Shipping addresses and preferences
The Shipping tab controls where orders are shipped and how shipping costs are handled for a specific customer. From here you manage shipping addresses, free shipping rules, third-party carrier billing, and marketing mail preferences.
Managing shipping addresses
The shipping address book stores one or more shipping addresses for the customer. Each address can be selected at checkout and one address can be designated as the default.
To add an address, select the add button in the Shipping Address Book section. To edit or delete an existing address, use the action buttons on that address's row.
Each shipping address has the following fields:
| Field | Required | Description |
|---|---|---|
| Default Shipping | No | Toggle to make this the default shipping address used at checkout. |
| First Name | No | Recipient first name. |
| Last Name | No | Recipient last name. |
| Company | No | Company or organization name. |
| Address Line 1 | Yes | Street address. |
| Address Line 2 | No | Apartment, suite, or unit number. |
| City | Yes | City name. |
| State/Region | Yes | State, province, or region. |
| Postal Code | Yes | ZIP or postal code. |
| Country | Yes | Country (selected from a dropdown). |
| Day Phone | No | Primary phone number. |
| Evening Phone | No | Secondary phone number. |
| Tax County | No | County for tax calculation purposes. |
Free shipping settings
Four settings work together to control how free shipping applies to this customer's orders.
| Setting | Description |
|---|---|
| Free Shipping | Enables free shipping for this customer. When toggled on, an optional Minimum field appears. |
| Minimum | The minimum order subtotal required before free shipping applies. If the order subtotal is below this amount, standard shipping rates are used. Leave blank to grant free shipping with no minimum. |
| No Free Shipping | Overrides any free shipping promotions or rules that would otherwise apply. When enabled, this customer always pays for shipping, even if a site-wide free shipping offer is active. |
| Exempt Shipping Handling Charge | Removes any handling charge surcharges from this customer's shipping costs. |
Free Shipping and No Free Shipping serve opposite purposes. Free Shipping grants the customer free shipping (optionally above a minimum). No Free Shipping prevents the customer from receiving free shipping even when a promotion would otherwise provide it. If both are enabled, No Free Shipping takes precedence.
Third-party billing
Third-party billing lets a customer ship orders using their own carrier accounts. When enabled, freight charges are billed directly to the customer's carrier rather than to your account.
Toggle Allow 3rd Party Billing to enable this feature. When enabled, four carrier account fields appear:
| Field | Description |
|---|---|
| UPS Account Number | The customer's UPS account number for freight billing. |
| FedEx Account Number | The customer's FedEx account number for freight billing. |
| DHL Account Number | The customer's DHL account number for freight billing. |
| DHL Duty Account Number | The customer's DHL account number specifically for duty and tax charges on international shipments. |
Fill in only the account numbers for carriers the customer uses. During order fulfillment, shipments sent via a carrier with an account number on file are billed to the customer's account.
Third-party billing is commonly used for large B2B customers who have negotiated their own shipping rates and prefer to manage freight costs directly through their carrier accounts.
Marketing mail opt-out
The Do Not Send Physical Marketing Mail to Customer toggle prevents physical marketing materials (catalogs, flyers, postcards) from being sent to this customer's shipping addresses. Enable this when a customer requests not to receive printed marketing.
Related pages
- Customers overview -- capabilities summary and page navigation
- Billing addresses and payment settings -- billing addresses and checkout controls
- General customer settings -- login credentials, tags, and profile fields