- You can activate Merchandise in the Apps tab -
The shipping method in the Store>Merchandise>Shipping subtab become the default shipping option for all of your merch. In your reports, shipping fees (if any) are tracked under the ledger code that was selected at the time of sale. You may change the default shipping or edit shipping for a single merch item at any time. Don't forget to save!
Click a shipping method to learn more 👇
Pickup
Pickup
It's easy - no shipping or additional fees to worry about! Clients will see in-store and on the invoice that the item is for pickup at no extra cost.
Delivery
Delivery
You'll arrange delivery (outside of SmartRec). Add a cost to charge delivery fees at checkout.
Clients see the delivery fees in-store, at checkout and on their invoice. They must confirm the shipping address at the bottom of the order form.
Pickup or delivery
Pickup or delivery
You'll arrange delivery (outside of SmartRec). Add a cost to charge delivery fees at checkout. Otherwise, the client can choose Pickup.
Clients see both the pickup and the delivery options in-store. At step 1 of checkout, they select either Delivery (with fees) or Pickup ($0,00). For Delivery, they must confirm the shipping address at the bottom of the order form.
Shipping fees to be determined
Shipping fees to be determined
This option must be paired with delivery. You'll arrange delivery (outside of SmartRec) but the fees won't be charged on this invoice.
Clients see in-store, at checkout and on their invoice that delivery fees are (TBD).
To charge shipping on a separate invoice, go to the client's billing and click Operations>Create invoice (those shipping fees are then tracked under the custom item ledger code you choose when you create the invoice).
Frequently Asked Questions
1. Not applicable vs. Pick up?
1. Not applicable vs. Pick up?
The 'Not applicable' shipping option only shows when you're configuring merchandise. It means no shipping information shows in the store and is ideal for things that don't need to be shipped (i.e., meal vouchers, bus transporation, etc).
2. Can a client pay a single shipping fee for many items?
2. Can a client pay a single shipping fee for many items?
Shipping fees are applied to each item that has shipping configured. You can configure an item so there are no shipping fees, but you can't tell SmartRec to only charge shipping fees once on a cart.
3. Where are shipping fees in my reports?
3. Where are shipping fees in my reports?
Shipping is tracked separately in reports and Journal entries (for accrual accounting).
Shows under the ledger code that was assigned to it at the time of sale in the Sales by ledger code report.
Shows as 'Automatic fees' in the Breakdown of Sales and the Sales summary.
In journal entries, shipping is tracked in the revenue account that was assigned to it at the time of sale.
4. What if I change the default ledger code and the shipping method?
4. What if I change the default ledger code and the shipping method?
You can edit the shipping options on individual merchandise at any time, but if you change the shipping method (by removing Delivery) or the ledger code in the Shipping subtab, it overwrites the shipping options for all your merchandise.
5. Where is the shipping address stored?
5. Where is the shipping address stored?
Under the Shipping colum, click on '🚚 Delivery' or export it to Excel in the Merchandise>Orders subtab.
* Last updated in March 2023