Maintain Delivery Charges

Do you currently have delivery charges for your goods? Would you like to be able to set up your own delivery charges simply to include in your quotes and/or invoices? Using ConvallisCRM, and following the tutorial below, will show you how to create and maintain your charges. (Please note delivery charges are usually based on the weight of the order.)

1. Select the Products/Services tab.
2. Click the Maintain Delivery Charges button.
3. In the box that appears, click Add.
4. Input a description and a Start Date for the delivery charges.
5. In the row marked with +, input the Weight Range, Minimum spend for free delivery, Cost and a VAT Rate.
6. Click Save, repeat for each weight range until you have what you require.
7. Click Close.

You can edit existing Delivery Charges by selecting the row and clicking Edit or clicking the ... button in the selected row.