ShipHero provides a tool to help you reconcile the label fees invoiced by your carrier vs the labels fees you charged your 3PL clients on previous bills.
ShipHero, uses the information from the uploaded invoice and links the data using the tracking number. When the system finds a difference between the quoted cost and the actual cost, you'll see a "reconcile" option when you click on the customer's profile. Any adjustments made here will be added to your next bill.
IMPORTANT NOTE: A tracking number can only be reconciled a single time. ShipHero uses the label cost charged by the carrier. If a carrier lists duties, taxes, and surcharges separately (for example, in a column called "Taxes"), ShipHero might not detect them when reconciling the bill.
How to Reconcile 3PL Carrier Bills
- Go to the 3PL Billing>Reconcile page.
- Click the Reconcile Carrier Bill button on the top left.
- From the dropdown menu, choose the carrier you want to reconcile a bill with. For this example, we'll use FedEx.
- A new window will pop up asking you to upload the correct CSV file for reconciliation. You'll find instructions on how to get the FedEx CSV and import your data on the right side of this window.
NOTE: If Other is selected, you will be instructed to upload a CSV following the format provided in the instructions. This is recommended if you need to consolidate different charges from your carrier on for the same tracking number.
- After uploading your file, any adjustments found will show in the corresponding customers billing page for which the label was generated.