Packaging and Despatch set up the packing and delivery costs for standard estimates.
A Packaging setup holds how many items or kilograms go in a parcel, how fast parcels are packed, and the packing materials.
A Despatch setup holds a delivery option's cost per kilogram and fixed cost.
The setups are on the Packaging and Despatch tabs of the Setups screen. On a Quotation, you then add packaging and delivery to a standard (Printing) estimate on its Despatch tab (see Packaging and Delivery on an estimate).
Navigation
Main Menu > Setup > Packaging, or Main Menu > Setup > Despatch
The setup's name in the lookup list, for example, Shrink wrap or Box.
Description
The description copied to the estimate. Click Copy Lookup to copy the Lookup name.
Parcel specification: Kg/parcel or Qty/parcel
How a parcel is filled: by weight or by the number of items. The number of parcels on an estimate is worked out from this.
Provider: Cost Centre or Supplier
Who packs the parcels. The Cost Centre's Rate/hr comes from the Cost Centre.
Production time/cost: Parcels/hr, Cost/parcel
How many parcels are packed in an hour, and any cost per parcel.
Material
The packing materials, for example, boxes or tape. Select a material and click Add, then enter its Setup Qty and Unit Qty. The list also shows the Selected Unit and Unit. Use the Menu (...) column on a material to delete it.
Quotation > Open a standard (Printing) estimate line > Despatch (tab)
Info
An estimate can have several packaging and delivery lines. For example, shrink wrap half the job for local delivery and box the other half for a courier to another destination. If you deliver several jobs together, you can leave packaging and delivery off the estimates and add the delivery cost as a separate item on the Quotation.
On the estimate's Despatch tab, select a Packaging setup and a Destination (a Despatch setup), then click Add.
The arrow on Add also offers Add Custom Item (a line that is not from a setup) and Add & Edit (adds the line and opens it).
The tab lists the packaging lines and the delivery lines.
Column
Description
D
Whether the line is added to the estimate's description.
Packaging, Delivery
The line's description.
Provider
The Cost Centre or Supplier.
Qty, Kg, Parcels
What is packed or delivered.
Direct, Adjust, Total
The direct cost, the line's adjustment and the line total.
Menu (...)
A submenu with these options:
Edit Item
Delete Item
Delete all Items
Double-click a line to open the Packaging and Delivery screen. This screen is not in Setup: it holds the packaging and delivery for this estimate only, copied from the setups. It has two tabs.
