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Managing transport costs in Sage Sales Management

The Transport Costs feature allows you to display shipping or transport amounts in sales documents using products configured as transport items.

Written by Training

Overview

Sage Sales Management allows you to manage transport costs directly within sales documents by using products configured with the special product type Transport.

This means transport behaves like any other document line, just like a standard product or service, while also being displayed separately in the document summary as additional information.

How this feature works

To use transport costs:

  1. Create or edit a product

  2. Set the product type to Transport

  3. Add the product to a sales document

Once added, the transport line behaves like any other document line:

  • It can have its own unit price

  • It can include discounts

  • It can have taxes applied

  • It contributes to the document total

The difference is that Sage Sales Management identifies this line as transport-related and displays the corresponding amount in a dedicated informational field.

Transport Cost field

The Transport Cost field is displayed outside the standard document footer calculation.

This field:

  • Does not modify the document total calculation

  • Does not replace any document line

  • Helps users quickly identify which part of the total amount corresponds to transport costs

Example

If a transport product includes:

  • Unit price: £3.99

  • Discount: 5%

  • VAT: 21%

Sage Sales Management calculates the final amount including discounts and taxes, and displays the result in the Transport Cost field.

What users will see

Users can:

  • Add transport as a standard document line

  • Apply discounts to transport

  • Apply taxes to transport

  • Easily identify transport-related amounts

  • Keep the standard document calculation unchanged

Configuration

To use this feature:

  1. Enable the corresponding parameter in Admin

  2. Create or edit a product

  3. Set the product type to Transport

  4. Add the product to the sales document

The transport amount will be included in the document total and will also appear in the informational Transport Costfield.

Important considerations

Transport is managed as a standard document line

The Transport Cost field is informational only

Discounts and taxes applied to transport are included in the calculation

The standard document calculation remains unchanged

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