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. 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.
You can add surcharges based on
- Job ID 1/Shipper Reference
- Job ID 2/Memo
- Carrier Surcharge (the carrier condition must be configured before applying this rule)
- Carrier Extra Service (the carrier and service name conditions must be configured before applying this rule)
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: February 07, 2025