Adding a manual surcharge rule in PitneyAnalytics
Using rules you define, you can automatically add surcharges to any defined shipping and mailing transaction shown on your reports in PitneyAnalytics.
Products affected: PitneyAnalytics
Using rules you define, you can automatically add surcharges to any defined shipping and mailing transaction shown on your reports PitneyAnalytics.
These surcharges can be applied as a percentage of the base charge or a fixed dollar amount, and can be applied anywhere from a single location to the entire enterprise
Important: Surcharge rules cannot be applied to past transactions.
- Select Analytics > Manual Transactions.
- Click Accounting.
- Click Manage Surcharges.
- Click Add Surcharge Rule.
- Enter a Name for your rule.
- Add Conditions for your rule.
- Add Actions for your rule. You can specify a percentage of the base charge or a fixed dollar amount.
- Select the locations in your organization to process these manual surcharges. You can apply a rule anywhere from a single location to the entire enterprise.
- Click Save.
The manual surcharges will be displayed in your sending report.
UPDATED: April 10, 2024