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. 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)
• Job Type (Seal Only and Permit)

Important: Surcharge rules cannot be applied to past transactions.

1. Select Analytics > Manual Transactions.
   
2. Click Accounting.
3. Click Manage Surcharges.
   
4. Click Add Surcharge Rule.
5. Enter a Name for your rule.
6. Add Conditions for your rule.
   
7. Add Actions for your rule. You can specify a percentage of the base charge or a fixed dollar amount.
   
8. 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.
9. Click Save.

The manual surcharges will be displayed in your sending report.