Carrier Rate Group Setup

Video Tutorial:

 

Carrier Rate Group allows administrators to set up the Shipping Services, and Surcharge Setting, and assign all these settings to multiple clients at once. Moreover, UPS MI service can be set up under this page.

The administrator can set up carrier rates for the specified client under the "Client Setup" page. For a detailed explanation, please visit the below articles:

• Shipping Services Setup
• Surcharge Setup
• Shipping Contract Setup

 

Function under this page:

• Review Existing Carrier Rate Group
• Create Carrier Rate Group
• Create Shipping Service
  • UPS Mail Innovations (MI)
  • Others Services
    • Carrier Service Selection Description
• Surcharges
• Create Shipping Contract 
  • Shipping Services
  • Pickup Address
  • Allow Clients to add their own Ship-from Address
  • Assign Clients
• Review the Log History

 

Review Existing Carrier Rate Group

Search Path: Settings  - Management - Carrier Rate Group 

Click "Carrier Rate Group"

 

Input the group name or ID in the search bar and press "Enter" to search 

 

To apply filters for the search, click the "Filter" icon

 

Review the existing carrier rate group

Back to top

 

Create Carrier Rate Group

Search Path: Settings - Management - Carrier Rate Group - Add

Select the "Add" icon

 

Fill in the following required information and click "Confirm" to add (Please see the below notes)

Notes:

• Name （Required） - A Name for this Carrier Rate Group 
• Description - Any information that is important about this Carrier Rate Group 

 

You will then direct to the below page

Back to top

 

Create Shipping Service

• UPS Mail Innovations (MI)
• Other services (FedEx, UPS, Pitney Bowes, and USPS)

Search Path: Settings  - Management - Carrier Rate Group - Shipping Service - Add

Click "Shipping Service"

 

UPS Mail Innovations (MI)

Select "Add"

 

Fill in the information (Please see the below description for service selection)

Carrier Service Selection(UPS MI):

• Services
  • Select UPS MI (Mail Innovation) from the Dropdown Menu (Fuzzy Search Available)
• Account
  • Select the Carrier Account from All the Available Accounts Listed in the Dropdown Menu (Fuzzy Search Available)

• Active Date

  • Select the active date 

• Rate Quote Setup
  • Transportation Charge Markup
• Third Party
  • Billed to third party other than the account holder, yet the third party must own an account.
• Dim Factor 
  • Dim Factor is use to calculate the billable weight, dim factor represents the volume of a package allowed per unit of weight
  • For example:

  • Dim Factor	139
    Package Dimension	10 x 12 x 14
    Billable Weight	(10 x 12 x 14)/139 = 12.1lb

 

 

Click "Download Template"

 

Import the template after completed the template

 

Select "Confirm" 

 

Other services (FedEx, UPS, Pitney Bowes, and USPS)

Select "Add"

 

Fill in the information and click "Confirm" (Please see the below description for service selection)

Carrier Service Selection:

• Services
  • Select the Carrier Service from All the Available Services Listed in the Dropdown Menu (Fuzzy Search Available)
• Account
  • Select the Carrier Account from All the Available Accounts Listed in the Dropdown Menu (Fuzzy Search Available)

• Active Date Setup

  • Select the active date
• Rate Quote Setup
  • Advance Setup can be Activated by clicking the "Switch"
• Advanced Markup Rate Setup
  • Enter the markup rate for advanced setup
  • Advanced setup must be activated to activate the surcharge setup tab
  • Once the Advanced Setup is activated, the user can self-define the markup rate by weight
  • 
  • Set maximum rate to published price
    • If this option is enabled, the rate with mark-up rate will not be higher than the published rate from the Carrier
• Third-Party
  • Billed to a third party other than the account holder, yet the third party must own a carrier account.

Back to top

 

Surcharge

• Advanced Setup MUST be activated to activate the Surcharge Setup
• UPS MI DO NOT have surcharge setup

Search Path: Settings - Management - Carrier Rate Group - Surcharge

Select the "Surcharge" tab

 

Select the surcharge that needs to be setup

 

Setup the markup rates by entering the percentage rate or the addition number and click update to save (Please see the below notes)

Notes:

• Percentage and addition are both available 

Example:		Total Shipping Cost	Total After Markup
Markup (%)	5	$10.00	$10.05
Markup (+)	5	$10.00	$15.00

 

• Set maximum rate to published price
  • If this option is enabled, the rate with mark-up rate will not be higher than the published rate from the Carrier

Back to top

 

Create Shipping Contract 

Search Path: Settings  - Management - Carrier Rate Group - Shipping Contract - Add

Select the "Shipping Contract" tab

 

Select the "Add" icon

 

Select the Payment Type, Shipping Service, Shipping location, and Client (Please see the below notes)

Notes:

Payment Type - The person to bill to 

• Sender
  • Billed to sender
• Third-Party
  • Billed to a third party other than the account holder 

Shipping Services

• These are the Shipping Services that are Created under the "Shipping Service" Section

Pickup Address

• The Assignment of the Available Ship-from Addresses Under Each Shipping Service is Maintained by the Master Administrator. Please Contact Your Administrator to Request the Additional Ship-from Addresses.
• All the Addresses Code listed under "Pickup Address" are the Available Locations to be Chosen from at the "Shipping Location" fields.

 

Shipping Location

• Select from the available services or allow clients to add their own address for this service

Return Location (Optional)

• If your return location is different than your ship-from address, you can select a different return location for the service.

Allow Clients to add their Own Ship-from Address

• Check the box to ALLOW the Client to Create his/her Own Ship-from Address

Client 

• Admin can assign all these Carrier Rates to multiple Clients at a time. Clients that are selected in this section can use these Carrier Rates (Shipping Service, Surcharge, and Shipping Contract)

 

Select  "Confirm" when completed

Back to top

 

Review the Log History

Search Path: Settings  - Management - Carrier Rate Group - Log

Select the "Log" Tab

 

All Log History can be reviewed under this tab

Back to top