How to exclude a Company from a Surcharge
There will be times when a surcharge needs to be assigned to a large set of companies but not to all of your available companies. In order to make the process more efficient, the MachShip team suggests that you link the surcharge to all of your clients and then look to use the exclude function to remove the surcharge from those companies for which it does not apply.
1. Navigate to the Surcharge Grid
Select Admin and Other Options.
On the right-hand side under Advanced section, select Surcharges.
Alternatively, go to the following link.
Once on the surcharges grid, filter and look for the surcharge that you wish to edit.
Then select Edit Surcharge from the cog on the right-hand side.
2. Navigate to the Links Grid.
Scroll down to the bottom of the Edit Surcharge screen and select Create Link (if the company is not on the list yet).
3. Create the "Exclude" Link.
Enter the company name and carrier, then make sure to choose to Exclude.
Select Create Link.
4. Check the Link Table.
Once the link is saved check that the link table is correct - Note that excludes will be treated before includes.
In the example above MachShip will assign the surcharge to all companies with carrier accounts (for carrier TNT Express and Toll IPEC) or company carrier accounts (for the carrier TNT Express and Toll IPEC) attached to the company Test_ACMEE but it will exclude any carrier accounts (for carrier Border Express) or company carrier accounts (For Border Express) which are connected to the company Test_ACMEE.
5. Save the Surcharge.
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