Easypost - Pass shipment charges through to the customer
When using Easypost to process shipments, the system has the ability to pass the freight charge through to the Sales Order freight field.
Most carriers offer three rates:
- Retail: This is the standard rate that is charged if a package is shipped via the carrier's retail store. This rate assumes no account with the carrier and is usually the highest amount of these three prices.
- List: This is the account holder's non-negotiated rate with the carrier. This is usually the middle amount of these three prices.
- Account: This is the account holder's negotiated rate with the carrier. This is the rate that will be charged by the carrier and is usually the lowest amount of these three prices.
The setting that is selected in System Setup will be the rate that is charged to the customer.
Setup
- Navigate to Administration -> System Configuration.
- Select Sales Document from the drop-down menu.
- Find the setting Ship: Use Shipment tab Freight Charges and double-click to set this to True.
- Click OK to save.
Process a shipment
Follow the normal steps to process a shipment via the Easypost integration.
The Freight charge will auto-populate based on the Carrier & Service that is selected. You can also enter any Insurance, Handling or Accessorial charges.
This feature still works even if you have a manually entered shipment that was not processed via Easypost.. The system will allow you to manually enter these charges and the charges will be passed through to the Sales Order freight field in the same manner below.
The Total Charge amount from the shipment screen will be populated in the Sales Order totals area when the shipment is saved.
A note about carrier accounts
Please note that this feature only works when you're using your own company's carrier accounts.
If the order is set to either "Bill Receiver" or "Bill Third Party", the system assumes you aren't going to charge the customer for freight since either the customer or a third party has already agreed to pay for it.
