Record shipping costs in Rackbeat by creating a shipping product without stock tracking and adding it as a line on receipts and shipments.
Rackbeat does not have a dedicated field for adding freight costs for receipts and shipments. To track freight in Rackbeat, you need to create a product that represents the freight line.
Step 1: Create a Item Group without inventory
Before creating your freight product, make sure it can be assigned to a item group without inventory, so it won’t impact your inventory.
- Go to "Products" and select "Item Groups."
- Click "Create New" to set up a new item group.
- Fill in the name and settings, and be sure to deactivate inventory.
Note: If you already have a item group without inventory, you can use it for your freight product.
Step 2: Create Your Freight Product
Once the product group is ready, you can create a freight product that can be used on receipts and shipments.
- Go to "Products" and click "Create New Product."
- Enter an appropriate name for the freight product, such as "Freight."
- Assign the freight product to the product group without stock tracking.
- Set the unit and optional price, depending on how you want to handle freight costs.
Step 3: Use the Freight Product on Receipts and Shipments
Once the freight product is created, you can add it as a line on your purchase orders, supplier invoices, sales orders or customer invoices to record freight costs.
- On a purchase order, supplier invoice, sales order or customer invoice, add a new line with the freight product.
- Adjust the price or quantity if necessary to reflect the correct freight cost.
With this solution, you can add freight in Rackbeat, even though there is no specific freight field.
