Shipping Methods

Shipping Methods configuration connects your ERP to carriers and defines shipping options available for orders and fulfillment.

Overview

Shipping Methods enable you to:

• Configure shipping carriers
• Set up shipping zones
• Define shipping rates
• Calculate real-time rates
• Print shipping labels
• Track shipments

Accessing Shipping Methods

Navigate to Settings → Integrations → Shipping Methods from the main menu.

Carrier Overview

Connected Carriers

Shipping Carriers

Active Carriers:
┌────────────────────────────────────────────────────────────────┐
│ Carrier     │ Type      │ Status  │ Shipments (MTD)           │
├────────────────────────────────────────────────────────────────┤
│ UPS         │ API       │ ✓ Active│ 234 shipments ($4,567)    │
│ FedEx       │ API       │ ✓ Active│ 189 shipments ($3,890)    │
│ USPS        │ API       │ ✓ Active│ 456 shipments ($1,234)    │
│ DHL         │ API       │ ✓ Active│ 45 shipments ($2,345)     │
│ Local Delivery│ Manual  │ ✓ Active│ 67 shipments ($335)       │
│ Customer Pickup│ Manual │ ✓ Active│ 89 pickups ($0)           │
└────────────────────────────────────────────────────────────────┘

Available Integrations:
├─ Canada Post (not connected)
├─ Australia Post (not connected)
├─ ShipStation (not connected)
└─ [+ Add Carrier]

Carrier Configuration

UPS Setup

Configure: UPS

Connection Status: ✓ Connected

Account Information:
├─ Account Number: [1A2B3C]
├─ Username: [company_ups]
├─ Password: [••••••••••]
├─ Access License: [••••••••••••••••]
└─ Mode: ● Production ○ Test

Shipper Information:
├─ Company Name: [Company Name]
├─ Attention: [Shipping Department]
├─ Phone: [(555) 123-4567]
├─ Address: [123 Main Street]
├─ City/State/ZIP: [New York, NY 10001]
└─ Country: [United States]

Enabled Services:
├─ [x] UPS Ground
├─ [x] UPS 3 Day Select
├─ [x] UPS 2nd Day Air
├─ [x] UPS Next Day Air
├─ [x] UPS Next Day Air Saver
├─ [ ] UPS Worldwide Express
└─ [ ] UPS Worldwide Expedited

Rate Options:
├─ Rate Type: [Daily Rates ▼]
├─ [x] Include fuel surcharge
├─ [x] Show delivery estimates
└─ [x] Enable Saturday delivery

[Test Connection] [Save Settings]

FedEx Setup

Configure: FedEx

Connection Status: ✓ Connected

API Credentials:
├─ Account Number: [123456789]
├─ Meter Number: [987654321]
├─ API Key: [••••••••••••••••]
├─ API Password: [••••••••••]
└─ Mode: ● Production ○ Test

Shipper Information:
├─ Company Name: [Company Name]
├─ Contact: [Shipping Manager]
├─ Phone: [(555) 123-4567]
├─ Address: [123 Main Street]
├─ City/State/ZIP: [New York, NY 10001]
└─ Country: [US]

Enabled Services:
├─ [x] FedEx Ground
├─ [x] FedEx Home Delivery
├─ [x] FedEx Express Saver
├─ [x] FedEx 2Day
├─ [x] FedEx Standard Overnight
├─ [x] FedEx Priority Overnight
├─ [ ] FedEx International Priority
└─ [ ] FedEx International Economy

Special Services:
├─ [x] Signature Required
├─ [x] Hold at Location
├─ [x] Saturday Delivery
└─ [ ] Alcohol Shipping

[Test Connection] [Save Settings]

Shipping Zones

Zone Configuration

Shipping Zones

Zones define geographic regions for shipping rates.

