Shipping on Customer's Acct: How to require customer acct number?

Steven_Kan
Tourist
10 0 7

Many of our customers are Gov or prime contractors to Gov, so they need to use their own UPS or Fedex shipping account numbers. They are typically not flexible on this, as it's in their acquisition regulations. 

 

I have that as an option in my Shipping Setup, e.g. "Ship Collect" for $0.00, but there are several issues with this:

 

1) In the cart progression, the Shipping sometimes shows $0.00 and sometimes shows "Free" which is not ideal. But the PDF received by the customer actually reads, "Shipping: Free" which is misleading. Ideally both would say "Collect" and add $0.00 to the total. I don't know if this is possible:

 

Here's how my Shopify is set up:

 

Steven_Kan_2-1694199031532.png

 

Here's what my customers see:

Steven_Kan_1-1694199001218.png

You can see this on my actual store at:

 

https://www.pulseresearchlab.com/

 

2) Although my instructions tell the buyer to "go back to Cart page and enter account # and service level," there is no way to require that, and customers can check out without entering their account number. Ideally there would be a way for the customer to select UPS or Fedex, and all their default service levels, but then enter their acct number. 

 

 

Are there options within Shopify to handle either of these issues?

 

Thanks!

Replies 7 (7)

george-arkon
Tourist
4 0 1

I would also like to know if this is possible.

elementssupply
Shopify Partner
2 0 2

It's crazy how this is not available yet. It is such an easy fix for Shopify but they don't care about their customers. 

cmccarty
Tourist
3 0 2

Agreed, our customer are also asking to enter their own UPS Account # so we do not charge them shipping in the checkout.  We also need a way to require we get a legit UPS Account # from the customer or revert them to the paid shipping options.

george-arkon
Tourist
4 0 1

 @Shopify was pretty good about 3 years ago, but now they have a lot of low level support that honestly AI could answer. 

 

Anyways,

We did not have a direct answer for our customers to use their own shipping account number. What we did as a work around was.

 

- add https://apps.shopify.com/shipfy-delivery-customization

- create a shipping rule that we want only certain customers already in our system to see/select

- make sure those customers have a tag on their customer profile

- set the conditions in the Shipfy app to only show the rule when a customer has a tag, OR do not show the shipping rule unless the customer has a tag

- communicate with your customers to make sure they are logged in to see the optional shipping rule

 

The new shipping rule we set up for this does not allow customers to enter their account info, but says "Please use my shipping account" and it is marked as "free" for shipping cost.

 

Once the order comes in we coordinate with our internal order processing team to add their shipping account information to the order.

 

Not the solution we need but works and at least allows our customers to checkout without being charged for shipping on the actual order.

 

Hope this helps all.

 

 

cmccarty
Tourist
3 0 2

Helpful! I got this all setup except for one part, please forgive my ignorance

 

All my products are assigned to the "General shipping rates"

 

My free shipping option is setup under "Custom shipping rates"

 

But for the free shipping option to populate I have to move products from being assigned to the "General shipping rates" to the "Custom shipping rates" and the problem is then every time these products are in the checkout they only populate the "Custom shipping rates"

 

How do you manage what shipping rate your products are assigned to?

cmccarty
Tourist
3 0 2

Actually, figured it out with Shipfy support, thank you for this suggestion!

george-arkon
Tourist
4 0 1

No problem. Shipfy help me out as well during setup.