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Terms and logistics

The Admin pages for order terms and shipping: delivery terms and incoterms, payment terms, and transport modes with their per-country freight-rate percentages.

Three Admin pages set the commercial and shipping terms an order carries: Delivery Terms, Payment Terms, and Mode of Transport.

Delivery terms

Delivery Terms and incoterms for shipping and logistics.

To add; write your delivery term in the Search or add box and click Add Delivery Term and give it a full name and a description if needed. The standard trade incoterms can be added all at once by clicking Add Incoterms.

Payment terms

Payment Terms holds the payment terms used on orders and invoicing.

To add; write your payment term (free text) in the Search or add box and click Add Payment Term.

Mode of transport

The Mode of Transport page — transport modes as tabs (sea, air, train, road) with the Freight as (percentage / flat charge) control, and the grid of country columns, hierarchy-node rows and freight rates

Each transport mode — sea, air, train, road — shows as a tab at the top, and you add a new mode there. Within a mode you press Add Country Column and Add the hierarchy nodes you need; the cell where a node meets a country holds the freight rate for that combination. Rates are seasonal, so change season to set a season's rates, or use the Default column for the same rate across seasons left empty.

Freight can be entered either as a percentage or as a flat charge. Choose which one to configure in the Freight as drop down and the active season's pricing configuration decides which is actually applied — so a percentage and a flat charge can be kept side by side while a season is switched over. A percentage set on one node no longer hides a flat charge set higher up, and the other way round. Clearing a cell removes that charge.

The rate grid is spreadsheet-style — select a range, edit every cell at once, copy and paste to and from Excel, undo with Ctrl + Z — see Working in tables.

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