How to add Third party Shipping account to a Customer ?

Aaron Aldrich Updated by Aaron Aldrich

You may have customers that prefer you use their Shipping account to send them their packages or drop ship their packages to their customers.

Here is how a Third party account can be setup:

Step 1

From the Customer screen, click the  Shipment Link

Step 2

Click the Add Account button

Step 3 

Choose their Shipping vendor: Fedex or UPS

Step 4

Fill in their account information and click Save

How this is used:

When creating the shipment from the transaction page, you will have the option to choose the Third party account, noted in the screenshot below. When you select Third Party in the Payment Type, it will auto fill with the account on record for that customer.

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