Example 2 – Store the freight billing in the customer record

In this example, we will show you how to store the freight billing information in the customer record, designating the Customer Alt Phone and Alt Contact fields to hold this information.

Note: These fields cannot be used for other purposes in order for this example to be valid.

1. In ShipGear Exchange, click Customize Interface.

2. Select a document from the interface. In this example, we will work with Invoices.

3. Map UPS Account.

   • Select the Ship To input field group.

   • Select the UPS Account field.

   • Under Source, select QuickBooks Pro.

   • In the Document Field drop-down list, select Customer Phone (Alternate).

4. Map Domestic Billing.

   • Select the Service input field group.

   • Select the Domestic Billing field.

   • Under Source, select QuickBooks.

   • In the Document Field drop-down list, select Customer Contact (Alternate).

5. Perform value translations. ShipGear doesn’t have a list of possible values for the Customer Contact (Alternate) field, so you need to provide them.

   • Select "Click here to update value translations."

   • Select Domestic Billing and click "Update Customer Contact (Alternate) Values."

   • In the Value List, type any values that could be entered for the Customer Contact (Alternate) field.
     When using this field to store the billing type, for example, you might enter the following values: Prepaid, Consignee, Collect, 3rd Party.

   • Click OK.

   • Define what each value translates to as a billing type.

6. Click OK again to exit Value Translations.

7. Test the results using Test Interface.

Note: ShipGear has access to the custom fields associated with a customer. This is a great place to store additional shipping information such as freight billing and UPS Account.