Setting Up Shipping Charges for Credit Card Customers

When customer orders are placed with a credit card, the shipping charges must be calculated before the order is submitted, so that customers know the total amount that is to be charged. You can specify a Ship Method for the order, and then the system calculates the shipping freight charges based on that ship method. You can then ship and invoice the customer order through standard processes.

The Ship Method and associated fields and forms are intended for use with the Credit Card Interface.

Note: Some of this information also applies to credit card orders received from the SyteLine portals; however, that process has some different steps, so refer to "Setting Up Shipping Charges for Portal Orders" in the portals administration guide.

To set up shipping charges for credit card orders, follow these steps:

On the Freight Charge Methods form, define methods (rules) that are used to calculate approximate shipping freight charges. For example, freight can be calculated per item, by total order weight, using maximum or minimum freight charges per order, etc. For more information about this form, see Freight Charge Method Examples or the specific field help.
On the Ship Methods form, define shipping methods for credit card orders. For each ship method, you can specify the freight method to use, and the minimum and maximum days to ship. (Later, during the order entry process, when you specify that an order is to be paid by credit card, you specify the Ship Method.)
On the Ship Method Groups form, combine ship methods into groups that can be assigned to customers who pay by credit card. Each of the ship methods included in the assigned group is available for selection in the Ship Method list during the order entry process.
On the Customers or Multi-Site Customers forms, if a customer will use a credit card to pay for orders, select a Ship Method Group for the customer.
On the Order Entry Parameters form, specify a default ship method group. This default group determines the list of ship methods that are displayed for a new credit card order, if the customer does not have a ship method group defined.
Optionally, on the Items or Multi-Site Items form, specify a Freight amount that is to be charged for items that require special freight charges. This amount overrides the default Charge per Item set on the Freight Charge Methods form.
When you enter a credit card order on the Customer Orders form, when you click Pay with Credit Card, you can specify one of the ship methods defined in step 2.

When the freight (shipping) charge is calculated, it is stored in the Freight field on the Customer Orders form.

Entering a ship method is optional. If no method is entered, no shipping freight charges are calculated for the order, and the standard process for specifying freight should be used instead.

For more information about using each of these forms in this task, review the form and field online help.