Version 7.5
Version 7.5
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SEOM is able to print UPS shipping labels directly from the program through our integration with UPS OnLine® Tools. To use this integration, you must already established a Daily Pickup account with UPS.
The integration is only designed to accept a single UPS Account for all shipping labels and does not support multi-package shipments (one of two, two of two). It is possible to print two labels for the same order, however, they are not related to each other from UPS's perspective. Each label has its own tracking number.
Go to Main Menu > Settings > System Functions > Set System Parameters.
Set the following system parameters:
UnitOfMeasureDimensions - set this to the unit of measure used for dimensions
UnitOfMeasureWeight - set this to the unit of measure used for weights
Go to Main Menu > Settings > System Functions > Store Setup Wizard and select the Shipping section.
Select UPS in Choose a shipper: and then select Order Manager in Then choose a shipping system:.
Go to Page 3 of the Shipping section and click UPS in Show shipping methods for:.
Click Select All to enable all of the pre-defined UPS shipping methods. To disable one of the methods, clear its Use This Method check box.
Click Set All to be able to use the Rate Shopping feature with all UPS shipping methods.
Return to Page 1 of the Shipping section and click UPS OnLine® Tools Setup Wizard.
The UPS Online® Tools Setup walks you thru entering your UPS account information and preferences. Many of the settings entered on the UPS Online Tools Setup screens set parameters in the UPS Parameter Group.
You can click on the Cancel button at any point during the setup to exit the wizard. Keep in mind that the data entered up until that point is not saved until you click the Finish button at the end of the wizard, so the next time you run the wizard you need to re-enter your information.
The Wizard screens have a Back button so you may return to previous screens if corrections need to be made.
Select Yes, I agree to the terms of use to the question Do you agree to the terms of this agreement?. If you do not agree with the terms, click Cancel to exit the wizard. To use the UPS OnLine Tools system you must accept the UPS Licensing Agreement (agreement). If you do not accept the agreement, you may click on the Cancel button to exit the wizard.
Optional: To obtain a hard-copy of the agreement, click Print Agreement to open the agreement in Notepad where you can print or save the agreement to file.
Make a selection in I would like a UPS Sales Representative to contact me about opening a UPS Shipping account or to answer questions about UPS Services. The default response is Yes.
Click Next.
The company information entered here must match your company's "shipper information" already on file with UPS. An alternate "ship from" address can be entered at Screen 5.
Enter your Company Name.
If you will be shipping internationally, enter your company's tax identification number in Tax ID.
Enter your company's Street Address.
Optional: Enter Address 2 information - Suite, Floor Number, etc. in Building, Room, Floor.
Optional: Enter the name of the department to receive the package in Department.
Enter your company's City.
Enter your company's State/Province.
Enter your company's Postal Code.
Enter the Country where your company is located.
Click Next.
Enter the Name of the contact person at your company who can answer inquiries regarding UPS shipments - required for international shipments.
Optional: Enter the Title of the contact person.
Optional: Enter the Email Address of the contact person.
Enter the Phone Number of your company contact's phone number - required for international shipments.
Optional: Enter the Fax Number of the contact person.
Optional: Enter the Company URL.
Click Next.
If you are only shipping from the address entered in Screen 3 click Next to proceed to skip this page.
If you will be shipping from a location that is different than the location specified on Screen 3 (Shipper Information screen), select the check box at the top of the screen labeled Use Alternate Ship From Address for UPS.
Enter your Company Name at the alternate location..
If you will be shipping internationally, enter your company's tax identification number in Tax ID.
Enter your company's Street Address at the alternate location.
Optional: Enter Address 2 information - Suite, Floor Number, etc. in Building, Room, Floor at the alternate location..
Optional: Enter the name of the department to receive the package in Department at the alternate location..
Enter your company's City at the alternate location..
Enter your company's State/Province at the alternate location..
Enter your company's Postal Code at the alternate location..
Enter the Country where your alternate site is located.
Click Next.
This screen allows you to set the default payment information for a shipment. The program assumes the shipper is the payor, however, you can assign different information on this screen, if needed.
Select the level of payment detail you want to provide from the Payment Detail drop-down list. Options include "Basic" (domestic and international shipments) or "Itemized" (international shipments only).
Basic (domestic and international shipments) - allows you to specify the payor is responsible for all charges for the shipment. The Duty and Taxes section is disabled if this option is selected.
Itemized (international shipments only) - allows you to specify separate payors for shipment fees and duty fees. This option enables the Duty and Taxes section. This choice enables a field called Split Vat. If selected, the party responsible for shipping fees and the party responsible for duty and taxes split the payment of any Value Added Taxes (VAT) applied to the shipment.
In the Shipping Charges section and, if enabled, the Duty and Taxes section, make selections in the following fields:
Payor select Shipper, Receiver, Third Party, or Consignee.
If Shipper is selected, you can choose a Payment Method of UPS Account Number or Credit Card.
If UPS Account Number is selected, enter it in UPS#.
If Credit Card is selected then enter the following data:
Acct # - enter the credit card number without dashes or spaces
Pay Zip - enter the Zip Code of the card holder
Country - select the Country of residence of the card holder
Expiration -- enter the card’s expiration date in "mmyy" format
CVV2 -- enter the card’s 3 or 4 digit security code
Street 1 -- enter the card holder’s street address
Street 2 -- enter any additional address information for the card holder
Street 3 -- enter any additional address information for the card holder
City/State -- enter the city and select the state of residence of the card holder
If Receiver is selected from the Payor drop-down list then the only payment option is by UPS Account. Enter the Receiver’s UPS Account Number in the UPS# field and their Zip Code in the Pay Zip field.