┌────────────────────────────────────────────────────────────────┐
│ Zone Name        │ Regions          │ Methods       │ Status   │
├────────────────────────────────────────────────────────────────┤
│ Local            │ NY, NJ, CT       │ Ground, Local │ Active   │
│ East Coast       │ 13 states        │ All           │ Active   │
│ Central          │ 12 states        │ All           │ Active   │
│ West Coast       │ 5 states         │ All           │ Active   │
│ Alaska/Hawaii    │ AK, HI           │ Air only      │ Active   │
│ Canada           │ All provinces    │ International │ Active   │
│ International    │ Rest of world    │ DHL, FedEx Int│ Active   │
└────────────────────────────────────────────────────────────────┘

[+ Add Zone]

Zone Detail

Edit Zone: Local

Zone Details:
├─ Zone Name: [Local]
├─ Description: [Local delivery area - same day possible]
└─ Status: [Active ▼]

Included Regions:
├─ States: [NY, NJ, CT]
├─ ZIP Codes: [10001-10999, 07001-07999]
└─ [+ Add Region]

Available Shipping Methods:
├─ [x] UPS Ground ($8.99)
├─ [x] FedEx Ground ($9.49)
├─ [x] Local Delivery ($5.00)
├─ [x] Customer Pickup (Free)
└─ [ ] USPS Priority (disabled for zone)

Special Rules:
├─ [x] Same-day delivery available (order by 10 AM)
├─ [x] Free shipping over $100
└─ Minimum order for delivery: $[25.00]

[Cancel] [Save Zone]

Shipping Rates

Rate Configuration

Shipping Rates

Rate Type: [Table Rates ▼]
├─ Table Rates (by weight/price/quantity)
├─ Real-Time Carrier Rates
├─ Flat Rate
├─ Free Shipping
└─ Calculated (formula)

Table Rates: UPS Ground
┌────────────────────────────────────────────────────────────────┐
│ Zone        │ Min Weight│ Max Weight│ Rate    │ Handling      │
├────────────────────────────────────────────────────────────────┤
│ Local       │ 0 lb      │ 5 lb      │ $8.99   │ $0.00         │
│ Local       │ 5 lb      │ 20 lb     │ $12.99  │ $0.00         │
│ Local       │ 20 lb     │ 50 lb     │ $18.99  │ $2.00         │
│ East Coast  │ 0 lb      │ 5 lb      │ $12.99  │ $0.00         │
│ East Coast  │ 5 lb      │ 20 lb     │ $18.99  │ $0.00         │
│ West Coast  │ 0 lb      │ 5 lb      │ $15.99  │ $0.00         │
└────────────────────────────────────────────────────────────────┘

[+ Add Rate] [Import Rates] [Export Rates]

Real-Time Rates

Real-Time Rate Settings

Enable Real-Time Rates:
├─ [x] UPS - Query UPS API for live rates
├─ [x] FedEx - Query FedEx API for live rates
├─ [x] USPS - Query USPS API for live rates
└─ [ ] DHL - Query DHL API for live rates

Rate Adjustments:
├─ Markup Type: [Percentage ▼]
├─ Markup Amount: [15]%
├─ Handling Fee: $[2.00] per shipment
└─ Rounding: [Round up to nearest $0.99]

Fallback Options:
├─ [x] Use table rates if API unavailable
├─ Cache Duration: [15] minutes
└─ Timeout: [10] seconds

Display Options:
├─ [x] Show estimated delivery dates
├─ [x] Show carrier names
├─ [x] Show multiple options
└─ Max options to show: [5]

[Save Rate Settings]

Label Printing

Label Configuration

Label Printing Settings

Default Settings:
├─ Label Format: [PDF ▼]
│  ├─ PDF (4x6)
│  ├─ ZPL (Thermal)
│  ├─ PNG
│  └─ EPL
├─ Label Size: [4x6 inches ▼]
├─ Printer: [Thermal Printer - Shipping ▼]
└─ Auto-print: [x] Print on shipment creation

Package Defaults:
├─ Package Type: [Your Packaging ▼]
├─ Default Weight: [1] lb
├─ Default Dimensions: [12] x [8] x [4] inches
└─ Weight Unit: [Pounds ▼]

