Versions Compared

Old Version 4

changes.mady.by.user Megan Stanage

Saved on

compared with

New Version Current

changes.mady.by.user Megan Stanage

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can set up carrier customer accounts if you need to bill shipments to a third-party based on the carrier used.

You can view and edit these account numbers from the customer or from the sales order.

Customer

You can view and/or edit the Carrier customer account number in two places on the customer:


You cannot have two records with the same carrier and the same delivery location

account number per carrier.

The Delivery Location for new account-level records defaults to is blank by default. 

Expand
titleAccount Level

Account Level

Sales and marketing > Customers > All customers 

Click the Carrier customer accounts button on the General tab of the All Customers form to configure third-party account numbers for each shipping carrier.

Image RemovedImage Added


The account-level list displays all configured customer accounts.

Enter the third-party account number in the Carrier customer account number field to tell the system which account number to charge when shipping with the specified carrier.

Image RemovedImage Added


At the account level, you can set up one delivery location per customer per carrier.

Note
titleImportant


Expand
titleAddress Level

Address Level 

Sales and marketing > Customers > All customers < select a customer account < select Advanced from the More Options drop-down list in the Address FastTab

Click the Carrier Customer Account button on the ribbon of the Manage addresses form to configure third-party account numbers for each shipping carrier.

Image Modified


Enter the third-party account number in the Carrier customer account number field to tell the system which account number to charge when shipping with the specified carrier.

Image Modified


At the address level, you can set up more than one delivery location per customer per carrier.

You can then add a carrier customer account number for each delivery location. This allows you to have several carrier customer accounts for a single customer.

Info
titleNote
  • The system uses the most-specific record configuration. 
  • Address is more specific than account.
  • If you have two records set for a customer, one with a delivery location and one without, the system uses the record with the delivery location for that customer each time. 


Navigate back to the Carrier customer accounts form accessed from the All Customers form to view all configured accounts, including account-level and address-level accounts.

Sales Order

You can view and/or edit the Carrier customer account number in two places on the Sales order details form:

  • Sales order header section in Lines view
  • Transportation section in the Header view