FREIGHT EXPENSE           

Normally, the cost of goods is the only expense associated with sales of most items. However, you may have need to enter an additional cost for certain items. This field allows for entering such an expense. Any expenses here are factored into the item’s profit in sales history.

Example: If the sale is for $1000.00 and the cost of goods is 700.00 and the miscellaneous expense is 50.00, the profit on this item will be recorded as $250.00.

If the SHIPPING TYPE in the header is either ‘I’ or ‘C’, the program assumes that any shipping revenue you charge the customer for is a pass-through from a vendor’s freight charge to you. In both cases, the dollar amount you enter into the SHIPPING$ field is automatically entered into the MISCELLANEOUS EXPENSE of the first line item on the order.

EXPENSE ACCOUNT          

If a non-zero number is entered into the FREIGHT EXPENSE field, you must enter the proper G/L account here to which the cost will be allocated. A field lookup button is available to help select. The default account is your FREIGHT EXPENSE ACCOUNT selected in Setup Global Options. This account represents freight you have paid the vendor for the item.  

You can also select other accounts, for example a Finder’s Fee account, to hold commissions to be paid to the finder which is included in the sale price, but which is not in the profit.

If this is a non-stock item, this amount will be posted as a separate line item on the vendor invoice automatically generated for you when you print the customer invoice.

FREIGHT PRICE                

Enter the amount you will be charging the customer for delivery of this item. If the FREIGHT MARK UP is set to ‘Yes’ or ‘No’, the FREIGHT EXPENSE field will automatically be filled in for you with the same amount (or a Mark Up as described in the FREIGHT MARK UP field).

ORDER QTY                     

Enter the quantity of items ordered, up to 99,999.999.

TIP: You can also enter the Order Quantity using Edit In Place in the previous Sales Order Line Item window. We only recommend you do this, however, on orders where the defaults for the remaining fields (Sales Tax ID, Ship To, Ship From, etc.) are correct.

SHIP QTY                         

Enter quantity to be shipped (today) up to 999,999.999. Only orders with items that will be shipped (today) can be invoiced. An order which has all items back-ordered will not be invoiced. Only shipped quantities will appear on Packing Slips.

Package Quantities are available only for display purposes. They will only appear on invoices, P.O.s, etc if your invoices are formatted by Suntower Systems to provide this feature. Otherwise, these forms will print only the regular unit price and unit of measure.

 Out Of Stock Alert:   

If the Minimum Reorder Level is set to any number for the selected product and that product is marked as Inventoried, you are warned if the Ship Quantity is greater than the amount on hand for that product.

SALES TAX ID                  

You must enter a valid Tax ID for each Shipping Location from the Sales Tax Browse. The default will be the ID you have assigned to this customer in The Customer Master unless you have assigned this order an Alternate Shipping Address. If this is the case, then the Tax ID defaults to the Sales Tax ID you entered for that shipping address. After you enter this field, the selected Sales Tax Percentage for this order is displayed to the right of the Sales Tax ID.

SHIP VIA                         

Enter the carrier who will be delivering this order. The default is this customer’s default SHIP VIA, but may be overridden by press the field lookup button.

LOT NUMBER                     

Allows you to select an alternate Lot to draw the Product from (this only applies if you have LIFO or FIFO costing selected in Setup A/P & Purchasing Options.) By default Simple Accounting chooses the correct Lot for you, but you may use the field lookup button to select an alternate Lot if available.

Important Note: Selecting an alternate Lot, selects the Ship From Address for that Lot!

Never Attempt To Mix Lots On One Sales Order Line Item as this could lead to incorrect costing. Why? Consider the following example: You have a single line item which must ship to Sites. There is only enough Product in one Lot to satisfy seven Ship Tos. If you select an alternate Lot for the remaining three Sites, the unit cost for all ten locations would be updated to the cost of the alternate Lot. The correct procedure then, is to add two line items to the sales order: one referencing the first seven Sites with the first Lot and the second drawing from the second Lot.

TRACKING ID                   

Enter the shipper’s bill-of-lading number.

 Right clicking on this field can be programmed to automatically launch the tracking web page for the selected carrier. Please contact Suntower Systems for more information.

SERIAL NUMBER               

You can enter a Serial Number for any Product you are selling. If the item is part of a Purchase Order, then the Serial Number is added to a list of available numbers. If the Line Item type is Release then the Serial Number is marked as having been used so that it may not be applied to any other transaction.