Learn more about adding your team's shipping account numbers and your client's shipping account numbers to your purchase order’s shipping details.
On this page:
How to add, edit or remove your team's shipping account numbers
How to add, edit or remove a client's shipping accounts numbers
Using 3rd party shipping accounts
How to add, edit or remove your team's shipping account numbers
To add your team's shipping account numbers:
- Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
- Click the Setup section
- Click the Shipping Accounts tab on the pop-up window
- Click + Add New
- Type an account name in the "Account Name" field
- In the "Courier" field, select UPS, FedEx, Other
- In the "Account Number" field, type your account number
- In the "Postal/Zip Code" field, type the postal/zip code of the billing address on the account
- Click Add
Users need permission to Manage users, billing, and company settings to make adjustments to shipping accounts.
To edit your team's shipping account numbers:
- Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
- Click the Setup section
- Click the Shipping Accounts tab on the pop-up window
- Click in to and update the account number you'd like to make changes to
To remove your team's shipping account numbers
- Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
- Click the Setup section
- Click the Shipping Accounts tab on the pop-up window
- Click the icon beside the shipping account you'd like to remove
- Click Delete in the pop-up window
How to add, edit or remove a client's shipping accounts numbers
You can add a client's shipping account numbers directly through the:
Add a client's shipping account numbers through the project's shipping tab:
- In a project's shipping tab, click to Edit the product
- Check the box next to Sample Order to indicate to the supplier if this is a sample PO (optional)
- Enter the in-hands date, ship-to details, address, and supplier notes (if applicable) as normal
- Select the "Shipping Account" drop-down and choose Client's Account
- Select the "Shipping Method" drop-down and choose your preferred shipping method (this will filter the available 3rd party shipping accounts to only show accounts via that shipping method)
- Select an existing Client account or click the "+" to add a new 3rd Party Shipping account to your client's profile
- If the client doesn't have a shipping account number, enter the required details (Courier, account name, account numbers, postal/zip code) in the "Add Third-Party Shipping Account" pop up
Add, edit, or remove a client's shipping account numbers through their client page:
- In the client's page > shipping accounts list, click the Add Account button
- Type an account name in the "Account Name" field
- In the "Courier" field, select UPS or FedEx
- In the "Account Number" field, type the client's account number
- In the "Postal/Zip Code" area, type the postal/zip code of the billing address on the account
- Click Save
To edit a client's shipping account numbers:
- In the client's page > shipping account list, click the beside the shipping account you'd like to edit
- Make changes as needed
- Click Save
To remove a client's shipping account numbers:
- In the client's page > shipping account list, click the beside the shipping account you'd like to remove
- Click OK in your browser pop-up
Using 3rd party shipping
To use 3rd party shipping accounts:
- In a project's shipping tab, click to Edit the relevant product
- Check the box next to Sample Order to indicate to the supplier if this is a sample PO (optional)
- Enter the in-hands date, ship-to details, address, and supplier notes (if applicable) as normal
- Select the "Shipping Method" drop-down and choose your preferred method (this will filter the available 3rd party shipping accounts to only show accounts via that shipping method)
- Select the "Shipping Account" drop-down and choose either Client's Account, Supplier's Account, or Our Account
- Select an existing account from the drop-down below, or, for client accounts, click the "+" to add a new 3rd Party Shipping account to your client's profile
- Enter Shipping Quote - enter the shipping quote from your rep (Supplier's accounts only)
- Supplier's Account - ships on the supplier's account number.
- Our Account - ships on your team's account; select the desired account from the drop-down.
- Client's Account - ships on your client's account; select the desired account from the drop-down.
Shipping methods are pulled directly from the supplier's system, not through your team's Admin settings. Contact the supplier directly to set up customized shipping methods and confirm which method in the "Shipping Method" drop-down menu corresponds with your custom method/courier number.