The purpose of this feature is to allow you to charge customers delivery charges based on Item Weights, Volumetric Weights, Number of Units, Fixed Price or Distance to Client. This can be used for personal company deliveries or used to recover costs of 3rd party courier companies. In addition, you can automatically integrate the sales documents to your Courier Company to Create Waybills, eliminating the need for manual capture, improving accuracy and expediting the delivery process from hours to seconds.
Create Delivery Methods
To create delivery methods, go to the Warehouse Module and select the Delivery Method option. In the screen below you will see that you can actually have multiple delivery methods in one. Once you have selected the service item to invoice you will then select the Billing Method. The billing methods are:
- Fixed Rate – this is one set weight for the order regardless of the size
- Total Mass – this is based on the order mass and is governed by a minimum fee as well as the ability to create a sliding scale table
- Volumetric Weight – this is the item volumetric weight and is governed by a minimum fee as well as the ability to create a sliding scale table
- Greater of Total Mass or Volumetric Weight – this is the greater of the previous 2 options, and is governed by a minimum fee as well as the ability to create a sliding scale table
- Order Units – this is based on the quantity of items order and is also governed by a minimum fee as well as the ability to create a sliding scale table
- Distance to Client – this is based on the distance to the client as set on the Customer delivery address and is governed by a minimum fee as well as the ability to create a sliding scale table.
Rate Table Settings
The rate table setting can either be set as a Fixed Cost for the rate, or as a Variable cost per Mass.
- Fixed Cost Option – this will assume a fixed cost for all deliveries that weigh within the weight range. In the table above, an order weighing 19kg will cost 9.25.
- Variable Cost Per Mass Option – this will assume a cost per weight for all deliveries that weigh within the weight range. In the table above, an order weighing 19kg will cost 175.75 (19 x 9.25).
You now need to set a default Delivery Method to the Customer as seen below. For more detail you can also set this on a per Customer per Delivery Address basis.
Inventory Item Weight Setup
In order to use the weights it is critical that you setup the item weights on the Inventory Masterfile as depicted below.
Courier Integration Setup
To setup the switching of the sales document information to your Courier company, you need to select the related Account integration details as setup with your courier company either at Sales Order or Sales Invoice level.
Now that you have setup the delivery methods you will now proceed processing a sales document. In the example below you will see that we have selected the Weight button with the Weight details appearing on a separate screen alongside for greater detail.
Select the Delivery cost button will allow the user to adjust the delivery costs as required. Using our same rate table above with the weight of our Items you will see that the total delivery cost as calculated at 113.25kg x 8.90 / kg = 1,007.93.
How Does This Feature Help Your Business?
- Accurate credit allocations.
- Offsets the credit immediately, this eliminates the process to have to manually apply the credit to the Sales Invoice.
- Saves you time.
How Does This Feature Help Your Business?
- Eliminates erroneous or unauthorised discount entries.
- Allows you to logically group factors that result in price adjustments.
- Secure, since access to edit discount rates may be granted to specified users only.
How Does This Feature Help Your Business?
- It adds an additional security step for returns or a state where warranties and/or the condition of goods can be checked before credits are passed.
- It offers additional security for management to assist in reducing theft and fraud in an organisation.
The ability to allow for Credit Return Requests is set through the Company Options Setup Function.
The Delivery Advice feature allows you to create Deliveries without the need to process Invoices, while still affecting the inventory on hand. This feature works in the precise inverse way as GRV’s, wherein GRV’s act as an intermediate process between the receiving of inventory and the processing of the Vendor invoice. The delivery advice acts in the same way as an intermediate step between the delivery of Customer goods, and the invoicing thereof.
This feature is not to be confused with the delivery notes within the system that are available for printing during the Process Invoice function.
Use for the Feature
This feature would generally be used in a number of processes, and often where deliveries are made to customers where you would require a POD before processing the Invoice, normally due to Over or Under Deliveries.
Another use would be where deliveries for a specific order are made in intermittently throughout a period such as deliveries to a Project, where the client only requires one Invoice, so would be used more for an internal rather than external purposes.
Activating the Function
In order to activate the Delivery Advice feature you need to go to the Control Panel >> Options >> Receivables >> Settings 2. Then activate the feature by selecting the Create Delivery from Sales Order setting, with other settings to prompt or Warn on Open Delivery Advices at time of invoicing, much in the same way as we do with Pick Tickets on converting Sales Orders To Invoices. The other settings are to determine whether you would like to print the Price on the Delivery advice or to display the price on the Delivery Advice processing screen.
