The Receive Shipment program allows you to compare the shipping costs of products on an invoice to the actual costs of the goods received.

This provides you with the ratio of shipping costs versus actual product costs.

To access the Receive Shipment program

Via Modules:

Menu Bar > Modules > Receiving > Receive Shipment

• The Find Receive Shipment program appears.
• From here, either select the existing Receiving Shipment record you need, or create a new one.
• To create a new Receiving Shipment record
  • Click on the New Task Bar icon
  • The Receive Shipment Properties screen appears.

Via Receiving:

• In the Receive Shipment field:
• You will be in the process of receiving items from an invoice
• At that time you can create a Receiving Shipment record for those items.

Either way you will be brought, eventually, to the Receive Shipment Properties screen . . .

Receive Shipment ID: fills in automatically. This assigns a number to the Receiving Shipment record you are creating.

Date Received: fills in with the current day's date. You can change this date if needed.

Receiving Shipment Reference: free-form. Simply key in anything that is meaningful to you in this field.

Shipment Method: Choose the applicable shipping method

The middle portion of the screen is the place where you key in the shipping costs.

International Cost: key in the international shipping cost, if applicable.

• Notes on international cost (optional): key in any notes that might be meaningful to you regarding the international shipping costs.

National Cost: key in the national shipping cost, if applicable.

• Notes on national cost (optional): key in any notes that might be meaningful to you regarding the national shipping costs.

The bottom of the screen is where the program shows you the ratio of the shipping costs versus the actual product costs.

Invoiced Product Cost: key in the cost of the products (not including the shipping) on the invoice.

• Notes on invoiced product cost (optional): key in any notes that might be meaningful to you regarding the costs for products on the invoice.

Total product cost: fills in automatically. This adds the shipping costs to the product costs, providing you with a total cost.

Receiving Freight Factor: fills in automatically.

• This the ratio of the total product costs over invoiced product costs
  • (product cost + shipping) / product cost

The two tabs on the lower right of the screen are toggle keys.

When you enter the Receive Shipment program to create a new Receiving Shipment record the status will default = Status: OK to edit (because you are editing the information).

When you are finished, and the Receiving Shipment record is ready to be included in Receiving

Click on the Set receipt as 'OK to receive' button.

When you do this, the lower button will now say, Status: OK to receive

You can continue toggling the status back and forth between OK to Receive and  OK to Edit as needed.