🚚 How to Set Up 3rd Party Billing in Packem WMS

🔍 What Is 3rd Party Billing?

Third-party billing refers to shipping charges being billed to a separate account, not the shipper (you) or the recipient (your customer).

✅ Common use case: You're a 3PL warehouse shipping goods on behalf of a brand that sells products into large retailers like Walmart, Target, or Costco. Those retailers often require that shipping charges go to their own carrier account — not the brand’s or yours.

🔁 Even though you ship it, Walmart pays for the shipping using their UPS or FedEx account.

To set this up, you need:

• 📦 The 3rd party carrier account number
• 📍 The ZIP/postal code tied to that billing account

Packem WMS allows you to set this up through Order Source Rules and Custom Automation Rules.

✍️ Step 1: Create a 3rd Party Carrier Billing Rule

1. Go to Clients in the main menu

2. Select the client you want to create this billing rule for

3. Navigate to Order Source Rules

4. Click New Rule

   Fill in the following fields:

   • 🏷 Order Rule Name: e.g. "FedEx 3rd Party - Client XYZ"
   • 📝 Description: short explanation, e.g. "Bill to client's FedEx account"
   • 🔘 Toggle OFF Carrier Selection (this locks the carrier to your rule)
   • 🚛 Select Carrier & Carrier Service (e.g. USPS Ground)
   • 👤 3rd Party Account Name
   • 📍 Billing ZIP Code associated with that account
   • 🔐 3rd Party Account Number

5. Click Save to save the Carrier

6. Click Save again on the top right corner to save the Rule for the Client