As a seller in the B2B sector, you might want to use standardized delivery and payment terms to clearly regulate transport costs, transport risks, and delivery location on your documents. For this purpose, you can store customer-specific International Commercial Terms (such as EXW - Ex Works or FCA - Free Carrier) in addresses and use them in documents.
Follow these steps to create delivery terms:
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Go to Administration > Fulfillment > Delivery Terms.
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Click +New.
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Enter a delivery term as text, e.g., EXW.
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Click Save, and then go back to the overview of delivery terms.
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Repeat the steps for additional delivery terms.
You can display the respective delivery term by using the variable {LIEFERBEDINGUNG} on the letterhead (e.g., order or delivery note).
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Go to Administration > System > Basic Settings > Tab Settings > Sub Tab Text Templates.
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Select the appropriate template in which you want to display the element, e.g., Order text above the product table. Check if the variable is possibly already inserted as an element and, for example, is not displayed on your documents because you didn't have a delivery term stored in the document.
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Click in the text field and insert the variable {LIEFERBEDINGUNG}.
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Click Save.
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Create a new document as a draft and check the preview to verify that your change is displayed correctly.
Note
If you want the delivery term to only appear on the document when a delivery term has been selected in the document, use the following element:
{IF}{LIEFERBEDINGUNG}{THEN}Lieferbedingung: {LIEFERBEDINGUNG}{ELSE}{ENDIF}
For more information, refer to the Text Templates.
You can select and save a delivery term in a customer address. The delivery term will automatically be included when creating a document, as long as you have saved the variable for the delivery term in the letterhead settings (as mentioned above).
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Go to Master Data > Contacts and select the desired address.
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Under Master Data, select the Delivery Term field.
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Enter a delivery term, e.g. EXW, and select it from the search.
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Click Save.
You can also enter or change the delivery term individually for an order or delivery note. When creating a new document, the delivery term is automatically taken from the address data if you have saved the variable for the delivery term in the text templates (as mentioned above).
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For an order, go to Sales > Sales Order.
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Click on the desired sales order that you want to edit.
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Go to the payment and shipping data in the sales order and select the Delivery term field.
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Click on Delivery term and select the desired delivery term, e.g. EXW.
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Click Save.
The delivery term will now be displayed in the document.