Let's kick off the new year with tons of features that the Connected Business team has in store for you! You can now have the option to pick up the ordered products at the warehouse indicated from the sales order form. With Will Call, your customer does not only save time and money but the convenience of your customer to get the products from the warehouse in a faster and efficient way (that's real time!).
So, how do we start using this?
First, you need to create a New Shipping Method named Pick Up. Go to the Shipping Module > Setup > Shipping > Shipping Method to load the Shipping Method form. Click on the New button and specify the following fields:
Field Values
- Shipping Method: Pickup
- Description: Pickup
- Freight Charge Type: Pickup
Click on Save and Close.
Include the Pick Up Shipping Method in the Shipping Method Group. Go to the Shipping Module > Setup > Shipping > Group to bring up the Shipping Method Group form.
Select any group on the list of active shipping method groups. Or, you may directly click on the Default Shipping Method Group. Add Pick Up to the Selected Shipping Methods. Click on Save and Close button.
Next, we have to define a Sales Tax Code for an Inventory Location. We need to define a tax component that has a flat rate amount for a tax computation to happen. You can define your own sales tax code to MAIN location if you want.
To create a New Tax Component, go to the Accounting Module > Setup > Tax > Tax Component to bring up the Tax Component form. Click on the New button and specify the following fields:
Field Values
- Tax Detail Code: Will Call Tax Component
- Tax Description: Will Call Tax Component
- Account Description: Sales Tax Payable
- Country: United Stated of America
- Computation Rules: What Percentage is the Net Goods or Services Flat Rate e.g. 10%
- Tax Group: Tax Group 1
Click on Save and Close button.
Then, create a New Tax Scheme by going to the Accounting Module> Setup > Tax > Tax Scheme to bring up the Tax Scheme form. Click on the New button and specify the following fields:
Field Values
- Tax Code: Will Call Tax Scheme
- Tax Type: Sales
- Selected Tax /VAT Component: Will Call Tax Component
Click on Save and Close button.
After following the steps above that's when you can now define the Location's Sales Tax Code. You can specify your own sales tax code here but make sure it has a flat rate(in percentage) value greater than 0. Go to the Inventory Module > Location > Find Location. In the list of active locations, for example, you may want to set the sales tax code in the Main location and then double click on it. Specify the Sales Tax Code to Will Call Tax Scheme.
Click on Save and Close button.
I have not mentioned yet that the Will Call option can only be used for Customer transactions such as sales quotes, sales order, sales invoices, RMAs and credit memos. After setting up all the necessary fields and forms, you are now ready to process any transactions.
As an example, let us use this on a sales quote. Go to the Customer Module > Quote > New Quote to bring up the New Quote Dashboard. Select any active prospect or customer and double click it to bring up the sales quote form. On the Sales Quote form specify the following fields:
Field Values
- Shipping Method: Pick Up ( Once selected, the Ship To field will be automatically changed with the address of the default Location.)
- On the Inventory Grid: Add one or more items (The Tax Code field used will be the sales tax code specified of the selected location.)
Take note of the sales tax computed on the payment summary which should use the flat rate used by the sales tax code specified in the selected location. Once you're done, you may now ready to process the sales quote, converting it to order and invoice. All the ship to addresses and sales tax codes are carried over in the succeeding forms.
