To enter a customer's shipping information during a transaction,

Click on the Function Menu button

Click on Shipping.

• Important: Be sure to select Shipping prior to tendering the transaction.

If you had already selected a customer at the start of the transaction

The customer's main address (bill-to address) will appear at the top left of the POS screen, under the customer's name.

The Shipping window is divided into three sections:

Bill-to section, Ship-to section, and the section at the bottom where you can enter information into different fields.

The Bill-to and Ship-to sections will fill in automatically with the appropriate customer addresses, as defined in Customer Properties.

If you want to change either the Bill-to or Ship-to address, or both, you can either:

• Key in the new Bill-to or Ship-to address

or

• Click on the Change Bill To or Change Ship To button.
• This calls up the Select Customer Address window, which lists all of the different addresses the customer has on file in iMerchant.
• If you need to change the Bill-to or Ship-to address, you can scan through the addresses in the Select Customer Address window and choose the one you want by clicking on it.
• It will automatically be brought in to the applicable section of the Shipping window.

If you have not already selected a customer during the transaction

You can back out of the Shipping window and select him or her, then follow the above instructions.

If the customer cannot be located in the system, you will need to key in the address information in the Shipping window.

At the bottom of the Shipping window, there are four optional fields. Fill them in if desired . . .

Tracking Information: key in the UPS or Fed Ex (or whatever) tracking number.

• This is just for your information in case the package gets lost in transit.
• Key in the number of packages being sent in the Number of Packages field. Again, nice to keep a record of such matters.

Partial Shipment: is a checkbox field.

• Checked = the order you are sending is only a partial order
• Unchecked = if the order you are sending is a complete order.

Shipping Code: you can select a  Shipping Code to attach to the transaction.

• Shipping Code determine shipping charges.
• When a Shipping Code is selected, its resulting charges are also selected.
• Shipping charges can be found on the POS screen directly above the tax line.
• These charges will automatically fill in once a Shipping Code is selected.
  • Note: Shipping Codes can be coded for manual entry of shipping charges, meaning that shipping charges will need to manually be keyed in at the POS.
  • If this is the case, a field will open up here at the POS, and you will need to key in a shipping charge dollar amount.
• If you have called up a Customer Order and the Customer Order already has a Shipping Code attached to it, the code will automatically be filled in within the Shipping window.
• Additionally, the shipping charges associated with the Shipping Code will automatically register in the transaction and will appear on the shipping charges line.

When you are finished filling everything in

Click on OK at the bottom of the Shipping window.

Click on the Cancel Shipment button if you want to cancel the shipment.

Once you tender the transaction

The Shipping window will reappear so you can double-check the information.

To complete the transaction

Click on OK again.

If you click on Cancel Shipment at this point the shipping information will not print, but the transaction will still be completed.