How to change a WEB order from pick-up to Shipping in Business Central

1. Check the cost to ship the client’s order here: https://www.entripy.com/policies/shippinginfo

2. Let the client know how much it would be to ship their order after tax using the provincial taxes doc

3. Advise the client that we will email them and our Finance team to sort out payment to be able to ship the order out. 

4. In the Web Orders mailbox in HelpScout, email the below to the client with AR CC’d:

   Subject:  WEB_____ - Switch from pick up to shipping

   
   

   CC:  ar@entripy.com

   Body (This Canned Response is in the Web Orders HelpScout Mailbox as Changing order from pick up to shipping

   Hi ,

   Thank you for reaching out to us today regarding switching your order WEB12345 from pick-up to shipping. As discussed, the cost to ship your order would be $____ after tax.

   I have CC’d our finance team on this email. Payment options are listed below for your reference.

   1. Interac e-transfer to ar@entripy.com. No password is required as we are set up for auto-deposit. However, please include your order number in the memo field.

   2. Credit card (Visa/MasterCard/Amex) –  We will send over a secure payment link shortly in a separate email for you to fill out.

   3. Electronic Bank Payment (EFT / Wire) - information attached.  **** Please ensure remittance notification is sent to ar@entripy.com, referencing the order number.

   If you have any questions, feel free to contact our Finance Team at ar@entripy.com or by phone at (289) 201-1858.​

   Once payment has been made, your order will be switched to ship out via UPS Standard. In order to ship the order today, payment must be made by 3:00PM EST.

   Please let us know if you have any questions, and we would be more than happy to assist further.

5. Add a user note to the order in Business Central: “Client requested to switch from pick up to shipping. Emailed client with AR CC’d to handle payment. See HS#____”

6. Change the Shipment Method Code for the order to HOLD in Business Central:

7. Take a screenshot of the updated shipping method and post in the Logistics Ship channel advising that you've updated the shipping method for the order to a Hold until Finance can sort out payment. Tag Logistics Ship and Chelsea Cruttenden.

NOTE:  Business Central's Shipment Method 'Agent' or 'Agent Service' is NOT to be updated with the shipping method or charge until AR has confirmed that they have received the payment from the client. At this point, AR will update those fields and advise the Shipping Team accordingly.