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Shipping Operations
- Order Creation
- Order Management
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Shipping Setups
- Understanding the Parcel API
- Connecting Carriers to Providers
- Understanding Carrier Account Logic
- Configuring Zebra Browser Print
- Configuring Small Parcel Settings
- Using Address Validation
- Connecting Multiple Accounts for the Same Carrier
- Managing Carrier Accounts
- Configuring Fulfillment Invoicing
- Using a Flat File Carrier Integration
- Managing Shipping Carriers
- Configuring a Drop Ship Address
- Managing Ship-to Contacts
- Managing Retailers
- Importing Ship-to Contacts
- Managing Ship Method Mappings
- Managing 3rd-Party-Billing Contacts
- Shipping Hazardous Materials
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Small Parcel Carriers
- Shipping in Small Parcel Suite
- Shipping with Amazon Buy
- Shipping with APC
- Shipping with Australia Post
- Shipping with Canada Post
- Shipping with Canpar
- Shipping with DHL eCommerce
- Shipping with DHL Express (AU)
- Shipping with DHL Express (US)
- Shipping with ePost Global
- Shipping with FedEx
- Shipping with FirstMile
- Shipping With Flexport
- Shipping with Globegistics
- Shipping with Landmark
- Shipping with OnTrac
- Shipping with PARCLL
- Shipping with Passport
- Shipping with Pitney Bowes Cross-Border Delivery
- Shipping with Pitney Bowes Standard
- Shipping with Purolator
- Shipping with RR Donnelley
- Shipping with SEKO Ecommerce
- Shipping with Sendle
- Shipping with Stallion Express
- Shipping with Tusk Logistics
- Shipping with UPS
- Shipping with USPS (BUKU Ship)
- Shipping with USPS (Endicia)
- Shipping with USPS (Stamps.com)
- Shipping with UPS Mail Innovations®
- Shipping with FedEx One Rate®
- Shipping with USPS (Pitney Bowes Expedited)
- Connecting Small Parcel to UPS
- Packing Basics
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Order Processing
- Navigating the Small Parcel Homepage
- Packing in the Small Parcel Space
- Shipping in the Small Parcel Space
- Using High Volume Processing (HVP) with SmartParcel
- Printing Return Labels
- Printing Combo Labels
- Voiding Shipping Labels
- Troubleshooting Blank Shipping Labels
- Creating End of Day Requests (Manifesting)
- Billing Best Practices for Shipping
- International Shipping
Understanding Carrier Account Logic
You can set up carrier accounts in multiple locations within 3PL Warehouse Manager. There are a number of factors that come into play when the system designates a specific carrier account to use with SmartParcel, so it is important to understand the logic behind these account setups.
This article reviews the hierarchy and logic of carrier account configurations.
Guidelines
The locations you can set up carrier account logic include the following:
- Small Parcel Space – Settings > Carrier Accounts
- WMS – Customers > Manage Customers > Edit > System
- WMS – Warehouse > Manage Warehouse > Edit > Accounts
The general logic for these setups is as follows:
- If there is a warehouse carrier account and no customer carrier account, the warehouse carrier information applies to orders as the primary account.
- If there is a warehouse carrier account and a separate customer carrier account, the customer account information overrides the shipping account number on any orders for that customer.
- If there is a warehouse carrier account and a separate customer carrier account, then the warehouse has the option (in Manage Customers) to override the billing 'Account Number' field on an order.
Please note that accounts defined on the Manage Customers and Manage Warehouse page must also be configured on the Small Parcel Settings page for this logic to go into effect.
Small Parcel Settings
If you're shipping through SmartParcel, all account setups should start on the Small Parcel Settings page. (If you're not using SmartParcel, you can continue to the next section.) This page allows you to connect carrier accounts for your warehouse and individual customers. There must be a warehouse account configured here to ship with SmartParcel.
Once you have a warehouse account configured on the Small Parcel Settings page, you can also set up carrier accounts for your customers, which triggers that customer's account information to supersede the warehouse account information on that customer's orders.
If you connect multiple customer carrier accounts, additional logic may apply. Please see Connecting Multiple Accounts for the Same Carrier to learn more.
Manage Customers
Under the System configuration section, you can specify your customer's UPS or FedEx information.
The 'Add Carrier Info to Orders' field allows you to specify which information populates for the billing 'Account Number' on an order:
- Use warehouse account info:Â The system populates the account information defined on the Manage Warehouse page
- Both Prepaid and Third-Party: The system populates the account information defined here for both prepaid and third-party billing
- Prepaid Only: The system populates the account information defined here for prepaid billing
- Third-Party Only: The system populates the account information defined here for third-party billing
When billing prepaid, the carrier bills shipping charges to the shipper's account. With third-party billing, the carrier bills shipping charges to a party other than the shipper or recipient—if you are shipping an order with SmartParcel and billing third-party, you must have a valid account number and zip code defined in the Carrier and Routing section of the order.
If no carrier accounts are defined on this page and you are shipping with SmartParcel, the logic from the Small Parcel Settings page applies.
Manage Warehouse
Under the Accounts configuration section, you can specify your warehouse's UPS and FedEx information.
This information is applied in two instances:
- If you specify to 'Use warehouse account info' under Manage Customers, and
- If you are billing prepaid with 'Third-Party Only' selected under Manage Customers.