Create a Custom Shipping Cost Markup/Markdown

Custom markups (or markdowns) give users control over the rate they charge their customers for shipping. You may want to create a custom markup to set a standard shipping cost that is different from the negotiated rate of the shipment. When a shipping markup rule is applied to a shipment, Shiphawk will write back the markup rate of the shipment to the Item Fulfillment in NetSuite. 

Contact ShipHawk Support (support@shiphawk.com) for further information.

Enable ShipHawk Shipping Price Field

When writing back shipping costs to NetSuite, the shipping cost markup/markdown price is  indicated in the ShipHawk Shipping Price field. This field is not native to the Item Fulfillment screen however, and must be enabled manually in NetSuite.  The amount that a shipping cost is marked up can be determined by comparing this field to the ShipHawk Shipping Cost field in an item fulfillment record.

This section will provide instructions for adding the ShipHawk Shipping Price field to the Item Fulfillment page in NetSuite. 

To add the ShipHawk Shipping Price field:

1. Log in to NetSuite. Navigate to the Item Fulfillments list view

2. Click Edit on any item fulfillment record.

3. From the Item Fulfillment view, click Customize > Customize Form. The Customize link is located in the header, near the List link.
   
   

   Open

   

   
   You will be redirected to the Customize Transaction Form screen.

4. Click the Screen Fields tab. 
   Then, click the Shipping sub-tab located below it.
   
   

   Open

   

5. Scroll down to the bottom of the screen to locate the ShipHawk Shipping Price field. Select the checkbox to the left of the field to enable it.
   
   

6. Drag and drop the ShipHawk Shipping Price field to be located directly below the ShipHawk Shipping Cost field. This will make it easier to compare the markup value.
   
   

7. Click Save to update your form.

You have added a field to your Item Fulfillment form to store markup values. 

Create a Shipping Policy

To markup or markdown shipments in ShipHawk automatically, you must create and enable a Shipping Policy rule. This shipping policy rule can markup or markdown shipments by either a flat dollar amount, or percentage. When enabled, any proposed shipment that meets the rule criteria will have a markup automatically applied to it. 

This section will provide instructions on how to create a shipping policy that sets an external shipping price markup/markdown.

To create an Shipping Policy rule for markups:

1. Log in to ShipHawk. From the menu bar, click the Settings  icon and select the Rules option from the drop-down. You will be redirected to the Rules screen.

2. Click on the Actions button in the top left hand corner. 
   
   

3. From the drop-down, click Create New Rule. You will be redirected to the Create New Rule screen.

4. Enter a name to identify your external markup rule in the Rule Name field.

5. Set your rule type to Shipping Policy in the Rule Type field.

6. Toggle the Enabled option on to ensure your markup rule will be enabled upon saving.
   
   

7. Under Rule Application, select whether you want the rule to apply to all proposed shipments, or only under certain conditions.

   1. If you want the rule to only apply in certain conditions, click ‘Only apply this rule under certain conditions’ and input your specific conditions under Rule Criteria. 
      
      

8. In the Rule Actions area, select ‘Set external shipping price markup/markdown’

9. Choose whether you want a Markup or Markdown price. 

10. Choose whether you want a Flat or Percentage type.

11. Enter the Value of your markup/markdown.
    
    

12. Click Create in the bottom left corner of the page. 

You have enabled an external shipping price markup/markdown.

Manually add a Markup to a Proposed Shipment

If you want to manually set a markup price for your shipment, you can do so at the time a proposed shipment is generated for your order. 

To manually add a markup to a proposed shipment:

1. Log into your ShipHawk account. 

2. Navigate to the Order History screen by clicking Orders > Order History.

3. Select the order you would like to manually mark up from the Orders grid.

4. You will be redirected to the Order Details view, which includes the proposed shipment associated with the order.
   
   

5. Locate the Markup field in the Carrier Rates section.
   
   

6. Click the Edit (Pencil ) icon to the right of the Markup field. 

7. The Edit Markup/Markdown pop-up screen is populated.

   1. Choose whether you want a Markup or Markdown price. 

   2. Choose whether you want a Flat or Percentage type.

   3. Enter the Value of your markup/markdown.
      
      

8. Click Update to add a markup to your proposed shipment.

9. After booking your shipment, you should see this value reflected in the Shipment Details page for the associated order.

You have manually added a markup rate to your proposed shipment in ShipHawk.