How to invoice shipping cost to customers

To charge shipping, add a delivery method to the sales order: click Add shipping, choose the method and click Add. Viindoo adds the shipping cost as an order line, computed from the weight of the products, and you invoice it with the rest of the order using Create Invoice.

Who

Users with the Sales access right; the delivery methods are set up by the Inventory Administrator.

App

Sales

Before you start

  • Install the Inventory and Sales apps.

  • Turn on Delivery Methods and create the method (see How to configure delivery methods). The example below uses a method Based on Rules with a Weight rule.

  • Enter the weight of your products. Without it, a weight rule cannot compute the cost.

Example used on this page

A delivery method Based on Rules, with the service product Delivery cost as Delivery Product and two rules:

  • If the weight is 5 kg or less, the cost is 100,000.

  • If the weight is above 5 kg, the cost is 100,000 plus 20,000 for each kilogram.

For an order of 8 kg, the shipping cost is 100,000 + 8 x 20,000 = 260,000.

How do I enter the weight of a product?

  1. Go to Inventory ‣ Products ‣ Products and open the product.

  2. On the Inventory tab, enter the Weight in the Logistics section, then click Save.

    Weight field in the Logistics section of the Inventory tab of a product

How do I add shipping to a sales order?

  1. Create a sales order, add the products and click Add shipping under the order lines.

    Add shipping button under the lines of a sales order

  2. In the Add a shipping method window, choose the delivery method. Viindoo shows the cost it computes. Click Add.

    Add a shipping method window with the computed delivery cost

You should now see a line with the delivery product and the shipping cost on the order. If you change the products afterwards, click the Update shipping cost button of the order to compute it again.

How do I invoice the shipping cost?

  1. Click Confirm on the sales order.

  2. Click Create Invoice and choose the invoicing option. The shipping line is invoiced with the other lines.

    Create Invoice window of a sales order that includes a shipping line

For the invoice itself, see Steps to create customer invoices.

Common errors

Message

What to do

Error: this delivery method is not available for this address.

Complete the country, state and zip code of the customer, or widen the destination of the method.

Not available for current order

No price rule matches the order. Add a rule that covers its weight, or enter the weight of the products.

Next steps