Shipping Discounts

Shipping Discounts allows you to configure specific discounts and surcharges per OMS account, carrier, and shipping method. You can apply percentage discounts, fixed markup fees, and configure return shipping fees to customize shipping costs according to each client’s needs.

This tool is essential for 3PL administrators who need to customize shipping costs for different clients. It allows you to apply negotiated discounts, adjust margins per client, and configure special rates for return shipments.

Why use Shipping Discounts?

Per-Client Customization

Configure discounts and surcharges specific to each OMS account, allowing you to adapt shipping costs according to individual commercial agreements.

Control by Carrier and Method

Define different discounts for each combination of carrier and shipping method, giving you granular control over costs.

Flexible Discounts and Surcharges

Apply percentage discounts or surcharges as needed, allowing you to adjust margins and offer promotions.

Fixed Markup Fees

Configure fixed markup fees (ClientShipMethodFee) in addition to percentage discounts for greater flexibility in pricing structure.

Return Rates

Define specific rates for return shipments (fee_return_price) to manage return costs.

Bulk Editing with Grid Edit

Edit multiple discounts at once using Grid Edit to make efficient changes to multiple records.

Accessing Shipping Discounts

You can access Shipping Discounts from:

1. 3PL Billing Menu: Navigate to 3PL Billing > 3PL Prices > Shipping Discounts
2. Directly: Access /SurchargesCarrierlist.php

Required Permissions

Shipping Discounts requires:

• Warehouse administrator permissions (UserLevel = 2 and UserWH = 1) OR listing permissions
• To edit: Edit permissions

Information Shown in the Table

The Shipping Discounts table shows the following columns for each configuration:

Basic Information

• Seller: OMS account identifier (AcountID)
• Shipping Carrier: Carrier (ID_Carrier)
• Shipping Method: Shipping method code (MethodShipping)
• Method Description: Shipping method description (Shipping_method_description)

Discount and Surcharge Configuration

• Global Surcharge / Markup (%): Global method discount or surcharge (GCD) - shown in red as reference
• Discount (%): Percentage discount applied (Surcharge)
  • Positive values: Discount (reduces cost)
  • Negative values: Surcharge (increases cost)
• Markup (Flat Fee): Fixed markup fee (ClientShipMethodFee)
  • Applied as additional fixed charge to shipping cost
• Return Shipping fee: Return shipping fee (fee_return_price)
  • Specific cost for return shipments

Additional Information

• Active: Indicates if the configuration is active (Y/N)
• Date: Creation or last update date

Understanding Maximum Discount (GCD)

The Global Surcharge / Markup (%) column shows the GCD (Global Carrier Discount) configured in Shipping Methods for that specific carrier and method. This value:

• Is shown in red as reference
• Indicates the maximum available discount you can apply
• Cannot be edited from this page (configured in Shipping Methods)
• Helps you understand the discount limit available

Using GCD

The GCD shows you the maximum discount you can apply. If you try to apply a greater discount, the system may limit it automatically according to the shipping method configuration.

Configure Discounts by Account

You can configure specific discounts for each OMS account using Grid Edit:

1. Activate Grid Edit

   Click Grid Edit at the top of the table.

2. Locate the Configuration

   Find the combination of account, carrier, and shipping method for which you want to configure the discount.

   If a configuration doesn’t exist, you’ll need to create it first (see next section).

3. Configure the Discount

   In the Discount (%) field, enter:

   • A positive value to apply a discount (e.g., 10 for 10% discount)
   • A negative value to apply a surcharge (e.g., -5 for 5% surcharge)
   • 0 to apply no adjustment

4. Configure Fixed Markup (Optional)

   In the Markup (Flat Fee) field, enter a fixed fee if you want to apply an additional charge independent of the percentage.

5. Configure Return Fee (Optional)

   In the Return Shipping fee field, enter the specific fee for return shipments.

6. Save Changes

   Click Save to save all changes or Cancel to discard them.

Create a New Discount Configuration

To create a new discount configuration, you need to use the add form:

1. Access the Form

   Navigate to the add page (generally /SurchargesCarrieradd.php or similar).

2. Select the Account

   Select the OMS account (Seller) for which you want to create the discount.

3. Select the Carrier

   Select the carrier (Shipping Carrier) from the dropdown menu.

4. Select the Shipping Method

   Select the shipping method (Shipping Method) from the dropdown menu.

5. Configure the Discount

   Enter the percentage discount in the Discount (%) field.

6. Configure Additional Fields

   If necessary, configure:

   • Markup (Flat Fee): Additional fixed fee
   • Return Shipping fee: Return fee
   • Description: Optional description
   • Active: Mark as active (Y) or inactive (N)

7. Save

   Save the new configuration.

Existing Configurations

The table only shows configurations that already exist. If you don’t see a specific combination of account, carrier, and method, you need to create it first.

Edit Existing Configurations

You can edit existing configurations using Grid Edit:

1. Activate Grid Edit

   Click Grid Edit at the top of the table.

