Steps to Configure Service Terms in Qualer

  • Navigate to the Account tab of the client's account.
  • Click on Service Terms.
  • Create a new Service Term if necessary.
  • In the Carrier/Account Information tab:
    • Add the carrier or account information (e.g., UPS/FedEx number).
    • Set the begin date (an end date is optional).
    • Note: The service terms will automatically apply to every customer order.



  • In the Payment Terms tab:
  • Add any applicable discounts.
  • Note tax exemption status if applicable.

  • In the Payment Options tab:
    • Add purchase order (PO) or credit card information.

  • Once service terms are applied to an order, the relevant information will appear in the Logistics and/or Billing tabs.