Knowledge base | InkSoft Support Center

Setting up UPS

Note: You will need your UPS account number, Access Key, and UPS.com login information. If you need help with with finding your Access Key, and Account Number Click Here.

Setting up UPS

Shipping Settings are available under Settings > Shopping Cart Settings > Shipping.

After selecting UPS as a shipping account you will see the following options:

  1. Active: Set to Active to make this shipping option available in the cart
  2. Sort Order: Here you can choose the order in which shoppers see shipping options. Example you can make Pick-up display first, UPS as the second options etc.
  3. Automate Integration: Here you can select to use your UPS account credentials to generate real-time shipping rates. If this is not selected, you can make your own manual rules for shipping options such as flat rate shipping.
  4. Click Save when making any changes
Setting up UPS

Setting up Account Using Real-Time Rates

After selecting Yes for automated integration you will be prompted with the following:

  1. Select Real-Time Rates. NOTE: After select Real-Time Rates, you will see an addition option appear, 'Split large shipments.'  
    • Skip to the next step if you are using Full Pricing Control
  2. This will allow you to create multiple packages once a maximum weight becomes present
  3. Select from GIF, JPG, PNG, PDF, EPL2, SPL, ZPL, and STAR for the label file format.
  4. Enter you UPS Account Number
  5. UPS Account Username
  6. UPS Access Key - You can get this from your UPS Account.
  7. UPS Account Password
  8. Email
  9. Click Save

 

Side Note: We recommend clicking test to ensure that you've successfully entered the correct UPS credentials

Setting up Account Using Real-Time Rates

Setting up Account Using Full-Pricing Control

  1. Select Full Pricing Control. Note: After you enable Full Pricing Control, some UPS Account Info fields may dissapear since they are no longer required. You will now also see a $ icon as seen below to manage the shipping rates of exsisting shipping methods.
  2. Click on the $ button will allow you to set up your pricing for the method.
  3. Depending on our shipping method settings the minimum could calculate from the weight, order total, or order product count total. The figure below shows weight as an example.
  4. The Store Override Schedual will allow you to set an override for the shipping method to use in certain stores.
Setting up Account Using Full-Pricing Control

Creating a Shipping Method

After clicking 'Save' from the step below you can expand UPS  and you will see a 'Shipping Method' accordion. Here you will see a warning that no shipping method have yet been configured.

  1. Click 'Add New Shipping Method'
Creating a Shipping Method

Creating a Shipping Method with Real-Time Rates

After clicking the 'Add New Shipping Method' button you will see the following controls:

  1. Add Method From Template: One you create shipping methods, you can create a copy and modify to create additional shipping methods.
  2. Create Custom Shipping Method: Here you can configure each shipping method.
    • Method Name: Name of shipping option. This is what you shopper will see. Examples: Ground, 3-Day, etc.
    • Stores: You can assign the method to a single store or ALL stores.
    • Description (optional): Add a description to the shipping method to help keep everything orginized. The descriptions will only be visible in the admin are of InkSoft.
    • **UPS Method: Select the UPS method you would like to associate with the newly created store shipping method. Real-Time rates will use the selected method to generate the shipping cost. Note: The shipping method will not work if you select a UPS method thats not supported on your actual UPS account.
    • Process Days: How many days to process the order.
    • RUSH Markup(%): You can define a RUSH markup for this method.
    • Days in Transit Min: Minimum days in transit for the method.
    • Days in Transit Max: Maximum days in transit for the method.
    • No Discounts: Exclude discounts for applying to this shipping method.
    • No Shipping Address: Allow customers so select this method with out filling in a shipping address. Note: This option does not work for the Starter theme, Fundraiser Stores, Signs & Banners stores.
    • Shipping Restrictions: Here you can make decisions about where you are willing to ship. PO Box, Commercial, residential and countries.
    • Active: When selected the method is 'on' and available.
    • Sort Order: The order in which the method displays when the Shipping Account has been selected.
  3. Click the Save button when done

**This field is only available with Real-Time Rates

Creating a Shipping Method with Real-Time Rates

Creating a Shipping Method with Full Pricing Control

Shipping Method Options

  • Method Name: Name of shipping option. This is what you shopper will see. Examples: Ground, 3-Day, etc.
  • Stores: You can assign the method to a single store or ALL stores.
  • Description (optional): Add a description to the shipping method to help keep everything orginized. The descriptions will only be visible in the admin are of InkSoft.
  • **Calculation Method: Select from Weight, Item Total, and Item Count to be used to caculate the shipping cost.
  • Process Days: How many days to process the order.
  • RUSH Markup(%): You can define a RUSH markup for this method.
  • Days in Transit Min: Minimum days in transit for the method.
  • Days in Transit Max: Maximum days in transit for the method.
  • No Discounts: Exclude discounts for applying to this shipping method.
  • No Shipping Address: Allow customers so select this method with out filling in a shipping address. Note: This option does not work for the Starter theme, Fundraiser Stores, Signs & Banners stores.
  • Shipping Restrictions: Here you can make decisions about where you are willing to ship. PO Box, Commercial, residential and countries.
  • Active: When selected the method is 'on' and available.
  • Sort Order: The order in which the method displays when the Shipping Account has been selected.
  • **Shipping Price: Set the intial price for the shipping method when the minimum is 0. If you need you adjust the minimum or add additional pricing lines click the $ button to the right of the shipping method after it has been created.

**This field is only available with Full Pricing Control

Creating a Shipping Method with Full Pricing Control

Successfully Created Method

After you create your shipping method, it will appear as seen below. To manage the newly created Method:

  1. Click the name of the method will allow you to edit.
  2. Set the Pricing for the shipping method, this option will only show if you are using full-pricing control. Refer to Setting up Account Using Full-Pricing Control above.
  3. Here you can click the trash icon to delete.
Successfully Created Method