Steps to invoice shipping cost to customers¶

During the sales process, the seller may also transport goods/products to the buyer. Therefore, there will be a need to record delivery costs and invoice the cost to the customer. Understanding this need, Viindoo All-in-on Enterprise Management Software provides a feature that allows the users to solve the above issue.

Requirements

This tutorial requires the installation of the following applications/modules:

Inventory & Supply Chain Management

Settings¶

Delivery Methods activation¶

Firstly, navigate to Inventory module > Configuration > Settings. Find the Shipping section and enable the Delivery Methods item and click on Save.

Shipping Methods configuration¶

To configure a shipping method, navigate to Inventory > Configuration > Delivery > Shipping Methods.

You can create a new shipping method or customize an existing one.

Read the Shipping Methods Configuration article for more details.

Create an invoice for the delivery cost¶

To have a better understanding of the shipping method in Viindoo Software, let’s take a look at the following example:

Provider: Based on Rules.

Deliver Product: Delivery cost.

Pricing:

If Weight <= 5kg then the fixed price is 10 EUR.

If Weight > 5kg then adds 1 EUR for each extra kilogram.

Tip

The delivery cost for an order with a total weight <= 5kg is 10 EUR.

The delivery cost for an order with a total weight > 5kg, in which total weight is A, delivery cost is B, is calculated as follow:

B = 10 + A*1

Configure the shipping method in the system:

Configure product weight:

Navigate to Inventory > Products > Products > New, go to tab Inventory > Logistics and add the product weight.

Application on a sales order:

Navigate to Sales > Orders > Quotations, press Create to create a sales order. Then add information on the sales order, and press Add shipping to select the delivery cost.

On the pop-up window, select the suitable shipping method. There’s also a suggested delivery cost to be charged based on the chosen shipping method. Press Add to add this cost to the sales order.

Create an invoice for shipping cost:

Confirm this sales order. Then, press Create Invoice on the sales order to generate an invoice for the customer.

Vindoo user interface of invoice creation

Read more on how to create a sales order in Steps to create customer invoices.