# How Forge Works

## Overview

Forge provides a white-label shipping solution that enables marketplaces, software platforms, and logistics providers to embed multi-carrier
shipping capabilities directly into their products.

Forge connects platform applications, customer accounts, carriers, and EasyPost’s shipping infrastructure to create a configurable shipping ecosystem.

Platforms can control how shipping services are offered, how pricing is applied, and how customer accounts are managed.

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## Key Features

Forge provides a set of platform capabilities for managing shipping services at scale.

### Sub-Account Management

Create and manage customer environments using sub-accounts. Platforms can configure sub-accounts using either Centralized (Self-Managed Billing)
or Decentralized (EasyPost-Managed Billing) options.

### Multi-Carrier Shipping

Access EasyPost’s network of 100+ carriers through a single integration for label generation, tracking, and shipping operations.

### Pricing and Rate Control

Configure pricing strategies using Forge FlexRate, which allows platforms to apply percentage-based or fixed adjustments to carrier rates returned to sub-accounts.

### Advanced Shipping

Provide sub-accounts access to Advanced Shipping, a white-labeled shipping interface for purchasing labels and managing shipments.

### Analytics and Reporting

Monitor shipping activity, operational performance, and financial metrics using Forge Analytics and Reporting tools.

### Reliable Infrastructure

Forge leverages EasyPost’s API platform, providing 99.99% uptime and scalable infrastructure.

Related:

- [Centralized (Self-Managed Billing)](https://docs.easypost.com/guides/get-started-with-forge/self-managed-billing-guide)
- [Decentralized (EasyPost-Managed Billing)](https://docs.easypost.com/guides/get-started-with-forge/easypost-managed-billing-guide)

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## Forge Integration Components

A Forge integration consists of five main components:

1. **Platform Application:** A web or mobile application that interacts with Forge.
2. **Forge Account:** The platform’s Forge account for managing sub-accounts, carriers, and billing.
3. **Customer Accounts:** Sub-accounts that represent businesses or end users accessing shipping services.
4. **Carriers:** Shipping providers available within Forge, including:
   1. **Wallet Carriers:** Carriers integrated through EasyPost’s network.
   2. **Bring Your Own Carrier Account (BYOCA):** Custom carriers added by the platform.
5. **Billing & Payments:** The financial infrastructure managing postage costs, fees, and transactions within Forge.

![Forge Sub Account Management Offering](https://docs.easypost.com/images/forge-sub-account-offering.png)

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## Sub-Account Management Options

Forge allows platforms to manage customer accounts using either APIs or EasyPost-hosted tools.

### API Management

Create and monitor sub-accounts via API, then use their API keys to make requests on their behalf.

### Forge Dashboard

Manage sub-accounts through the Forge Dashboard and enable shipping services as needed.

Related:

- [Forge Sub Accounts](https://support.easypost.com/hc/en-us/articles/34368556417933-Forge-Sub-Accounts)
- [Forge Sub Account Groups](https://support.easypost.com/hc/en-us/articles/44013451608717-Forge-Sub-Account-Groups)

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## Implementation Options

### Centralized (Self-Managed Billing)

The platform manages carrier accounts, billing, and pricing strategy. Shipping activity is billed through the platform’s Wallet.
Sub-accounts in this option are created as Child User accounts.

### Decentralized (EasyPost-Managed Billing)

Each sub-account manages its own EasyPost Wallet. EasyPost processes carrier charges and shipping fees directly through the sub-account’s
wallet, reducing financial risk for the platform. Sub-accounts in this option are created as ReferralCustomer users.

Related:

- [Centralized (Self-Managed Billing)](https://docs.easypost.com/guides/get-started-with-forge/self-managed-billing-guide)
- [Decentralized (EasyPost-Managed Billing)](https://docs.easypost.com/guides/get-started-with-forge/easypost-managed-billing-guide)

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## Use Cases

Forge is designed to support a variety of B2B industries, including:

- **SaaS Platforms:** Web and mobile application providers embedding shipping capabilities within their products.
- **Marketplaces:** Platforms enabling sellers to access low-cost, pre- and post-shipment functionality.
- **3PLs and Logistics Service Providers:** Businesses optimizing shipping operations using EasyPost’s reliable shipping API.
- **Carriers:** Service providers expanding their offerings and unlocking new value with Forge.

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## Next Steps

To begin implementing Forge:
Choose an implementation model–Centralized (Self-Managed Billing) or Decentralized (EasyPost-Managed Billing).
Complete Forge onboarding with the EasyPost team.
Follow the appropriate implementation guide:

- Centralized (Self-Managed Billing) Guide
- Decentralized (EasyPost-Managed Billing) Guide

Related:

- [Centralized (Self-Managed Billing)](https://docs.easypost.com/guides/get-started-with-forge/self-managed-billing-guide)
- [Decentralized (EasyPost-Managed Billing)](https://docs.easypost.com/guides/get-started-with-forge/easypost-managed-billing-guide)

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## Additional Resources

Please visit the Help Center for more information.