Manually Adding Free Shipping to an Order – Web Client Help Center

Based on the free shipping rule definition, an inventory product order can qualify for free shipping:

Because the ship-to customer is a member.
Because of the order amount.
Because the order date of the order.
Because of a market code or coupon.

If the Only for Online/Mobile Orders toggle is set to YES on the Free Shipping Defaults screen, free shipping functionality cannot be used in the Desktop or Web Client.

In the Desktop and Web Client, the system calculates whether an order qualifies for free shipping only once – on save of the order. If you save after every order line, you will need to apply the free shipping manually. If order lines are added after the order has been saved, and the order did qualify for free shipping, then new order lines eligible for free shipping automatically qualify for free shipping.

Free shipping can be applied to an order as long as no order lines eligible for free shipping have been shipped and, therefore, invoiced.

When free shipping is automatically applied to an INV order line, you can view the shipping amount that would have been charged for the order line had the order not been given free shipping from the Line Item Details screen.

You can manually add free shipping to an order by selecting a free shipping definition. If free shipping is added manually, the system will not enforce free shipping qualification rules; rather, the user will be given a soft warning but the user can opt to keep free shipping on the order. The free shipping will be applied to each order line with a product that is eligible for free shipping that has a shipping fee.

If the order did not qualify for free shipping when the order was initially created and if you want new order lines added later as well as existing lines in the order to get free shipping, you must add the free shipping manually.

To manually add free shipping to an order:

Open the appropriate order in Order Entry.
Expand the Master Order Information section, as shown below.
Set the Manual Free Shipping toggle to YES.
The system searches for a free shipping rule in which the current order's Order Date falls between the Free Shipping From and Free Shipping Through date. The system populates the Free Shipping field with the ID of the free shipping rule.

If a shipping surcharge has been defined for the INV product, the surcharge will NOT be removed from the order line when free shipping is manually applied. The regular shipping fee will be waived. If an override shipping fee has been defined for an inventory product, you should set that product as not eligible for free shipping.