Freight - 3rd Party Shipping with Single Use Accounts
Introduction
printIQ supports both single-use and pre-configured third-party shipping accounts, allowing customers and internal users to specify alternative billing accounts for freight. This feature ensures accurate shipping charge allocation—whether it's using a client's FedEx or UPS number or routing billing to a franchisee.
When a 3rd party shipping option is selected, the shipping pricing in printIQ will be displayed as $0.00.
To configure and use third party shipping in printIQ, you must first have an account with and have set up integration to that same freight provider that your customer uses.
Once FedEx and / or UPS Shipping Integration has been configured it will be available to be set up with 3rd party shipping accounts against the ‘Customers Details’.
At the time of this document written, we currently offer 3rd party integrations to FedEx and UPS
Setup and Use
Once freight integrations have been configured, they will appear in the Shipping Integration section on Customer Details.
Refer to KB documents:
None, one or both integrations can be enabled on a customer by customer basis with their account details.
FedEx and UPS require different information.
FedEx requires just an account number while UPS requires an Account number as well as the billing accounts' Post (Zip) code.
The 'Name' field is an identifier field in Customer Details only and plays no part in the 3rd party account usage.
Each Integration allows for none or one 'default' account
The credentials required for the Customers 3rd party shipping integration differs from the systems’ own shipping integration, insofar as we do not require the customers API credentials, but simply require their ‘Account Number’ and the ‘Billing Address’ (for UPS accounts) for that account with the shipping company,
to validate the connection from printIQ.
Enable 3rd Party Shipping Integration
To enable Shipping Integration for a customer, simply set the switch to ‘On’ which will expose the required configuration fields.
- Select 3rd Party Account as the ‘Type’
- Enter the customer’s account number (supplied by the customer)
- For UPS, enter their Shipping Accounts Billing Address (supplied by the customer). This must match the billing address held by the shipping company for them to validate the rating call.
Settings
There are two settings relating to third party shipping and its use.
At the Customer level there is the Always Show Third Party Shipping on Freight...
This will present the third party shipping options at quote time to qualifying users on quotes for this customer, even if the customer does not have any third party shipping accounts configured.
In this case, it will show with the option 'Use our account instead' selected by default.
This setting is also available in the Freight section in Admin => Settings where it can be enabled at at the system level.
When enabled at the system level, it will show on all quotes to qualifying users.
Also in the Freight section in Admin => Settings, this setting sets which user 'types' can enter Third Party Shipping Accounts
Options for this setting are:
None - Users cannot enter third party shipping details, but will be able to select from existing accounts set against the customer.
Staff Users - Only users defined as Staff users will be able to enter third party shipping account details in the freight sessions.
All Users - Both Staff and Customer users will be able to enter third party shipping account details.
'Default' Third Party Accounts
When an account on the Customer Details screen is flagged as the 'Default' account for a particular freight integration for that customer, the freight sessions will show the Freight Providers name in the radio button options.
A customer with no default account set on any freight integration will present the following...
Selecting 'Enter third party account' will list any accounts saved against the customer...
If a FedEx account was set as a default in Customer Details...
The default FedEx option is included in the options in the freight session...
If a default FedEx and UPS accounts are set, both will show on the radio button...
Using Third Party Accounts
When the setting Always Show Third Party Shipping on Freight is enabled (either at the customer level or system-wide) and no third party accounts accounts have been configured for the customer, the option to 'Enter third party account' is presented with the default option 'Use our account' pre-selected...
In this case, freight is going to price using the company's default shipping rates.
If the user has shipping credentials to enter for this particular order, they can be entered by selecting the Enter third party account option above.
When selected, an Account Number text box appears...
If a 6 character account number is entered, printIQ treats that as a UPS account number and presents the Carrier selector and Billing Zip Code fields...
The Carrier selector field is limited to FedEx and UPS, as both are configured in freight integration.
If the carrier is set to FedEx an account number greater than 6 characters is entered, the carrier will default to FedEx and no Billing Zip Code field is displayed.
The Save Account Number tick box allows the user to save the Third Party Account details against the Customer Details for use in future quotes.
If Save account number is not ticked, the shipping credentials will be considered to be 'Single Use' and will not be available to users to select. They can however be re-entered again if needed.
The Apply button will apply the account number and carrier to the freight session, and, if Save account number is selected, will save the details to the customer details for future use.
When a customer has multiple accounts configured, select the 'Enter third party account' to either select an existing account or add a new third party account.
Existing account numbers will show under their relevant supplier...
When an account is selected or enetered the rating from that supplier will show as $0.00...
Other shipping options will still show and can be selected at any time.
They will be priced as per the freight integration.
When creating the consignment, the third party details can be changed in the Create Consignment modal...
When quoting for a customer with 3rd Party Shipping enabled, on the checkout screen you will see an option to use the ‘Customer’s Account’ or ‘Our Account’:
After creating a job from the quote, the product is dispatched by creating the consignment in the same way as any other delivery.
The details from the quote are reflected here showing $0.00 charge and the Delivery Type being UPS from the Customer’s account:
After clicking ‘Create Consignment’, you again have the option to change it from your customers shipping account to your own Shipping Account.
This only updates this delivery on the job.
The option allows you to switch the account to be charged for this delivery, it does not allow you to select a different carrier.
For that you would need to edit and update the delivery details.
Any other deliveries on the job are left unchanged.
After creating the delivery, the shippers dispatch note can be downloaded and printed:
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