Control Account Setup
Because this Delivery Advice feature created a financial Transaction, ie Credit Inventory and Debit the Delivery Advice Control Account you would need to set the Delivery Advice Accrual Account in the Linked Account Setup Screen.
User Rights and Processing icon
Once you have activated the function you now need to set the respective user rights and on logging in, the Delivery Advice Icon will be available for the respective users.
Delivery Advice Processing
To begin using this feature you will select the Delivery Advice Icon. In the example below I created a Sales Order for 2 x Bicycles and 2x Bicycle Helmets. Then on processing the Delivery Advice elected to only deliver 1 of each item. You will see that there is also a field for Total Delivery Quantity to add aid the Despatch and Drivers.
When processing the second delivery, the system defaults only the undelivered quantity of the order as seen below.
Once you would like to create an invoice simply select the invoicing processing function. If you first select the customer you will be prompted with the open delivery advices. Alternatively, you can click straight on the Delivery Advice Convert Icon as seen below,
And you will then be presented with a list of open deliveries that you can select to invoice as seen below.
What is notable about this feature is that you can convert from Multiple Deliveries to a Sales Invoice. Incidentally, this function works in conjunction with the ability to convert multiple Sales Orders to a single Sales Invoice.
On invoicing you will see that the items are grouped per item per delivery, for easy identification purposes.
Download this Support Article's PDF
- Attaching at Masterfile Level such as Projects, Customers, Vendors and Inventory Masterfile, the latter offering the ability to mail the attachment on the fly with related sales documents
- At transactional level
The Palladium Credit Control is managed in 2 separate stages in the form of Sales Order Level and Sales Invoice level. There is no credit management for Sales Quotes of Freehand Quotes.
There are 2 ways in which we control and set up the Credit Management for invoices in the form of Over Credit Limit, and Overdue Invoices.
Over Credit Limit
To use Credit Limit Control you first need to activate the function “Default Credit Control for New Customers” above and insert a default Credit Limit for New Customer creation. The Credit limits are set at customer level as seen below – and governs / limits the total amount of goods or services invoiced to clients. In the screen below you will see that we will activate the Credit Control function at Customer Level. Once the credit limit has been reached, the user will be unable to invoice the client further.
In addition to this you can set the system to Allow / Block or Warn on Customers over their Credit Limits for added flexibility.
Temporary Credit Limits
Should users wish to exceed customer credit limits but still exercise control and discretion by using the Temporary Credit Limit function as seen above. The temporary credit limit is supported by an expiration date for greater control.
The credit block on Overdue Invoices manages the ability to process invoices on Customer accounts with overdue invoices. An overdue account is classified as an account with invoices over their due credit terms. Ie if an invoice was due to be paid at the end of January, the system will disallow invoices processed in February until these overdue invoices are paid. Note that there is an option for the discretionary management for credit control on overdue invoices with the option settings to Allow / Block or Warn on generating sales on accounts with overdue invoices.
We have the option to allow for user / managerial overrides on Credit Block on accounts with overdue invoices at time of processing the Invoice.
Credit Block On Overdue Invoices
This function allows you to Control the processing of sales orders where clients have overdue invoices. You also have the ability to set the function to Allow / Block or Warn on processing orders for clients with Overdue Invoices, as well as the ability to convert these to Sales Quotes on the fly.
Credit Block On Over Credit Limit
This function allows you to Control the processing of sales orders where clients are over their credit limits. You also have the ability to set the function to Allow / Block or Warn on processing orders as required, as well as the ability to convert these to Sales Quotes on the fly.
Include Open Sales Orders in Available Credit
This function sets the available credit display on all Sales Document Processing screens to factor in the value of open Sales Orders for clients who want to view the credit limit as the total exposure to the client. In the screen below you will see we have created a Customer with a credit limit of R2,000 and a Temporary credit limit of R2,500 where we have included the open Sales Order in the available Credit value.
We have the option to allow for user / managerial overrides on Credit Block on accounts with overdue invoices at time of processing the order.
Download the Support Document PDF
This article will explain the use of Salespersons in Palladium from both a Setup as well as a document Processing Point of view. This feature facilitates the ability to have multiple salespersons within a single sales document and also caters for a 3-tier salesperson hierarchy from Account Manager, Regional Manager down to the salesperson on the document. We can also report on the actual user who entered the transaction should this also be required.
There are 3 system settings relating to salespersons as displayed below:
Default Salesperson Selection Method
We have the ability to define whether we will use the Default Salesperson set at a “User” or at a “Customer” level as the default salesperson on the processing document. Using the default by “User” means that the salesperson assigned during the Users Setup will be used when processing sales documents where the latter will use the setup by Customer or Customer delivery address (explained in more detail below).
