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Capture Shop for Rates Rates?

  • 29 August 2023
  • 3 replies
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Hi everyone, 

Is there a way to capture all the rates given when you click “Shop for Rates” on the Shipping screen? 

I would like a way to show what our freight cost is, but also how much we save by choosing one carrier over the other for each shipment. 

If we shop for rates and click the lowest one, do the other rates just go away or are they stored somewhere? 

Thanks!

 

 

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Best answer by Omar Ghazi 29 August 2023, 21:41

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@bclark After rate shopping, when you select a Ship Via, the values for the other Ship Vias aren’t used and discarded. The trace log will only show a few of the logs and can easily be lost depending on actions you are taking in the system.

However, if you want to externally capture this information for individual shipments, you can select the excel icon to export this information.


Which will render this captured information into an Excel file.

 

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@Omar Ghazi 

Thanks for the quick response!

Do you know if there is a way to export to excel to a specific folder, like in OneDrive… instead of just as a Download?

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@bclark Chrome or other modern browsers allow you to specify the default download folder for files. For Chrome specifically:

  1. Click More (three vertical dots) > Settings in the top right corner.
  2. In the Settings page, from the left pane, select Downloads.
  3. Click Change next on the Location section.
  4. Select a folder in your OneDrive to set as your new download location

However, please note that this will change any and all future downloads to that location, not just downloading files from your Acumatica instance.

If you want specific download locations based on specific sites, you may be able to achieve that with a browser extension that routes your downloads to specific folders based on domain, file type, and etc. You will need to search for something like this from the web store of your browser.

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