Client shipping accounts

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How to add, edit or remove a client's shipping accounts numbers

Using PromoStandards 3rd party shipping

FAQs

How to add, edit or remove a client's shipping accounts numbers

You can add a client's shipping account numbers directly through the:

• Project's shipping tab
• Client page

 Add a client's shipping account numbers through the project's shipping tab:

1. In a project's shipping tab, click to Edit the ePO product
2. Enter the in-hands date, ship-to details, address, and supplier notes (if applicable) as normal
3. Select the "Shipping Account" drop-down and choose Client's Account
4. Select one of the client's existing accounts from the drop-down, or click the   to add a new 3rd Party Shipping account to your client's profile (this selection will filter the available Ship Methods based on the courier assigned to the shipping account)
5. Enter the required details (courier, account name, account number, postal/zip code) in the "Add Third-Party Shipping Account" pop up
6. Select the "Shipping Method" drop-down and choose your preferred method
7. Click Save

How to add a client's shipping account numbers through their client page:

1. In the client's page > Addresses tab, click the Add Shipping Account button
2. Type an account name in the "Account Name" field
3. In the "Courier" field, select UPS, FedEx, or Other
4. In the "Account Number" field, type the client's account number
5. In the "Postal/Zip Code" area, type the postal/zip code of the billing address on the account
6. Click Create
   
   

To edit a client's shipping account numbers:

1. On the client's page > shipping accounts, click the beside the shipping account you'd like to edit
2. Make changes as needed
3. Click Save

To remove a client's shipping account numbers:

1. In the client's page > shipping account list, click the beside the shipping account you'd like to remove

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Using PromoStandards 3rd party shipping

PromoStandards 3rd party shipping is available for suppliers that offer ePOs.

To use PromoStandards 3rd party shipping:

1. In a project's shipping tab, click to Edit the ePO product
2. Enter the in-hands date, ship-to details, address, and supplier notes (if applicable) as normal

3. Use the "Shipping Account" drop-down menu to choose whether you'd like to ship on:

   • The supplier's account (Supplier's Account) - enter the shipping quote from your rep.
   • Your team's account (Our Account) - ships on your team's UPS/FedEx account; select the desired account from the drop-down.
   • The client's account (Client's Account) - ships on your client's UPS/FedEx account; select the desired account from the drop-down 
4. Select the "Shipping Method" drop-down and choose your preferred method
5. Click Save

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FAQs

Why can I only select the supplier’s shipping account, while my account and the client’s account options are greyed out?

When working with PromoStandard products that generate ePOs, the shipping account is often locked to the supplier’s account. This is expected behavior.

If a shipping cost is included on the product, that charge must be sent to the supplier on the purchase order (PO). Because the supplier is billing for shipping:

• The shipping must be tied to the supplier’s account
• The available shipping methods are limited to the supplier’s options
• Your own shipping account will not appear in the dropdown

So you’ll need to adjust how shipping is added to the order:

1. Remove the shipping charge from the product
2. Add shipping as a separate line item

This ensures that the system allows you to select your shipping account properly.