This Tech Note describes the "Carriers" features of CommerceExpert/WebClerk.
Carriers, setting up shipping vendors
Play Movie: u4_Carri.MOV
Carriers, getting rate changes from JIT Corp
Play Movie: u5_jitCo.MOV
Zip Chart, loading from the Internet
Play Movie: u6_Zip_C.MOV
Rate Chart, getting it from the Internet
Play Movie: u7_Rate_.MOV
Choosing "Carriers" opens an Output layout listing all "Carrier" records in the database. From the Output layout actions are taken on current records and new records are added.
To view and/or modify a current record, double click on the record. This opens the Input layout.
To add a new record, choose Actions menu > Add Record. This opens a blank record to be filled out. Fields in the "Carrier" record are described below.
Carriers is the name of this "Carrier" record. This name is displayed in the "Ship Via" Popup menu when the "Approved" box is activated.
Multiple records can be set up for the same "Carrier". For instance, when there is a change in rates, a new rate chart can be entered prior to the actual date of the rates change. The "Approved" box can be activated (X) the day the change takes effect.
Note: If there is another record with the exact name, which is approved, activating the"Approved" box here will cause the other record to become un-approved.
ID is the User's assigned "Shipper Number".
Payment Type is a field that can print on Bill of Lading forms.
Approved By is a field to designate the person creating the record.
Date Entered is an automatic entry of the date the record was created. It can be modified.
Zip Length is used to designate how many digits are used in the zone chart data. The zones are based on 5 or 3 digit code. The choice depends on the precision need of the chart.
Cost Type designates whether shipping costs will be assigned based on the total estimated weight of the shipment (i.e., $2.45 for a 3 lb UPS shipment to zone 2) or on a per unit weight basis (i.e., $.60 per pound for Acme truck line deliveries).
The cost of shipping is multiplied by the Shipping Factor to provide a universal means of moving the estimate up or down.
If the terms are COD, the COD Charges for the Carrier are added to Orders and/or Invoices.
The number of boxes being shipped is calculated based on an Average Box Weight (lbs). If the weight of the shipment exceeds the average box weight, the shipment is charged for multiple boxes.
Handling Charge is a charge that is added for each box in the shipment.
Standard Coverage is the $ amount of insurance coverage that the Carrier allocates prior to charging for insurance.
Insurance Rate/100 is the rate that is charged for each $100 of value that is entered. This is used in conjunction with the "Manifest" System.
Tracking Rate is the rate that is charged to have ground tracking on a package.
Call Tag Rate is the amount charged for a Call Tag by this Carrier.
Zone and Cost Charts can be put in CommerceExpert/WebClerk in two different ways. Information can be put directly into the program or can be imported.
To put the information directly into the program double-click on the "Zip and Zone" included layouts. This opens an Input layout for adding or modifying the "Cost" or" Zone" charts.
To put in the Zip codes for Zones, type in the zip code.
If 55000 to 56400 needs to be entered for zone 2 it would look like the example below using 3 digits.
The Zip code using 5 digits it looks like the following:
To enter in the charges for each weight, type in information from the Carrier.
Charts can be created in a spread sheet or word processor application, saved as text and imported. The first example is an Excel spread sheet the second is from Word. You will need to use this format paying attention to the two line of header before the chart begins. It is also possible to go to UPS's webpage (http://www.ups.com/using/software/97rates/rates_in_us.html), enter your zip code, click the button:
The page will change listing view options:
Click on View Free Format Text.
Do a "Command"/"Control"/ "A" or "Select All", then a "Command"/"Control"/ "C" to copy the charts.
Go to CommerceExpert/WebClerk's "Carrier" record, in the lower left of the screen, click on the clipboard.
A window will open, choose a number from 1 through 6 corresponding to the column in the UPS table.
It will paste in the Zip/Zone Chart.
Go to JIT's web page, in Tech Notes to get the Rate tables.
To Import or Export, use the buttons underneath the respective charts.
When Exporting, click the "Export" button. A dialog box appears asking for a name and location for the Export file.
When Importing, click on the"Import" button. A dialog box opens asking for the location and opening of the Import file.