This function allows you to Block / Allow or Warn on blank Salespersons on sales processing documents where there are no Salespersons setup for that Account. This is more relevant to Freehand Quotes where there are no default Salespersons setup on the “Freehand Account”.
Salesperson Processing by Document or Line
This new feature in Palladium Enterprise V10 allows you to define whether you would like to record the Salesperson for the Document or have the ability to record this by Line item. We would generally allow the recording by line where more than one person is directly involved in the sale.
Item Product Manager Reporting
Should we require the ability to report on Sales or Sales margins by item group or category – we could create a user-defined field for Product Manager and link this person to the Inventory Masterfile and report accordingly through our BI module.
The default Salesperson can be set on the Customer Settings tab as seen below, with an Overriding Salesperson being set at Customer delivery address. What this does is to allow you to now set a default Salesperson per region, that is set once and filtered through to the processing document for ease of use.
All these Salesperson field are available to you in our Palladium BI and can be added to any excel sales report allowing you to report on the Salesperson (manager) on the Main Account, Salesperson set at the Delivery Address, or simply the Salesperson who processed the transaction.
These are all supported by User-defined fields at Customer Account Level, Document Header level and even at Document line level for a pretty muck unrestricted reporting experience.Download the Support Article PDF
The purpose of this article is to explain the use of the applying of Customer Discounts in Palladium Enterprise. The discounts are in the Form of Item Line Discounts and Customer Trade Discounts (Document Discounts).
There are 2 settings relating item discounts as follows:
Item Discount Matrix
The item Discount Matrix is a Discount Matric that is Applied to a Customer Category vs an Item Category.
To set this up go to Inventory / Maintenance / Price Discount Matrix. In the screen below you will see that we have 3 customer categories with 5 Inventory Item Categories, each with their own default item discount value.
When processing a sale for a Customer assigned to the Wholesale Category, the Discounts relating to the respective inventory Category will be applied as seen below.
Item Contract Pricing
This function allows you to set an Overriding Discount per Item Category per Individual Customer or for a Group of Customers based on the value of the Item Sale for that specific item Category.
Item Contract Pricing Setup
To set this up go to Inventory / Maintenance / Contract Pricing. Then select the Validity Date Range for this Special Pricing, then set the price value breaks and overriding discount value for the Inventory Categories. You are not obliged to set the Value Breaks and could have the additional discount apply from the first cent.
In the screen below you will see that we have set an additional discount for Ring Sales between $2000 and $9,999.99 and another from $10,000.
Using the Inclusion / Exclusion function you can include only specific items for the overriding discount, meaning that you could have the special discount relate only to specific items without having to change the Inventory Category as seen below.
The date ranges allows you to set Multiple Pricing Ranges and Variations within the same Discount Matrix Type as seen below. This is the same as the new date-base Customer Pricing in Palladium as seen below as well as on the Trade Discount Matrix below.
Assign Contract Price to Customers
Once we have set up the contract pricing we need to assign the Pricing to a Customer. To do this simply go to Customers / Maintenance / Settings Tab and navigate to the Contract Pricing section as seen below.
When we process a sales document with the value for rings over $10,000 you will see that the discount has increased to 12% for this Customer.
Customer Trade Discounts
These discounts are applied on a per Customer basis and applied as an overall Document Discount. We have 2 Types of Trade Discounts in the form of General Customer Trade Discounts and a Trade Discount Matrix.
To set this up, simply go to Accounts Receivable / Maintenance / Customers / Settings Tab and navigate to the Trade Discount section as seen below and enter the discount value.
Once Set, the discounts will appear on all sub-total of the sales document (net of item discounts above) as seen below.
Trade Discount Matrix
This function is similar to that of the Item Trade Discount Matrix in that it allows for a variable Trade (Document) Discount with the ability to Include and Exclude specific items.
To set up the various Trade Discount Matrix Types, go to Accounts Receivable / Maintenance / Trade Discount Matrix Types. Like we had previously you can set the selected items in which you would like included in the additional “overall” discount structure as seen below.
Assign to Customers
To assign this Matrix to your Customer(s), simply go to Accounts Receivable / Maintenance / Customers /Settings Tab and navigate to the Trade Discount section as seen in an earlier screen assigning the relevant Matrix type.
Once we have setup all we do is to process an invoice with the respective value and the Trade discount will adjust Dynamically as seen below.
Download the PDF of this Support Article