Shipping fee, percentage of non-service line items

Kinetic ERP
1

Gang,

Your favorite hemorrhoid (pain in the back side).

We like to include shipping in our quotes to customers. A quick way that our finance lead determined a while back was that shipping is usually 4% of our sales so if we start with a 4% charge we should be close. The trick is we want it to be 4% of tangible goods, so not including services.

We’ve started with a miscellaneous charge of 4%, but that is getting affected by service lines as well.

Anyone else have a shipping charge?

Anyone have an idea of how to automate a shipping charge as 4% of tangible goods with a minimum charge ($44.95)?

1 Like
2

I misread this as taxes; we ran into Texas’ proportional tax on freight last week.

But for your question, no, I can’t imagine anything that sophisticated exists.

You are into BPM territory or perhaps “Automation Studio” (we don’t own it so I’ve never tried it).

3

Definitely a BPM… but just as important will be the process so that the right person/role kicks off the BPM at the right time to create the right fee.

If your “service” parts are part numbers in the part master, then you’ll need a way to differentiate between “tangible” and “intangible” parts so that the BPM can distinguish between them, but other than that it should be fairly straight-forward.

1 Like
4

To exclude the service items, you can filter the BPM / Function to exclude parts that are Non-Stock (Part.NonStock) and include parts that are quantity bearing (Part.QtyBearing).