How to use UPS 3rd Party Billing - [Step-by-Step guide] (2024)

It is possible to bill a 3rd party for the shipping through UPS in techShip.

WARNING: It is importantto point out that if the orders in your WMSalready have the3rd Party accountand Postal Code set up and you will use that information, it is NOTnecessary to set up 3rd Party Billing information on the Billing Accounts on the Client level.

WARNING: UPS Surepostand Mail Innovations services are not compatible with 3rd Party billing, since these are contracted services with other parties involved in the process.

3rd Party Billing in techShip can be used in two modes:

• Using WMS information: Your orders in your WMS must have defined
  • 3rd Party Account to be billed assigned
  • Postal code assigned
  • Country code assigned (if your WMS does not support this field, techShip will obtain it using the Postal Code)
• Using your Client Profile information: Any 3rd party billing information from your order will be ignored by techShip and the following information as you define it in the Client Billing Account will be used instead
  • 3rd Party Account to be billed (Client -> Billing Account level)
  • Country (Client -> Billing Account level)
  • Postal code (Order level - obtained automatically)

Nevertheless, make sure that:

1- Your orders have all the required information completed correctly
2- The EnableTPL Billing Override checkbox is checkedon the Clientlevel
3- TheSender Account number has been set up in the Carrier Options tabfor the Billing Account.

Feel free to follow this video guide, or the step-by-step procedure below.

To enable 3rd Party Billing for UPS using your Client Profile 3rd Party information you have to:

1. Access Clientsunder the Maintenancedropdown

   

2. Select the Clientto which you wish to configure 3rd Party Billing
3. Verify that Enable TPL Override is unchecked; if not, uncheck it
   
4. Edit the Client's UPS Billing Account you wish to set up

   

5. Select theCarrier Options taband complete the following information:
   • Shipper Account #: Complete with the accountof whom will act as the shipper
   • Bill third party account #: Complete with the3rd Party account which will be billed
   • Bill Postal:Complete with the postal codeof the account to be billed
   • Bill Country: Complete with the country codeof theaccount to be billed

     

6. Press Saveto apply the changes