SETTING UP SHIPPING IN NETSUITE
NetSuite contains a plethora of shipping options to cater for a wide variety of organisations. In this article, we look into shipping set up including carrier integration options as well as package set up options.
Shipping Set-Up Options
Let’s take a look at the set up options found in Setup > Accounting > Setup tasks > Shipping. These options allow you to integrate shipping into NetSuite to the extent that you require including extensive options for the integration of FedEx, UPS and USPS.
|Charge for shipping||Check this box to automatically charge for shipping. The charge will be determined via the use of shipping items.|
|Charge handling separate from shipping||Check this box to charge for handling separately instead of including handling with shipping. Charge for Shipping must be ticked.
Checking this box will create a Handling subtab when you create a shipping item. You can direct shipping and handling funds to different accounts when you charge for handling.
Shipping and handling will still appear together to your customers in your Web site.
|Default Shipping Carrier||Select the default shipping carrier to appear on sales orders and Web site orders. You can select a different carrier when entering a transaction|
|Default Shipping Method||Charge shipping based on the shipping cost on the item’s record. Enter a default amount for items that don’t have a shipping cost.|
|Default Item Weight in lbs||Enter a default shipping weight for items without a weight set on their item records.
If you do not enter a weight here, NetSuite uses 1lb as the default weight.
Item weight is used to determine shipping cost if you charge shipping by weight or use real time rates
|Number of Days to Shipment||Set the average number of days between the date a sales order is entered and the date the order is shipped. This number of days is added to the date of the order to set the ship date on sales orders. The actual ship date updates when the order is fulfilled.
The ship date respects weekends and holidays unless you ship on Saturday or Sunday. You can set the holidays you observe on the Preferences subtab. For example, if you have estimated three days to shipment and do not ship Saturday or Sunday, orders entered on Friday have an estimated ship date of the following Wednesday.
|Cut off Time for Shipments||Enter the time of day after which orders stop being shipped.|
Orders entered after this time begin counting days to shipment with the next business day.
|Ship on Saturday/Sunday||Check these boxes to include Saturday/Sunday in the days to shipment calculation.|
|Carrier Registration||Enter your UPS, FedEx or USPS accounts to integrate shipping with NetSuite|
|International Shipping||When you use the Shipping Label Integration feature and ship internationally using UPS or FedEx, you can check this box to enable an International subtab on item fulfillments.
Note: The International tab appears on fulfillment forms only when UPS is selected.
The data you provide on this subtab is used to generate international forms, such as the Shipper’s Export Declaration (SED) and NAFTA Certificate of Origin.
|Hazmat/Dangerous Goods Shipping||Check this box to be able to ship items classified as dangerous goods and hazardous materials using FedEx integration.|
|Insure Packages||Check the Insure Packages box to insure packages by default. You can still change this option when fulfilling an order.|
|Mask Account Number of Labels||Check this box if you do not want to display your carrier account number on shipping labels.|
|Residential Address for Shipping||Check this box to set customer addresses as residential by default.
If you do not check this box, customer addresses are viewed as business addresses by FedEx and UPS by default.
You can also designate residential addresses on individual customer records and sales orders. This information helps return accurate shipping rates from UPS and FedEx. Residential addresses may result in higher shipping rates.
|UPS Rates Type||Select the type of rates you want to show and charge your customers. This preference applies to domestic rates only. International rates are always the negotiated rates.
Select UPS Negotiated Rates to show and charge customers the rate you are charged by UPS for order shipments.
Select Standard List Rates to show and charge your customers generic list rates. UPS still charges your account with the negotiated rates.
|Third Party Billing||When you use the Shipping Label Integration feature, you can enable third party billing to be able to bill integrated shipping charges to other FedEx or UPS accounts.
For example, if your company has a master account, each location can bill the master account as a third party. You can also choose to bill a customer or distributor’s UPS or FedEx account.
Checking this box enables 3rd party account fields on the Company Information page, customer records and item fulfilments.
|Do not charge shipping on third party billing orders||Check this box to remove shipping charges on orders where third party shipping is used.
This prevents the customer from being charged for shipping in addition to the third party.
|Do not charge handling on third party billing orders||Check this box to remove handling charges on orders where third party shipping is used.
This prevents the customer from being charged for handling when charges are billed to the third party.
|Fedex Packaging||Select the type of packaging you most often for FedEx packages: your own package, or a Pak, Box, Tube or Envelope made by FedEx.
Envelopes are cardboard envelopes for documents. Paks are tear and water-resistant envelopes for bulkier documents and small items. Tubes are long, triangular packages intended for large, rolled documents.
|Fedex One Rate Packaging||Select the type of packaging you most often for FedEx One Rate packages: your own package, or a Pak, Box, Tube or Envelope made by FedEx.|
|Fedex Admissibility Package Type||If you selected Your Packaging in the FedEx Packaging field, select the type of package you use most often to ship items.|
|UPS Packaging||Select the type of UPS packaging you use most often. This type of packaging fills by default in the Packaging field on item fulfillments.
If you use your own packaging most often, select Your Packaging.
|USPS Packaging||Select the type of packaging you use most often.
This type of packaging displays by default in the Packaging field on item fulfillments.
|Reference #1||Select the type of information you want included with packages by default when they are sent with FedEx or UPS. Including reference information helps you track packages with the carrier and with your customers.|
This information is automatically copied into the the Reference fields on the Packages subtab of order fulfillments and can be edited on individual orders. If an order has more than one package, this information is included on each package on the order.
If you select Item Name as the reference information type, the name of the first item on the order is used.
Note: When shipping internationally using UPS, package level reference data is not allowed. Data in this field is ignored and only the sales order number is submitted. This applies to all packages in the shipment.
|Reference #2||Select an additional type of information to include with packages by default when you ship using UPS.
Because FedEx does not accept two reference fields, only packages sent with UPS include this second type of information.
|FedEx Address Validation||Check this box if you want FedEx to verify that the shipping address is a valid address when you fulfill an order using FedEx integration.|
|UPS Address Validation||Check this box if you want UPS to verify that the shipping address is a valid address when you fulfill an order using UPS integration.|
|Holiday Dates||Enter holidays on which you do not ship. These days will be skipped when calculating ship date based on “Number of Days to Shipment” preference above.|
The next step is to create package types if you’d like to use the shipping label integration features. One package type defines:
On the same page as the shipping set up, select the ‘packages’ tab and enter all package types that you support:
- Enter the size in inches
- Enter the weight in pounds
- Select ‘default’ for items that do not have a package item defined on the item record
Now, when you fulfil a sales order, the package type will be automatically selected. This will be based on the number of items in the order and the number of items allowed in each package type.