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Collect then Ship

CommercePro Collect then Ship

The payment validation for shipments is a configuration feature that prevents shipment of goods if a customer has an unpaid balance.

If a shipment is attempted on an unpaid order, the system will display an alert message.

To Enable this Feature

  1. Go to the Receivables workspace.

  2. Click Customer Classes, under the Preferences menu.

  3. Select a Customer Class.

  4. Go to the Shipment Control Settings.

  5. Select the Prevent Shipment Creation if there is an Unpaid Balance on SO checkbox.

  6. Select the Shipment Confirmation if there is an Unpaid Balance on SO checkbox.

  7. Click Save.

The Shipment Control Settings can be enabled for specific customer classes.

How to Apply

  1. Review a customer’s order with an unpaid balance.
  2. Create a new sales order for that customer.
  3. Process the order payment.

The system will display an error message preventing the sales order due to the unpaid balance.  

Or, Apply the Rule as Follows:

  1. Create a sales order.
  2. Skip the payment process.
  3. Create a shipment.

Note – The system will display an error message stating an existing unpaid balance.