Using Rate Quote with Acumatica

Rate Quote allows you to get shipping rates or rate shop for a Sales Order that is open on the Sales Orders screen. Rate Quote can also write back the Freight Cost, Carrier/Service, and Address changes to the Sales Order.

Setup

StarShip Rate Quote requires a customization project published for Acumatica and minimal setup in StarShip.

On the Sales Orders screen in Acumatica, click the StarShip button. The Sales Order must have one of the following statuses: Open, On Hold, Credit Hold, or Awaiting Payments.

The Sales Order is saved and StarShip Rate Quote opens in a new browser window. (You may be required to log in.) The Sales Order information is loaded into the Rate Quote window. Enter any additional Shipment Detail or make any changes necessary.

Rate the shipment with the currently selected carrier by clicking Rate from the menu or by pressing Ctrl + Alt + R. To rate shop, select Rate Shop from the menu or press Ctrl + Alt + S and select a carrier from the Rate Quotes section.

When you’re done, click Apply.

After clicking Apply, you are returned to the Sales Orders screen and StarShip writes back the shipment detail to the Sales Order.

Write-Back

See Rate Quote Write-Back for more information.