Accurately managing shipping fees is essential for precise billing and customer satisfaction. Katana allows you to add, edit, and manage shipping fees directly within sales orders (SOs), ensuring transparency and control over shipping expenses.
Adding a shipping fee to a sales order
Access the SO:
Navigate to the Sell screen.
Click on the Sales orders tab.
Select an existing SO or create a new one.
Add shipping fee details:
In the Shipping fee section, enter the following:
Description: Specify the type of shipping or any relevant details.
Cost: Input the shipping cost (excluding tax).
Tax: Select the applicable tax rate for the shipping fee.
Note: The Cost field is mandatory. If the shipping is free, enter 0.
Editing a shipping fee
To modify an existing shipping fee:
Click on the respective field (Description, Cost, or Tax) within the Shipping fee section.
Make the necessary changes.
Changes are saved automatically.
Important: Shipping fees can only be edited while the SO is in Open status. If the SO has been marked as Delivered, you'll need to revert it to Open status to make changes.
Deleting a shipping fee
To remove a shipping fee from an SO:
Click on the bin icon next to the shipping fee entry.
The shipping fee will be deleted immediately.
Totals and subtotals
At the bottom right of the SO screen:
Subtotal (Tax excluded): Displays the total cost of line items, excluding tax.
Shipping fee (Tax excluded): Shows the shipping cost without tax.
Tax: Combines both product and shipping tax.
Partial deliveries
Katana supports only one shipping fee per SO.
Multiple shipping fees for partial deliveries or multiple fulfillments are not supported.
Exporting shipping fees
When exporting SOs (e.g., to .csv or .xlsx formats), the shipping fee is included as a line item.
This ensures comprehensive financial records and facilitates integration with accounting systems.
Importing shipping fees via ecommerce integrations
Shipping fees can be imported automatically from ecommerce platforms like Shopify, WooCommerce, and BigCommerce.
To enable this:
During the integration setup, select the Import shipping fee option.
For detailed instructions, refer to the integration guides:
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