Setting up customer-specified carrier accounts for transportation billing

Setting up customer-specified carrier accounts for transportation billing

Introduction

Unless otherwise specified, SureShip™ routes all freight, tax, and duty charges to the shipper's carrier accounts. However, it is possible to set up to bill transportation to carrier accounts belonging to customers, or customer-specified third parties. When a non-shipper account is selected on an order, SureShip™ automatically includes the appropriate billing instructions to charge the appropriate party when processing shipments with API-enabled carriers

This article describes how to set up customer and third-party carrier accounts for transportation billing.

SureShip Customer Shipping Accounts

The SureShip Customer Shipping Accounts form is used to set up carrier account numbers and billing addresses for specific customer ship-to addresses.

A single carrier account may be applied to more than one customer ship-to address, and multiple carrier accounts may be set up for a single customer ship-to address.
To add a new customer shipping account:
  1. Click Create a new object in the current collection.
  • Select the appropriate Cust Num (customer number).
  • Select the appropriate Cust Seq (ship-to address number).
  • Use Bill Transportation To to select whether the account belongs to a receiver (customer) or a third party.
  • For third-party accounts only, enter the appropriate Third Party Country and Third Party Zip.
  • Select the appropriate Carrier Code for the account.
  • Enter the appropriate Carrier Account number.
  • For FedEx Freight® and UPS Freight® accounts only, enter the appropriate account Billing Address information. For all other carriers this information has no impact on API data transfer.
The default billing address assumed by SureShip™ for FedEx Freight® and UPS Freight® is equal to the ship-to address, if the carrier account belongs to a customer, or the bill-to (ship-to 0) address, if the carrier account belongs to a third party. The Billing Address section is only necessary if this assumption should be overridden with some other manually entered address.
  • Set the Default checkbox to the appropriate value. This setting tells SureShip™ which transportation billing scenario to assume by default when orders are created for this customer ship-to address.
  •  Enable the checkbox if the entered Carrier Account number will usually be charged for this customer ship-to address.
  • Disable the checkbox if the entered Carrier Account number will be less commonly used for this customer ship-to address (i.e. another primary account number will usually be charged, or the shipper's carrier account will usually be charged).
  1. Click Save.


References and Related Articles

What is an API-enabled carrier?

    • Related Articles

    • Video: SureShip Customer Shipping Accounts

      This video will cover using SureShip Customer Shipping Accounts: Create multiple Customer Shipping Accounts for each ship-to Use the same list of Customer Shipping Accounts for all ship-tos for a customer Select the Customer Shipping Accounts in ...

    • Setting up shipper accounts: Estes Express Lines®

      Introduction This article describes the form used to set up carrier configurations for Estes Express Lines®, which can then be linked to site configurations. Please contact your Estes account representative for initial setup of these accounts. ...

    • Setting up automatic shipping notification emails

      Introduction Some customers may require tracking/package information or copies of shipping documentation to be emailed before their shipment arrives. SureShip™ can be configured to perform this task automatically for specific customer ship-to ...

    • Setting up shipper accounts: UPS® and UPS Freight®

      Introduction This article describes the form used to set up carrier configurations for UPS® and UPS Freight®, which can then be linked to site configurations. Please contact your AIT Business Services account representative for initial setup of these ...

    • Setting up shipper accounts: FedEx® and FedEx Freight®

      Introduction This article describes the form used to set up carrier configurations for FedEx® and FedEx Freight®, which can then be linked to site configurations. Please contact your AIT Business Services account representative for initial setup of ...