Shipping & Packaging is a product for charges related to shipping and packaging of an item. It is stored in Products & Modifiers, in the Digital / Vinyl and Electrical Fabrication categories. The Sales Form records the shipment description, package count, size, weight, carrier cost, and markup. The Pricing card uses Custom. The same Sales Form is used when Shipping & Packaging is added on an Estimate or Order.
Where to Find Shipping & Packaging
Navigate to System Settings / Components / Products & Modifiers.
1. Open Shipping & Packaging.
What Shipping & Packaging Includes
a. The name is Shipping & Packaging. The categories are Digital / Vinyl and Electrical Fabrication. The description is Charges related to Shipping and Packaging of an Item. The name on Customer documents is Shipping & Packaging.
b. Pricing is the method Calculate uses. On this product the method is Custom.
- For the fields on this card, see Product Details.
- For how each method calculates, see Understanding Market-Based vs. Cost-Plus Pricing, Cost Based Pricing, and Market Based Pricing.
- For tables, minimums, and fees, see Markup and Margin Pricing Tables and Product Minimums and Fees.
c. Product Settings holds lead time, Order Entry visibility, and form defaults.
d. Linked Components are the material and modifier this product can use.
e. Accounting & Tax assigns income, expense, and tax. On this product the card is Configured. Income uses Single Income Allocation and 4000 • Income. Expense uses Single Expense Allocation and 5000 • COGS. The Taxability Code is Service.
- For the fields on this card, see Product Details.
- Taxability Codes are managed at System Settings / Accounting / Taxability Codes. See Taxability Codes.
Product Settings
Product Settings holds the defaults that follow the product onto an Estimate or Order. The card shows how many settings are saved.
a. Hide in Order Entry, when on, keeps the product out of the Estimate and Order list without deleting it. On this product it is off, so Shipping & Packaging can be added to a line.
b. Lead Time (Days) is the number of days Orders use when calculating a production due date. On this product it is 0.
c. Defaults fills the starting Markup % when the product is added. On this product the markup default is 100%. Shipping Description has no default text. The form version on this product is Std Version 2.5.
d. Include Standard Options (DCG) is checked, so Add Packaging appears on the Sales Form.
Note: Default Line Item Category and Default Workflow are optional starting values. On this product both are unset.
- For every setting on the card, see Product Details.
Linked Components
Linked Components are the material and modifier the product is allowed to use. The card counts linked rows and unlinked rows.
Note: On this product the count is 2 linked and 0 unlinked. A shop links its own catalog.
a. The material is Shipping Costs.
b. The modifier is Add Packaging (Packaging). That option appears on the Sales Form as Boxes / Tubes and Packaging Materials. Each asks for a material, Items Each, and Material Total. Vendor Inventory is available after a material is selected. Boxes / Tubes also includes its own Shipping Weight Details.
- For how to link or unlink a component, see Linked Components.
- For how a modifier differs from a product, see Products vs. Modifiers.
Shipping Weight Details
The Sales Form also records Quantity, Shipping Description, Items Per Package (ea), and Total Items Shipped (ea). Shipping Cost $ is the carrier charge. Markup % is the markup applied to that cost. On this product the starting markup is 100%. Margin % is calculated from the markup and cannot be edited. Shipping Price $ is the price after markup.
Shipper's Website lists links that open FedEx, UPS, DHL, and USPS.
a. Width (in) is the package width.
b. Height (in) is the package height.
c. Length (in) is the package length.
d. Actual Weight (lb) is the weight of the package on a scale.
e. Dimensional Weight (lb) is calculated from Width (in), Height (in), and Length (in).
f. Shipping Weight (lb) is the weight the form uses for the shipment. In this example the package is 12 in by 12 in by 18 in and the actual weight is 8 lb. Dimensional weight is 18.65 lb, and shipping weight is 18.65 lb.
Review the Price
1. Click Calculate.
a. Material in Cost Breakdown is the shipping cost. In this example it is $25.00. Total Cost is $25.00.
b. Markup in Price Breakdown is the amount added from Markup %. In this example markup is +$12.50. The bar shows Cost, Markup, and Other.
c. Unit Price is the price for one. The line total is Unit Price times Quantity.
Note: Calculate prices the current Sales Form with the method on the Pricing card. The amounts below are one example: quantity 1, shipping cost $25.00, and markup 100%. Material and Total Cost are $25.00. Markup is +$12.50. Unit Price and the line total are $50.00. Margin % on the form is 50%. A different cost, markup, or quantity produces a different price. Click Calculate again after the form changes. The button label then reads Recalculate. The note under the price reads: This pricing estimate uses the default pricing tier. Explain this price opens Cora AI for Pricing.
Note: The same Sales Form is used when Shipping & Packaging is added on an Estimate or Order.
Frequently Asked Questions
1. What is the difference between Shipping & Packaging and the Packaging modifier?
Answer: Shipping & Packaging is the Product. It has the Sales Form for the shipment description, size, weight, cost, and markup. Packaging is a modifier. On this product it is linked as Add Packaging and adds Boxes / Tubes and Packaging Materials to that form.
2. Why does search show more than one row for shipping or packaging?
Answer: Shipping & Packaging is the Product with this Sales Form. Search can also list (Old) Shipping & Packaging and the modifier named Packaging. Open Shipping & Packaging.
3. Does Shipping & Packaging have to use 100% markup?
Answer: No. 100% is the Markup % default saved in Product Settings. The value on the Sales Form can be changed. Calculate uses the method on the Pricing card, which is Custom on this product, and the values on the form.
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