📊 Shipping Log
Norris Utilities® — Fulfillment Tracker
3
Today's Orders
1
Shipped
1
Processing
1
Pending Pickup
1
CC + 4% Flag
Status Key
Shipped
Tracking confirmed, in transit or delivered
Processing
Order received, preparing for shipment
Pending
Awaiting pickup or carrier confirmation
Invoiced
QB invoice created (tracking + cost confirmed)
CC +4%
Credit card surcharge applied
| Order Date | SD# | Customer | Product | Qty | Ship To | Tracking # | Carrier | Ship Cost | Billed Customer | Payment Method | QB Invoice # | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 06/19/2025 | SD-2025-0619A | Sheffield Utilities | FlexPro Armor — NU-BC-2851 (2-Man, 28"×51") | 2 | Sheffield, AL 35660 | 1Z999AA10123456784 | UPS Ground | $47.00 | $52.00 | Net 30 | INV-1247 | Shipped |
| 06/19/2025 | SD-2025-0619B | EPB Chattanooga | FlexPro Armor — NU-BC-2851-C (2-Man Combo) | 4 | Chattanooga, TN 37402 | Awaiting pickup scan | FedEx Ground | Pending | Pending | Credit Card CC +4% | Blocked — no tracking | Processing |
📋 Order-to-Invoice Workflow
- Order received — assign SD# and enter in Shipping Log
- Product pulled and packed at warehouse
- Carrier scheduled — update Carrier column
- Package scanned — enter Tracking # immediately
- Shipping invoice received — enter Ship Cost
- Calculate Billed Customer using formula: ROUNDUP(ROUNDUP(RegCost, 0) × 1.10, 0)
- Only after Steps 4 + 5 complete → create QB Invoice
- Enter QB Invoice # and update Status to Invoiced
💳 Payment Method Rules
- Net 30 — Standard terms for established utility accounts
- Credit Card — Always apply +4% processing surcharge
- CC surcharge must be itemized on QB invoice as separate line
- Flag all CC orders visually with ⚠ CC +4% badge
- Prepaid orders — mark as "Prepaid" and note payment date
📦 Shipping Cost Formula
- Customer Cost = ROUNDUP(ROUNDUP(RegCost, 0) × 1.10, 0)
- Round the carrier's regular cost up to the nearest dollar first
- Multiply by 1.10 (10% handling markup)
- Round result up to the nearest dollar
- Example: Carrier charges $42.37 → $43 → $47.30 → $48.00 billed