The default shipping methods for new customer accounts and for miscellaneous customers (i.e. customer account 0000000) may be set under module options (see the “Default Shipping Method for…” module options under Customer Module Options). The default shipping methods for new vendor accounts and for miscellaneous vendors (i.e. vendor account 0000000) may be set under module options (see the “Default Shipping Method for…” module options under Vendor Module Options).
When entering a repair order or sales invoice for an existing customer account, the shipping method will default to the one set up on the Shipping Address tab of the customer account (see Editing Customers). When entering a purchase order for an existing vendor account, the shipping method will default to the one set up on the Address tab of the vendor account (see Editing Vendors).
When entering a shipping method on a record in one of the main modules (e.g. Customers, Repair Orders, etc.), an account number with a courier company may optionally be entered immediately following the shipping method (e.g. “Fedex Account#12345”). As long as the first part of the Ship Via field matches one of the configured shipping methods then on-line shipment tracking will still work (see Tracking Shipments On-Line).
See Tracking Shipments On-Line for more information on tracking the location of a shipment using the tracking web site of the specified courier company.
If users have entered various shipping methods inconsistently, they can be standardized through a few simple steps. When opening the shipping methods setup area, answer Yes to extract newly entered shipping methods if this option has been enabled (see module option “Prompt to extract newly entered Shipping Methods” under Setup Module Options). Then browse through the list and correct any variances by editing each incorrect record and typing in what the shipping method should have been, even if it is already in the list. Make sure that the Update existing Customer, Vendor, Repair Order, Sales Invoice, Credit Note, and Purchase Order records box is checked before saving. All records from the various modules listed will automatically be updated with the correct shipping method so that your data is consistent.