Introduction

If the Items in your order include Shipping and/or Tax, the Shipping and Tax page will open first when you click Apply Payment on a Sales Order.

Shipping Address:

You’ll select your Shipping Address in the Shipping Address section. All of your Known Addresses will display in this section with your Default address selected. click the address you wish to use for your Shipping Address using the radio buttons.

If you need to create a new address, click the + New Address button and enter your new address information in the modal that opens. More information on creating new addresses is available under Known Addresses.

Shipping Methods:

You will select Shipping Methods for the applicable Items in your order in this section. For each of your Items listed, select a Shipping Method. The Shipping amount will display in the Amount column.

You can edit the Amount for Shipping by clicking the field and typing a new amount. The Shipping total in the Order Summary section will update to reflect the change.

Tax Address:

You’ll select your Tax Address in the Tax Address section. All of your Known Addresses will display in this section with your Default address selected. Select the address you wish to use for your Tax Address using the radio buttons.

If you need to create a new address, click the + New Address button and enter your new address information in the modal that opens. More information on creating new addresses is available under Known Addresses.

Order Summary:

The Order Summary displays a summary of the total for the Sales Order. This can include the following:

  • Subtotal: The combined price of the Items in your order (not including Tax and Shipping costs).

  • Shipping: The total cost of shipping for your order.

  • Tax: The tax calculated for your order. This may change depending on the Shipping or Tax address you select.

  • Total: The total combined amount of the Subtotal, Shipping, and Tax.

When you’ve configured your options for Shipping and/or Taxes, click Continue to move on to the Apply Payment Page .