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Introduction
This document provides instructions for setting up volume scales for specific accounts.
Procedure
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 1 – Customer Database and press enter.
Type 17 – Courier Price Editor and press enter.
- Enter the Account Receivable Courier Code (M-Z) or * For All.
- Follow the prompts at the bottom of the screen for instructions for each field.
Note: The courier code is part of this set-up, so more than one courier can be set up for any account. Also, account number 0 is used as default for all accounts, so a generic set-up can be done for all accounts that don’t have a specific scale.
Are All the Entries Correct (Y/N)?
- Type Y to proceed or N to return to the form.
Controls for Fixed Per Day Shipping Amounts
From the Optifacts main menu:
Type 3 – Editor Utilities and press enter.
Type 3 – Customer Database Editor and press enter.
Type 13 – Configure Stmt/Faktura and press enter.
Per-Day Shipping/Handling field has the following rules:
- Less than zero means no shipping charges.
- 00 means that volume table rules will apply.
- Any value greater than 0.0 will use the amount as the per-day postage. This would override any rules in the volume table.
When running Statements/Fakturas, the courier charges can be forced to 0 by a prompt that occurs during the statement run:
From the Optifacts main menu:
- Type 1 – Accounts Receivable and press enter.
- Type 2 – Monthly Routines and press enter.
- Type 2 – Monthly Statements and press enter.
When prompted:
Zero the Courier Charges for these invoices (Y/N)?
- Type Y and press enter.
The default is N, but entering Y means that all Statements/Fakturas of the run will receive 0 for courier charges whether the account is typically a fixed per-day charge or on a volume scale.