Learn how UPS Real-Time Rates work in InkSoft and how they can be used to display accurate shipping costs to customers during checkout. Below covers the setup process, how live UPS rates are calculated, and the benefits of using real-time pricing to provide greater transparency and create a smoother shipping experience for both merchants and customers.
After entering the UPS account credentials, you will be required to fill out the UPS invoice information for the following fields in order to continue:
- Last Invoice Date
- Last Invoice Number
- Invoice Control ID
- Last Invoice Amount
(please note only 1 UPS account can be integrated)
Creating a Shipping Method with Real-Time Rates
- Click UPS Accordion
- Click Shipping Method
- Click Add New Shipping Method.
Fill out the following information:
- Name: The name of the new shipping method (example: to school name)
- Production Time: Number of days required to process orders
- Days In Transit Min: The minimum number of days required to transport the shipment
- Days In Transit Max: The maximum number of days required to transport the shipment
Note: Process days added to the min/max shipping time will be the estimated shipping time (business days).Ex. 7 process days and a Min Transit of 3, Max Transit of 5, would give an estimated shipping time of 10-15 days.
- Active: Allow customers to use this Shipping Method
- Sort Order: The order this shipping option will show up in the shipping list on the cart
Note: Most business owners choose to display shipping methods in order of least to most expensive.
- **UPS METHOD (Highlighted below): This is the most important information needed for this method to be active for your shoppers. This coincides with the account linked via Account Credentials above. The method name has to match with the integrated method you want to pull for pricing (For Example, if the UPS method set would be UPS Ground, the shipping method name is Ground ) If you want to offer international shipping, you will need to ensure the UPS Method is an international option, as well as enable countries outside the US in the Permitted Shipping Destinations below. If you do not have a correct international method and countries selected, the international method may not work. To find out more about international UPS methods, click here.
- Store: Assign this shipping method exclusively to any single store or all stores
- Permitted Shipping Destinations: The first 4 are allowances. You are allowed to ship to unknown addresses, residential addresses, commercial addresses, and PO boxes (recommended to have all 4 checked) For international shipping, you want to click on the States and Countries link under the dropdown, head to the Countries tab, and check all the countries that are permitted shipping destinations. Once saved, the States and Countries settings are globally enabled for all other shipping settings. This setting also allows you to accept payment from those countries.
- Click Save
Successfully Created a Shipping Method
After you create your shipping method(s), it will appear as seen below. To manage the newly created method(s):
- Click the Method Name to edit (opens up the settings/form as seen above).
- Click on the Trash Can to delete a method.
NOTE: The UPS real-time rates shown are the linked account's negotiated rates. These rates are automatically applied to your account once you have successfully configured a real-time rate integration. There are no other actions needed to be taken to get the real-time rate pricing.
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