Shipping Rule
Overview
Shipping Rule — Business Overview
The Shipping Rule is used to define how shipping or delivery charges are calculated and applied to customer transactions in Dafater. It allows businesses to automatically determine the correct shipping amount based on predefined conditions, ensuring consistent, accurate, and transparent delivery pricing across sales documents.
What the Shipping Rule Is Used For
In daily business operations, the Shipping Rule helps you:
- Automatically calculate shipping charges on sales orders, invoices, or delivery-related transactions
- Apply fair and consistent shipping pricing based on order value, quantity, destination, or other business conditions
- Reduce manual effort and errors in determining delivery costs
- Clearly communicate shipping costs to customers before billing
In short, it ensures shipping charges are applied correctly and consistently as part of your sales and accounting processes.
Prerequisites and Setup Requirements
Before using a Shipping Rule, businesses typically ensure:
- Products or services are already set up for selling
- Sales documents (such as quotations, sales orders, or invoices) are in regular use
- The business has clearly defined shipping policies, such as free shipping thresholds or variable delivery charges
Having clarity on your delivery pricing strategy makes the Shipping Rule effective and easy to manage.
Typical Workflow and Business Fit
Define Shipping Rules
The business creates one or more Shipping Rules that reflect its delivery pricing policies.Apply During Sales Transactions
When a sales document is created, the applicable Shipping Rule is selected or applied automatically.Automatic Shipping Calculation
The system calculates the shipping amount based on the defined conditions.Billing and Accounting
The shipping charge becomes part of the total amount charged to the customer and flows into financial records.
This workflow ensures shipping costs are handled early and accurately in the sales cycle.
Key Business Scenarios Where Shipping Rule Is Essential
E-commerce and Retail Sales
Automatically apply delivery charges based on order value or quantity.Wholesale and B2B Transactions
Set special shipping conditions for large or repeat customers.Free Shipping Promotions
Offer free delivery once a customer crosses a specific purchase value.Multi-Region Deliveries
Apply different shipping charges depending on destination or business agreements.Cost Control and Transparency
Ensure shipping costs are properly recovered and clearly shown to customers.
Important Considerations for Users
- Keep Shipping Rules simple and aligned with your pricing strategy to avoid confusion
- Regularly review rules to reflect changes in logistics costs or business policies
- Ensure users understand when and how a Shipping Rule is applied during sales
- Avoid overlapping rules that could lead to incorrect shipping charges
Summary
The Shipping Rule is a critical business tool in Dafater that ensures shipping charges are calculated consistently, accurately, and transparently. By defining clear delivery pricing rules, businesses can streamline sales operations, improve customer trust, and maintain better control over logistics-related costs.
Specify conditions to calculate shipping amount
Basic Information
- Module: Accounts
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| label | Shipping Rule Label | Data | ✓ | - | Name identifying this shipping rule for business use |
| disabled | Disabled | Check | - | Disable to stop applying this shipping rule | |
| shippingruletype | Shipping Rule Type | Select | Selling, Buying | Defines whether rule applies to selling or buying transactions | |
| company | Company | Link | ✓ | Company | Company where this shipping rule is applicable |
| account | Shipping Account | Link | ✓ | Account | Accounting ledger used to record shipping charges |
| cost_center | Cost Center | Link | ✓ | Cost Center | Cost center to allocate shipping expenses |
| calculatebasedon | Calculate Based On | Select | Fixed, Net Total, Net Weight | Basis for calculating shipping charges | |
| shipping_amount | Shipping Amount | Currency | - | Fixed shipping amount when applicable | |
| conditions | Shipping Rule Conditions | Table | Shipping Rule Condition | Conditions controlling when this shipping rule applies | |
| countries | Valid for Countries | Table | Shipping Rule Country | Countries where this shipping rule is valid |
Child Tables
Shipping Rule Conditions (Shipping Rule Condition)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| from_value | From Value | Float | ✓ | - | Starting threshold value for applying this Dafater shipping condition. |
| to_value | To Value | Float | - | Ending threshold value for applying this Dafater shipping condition. | |
| shipping_amount | Shipping Amount | Currency | ✓ | Company:company:default_currency | Shipping charge applied by Dafater when condition criteria is met. |
Valid for Countries (Shipping Rule Country)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| country | Country | Link | ✓ | Country | Country where this shipping rule is applicable |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Sales User | ✓ | |||||
| Accounts Manager | ✓ | ✓ | ✓ | ✓ | ||
| Accounts User | ✓ | |||||
| Sales Master Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Delivery Note | Linked from | Stock |
| POS Invoice | Linked from | Accounts |
| Purchase Invoice | Linked from | Accounts |
| Purchase Order | Linked from | Buying |
| Purchase Receipt | Linked from | Stock |
| Quotation | Linked from | Selling |
| Sales Invoice | Linked from | Accounts |
| Sales Order | Linked from | Selling |
| Supplier Quotation | Linked from | Buying |
| Account | Links to | Accounts |
| Company | Links to | Setup |
| Cost Center | Links to | Accounts |