CenterPoint^® Fund Accounting - Shipping Methods

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Shipping methods are available to help speed up transaction entry. Set up a description for each of your shipping methods to avoid having to enter that information each time you add an invoice. For example, if you normally ship UPS, you can set that as your default when you create customers and avoid having to enter that information each time.

Create a New Shipping Method

Edit/Change an Existing Shipping Method

Delete an Existing Shipping Method

Copy a Shipping Method

Combine Two Shipping Methods

Create a New Shipping Method

Select Setup > Sales > Shipping Methods.
Click New.
Assign an Abbreviation and Name for this shipping method.
Click Save to save the shipping method and return to the List tab, or click Close to save the shipping method and close the Shipping Methods screen. Note: To return to the List tab without saving, click Cancel.

Edit/Change an Existing Shipping Method

All information on an existing shipping method can be modified.

Select Setup > Sales > Shipping Methods.
Select the shipping method to be changed and click Edit (or simply double-click on the appropriate shipping method). Edit the details as needed.
Click Save to save the shipping method and return to the List tab, or click Close to save the shipping method and close the Shipping Methods screen. Note: To return to the List tab without saving, click Cancel.

Delete an Existing Shipping Method

The delete button completely removes a shipping method from the system. Note: You cannot delete a record that has any type of history or other records linked to it in the system.

Select Setup > Sales > Shipping Methods.
Select the shipping method to be deleted and click Delete.
At the Are you sure you want the item delete? message, click Yes.

Copy a Shipping Method

Select Setup > Sales > Shipping Methods.
Select the shipping method you want to copy and click Copy.
Change any necessary information for the newly copied record.
Click Save to save the shipping method and return to the List tab, or click Close to save the shipping method and close the Shipping Methods screen. Note: To return to the List tab without saving, click Cancel.

Combine Two Existing Shipping Methods

The combine button allows you to combine two existing shipping methods. For example, if the same shipping method was inadvertently setup twice and both used on transactions. The combine button allows you to combine all history for the two shipping method and remove one of the shipping method. Note: We recommend you take a backup prior to combining two items as there is not a way to "uncombine" two items.

Select Setup > Sales > Shipping Methods.
Select the shipping methods to be combined with another and click Combine. The shipping method selected in this step is the item that will be removed after the two shipping methods are combined.
In the Combine screen, select the shipping methods it should be combined into and click OK.