Label Content:
├─ [x] Include packing slip
├─ [x] Include return label
├─ [x] Include customs documents (international)
└─ [x] Include barcode

Batch Printing:
├─ [x] Enable batch label printing
├─ Max labels per batch: [50]
└─ Auto-generate end-of-day manifest

[Test Print] [Save Settings]

Tracking Integration

Tracking Settings

Tracking Configuration

Tracking Updates:
├─ [x] Auto-import tracking status
├─ Update Frequency: [Every 4 hours ▼]
├─ [x] Update order status based on tracking
└─ Status Mapping:
   ├─ "In Transit" → Order Status: Shipped
   ├─ "Out for Delivery" → Order Status: Out for Delivery
   └─ "Delivered" → Order Status: Delivered

Customer Notifications:
├─ [x] Email when label created
├─ [x] Email when shipped
├─ [x] Email when out for delivery
├─ [x] Email when delivered
└─ [x] Include tracking link

Tracking Page:
├─ [x] Enable branded tracking page
├─ Page URL: company.com/track/{tracking_number}
└─ [x] Show carrier tracking link

[Save Tracking Settings]

Free Shipping Rules

Free Shipping Configuration

Free Shipping Rules

Rule 1: Order Total Threshold
├─ Status: [Active ▼]
├─ Minimum Order: $[75.00]
├─ Applies To: [Subtotal before tax ▼]
├─ Zones: [All domestic ▼]
├─ Methods: [Ground shipping only ▼]
└─ Display: "Free shipping on orders over $75"

Rule 2: Product Category
├─ Status: [Active ▼]
├─ Category: [Clearance Items]
├─ Applies To: [All orders with category items]
├─ Zones: [Local only ▼]
├─ Methods: [All methods ▼]
└─ Display: "Free local shipping on clearance"

Rule 3: Customer Group
├─ Status: [Active ▼]
├─ Customer Group: [VIP Customers]
├─ Minimum Order: $[0.00]
├─ Zones: [Continental US ▼]
├─ Methods: [Standard shipping ▼]
└─ Display: "VIP Free Shipping"

[+ Add Rule]

Packaging

Package Types

Package Configuration

Predefined Packages:
┌────────────────────────────────────────────────────────────────┐
│ Name            │ Dimensions (LxWxH)│ Max Weight│ Default      │
├────────────────────────────────────────────────────────────────┤
│ Small Box       │ 8x6x4 in         │ 5 lb      │ ✓            │
│ Medium Box      │ 12x10x6 in       │ 20 lb     │              │
│ Large Box       │ 18x14x10 in      │ 40 lb     │              │
│ Flat Envelope   │ 12x9x1 in        │ 1 lb      │              │
│ Tube            │ 36x4x4 in        │ 10 lb     │              │
│ Custom          │ Variable         │ Variable  │              │
└────────────────────────────────────────────────────────────────┘

[+ Add Package Type]

Auto-Package Selection:
├─ [x] Suggest optimal package based on items
├─ [x] Allow multiple packages per order
└─ Dimensional Weight Divisor: [139] (cubic inches per lb)

Best Practices

Carrier Selection

• Connect multiple carriers
• Compare rates regularly
• Consider delivery times
• Review service quality

Rate Management

• Update rates periodically
• Test rate calculations
• Set appropriate markups
• Monitor shipping costs

Operations

• Batch print labels
• Use tracking integration
• Set customer expectations
• Handle exceptions promptly

Troubleshooting

Common Issues

Rate calculation failed

• Check carrier credentials
• Verify address format
• Review package dimensions
• Test carrier connection

Label won't print

• Check printer connection
• Verify label format
• Review label size settings
• Test with carrier directly

Tracking not updating

• Check API connection
• Verify tracking number
• Review update frequency
• Contact carrier support

Related Documentation

Learn about Integrations for other third-party connections.