Creating a Rate Group in PitneyShip Enterprise

You can create rate groups to group carrier services together so that they can be selected when shipping. Rate groups can also be used to restrict which carrier services are available to users in a particular location, division, or enterprise.

1. Select Settings > Carriers.
2. Select the Rate Groups tab.
3. Select Add Rate Group.
4. Enter a Display Nickname for the group.
5. (Optional) To enter your own ID for this rate group, select Custom Rate Group ID. If you do not enter an ID, the system will create one for you.
6. Click on Audience (Visibility). Select who you wish this rate group to be available to.
   • My Enterprise: Everyone in your organization
   • Role: All users with a specific role
   • My Location: Your location or other selected locations. To include locations other than your own, select the Other Locations slider to change it from OFF to ON, then select the desired locations from the menu.
7. Select the Origin Country of the carrier account you want to apply this rate group to.
8. Select the Carrier Account whose services you wish to allow.
9. From the Available list, select the service(s) you wish to add and click the single arrow pointing to the right to add it to the Selected list.
   • To add all of the services in that carrier account, select the double arrow pointing to the right.
   • To remove services from the Selected list, use the arrows pointing to the left.
10. When finished adding the services you wish to allow for this group, select Done.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.