2. Modify the Fields

   Edit directly the fields you want to change:

   • Discount (%): Change the percentage discount
   • Markup (Flat Fee): Modify the fixed fee
   • Return Shipping fee: Update the return fee

3. Save Changes

   Click Save to save all changes or Cancel to discard them.

Bulk Editing

Grid Edit allows you to edit multiple configurations at once, making efficient changes when you need to update several discounts simultaneously.

Search Configurations

You can search configurations using advanced filters or basic search:

1. Open the Search Form

   Search fields appear at the top of the page.

2. Use Advanced Search

   You can filter by:

   • Seller: Select a specific OMS account from the dropdown menu
   • Shipping Carrier: Select a specific carrier from the dropdown menu

3. Use Basic Search

   Enter search terms in the basic search field and select the type:

   • Exact phrase: Search for the exact phrase
   • All words: Search for records containing all words
   • Any word: Search for records containing any of the words

4. Apply the Search

   Click Search or press Enter to apply the filters.

5. Clear Filters

   Click Reset search criteria or use the reset link to clear all filters.

Sort the Table

You can sort the table by clicking column headers:

• Click once to sort ascending
• Click again to sort descending
• Arrow icons indicate the current sort direction

You can sort by:

• Seller
• Shipping Carrier
• Shipping Method
• Method Description
• Discount (%)
• Markup (Flat Fee)
• Return Shipping fee

Configure Records Per Page

You can adjust how many records are shown per page:

1. Select the Number

   In the Records Per Page dropdown menu, select:

   • 20
   • 50
   • 100
   • 200
   • 500
   • All Records

2. Apply

   The change applies automatically and the table updates.

How Discounts Work

Discounts are applied in the following order:

1. Carrier Base Cost: Base cost of the shipping method according to the carrier
2. GCD (Global Carrier Discount): Global discount or surcharge configured in Shipping Methods
3. Discount (%): Account-specific discount configured in Shipping Discounts
4. Markup (Flat Fee): Additional fixed fee if configured

The final cost is calculated by applying these adjustments in sequence.

Negative Values

A negative value in Discount (%) means a surcharge (increases cost), while a positive value means a discount (reduces cost).

💡 Best Practices

Review GCD Before Configuring

Always review the GCD (Global Surcharge / Markup) before configuring discounts to understand the maximum limit available.

Document Commercial Agreements

Use the Description field to document commercial agreements or reasons for specific discounts, facilitating tracking and auditing.

Use Grid Edit for Bulk Changes

When you need to update multiple discounts, use Grid Edit to do it efficiently in a single operation.

Verify Calculations Manually

Manually verify final cost calculations after configuring discounts to ensure they are correct.

Keep Records Updated

Review and update discounts periodically to reflect changes in commercial agreements or pricing strategies.

Configure Return Fees Appropriately

Configure return fees that reflect actual return processing costs to maintain adequate margins.

Troubleshooting

I can’t see the GCD (Global Surcharge / Markup)

Problem: The GCD column doesn’t show values or shows 0.

Solution:

• The GCD is configured in Shipping Methods, not in Shipping Discounts
• Verify that the shipping method has a GCD configured in Shipping Methods
• If the GCD is 0, it means no global discount is configured for that method

Discounts don’t apply correctly

Problem: Configured discounts don’t reflect in shipping costs.

Solution:

• Verify that the configuration is marked as Active = ‘Y’
• Confirm that the combination of account, carrier, and method is correct
• Verify that the shipping method is active in Shipping Methods
• Review the order of discount application (GCD first, then Discount %)

I can’t create a new configuration

Problem: I can’t find the option to create a new discount configuration.

Solution:

• Configurations are created from the add form (generally /SurchargesCarrieradd.php)
• Verify that you have add permissions
• Contact the system administrator if you can’t access the form

Values don’t save in Grid Edit

Problem: I modify values in Grid Edit but they don’t save.

Solution:

• Make sure to click Save after making changes
• Verify that values are valid numbers (decimals allowed)
• Don’t exit Grid Edit mode without explicitly saving or canceling
• Reload the page and try again

I can’t find a specific configuration

Problem: I search for a configuration but it doesn’t appear in the results.

Solution:

• Verify that the configuration exists for that combination of account, carrier, and method
• Use search filters to find specific configurations
• Verify that there are no filters applied that exclude the configuration
• The table only shows active shipping methods (Active = ‘Y’ in Shipping Methods)

I can’t access Shipping Discounts

Problem: I don’t see the “Shipping Discounts” option in the 3PL Billing menu.

Solution:

• Verify that you have warehouse administrator permissions (UserLevel = 2 and UserWH = 1) or listing permissions
• Confirm that you can access other 3PL Billing sections
• Contact the system administrator if the problem persists

Next Steps

• 3PL Billing Overview - Understand the complete 3PL Billing system
• Shipping Methods - Configure shipping methods and global GCDs
• OMS Client Prices - See how discounts affect per-client price configuration
• Premium Services - Configure premium services related to shipping