United Parcel Service - Shipping Setup - Tips and Tricks
Apr/18/2010
United Parcel Service - Tips to remember when
setting up a new shipping service for UPS
1. Please make sure that the new credentials for the
UPS account being used by the company have been setup for the UPS.
They can be found within the Setup & Configure Tool by clicking the
Management Menu and going to: Setup & Configure Tool --->
Accounting ---> Shipping ---> Shipping Services.
2. When launching the shipping certification wizard
it should have a drop down at the top of the first window above the
credentials that should list the Division name and the name given to the
shipping service configuration. Please make sure to select the one that is
for the correct division if it is not already. The credentials set in the
shipping service configuration should automatically populate - no
other credentials should have to be entered into the certification
wizard.
3. The UPS certification process requires a
number of files to be generated and sent in to their certification
department. The output folder is where these generated files are
saved.
Since the certification wizard needs to
be able to complete the test shipments based on your warehouse address, the
ability to specify which domestic and international service is needed since not
all services may be available from that address.
Please be sure you have a warehouse setup and
associated as a default option for rate requests within Division settings. (this
option can be found in Company Settings: Tools---> Company---> choose a
Division listed on left ---> double click on the listed division on right
---> Configuration ---> Option to select Warehouse for rate
requests.
4. Initially set the services to the ones which
will be mainly going to be shipping with for UPS, if any of the
domestic test shipments fail due to not being available from your warehouse
address change the domestic service type to a different service.
Use the same routine for the international shipping services - the first 4 test
shipments are for domestic and the last test shipment is for
international.
*Regarding setting up for shipping options to
be selected when creating a Quote, Order or Invoice (this option
can be used internally or through web checkout) Create one or more Shipping
Methods, and then set the shipping service and the service type to use for each
shipping method. For example, if you want to be able to ship with UPS
ground; create a shipping method called UPS Ground and set the shipping service
to your UPS configuration, and select the service type to be Ground. If you want
to offer it on the web site make sure the option for web site enabled is
checked.