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1.5.1 Shipping Service Setup for Live Shipping


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Setting up Shipping Accounts for use on a website and directly within Tradepoint involves several steps.

  1. The first step is to make sure your shipping account has been setup with permissions to process web orders through your carrier. This may mean a phone call to UPS, FedEx, etc. to make sure your account has that requirement supported through the carrier.
  2. Next setup the shipping account within Tradepoint.

In Tradepoint, live shipping accounts are supported by both a Shipping Method and a Shipping Service.

A Shipping Method can stand on its own to provide manual shipping options with approximated shipping rates based on billing tables created within a Shipping Method. The second use for a  Shipping Method is to be linked to a Shipping Service with the ability to add specific preferences to the Shipping Service on each Order including:

  •  Billing Tables based on weights to enable approximated shipping rates should an Internet connection be lost
  • An increased for handling to be built into the shipping rate
  • A ceiling price for shipping costs enabling free shipping on Orders over a certain dollar amount
  • Specific Shipping Service types (Overnight, 2nd Day Air, Ground, etc.)

The most common setup is to have one Shipping Service setup in Tradepoint for each carrier which will communicate electronically with that carrier and multiple Shipping Methods setup in Tradepoint for the various types of Shipping Services supported on a website.

Setting up a Shipping Service is done through the following steps.

Access the Setup & Configure tool through the management menu.

The first screen which will appear is the main screen with expandable menus listed on the left.

Choose the Shipping Service options and then the 'Add Item' icon to create a new Shipping Service.

The next screen will show what information regarding the Shipping Service is relevant. This means the field for FedEx will be different from the UPS information and so on.

The current Shipping Service supported in Tradepoint will be listed in a drop down menu. They include:

  • FedEx
  • UPS
  • DHL-US
  • DHL Easy Ship (UK & Europe)
  • Canada Post
  • Endicia
  • USPS (Rate Enquiries Only)
  • Royal Mail

Check off the necessary testing boxes to process tests with your shipping services before you go live to ensure that all relevant details are operating accurately through Tradepoint and on a website.

When the Shipping Service has been tested thoroughly then un-check the Shipping Services options in Tradepoint to use your Shipping Services live.

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