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jheming
A shipping/freight line item that would stand as a constant reminder, and clearly stand out on the proposals, as we do not show most miscellaneous items on them. A companywide markup & margin could be fixed and more easily monitored/locked. Our enterprise totals (4 locations) for shipping could be quickly collected and tracked for calculating specific shipper discounts and negotiating future contracts.
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Sandeep Panesar
Hi
The points to consider here can be:
- This should be part of Cost, cannot connect to Price, otherwise it will make data management in backend too complicated and mixed, Will need more data fields.
- The Price Rule will have to have freight and custom charges too and an option to consider them while calculating prices or not
- The product can be purchsed in foreign currency, but the custom charges and freight charges are always in local currency
- Most of the time, the custom charges are based on product/item but freight charges are collective for a shipment/pellet/box. Will the client use Excel for this, or can this be managed during Item Receipt in Purchase Order window?
Implementation, might also depends on amount of complexity it might bring to data handling in back and front ends.
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Kevin Frye
Can more detail be provided on this request? I can think of at least four methods currently available. 1) Create a regular equipment item called freight and set a price. 2) Create a calculated equipment item and use a percentage of equipment cost/price. 3) Use Product Adjustment and relabel it "Freight within Report Settings. 4) Use a Miscellaneous Item with either a fixed value or calculated value.
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Sven Neer
Kevin Frye: That might look like a miscellaneous item category with cost and markup fields that are reflected on profit reports, but not client documents.
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Kevin Frye
Sven Neer: where do those dollars end up on client reports?
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Sven Neer
Kevin Frye: I may have been missing Andriy 's point as I've always created product catalog items for freight and shipping instances where we charge the client, but for instances in which freight isn't charged to the client, they'd then just be absorbed against the margin of the project, so they would not show up in client reports, along with other cost information.
If I have indeed missed the point and the remedy Andriy's looking for is the equivalent of adding a Shipping Explorer to the Labor and Product Explorer, I'd struggle to see why that's not over complicating things