Table of Contents

Set Up Over-Shipment Codes

You need to set up the codes that will determine the how much excess quantity can be shipped to a customer.

You can assign the code to an item through the Item Card page, to a customer through the Customer Card page, or to an item-customer through the Item/Customer Over-Shipment Codes page.

  1. Choose the icon, enter Over-Shipment Codes, then select the related link.

  2. On the Over-Shipment Codes page, choose the New action.

  3. Populate the following fields:

    Field Description
    Code Enter a code that represents the over-shipment code.
    Description Enter a description of the over-shipment code.
    Default Select the check box if the over-shipment code is to be applied to all items and customers that do not have an assigned over-shipment code.
    Tolerance % Enter the percentage by which the ordered quantity is allowed to be exceeded.

    You can now assign codes to items, customers and item-customer combinations.