ShipCalm | Customer Knowledge Base

    IP | How to Add a Third-Party Parcel Account to an Order

    1. 1

      Open the Order in InfoPlus

      Navigate to the Order Table in InfoPlus

      InfoPlus Order Table

    2. 2

      Is the Order Status 'On Order' or 'Processed'?

      Answers
    3. 3

      Edit the Order

      Open the order you need to add a 3rd Party Parcel Account. Use the Actions dropdown menu and select 'Edit'


      Next step 5: Select the 3rd Party Parcel Account
    4. 4

      Edit the Processed Order

      Open the order you need to add a 3rd Party Parcel Account. Use the Actions dropdown menu and select 'Edit'


    5. 5

      Select the 3rd Party Parcel Account

      After selecting 'Edit' on the Actions menu, navigate to the Shipping section of the order fields and select the dropdown menu for "3rd Party Parcel Account" and then choose the 3rd Party Parcel account for the carrier on the order.


    6. 6

      Is the 3rd Party Parcel Account in the dropdown list?

      Is the 3rd Party Parcel Account in the dropdown list for the LOB, the Order Source, or the carrier that you need to add?

      If the appropriate 3rd Party Parcel account is not on the list follow the steps below.
      Answers
    7. 7

      SOP: How-To Add a 3rd Party Parcel Account to InfoPlus

      Follow this SOP to create the 3rd Party Parcel account in InfoPlus for the LOB

      How-To Add a 3rd Party Parcel Account to InfoPlus


      If the 3rd Party Parcel account is meant to be a ShipCalms parcel account added as a 3rd Party parcel account override from the customer's Parcel Account, use the SOP below:


      How-To Add a ShipCalm 3rd Party Parcel Account to an LOB

    8. 8

      Save the Order Edits

      Use the Submit (or Save) option at the bottom of the Edit order page to save the updates to the order.