UPS Setup
From Laris Support Wiki
Contents |
Procedure
Laris supports full integration with UPS. First you need to register for a UPS Account.
The following is from the UPS.com website.
How do I set up an account with UPS?
Fill out the online application by completing the following steps: (first go to UPS.com)
1. Select the Shipping tab at the top of the page.
2. In the area at the left, select Open a UPS Account.
3. If you are not already logged in to My UPS, you will be instructed to do so.
4. Answer the application questions to determine which account fits your specific needs.
You can also call 1-800-PICK-UPS® (1-800-742-5877) to set up your UPS Account. After your new account is processed, we will provide relevant information to help you start shipping.
If you want to print shipping labels, you need to download the Eltron / Zebra Printer Drivers which you can get by clicking here. (Right Click > Save As (or it won't work))
After you have your account number and printer driver installed, visit step 6 Shipping Courier Settings again, check the box next to UPS and hit next step.
Start filling in the blanks.
Company Name: Input the Company name that is registered with UPS.
Contact Name: Input the Contact name that is registered with UPS. Note: If this value is not the same contact name on file with UPS, the account will not properly Generate Credentials.
Account Number: Input the Account Number you received when signing up for UPS.
Now click on Generate Credentials.
There will be a popup window reminding you that, the company and contact information specified under "Shipping Address" in your Account Details will be sent to UPS. This is basically to remind you that if that address is not the same as the one on file with UPS, the credentials will not generate properly.
Click OK
The popup box now has the UPS Technology Agreement and the ability to Accept, Decline and Print the agreement. Choose if you would like to be contacted by UPS and then Click on the I Accept Button.
Hopefully, if all of the information was correct you should have an update status on the top of the page that says,"
"Registration Successful. UPS OnLine® Tools credentials successfully received. Complete the form and Click UPDATE when Finished."
If not, check all of your information again to make sure it's the same as what is on file with UPS.
Definitions
Warehouse Settings
You will only see these if you do not have multiple Warehouses in Laris. If you are managing multiple Warehouses, these settings are set up in the warehouse settings.
- Units of Measure - Describes the relative constant used to measure something. Example: Inches, Centimeters, Feet, pounds, kilograms. You may select the unit of measure that fits you locality, either Metric or Imperial.
- Use Dimensional Weight - Select if you would like to base shipping calculations on dimensional weight or actual weight. Setting this option to YES will override any weight specified, and calculate shipping based on the item's dimensional weight.
- Combined Shipping - Select if you would like to enable combined shipping for this service provider. Combined shipping will allow your customers to specify upon checkout, that they would like multiple purchases shipped together (saving money on shipping). If a customer orders multiple products, in their order the combined shipping will be based on the total of the weight and adding default dimensions together.
- Consolidated Shipment Pricing - This selection allows you to control if a buyer will see the shipping per product during checkout or if it will be automatically added together as they checkout.
- Phone Number - This is where you specify the phone number of the warehouse that the products are shipped from.
- E-mail Address - Specify the contact e-mail address for the warehouse that the products are being shipped from.
Carrier Settings
Auto Processing
- Enabling this option will automatically process shipping labels for products and orders that have either: 1) successfully received an electronic payment transaction id from your configured merchant or 2) have been marked as “Payment Cleared/Received” if accepting a check or money order. Once orders or products have transaction id’s registered, shipping labels for those products will automatically be processed and ready to print to your configured printing device. You need to have Shipping Auto-Processing rules set up to use this option.
Printer Type
You can use various types of printers to print your shipping labels.
-
Thermal
- Will output shipping labels on a compatible industry standard Eltron Direct Thermal Label Printer.
- 4” x 8” Eltron Labels
- 4” x 6” Eltron Labels
- Will output shipping labels/waybills on an Ink/Bubble Jet Printer
- Will output shipping labels/waybills on a Laser printer.
There are two types of industry standard direct thermal shipping labels.
Ink/Bubble Jet
Laser
Global References on Label
- Select the additional variables that you would like to print on your shipping label.
- Best Practice - Printing Warehouse locations can turn your shipping labels into pick-lists to grab items off shelves. See which values will most help your business.
Insurance Preferences
Insurance Provider
If you're using 3rd party insurance, choose the provider here. NOTE: DAZzle only supports UPIC insurance, and Endicia insurance.
Insurance Type
You can choose to require insurance, make insurance optional or turn off insurance by choosing Not Included.
Insurance Setting
Native will use the insurance that is offered by the configured shipping carrier.
Custom will disable the insurance that is offered by the configured carrier and use the insurance scale that you specify.
Insurance Fee Preferences
If you choose to have custom insurance rates, you can specify the sale amount and the insurance rate that will be offered to the buyer during checkout.
Shipping Calculator Settings
Shipping Calculator
Enabling this option will allow you to offer exact published shipping rates on your online auctions, storefront or eCommerce selling venues. The calculator utilizes your origin zip/postal, the measurements of the item, and embeds the information into you listing. Customers have the ability to enter their destination zip/postal code for a published rate estimate for shipping the item to their location. Our shipping calculator provides your customers with real-time, online shipping quotes for your products. Customers will be asked to specify their country and postal code. The actual shipping price (including any custom markups) will display in real-time. This way , there is never any confusion about shipping fees when your customers are shopping around or checking out.
Time In Transit
Enabling this option will output estimated time of arrival on the shipping calculator. This option is an informative tool for your customers. It allows them to receive an idea as to when the product will arrive at their doorstep, which will eliminate certain phone calls to your customer service staff.
Shipping Markups / Discounts
- Here you may specify markups and discounts for shipping to the configured shipping destinations when you are utilizing the shipping calculator. You may also specify default fixed shipping rate for the configured countries, states and provinces.
- NOTE: You must have Taxes & Shipping zones defined to view countries for this section to function properly.
- Setting a Discount/Markup for a selected zone.
- First select the zones you desire to configure.
- Now select the desired function: Markup or Discount.
- Now enter your desired rate and select whether it will be a percentage or dollar based rate.
- For example: I configured Australia in my Taxes & Shipping zone, and now I am ready to define Markups and discounts. I select Australia and choose “Markup” then enter 5 and select % from the drop down. This means that all packages shipped to Australia will be charged 5% above published shipping rate.
Modify Selected Service Levels
- This button, at the bottom right is VERY important. Click on it to include or exclude different service levels that you want to offer to your customers.
Back to Shipping Courier Settings.