Pacejet

Automatically Set Freight Bill To by Carrier Ship Code

Overview

This Shipment Rule, Set Freight Bill To by Carrier Ship Code allows users to automate 3PL billing addresses by carriers. This rule streamlines billing when shipping with 3PL/LTL carriers. This improves accuracy, saves time, and reduces manual entry.

Steps

Set up Automatic Freight Bill.png

  1. Set Up Informational Addresses

  2. Install the Shipment Rule

  3. Process a Shipment

  4. Print the Paperwork

Set up Informational Addresses

This step is used to define the billing addresses you plan to assign per carrier.

  1. From the main menu, click Lists, and then Informational Addresses.

  2. Click Add.

  3. In the Type drop-down, select Freight Bill To.

  4. In the Address ID field, enter a unique address ID that matches Ship Code Cross Reference on the Carrier Class of Service setup.
    Example: EXOL
    Note: This information can be found in Setup > Carrier. Select a Carrier. Click the Class of Service tab. View the Ship Code Reference.

  5. Enter the company name, contact, and billing address details.

  6. Click Save.

  7. Repeat steps 1-6 for each 3PL/LTL carrier that requires a different billing address.

Install the Set Freight Bill To by Ship Code Shipment Rule

  1. From the main menu, click Setup, and then Shipment Rules.

  2. Click Add or select an existing rule and click Edit/Update.

  3. Select the 3PL/LTL Carrier that matches your setup (e.g., WorldWideExpressFreight).

  4. Ensure the rule is Enabled. (If not, slide the Enabled slider to the right.)

  5. Click Save.
    This rule will now assign the appropriate Freight Bill To address based on the selected carrier.

Process a Shipment

Run your shipment workflow as usual.

After rating and Shipment Confirmation:

  • The system selects a carrier and applies freight terms (e.g., Third Party Billing).

  • The Freight Bill To address is set automatically, based on the carrier selected.

No manual changes are needed.

Print the Paperwork

Confirm the billing information is on your paperwork.

bill of lading sample.png

  1. Navigate to Reports or the Self-Service Shipping Paperwork section.

  2. Print the Bill of Lading (Straight Form with Packages) or other shipping documents.
    The Bill To address displays the correct info from your Informational Address setup.

References

For additional help or reference: