How do I use the Free Freight Threshold feature?
The Free Freight feature is useful if you have a Vendor that agrees to waive your freight charges if your Purchase Order is issued for a certain value of goods.
For example, your Vendor might agree to waive the freight charges if you purchase $2,000 worth of inventory from them. This feature will tell you how close you are to qualifying for free freight.
1. Set Up the Vendor Record
- Navigate to Purchasing ➤ Vendors.
- Open the Vendor record that you want to change and go to the Account Info tab.
- Enter an amount greater than 0 in the Free Freight Threshold field.
- Click OK to save.
2. Purchase Order entry
2.1. No line items entered yet
Enter the Vendor Name on the PO and you'll see a message in red text pertaining to the Vendor's Free Freight Threshold.
In this case, the vendor is will not charge a freight fee if we purchase at least $2,000 worth of goods.
2.2. Line item total is less than the threshold
As line items are entered, the red text message will update to display the amount still needed in order to qualify for free freight.
The PO is still $500 short of the threshold.
2.3. Line item total equals the threshold
When the free freight threshold is met (or exceeded), the message will change to green text to indicate the PO now qualifies for free freight.
The system will not automatically zero out any freight charge that has already been entered. You'll need to do that manually.
