Rate shopping and shipping service selection using the SureShip Console

Rate shopping and shipping service selection using the SureShip Console

Introduction

When a new Bill of Lading (BOL) is created, its initial Ship Via code is inherited from its source order. The SureShip Console can override this setting by rate shopping between carriers and service types, or manually. This step of the packing and shipping procedure occurs after entering shipment information and before tracking number generation/entry.

This article describes how to update ship via codes through carrier service type rate shopping or manual entry.

Verify that the Pack Scan tab is displayed for the correct BOL before proceeding. 

Updating ship vias through rate shopping

  1. Navigate to the SureShip Rates tab and use the Carrier field to generate (or regenerate) service type options in the table below using the options below:
  • Select a specific carrier name to generate their service types.
  • Select "ALLParcel" to generate all parcel service types, regardless of carrier.
  • Select "ALLFreight" to generate all LTL freight service types, regardless of carrier.
  • Select "ALL" to generate all parcel and LTL freight service types, regardless of carrier.
  • Select "EPOST" to generate EasyPost®-compatible service types.


  1. Click Get Rates. The table below will be updated to display each Carrier and Service type that is applicable to the shipment and meets your filter criteria, including associated Ship Via code, Rate (the carrier’s advertised rate), and Neg. Rate (your company’s negotiated rate with the carrier).


Depending on what data is received back from the carrier, certain service types may also display Quote Num, Transit Days, Transit Date, and Transit Time.
  1. Enable the Selected checkbox on the desired Carrier and Service option. The Ship Via code on the selected option will be automatically copied to the BOL’s Ship Via field.


An option with a blank Ship Via indicates a service type that has not been mapped. Service types must be mapped in order to proceed to later steps in the shipping process.
If billing transportation to the customer or a third party, you may select any service type for which the appropriate billing party has a shipping account number set up.
If an option with a Quote Num (freight quote number) is selected, selection will automatically copy it into the Quote field under the Pack Scan tab.
  1. Click Save.


Updating ship vias manually

  1. Select the desired Ship Via from the top of the form.
  2. Click Save.

Next step

Refer to this article for additional information about tracking number generation/entry.

References and Related Articles

Packing, Shipping, and Post-Shipment Overview

Generating and entering tracking numbers using the SureShip Console


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