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 custom FedEx Acct# and Freight Billing Type fields we created to hold this information. Before you begin, create two custom fields in QuickBooks.

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.

3. Map the Acct #.

   • Select the Billing Details input field group.

   • Select the Acct # field.

   • Under Source, select the QuickBooks program you are using.

   • In the Document Field drop-down list, select the filed that contains your FedEx Acct# in QuickBooks.
     
     
     
     
      
     
     
     

4. Map Bill Transportation To.

   • Select the Billing Details input field group.

   • Select the Bill Transportation To field.

   • Under Source, select the QuickBooks program you are using.

   • In the Document Field drop-down list, select the QuickBooks field that contains the Freight Billing Type.
     
     
     
     
     
     
     
      

5. Perform value translations. ShipGear doesn't have a list of possible values for the Freight Billing Type field, so you need to provide them.

   • Select "Click here to update value translations."

   • Click "Update Freight Billing Type Values."
     
     
     
      
     

   • In the Value List, type any values that could be entered for the Freight Billing Type field.
     When using this field to store the billing type, for example, you might enter the following values: PRE, SEN, COL, 3RD.
     
     
     
      
     

   • 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 carrier account.