🔑Sign in
👥Accounts
| Username | Name | Role | Rates |
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🛡️Login History
| When | Browser / Device |
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📁Import Files
Select several invoice files at once to import them in one go; each period is filed to history and the batch is reconciled together.
🗄️Archived invoices
Every UPS invoice period the system holds, most recent first. All of them take part in reconciliation; importing a period again replaces it. Cloud shows whether the period is backed up to the account.
| Invoice | Account | Invoice date | Lines | Tracking | Imported | Cloud |
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📊This Invoice
| Layer | Means | Lines | Tracking | UPS Amount |
|---|
🧮Repricing
💲Surcharge Management Account-wide
Which surcharges exist. Adding one creates it in every rate level at once; each level fills its own rates under 04 Channel & Surcharge Rates.
| Fee Type | Kind | Billing | Zone scale | Levels priced |
|---|
Zone-scaled surcharges reuse each channel's own zones — the same zones as the base rates, only the rates differ.
👤Customers
Your own list. Assign a rate level and this customer’s shipments are repriced at that level. The list is shared across the whole account and does not change when you switch levels.
| Code | Name | Rate level |
|---|
📄WMS / TMS data
- File
- —
- Orders
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- Itemized
- —
- Status
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🗂️Imported templates
Every accepted WMS / TMS file, most recent first, with the time it was imported. Detail shows the rows that came in and whether each was matched to the invoice; Load brings that reconciliation back on screen.
| Imported | File | Source | Invoice date | Rows | Clients | Not on invoice | Billed to clients |
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⚖️No comparison yet
Import this period's UPS invoice under Batch Invoice Import, then bring in the filled WMS/TMS template under WMS/TMS Data. The comparison appears here the moment the file is accepted.
🚫Rows that could not be accepted
| Line | Reason |
|---|
📌To re-bill
Charges UPS billed that the client was not charged for, at the client's own rates; substitutions and reversals as a refund-and-rebill pair, fuel added last.
| Code | Name | Source | Order Number | Tracking Number | Charge |
|---|
📊Re-bill summary
How much to re-bill per customer, and which charges are missed most.
| Code | Name | Source | Rows | Items | To re-bill | Fuel | Incl. fuel |
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| Charge | Items | To re-bill | Fuel | Incl. fuel |
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🧮Full comparison — profit and variances
Read this after re-billing: profit and margin are only accurate once the missed charges above have been billed.
| Code | Name | Source | Rate level | Rows | Packages | Billed to customer | Charged by UPS | Profit | Margin | Chargeable | Billed vs Chargeable | Chargeable vs UPS |
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Each customer is priced at its assigned rate level; billed, chargeable and UPS amounts yield the pricing and UPS variances. Definitions and edge cases are in the guide.
Every charge on the matched shipments, priced two ways: what this customer’s rate level says it should be, and what UPS actually billed. The difference is where the invoice departs from the agreement — sorted with the largest gap first.
| Charge | Billed to client | Charged by UPS | Chargeable | Billed vs Chargeable | Chargeable vs UPS |
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➕Add a new channel Account-wide
Created in every rate level at once — each level prices it under 04. The reprice defaults (Ground, SurePost, the Air and Worldwide services) ship with their zones preloaded. A name that says Commercial or Residential itself stays on that one side; anything else appears on both.
📋Channels already set up
| Channel name | Zones | Levels priced |
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🧾Client invoice
Turns the open reconciliation's re-bill list into a client-ready adjustments invoice — pick the client, check the preview, download the Excel. Amounts are exactly the re-bill items; nothing is recalculated here.
| Tracking | Description | Corrected DIM | Key DIM | Total |
|---|
💵Channel & Surcharge Rates Per level
This page only sets the money. Which items exist is decided in the catalog.
🚚Channel base rates
⛽Fuel
💵Surcharge Rates
| Fee Type | Shipment Type | Zones | Amount |
|---|
⚙DIM Factor
🧾Correction Audit Fee
Billed to the customer once per shipping charge or zone correction on the re-bill list. Leave blank for the default $1.65; enter 0 to stop charging it.
📏Rules in Force
| Channel | LPS Longest (in) | LPS Weight (lb) | LPS Cubic (in³) | LPS L+G (in) | LPS Min Wt (lb) | AHS Weight (lb) | AHS Longest (in) | AHS 2nd Side (in) | AHS Cubic (in³) | AHS L+G (in) | AHS Min Wt (lb) |
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⚡ Demand Surcharge Periods shared · amounts per level
Periods, categories and mapping are shared by every rate level; amounts belong to each level.
| Invoice Number | Invoice Date | Transaction Date | Tracking Number | Charge Category Code | Charge Category Detail Code | Charge Description Code | Charge Description | Zone | Entered Weight | Billed Weight | Package Dimensions | Detail Keyed Dimensions | Net Amount |
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🧭Rate levels
Each level is a complete, independent set of rates. Every level is live at once — when shipments are repriced, each customer is priced at the level it is assigned to, whatever is selected here. This column marks only which level the editor currently has open: change the selector at top right and the surcharges, size rules, channels and demand below it belong to a different set.
| Level | In use | Size |
|---|
The account's complete pricing configuration. Loading one replaces the current configuration in full.
Empties what you tick, for the rate level you are on now — nothing else changes level, and the client list, mapping and charge codes are untouched. A configuration file is downloaded first, so a mis-click is recoverable: load it back and save.
The Tracking page asks UPS where a parcel is. The request goes through your own proxy so the UPS credentials never reach the browser. This field takes the proxy address only; leave it empty and the app uses this site's own /api/track, if the deployment has one.
Setting this up (for whoever installs it)
This field takes the proxy endpoint only — the UPS credentials live on the proxy.
Account-wide. A disabled item is not priced and does not appear under 04 Channel & Surcharge Rates.
| Channel name | Zones | State |
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| Fee Type | Billing | State |
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Demand as a whole switches on the Demand page; individual periods are removed there, not disabled.
Every surcharge is fuel-eligible by default. Exclude them individually here.
🔎UPS Charge Code Lookup
| Code | Surcharge / Meaning | In Invoice | Count |
|---|
🔎Tracking status
Paste tracking numbers or upload a list. Look up answers where each number stands in the system: invoices, what UPS charged, whether it was reconciled, what the client was billed and what is still to re-bill. Check UPS status asks UPS for the delivery status through this site's own service, so the UPS credentials stay on the server.
| Tracking | UPS status | Last activity | Delivered | Reconciliation | Invoice(s) | Code | Order | Charged by UPS | Billed to customer | To re-bill |
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🗂️Stored reconciliations
Every imported WMS / TMS file is kept together with its result. Open one to load that period's invoice from history and compare it again at today's rates; the figures here are from the last run.
| Batch | Source | UPS invoice date | Orders | Billed to customer | Charged by UPS | Profit | Margin | To re-bill | Reconciled |
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📈Profit analysis
Nothing to analyse yet. This page reads the reconciliation — once the filled template is imported, the numbers land here and the whole analysis can be exported.