For customers who manage their shipment information directly in FreightPOP instead of importing addresses, the Address Book is a powerful tool. It enables them to store frequently used addresses, import master lists, and update information organization-wide.

image-20250519-142759.png

The Address Book is divided into four main sections:

  • Add/Edit Address – Manage individual addresses by adding new entries or updating existing ones.

  • Upload Address Book – Bulk upload addresses by importing a master list.

  • Freight Markup Settings – Configure markups for shipping costs based on address-specific criteria.

  • Rules – Define custom rules to streamline address-based shipping processes.

Note: Users can export the Address Book in XLSX format. The exported file will include only the main address details displayed on the Address Book page, excluding any markups or rules.

Add/Edit Address

image-20250519-142817.png

Like any address management system, users can manually add and edit addresses as needed.

The Company ID field is primarily for integration purposes and is only required if orders are automatically assigned to a company.

Fields in the Address Book

  • Tax ID

  • Notes – These notes will appear whenever a user ships to or from this address. 

Upload Address Book

image-20250519-142854.png

For customers transitioning their customer information to FreightPOP, the Upload Address Book feature simplifies the process by normalizing data and enabling a bulk import in one step.

As part of the Upload Modal, an Import Template is provided to ensure data is formatted correctly.

Import Process

If duplicate Company IDs are detected, users will be prompted to assign a new Company ID before saving the address.

User Access Restrictions

Users with the Sales role do not have access to the company-wide Address Book. Instead, they have a personal Address Book and can only add, edit, or upload addresses from the Quote/Ship page by selecting the Address Book icon in the Locations section.

Freight Markup Settings

image-20250519-142923.png

Freight Markup allows users to apply customer-specific shipping markups, ensuring shipping costs account for overhead or pricing strategies.

For example:

A customer receiving frequent LTL shipments may have a flat $100 markup added to their shipping cost.

Another customer receiving parcel shipments may have a 5% markup, anticipating that volume will offset the lower per-shipment charge.

Markup Setup Requirements

  • Markups must be configured per Company and per Carrier.

  • When applied, the Marked-Up Rate (Base Rate + Markup) is displayed to the user.

  • Users will not see the markup separately during the shipping process.

Freight Markup Configuration

Once the Freight Markup toggle is enabled, the following options will appear:

  • Specification – Choose between Carrier-Specific or Customer-Specific markup.

  • Carrier – Select the carrier from a dropdown menu.

  • Service – Select the service type from a dropdown menu.

  • Type – Choose between a Flat Fee ($) or Percentage (%) markup.

  • Value – Enter the markup amount, applied as either a flat fee or a percentage.

Additional Options

  • Activate and Show Markup – Toggle to enable and display the marked-up rate.

  • Hide Markup Internally – Toggle to conceal markup details from internal users.

Rules

image-20250519-142946.png

Rules are applied at the company level, rather than system-wide, to customize shipping operations based on specific needs.

  • Restricted Carriers prevent certain carriers from being used. Rates for these carriers will not be calculated, and if a user selects a restricted carrier, they will receive the message:

  • "Due to a rule set, this cannot be processed because the Ship From/To Address ID is not allowed to ship with this carrier." When rate shopping, restricted carriers will not appear in the carrier dropdown.

  • Default Accessorials automatically apply selected accessorial services to each shipment.

  • Delivery Confirmation (Parcel Only) ensures that delivery confirmation is pre-populated when shipping to or from a specific address.

  • Enable Packing Slip generates a packing slip for shipments to this address, regardless of mode. The company-level toggle for packing slips or 4x6 packing slips must be enabled for this rule to apply, and mode-level restrictions will be disregarded.

  • Shipment Modes allows users to select their shipment mode from a dropdown menu.

  • Packing Slip Type provides the option to choose the type of packing slip for shipments.

  • Set Default Pickup Instructions and Set Default Delivery Instructions define pre-filled instructions when shipping to or from an address.

  • Default Payee Apply On can be set to apply to the Ship To, Ship From, or Both addresses.

  • Set Default Payee designates the responsible party for payment, with options including Sender, Recipient, Third Party, Collect Ground Only, or Consignee Ground Only.

  • Set Default Carrier allows users to preselect a carrier from the dropdown menu.

  • Max Pallet Height Allowed specifies the maximum pallet height in inches.

  • Allow Parts Mixing in Auto Calculation is a toggle that determines whether different parts can be combined in the automated rate calculation process.

Options to Note

image-20250519-143010.png

Add Customer Logo to All Documents for 3PL Services: When this toggle is enabled and a logo is uploaded to the address, all documents associated with shipments to or from this address will print with the designated logo.

We currently support:

  • Bill of Lading (BOL)

  • Packing Slip

  • FreightPOP Commercial Invoice

International Customers Broker

image-20250519-143049.png

Users can mark an address as an International Customs Broker. When this toggle is enabled, the address becomes selectable in Quote/Ship → Additional Details → International Broker Info for international shipments.

Default Customs Broker

This setting allows users to define rules that automatically assign this address as the international customs broker for a shipment. If enabled, at least one rule must be defined.

When Rules Are Applied

Rules execute during the following processes:

  • Order Import from ERP

  • Order Import into Quote/Ship

  • Rate Shopping

  • Ship It

If a broker address is already assigned to an order or shipment, it will not be overridden by a rule.

Rule Criteria

Rules can be based on:

  • Ship To Country

  • Ship From Address

  • Ship To Address

  • Carrier

An address can have multiple rules, and each rule can include multiple criteria:

  • Criteria within a single rule operate as an “AND” condition.

  • Each separate rule within an address functions as an “OR” condition.