How to configure rules in FreightPOP
FreightPOP has rules that users can configure at the account level, customer level and user level to customize the workflow for the user and the customer. Please see the various sections with in FreightPOP where these rules can be set.
Account Level Rules:
These rules can be set by the admin on the company page. See the matrix below.
Page | Section | Rule Label | Description |
Company | Company Details | Use this address for prepaid billing on BOL | You can designate what address you want to print on the BOL for billing purpose if you do not want to use the main address from your company details. |
Company | Company Details | Multi-Leg Shipment Enabled | Enable the account to create movements to tie more than one shipment together. This is typically used by freight forwarders. |
Company | Rules | Do not Auto Assign PRO Numbers | For non-parcel carriers that auto assign PRO numbers via their API, ignore that PRO. |
Company | Rules | Prompt for PRO Number when LTL/TL carrier does not provide | If a non-parcel carrier does not auto assign a PRO or tracking via the API and no PRO numbers have been uploaded for that carrier, the system will prompt the user if they want to scan or add one in as the shipment is processed. |
Company | Rules | Rate on background even when not rate shopping | The carriers under your account will rate a shipment even if its going on a customer or third-party account. This will allow you to see what it would have cost if you would have used your account. |
Company | Rules | Allow parcel processing with no dimensions | All parcel carriers require the dimensions to be passed when rate quoting or shipping. If you check this off, we will not require it, but we will send the dimensions as 1x1x1 on the backend. |
Company | Rules | Warn me of possible consolidations for the day | This will prompt a message to the user when a shipment or shipments going to the same ship to address have already been processed that day and a consolidation to make a single shipment is possible. |
Company | Rules | Restrict Payee | This will restrict the users to only use the Payee selections per this setting. Normally the Payee selection are Sender, Recipient and Third Party, |
Company | Rules | Use volume calculation for auto pack | This setting turns on a feature than can estimate how many pallets or boxes will be made based of the product details in the shipment. More set ups are required for this functionality. |
Company | Rules | Do not allow quoting or shipping with selected carriers based on packages that exceeds Length or Width | You can restrict carriers from showing up on a rate quote or restrict shipping if the length of a package or piece on a shipment exceeds a certain length. |
Company | Rules | Do not allow quoting or shipping with selected carriers based on ShipTo Zip Code | You can restrict carriers from showing up on a rate quote or restrict shipping for a list of carriers if going to a specific list of zip codes. |
Company | Documents and Labels | Auto print Box Labels | Box shipping labels to auto print after a non-parcel shipment has been processed |
Company | Documents and Labels | Auto print Pallet Labels | Pallet shipping labels to auto print after a non-parcel shipment has been processed |
Company | Documents and Labels | Auto print BOL/Shipping Labels | BOL and Parcel Labels shipping labels to auto print after a shipment has been processed |
Company | Default ship from warehouses | Restrict order import and shipping to assigned warehouses | When importing from an ERP or WMS and multiple warehouses are being used, Users will only ship orders assigned to the default warehouse they are assigned to. |
Customer Level Rules:
These rules can be set by the admin on the address book page and will apply to the company on the ship from section or the ship to section based on the company ID. If your account is set up to import orders form an ERP or WMS, make sure your integration includes importing your customer’s ID from your system and make sure you create an entry in FreightPOP using the same customer ID form your system in FreightPOP’s company ID field.
Page | Section | Rule Label | Description |
Address Book | Markups Settings | Freight Markup setting | You can designate a markup when shipping to a specific Company ID. The markup can be set at the customer level, not matter who the carrier is or at the customer and carrier level so it takes the customer and carrier into consideration. |
Address Book | Rules | Do not use these carriers | Any carriers checked off will not show up on a rate quote or on the list of carriers when shipping to this company ID. |
Address Book | Rules | Origin accessorials to default | When shipping from this company ID, the accessorials selected here will be auto populated. |
Address Book | Rules | Destination accessorials to default | When shipping to this company ID, the accessorials selected here will be auto populated. |
Address Book | Rules | Set default pickup instructions | Any text added here will be auto inserted to any new quote or shipment under the Pickup Instructions field. |
Address Book | Rules | Set default delivery instructions | Any text added here will be auto inserted to any new quote or shipment under the Delivery Instructions field. |
Address Book | Rules | Set default payee | The payee (who pays freight? Sender, recipient or third party) will auto set to this selection when starting a new shipment |
Address Book | Rules | Set default carrier | The carrier account selected will se set when starting a new shipment. |
Address Book | Edit | Notes | Any text here will pop up to the user when a new quote or shipment is being shipped to this company ID. |
Address Book | Edit | Add customer logo to all documents for 3PL services | If this box is checked off, you can upload a logo and any shipment going to or from this company ID will get this logo in the invoice and packing slip instead of the account owner’s logo. |
User Level Rules:
These rules can be set by the admin on the User Manager page. See the matrix below.
Page | Section | Rule Label | Description |
User Manager | Edit | Freight markup % | The user will see the base rates marked up by the % added here |
User Manager | Edit/Other defaults/ Quoting and Shipping Rules | Quote window / Auto select lowest quote and ship (Do not allow rate comparison) | From the quote window, the system will automatically select the lowest quote and auto ship the transaction. |
User Manager | Edit/Other defaults/ Quoting and Shipping Rules | Quote window / Provide reason code when not selecting the lowest quote (Allow rate comparison) | From the quote window, the user will be prompted to provide a reason quote when they do not select the lowest quote |
User Manager | Edit/Other defaults/ Quoting and Shipping Rules | Quote / Auto select lowest quote (Do not allow rate comparison) | From the quote window, the system will automatically select the lowest quote and go to the next window. |
User Manager | Edit/Other defaults/ Quoting and Shipping Rules | Quote / Provide reason code when not selecting the lowest quote + Quick Ship (Allow rate comparison) | From the quote window, the user will be prompted to provide a reason quote when they do not select the lowest quote and the system will auto process the shipment after reason code is provided. |
Page | Section | Rule Label | Description |
User Manager | Edit/Other defaults/ Quoting and Shipping Rules | Ship window when rate ship / Auto select lowest quote (Do not allow rate shop) | From the ship window, the system will auto select the lowest cost and go to the next step based on other user settings. |
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| Quote window / Provide reason code when not selecting the lowest quote | From the ship window, the user will need to provide a reason code if the lowest quote is not selected before being able to continue. |
User Manager | Edit/Other defaults/ Quoting and Shipping Rules | Ship window set to one click-n-ship | The ship window will be set to process the shipment directly form the ship window without going to a page to review the shipment details prior to processing. |
User Manager | Edit/Other defaults/ Quoting and Shipping Rules | Move carrier/ship it to the top | The section where the user selects the carrier, service payee and clicks to ship will be moved to the top of the page instead of the bottom. |
User Manager | Edit/Other defaults/ Quoting and Shipping Rules | Redirect back to home screen | Once a shipment has been processed, it will not go to the shipment confirmation page where e the user can see the tracking and all the details. Instead it will process the transaction and route them back to start a new transaction right away. This is mainly used by high volume shippers. |