3rd Party Freight

This article will help walk you through the process of setting up freight from a 3rd Party.

If the vendor you are sourcing the merchandise/products from is not going to be handling the shipping or freight of the order, then you can follow the steps below in order to add a 3rd party freight vendor to the project.

Step 1. Click on Projects>Items from the left-hand menu. Then click on + New Item in the top right-hand corner.

Step 2. Set the Client/ Project to the correct project you are working with.

Step 3. Set the vendor to the 3rd party shipping vendor whom you are using.

Step 4. Set the Sales Code to the selection you use for shipping or freight.

Step 5. Set the Room List and Room Name to match the merchandise item.

Step 6. Add item as a component to the actual merchandise item.

Note: Steps 5 and 6 are optional. These are not necessary in order to add 3rd party freight that is separate from the merchandise vendor and then adding it to a proposal or invoice. Applying steps 5 and 6 will help better identify what this shipping/freight applies to.