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Suggested answer

Freight Leavy automations.

Posted on by 5

Hi team, 

We are wholesaler business, we have some customers far away so we do delivery for them. 

Can we add automatic fuel leave with the percentage of sales amount on the invoice?

I really appreciate any help you can provide.  

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  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Freight Leavy automations.

    Try this: docs.microsoft.com/.../ui-personalization-user

  • Mattmutlu Profile Picture
    Mattmutlu 5 on at
    RE: Freight Leavy automations.

    Hi Josh,

    I can't see amount column so how can I see. ?

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Freight Leavy automations.

    Search for recurring sales lines and create a new one:

    5325E607_2D00_FC2C_2D00_4804_2D00_B12D_2D00_CA2E17AAD88A.jpeg
    mine is called “FREIGHT”:

    C9FF74D9_2D00_E105_2D00_4E1E_2D00_A00F_2D00_E490A34A2053.jpeg
    add a line like this, you can just about see an “Amount” column. Fill in as you need:

    76A61466_2D00_8BE4_2D00_4569_2D00_A95D_2D00_6C50CF6C0574.jpeg
    Go to the customers list and assign the freight code. You will need to do this for all customers so consider configuration packages for mass import

    25725CB2_2D00_6518_2D00_485E_2D00_B363_2D00_5984CDD658A8.jpeg
    Assign the freight code:

    518C381A_2D00_7C4F_2D00_41C0_2D00_B9BF_2D00_AA42F4F1A749.jpeg
    and alter these settings on the line:

    EC071B7C_2D00_EEE0_2D00_440F_2D00_8346_2D00_1CF60F30F2F8.jpeg

  • Mattmutlu Profile Picture
    Mattmutlu 5 on at
    RE: Freight Leavy automations.

    Hi Josh,

    I am really appreciated for help i guess it will work for me.

    I just wondering can I add and amount automatically as well.

    For example I put it $5 Freight fee Sorry i couldn't find it.

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Freight Leavy automations.

    Check out recurring sales lines. Accessed from the sales document or from the customer card. This will allow the freight line to be added automatically: docs.microsoft.com/.../sales-how-work-standard-lines

  • Mattmutlu Profile Picture
    Mattmutlu 5 on at
    RE: Freight Leavy automations.

    Hi josh

    I am really appreciated for your prompt response.  

    It is possible to charge item for customer card all the invoices.

    Because I dont want to item base, I want to specific some customer automatic freight on the invoice. 

    Because our sales rep forget to add most of the times. Thanks.  

    pastedimage1655793178023v1.png

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Freight Leavy automations.

    Try out item charges: docs.microsoft.com/.../payables-how-assign-item-charges

    You can have a fixed charge applied per customer. Either use recurring sales lines or customer invoice discount (service charge). Nothing as standard will add a fixed % of the overall invoice value

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