority of requirements, leaving the third to be used for very complex requirements. Please contact our Customer Services team if you require custom delivery charges (third option).
You'll need CRM Admin rights in order to follow the steps in this article
Setting Up Manual Delivery Charges
Step 1: Go to Settings Centre
To edit your Delivery Charges, simply click on the settings drop down, then select System Settings.
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.
Setting up Automatic Delivery Charges
Step 1: Navigate to the Settings Centre
To edit your Delivery Charges, 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 in the Settings Centre, navigate to the Sales page. Here, you'll have the Delivery Charges configure option.
Step 3: Select the 'Standard' Option
To configure Automatic Calculations, choose the 'Standard Option' from the Automatic Calculations drop-down.
Step 4: Setting Automatic Delivery Charges
By choosing the Standard option, you'll then be able to click on the Configure link to start setting your Automatic Delivery Charges. You can also choose whether the Automatic Calculations will be available for either all users or just CRM Admin users.
Once you've clicked the Click to Configure link, you'll be taken to the Configure Delivery Charge window. To add a New Delivery Charge, click on the plus icon in the top right-hand corner.
You'll then be able to start entering information about your New Delivery Charge.
Description: This should detail what type of Delivery Charge is being added. For example, Next Day Delivery.
Product Item: This will be the Product Item that'll be used when adding the Automatic Delivery Charge. It's important to choose the right Product Item as it'll help calculate the correct VAT. Click on the pencil icon to search for the correct Product Item. Please note: Depending on whether your Accounts/ERP/Inventory Management System natively supports delivery charges in the order header or not, the product may also be used to create a Delivery Charge Line.
Delivery Zone: Select the correct Delivery Zone that this Delivery Charge will be applicable for. For example, this might be Mainland UK. You can configure Delivery Zones by selecting 'Configure' from the end of this list. Please note: You must select a Delivery Zone otherwise the delivery charge will not calculate correctly.
Once happy with the information entered, click 'Create'. Your Delivery Charge will then be added to the list, but so far, only the basic details have been entered. Select the pencil icon to continue setting up.
A side panel will then appear with further options.
Cut Off Time: This allows you to restrict this new option to a certain time frame. For example, you could restrict Next Day Delivery to orders that are placed before 13:00.
Time Frame (Days): This should specify how long the delivery would take for the customer. This will only be visible internally, and doesn't apply any restrictions to the delivery options or the order.
Hazardous Product: This isn't commonly used but is important if you sell hazardous goods. In the product window, certain products can be marked as 'Hazardous'. You can then ensure that for orders that contain hazardous products, only specific delivery options are available. If the Delivery Charge is going to be used for Hazardous Products, please select this option.
No Valid Default: This option has been superseded by the main page setting for: 'No Other Valid Delivery Option' .
Price: This should be the price of the Delivery Charge. Please note: this is the price that will be charged once the Minimum Value has been reached. If the Minimum Value isn't set (is zero) then this is just the standard price for this delivery charge.
Minimum Value: If there's a minimum order value for this 'Price' to apply, then specify it here.
Surcharge: This value is added to the 'Price' whenever the Minimum Value hasn't been reached. Setting Surcharge or Minimum Value to zero will effectively disable this logic by only ever giving one price.
Days Active: Finally, you can then select the days that this delivery option will be active for. For example, this could be useful if your 'Next Day Delivery' shouldn't be offered at weekends. Simply select the days that this delivery option would be applicable for.