Ship via codes (CS207500)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

You use this window to maintain information about each carrier your company uses for shipping goods and about your company's own shipping options.
A ship via code denotes a possible method your company uses to ship goods to customers.

You use this area to define a new ship via code or to select an existing shipping service by its code to view or edit its details.

Element Description
Ship via The unique code associated with the non-integrated carrier, the method of the integrated carrier, or the shipping option of your company.
You can use up to 15 characters, both numbers and letters.
Description A description of this shipping service or option. You can use an alphanumeric string of up to 30 characters.
External plug-in

A check box that you select if a plug-in is used to provide integration with the carrier for this ship via code.
If it is selected, you can specify the integrated carrier, its service method, and other options in the Details tab, which has slightly different elements depending on whether you select this check box.

This check box is available only if the Carrier integration functionality is enabled in the Enable/disable functionalities (CS100000) (CS100000) window.

This tab contains elements that vary based on whether the carrier is integrated or, depending on whether the External plug-in check box in the top part is selected.

On this tab, you can specify whether this code stands for a common carrier or one of your company's shipping options.

You can also select the general ledger accounts to be used to record the charges applied when goods are shipped under this code.

Element Description
Calendar The calendar associated with the carrier.
A calendar reflects the carrier's work hours and the days when the carrier ships the goods.
Calculation method The method used to calculate freight charges, by using the rate breakdown specified on the Freight rates tab.
The following options are available:
  • Per unit: The rates are specified as rates per weight unit.
  • Net: The rates are specified as flat rates.
  • Manual: The freight amount is specified manually for each sales order in the Freight cost field on the Totals tab of the Sales orders (SO301000) window.

This field appears only if the External plug-in check box is cleared or does not appear in the window or if this ship via code has been defined for a non-integrated carrier.
Base rate The flat-rate charge to be added to the freight amount, which is calculated as specified on the Freight rates tab.

This field appears only if the External plug-in check box is cleared or does not appear on this window.
Common carrier

A check box that indicates whether this carrier is a common carrier.

Because common carriers deliver goods from a company branch to the customer location which is the sales point, this check box controls which set of taxes applies to the invoice.
If the check box is selected, the taxes associated with the address of the customer location are applied.
If the check box is cleared, the taxes associated with the address of the selling branch are applied.
VAT category The VAT category to be applied to the freight amount when goods are shipped with this code.

For details, see: About freight calculation.
Freight sales account The general ledger account of the Income type that is used to record the freight charges to be paid to the company.
This account is associated with the ship via code and is used as one of the sources for the Use freight account window rule in the Order types (SO201000) window.
Freight sales sub.

The freight sales subaccount associated with the ship via code is used as one of the sources for generating the freight sales subaccount according to the rule specified in the Combine freight sub. window box in the Order types (SO201000) window.

This field is available if the Subaccounts functionality is enabled in the Enable/disable functionalities (CS100000) (CS100000) window.
Freight expense account The general ledger account of the Expense type to be used to record the freight amounts to be paid to the carrier.
This account is not updated by the freight cost amounts from the sales orders shipped by the carrier.
This account is updated on release of purchase orders by the amounts of the Freight-type lines with this ship via code specified in the Supplier location column.
Freight expense sub.

The freight expense subaccount associated with the ship via code.

This field is available if the Subaccounts functionality is enabled in the Enable/disable functionalities (CS100000) (CS100000) window.

The tab, which appears for only non-integrated carriers and your own company's shipping options, provides information about how the rates depend on the weight (and optionally volume) of goods to be shipped by the carrier.

Rate break points are indicated by shipment weight, with volume specifying an additional restriction, if needed.

Rates are flat or per weight unit, depending on the Calculation method value on the Details tab.

For details about the calculation of freight cost, see About freight calculation.

Column Description
Weight The minimum weight to which the rate may be applied.
Volume The minimum volume to which the rate may be applied.
Zone ID The shipping zone to which the goods with the specified weight and volume are shipped.
Rate

The flat rate or rate per weight unit, depending on the option (Net or Per Unit) selected in the Calculation method field on the Details tab.
The number of decimal places for freight rates is defined by the value in the Price/cost decimal places field in the Branches (CS102000) (CS102000) window.

The freight amount is calculated as follows:

  • With the Net option selected, the freight amount equals this value for the shipment.
  • With the Per unit option selected, the freight amount equals this value multiplied by the shipment weight.

The tab holds information about packages or, boxes used with this ship via code.
You can define boxes in the Packaging types (CS207600) window.

In Visma.net ERP, you can specify carrier packaging information for all carriers.
You can configure the system in such a way that the users can select boxes for shipments manually; alternatively, if the Automatic packaging functionality is included in your license, the system automatically suggests the optimal set of boxes for each order and then for each shipment.
If your system is integrated with one or more carriers and the Shipping carrier integration functionality is enabled in the Enable/disable functionalities (CS100000) (CS100000) window, the system can evaluate for each carrier the shipping costs for each field based on up-to-date rates, and print carrier labels and tracking numbers.

For more information, see About automatic packaging for integrated carriers.

Column Description
Box ID The ID of the type of boxes used by the carrier under this ship via code.
Description A description of the type of field.
Tare weight The weight of a box of this type.
Max. weight The maximum weight of items that can fit into a box of this type.
Weight UoM The unit of measure used for the weight.
Max. volume The maximum volume a box of the type can hold.
Volume UoM The unit of measure used for the volume.
Length The length of a box of the type; along with width and height defines the three-dimensional shape of the box.
Width The width of a box of the type; along with length and height, it defines the three-dimensional shape of the box.
Height The height of a box of the type; along with width and length, it defines the three-dimensional shape of the box.

Related concepts

About freight calculation

About units of weight and volume

Related tasks

Create a ship via code

Related windows

Shipping zones (CS207510)

Packaging types (CS207600)

Shipping terms (CS208000)