If Third Party is selected from the Payor drop-down list then the only payment option is by UPS Account. Select the type of party the third party represents from the Party Type drop-down list. Enter the Third Party’s UPS Account Number in the UPS# field, their Zip Code in the Pay Zip field and select their country of residence from the Country drop-down list.
If Consignee is selected from the Payor drop-down list, no other data points are required.
Click Next.
The settings specified here can be overridden on individual shipments when shipping labels are printed from one of the locations that displays the UPS OnLine Tools Shipping screen.
UPS Account Type -- Select Daily Pickup
Default Delivery Confirmation Type -- Select from one of the following options, some of which may incur additional fees:
No Confirmation -- No delivery confirmation requested on the shipment
Confirmation with No Signature -- Delivery Confirmation request sent with shipment specifying no signature required
Signature Required - Delivery Confirmation request sent with shipment specifying that a signature is required
Adult Signature Required - Delivery Confirmation request sent with shipment specifying that an adult signature is required
Amount for Signature Required --
If you have chosen the No Confirmation or Confirmation with No Signature option from the Default Delivery Confirmation Type drop-down list, you can have the program change the confirmation type to Signature Required when the Insured Value of the order meets or exceeds the dollar amount entered in this field.
If you have chosen the No Confirmation, Confirmation with No Signature, or Signature Required option from the Default Delivery Confirmation Type drop-down list, you can have the program change the confirmation type to Adult Signature Required when the Insured Value of the order meets or exceeds the dollar amount entered in this field.
Default Return Service -- Allows you to define the default return service (if any) to apply to a shipment. Select from one of the following options:
None -- No return shipment is processed
Print Return Label -- Return Label printed with the shipping label
Print and Mail -- Return Label is printed at UPS and mailed to the customer
Electronic Return Label -- Return Label is emailed to the customer by UPS
Return Service 1 Attempt -- Return Label printed by UPS, given to driver who attempts to pick up package. If the attempt fails, the driver leaves the label for the customer
Return Service 3 Attempts -- Return Label printed by UPS and given to the driver who will attempt to pick up package three times. Label is not left with customer if attempts fail.
Default to Residential -- This option controls the Residential flag on the shipment. Select from one of the following options:
No -- Residential flag is set to false (unchecked)
Yes -- Residential flag is set to True (checked)
YesIfNoCompanyName -- This option will set the Residential flag to True if the shipping party does not have a company name present in their information. Leaves the Residential flag set to false otherwise.
Default COD Type -- If the order shows a balance due at the time the shipment is being processed, the program can set the COD flag to the default option selected here. Choose from one of the following:
Check -- Cashier’s Check -- Money Order -- The three stated forms of payment are accepted
Cashier’s Check -- Money Order -- The two stated forms of payment are accepted
Cash (EU Origins Only) -- Cash accepted -- this only pertains to shipments originating within the European Union
Check -- Money Order -- No Cash (EU Origins Only) -- Only check and money order allowed. No cash accepted -- this option only pertains to shipments originating within the European Union.
Default Package Type -- This option sets the default package type for the shipment. Select from one of the following options:
Customer Packaging
UPS Express Envelope
UPS Express Tube
UPS Express Pak
UPS Express Box - Small
UPS Express Box - Medium
UPS Express Box - Large
UPS 25 Kg Box
UPS 10Kg Box
Package Length, Package Width, Package Height -- If you selected the Customer Packaging option from the Default Packaging Type drop-down list, you can enter the default package dimensions into these three fields. Package Length must contain the largest of the three values. Values are to be entered in inches/centimeters and are used to calculate Dimensional Weight of the package. These fields do accept decimal values.
Paperless Commercial Invoice for International Shipments -- You must contact UPS to set up your account to use Paperless Commercial Invoices with the internal UPS system. By selecting this option, SEOM will assume the merchant is set up to use the paperless commercial invoice feature with UPS and will flag any shipments that may require additional documents (NAFTA, SED, etc.).
Verify Addresses in Shipping Request -- Check this option if you want UPS to perform address validation on the shipping address prior to processing the shipment.
Default Insure Shipment -- This option sets the default value of the Insure check box. If checked, the shipment will include an insurance request.
Minimum Value before applying insurance -- Enter the minimum shipment value required to apply insurance. If shipment value is below this threshold, value is set to 0 so insurance is not applied to shipment. This setting is ignored if the parameter UPSDefaultUseInsurance is FALSE.
Insured Value Source -- If the Default Insure Shipment check box is selected, this option becomes available. This allows you to define how the Declared Value is reported for shipping insurance. Select from one of the following options:
Product Total -- Value is set to the total retail value of shippable items on the order
Grand Total- Value is set to the final grand total on the order
Product Cost -- Value is set to the Cost of shippable goods on the order
Product Total to Max Amount- Value is set to the retail value of shippable items on the order up to the maximum amount entered into the Amount field.
Grand Total to Max Amount- Value is set to the final grand total on the order up to the maximum amount entered into the Amount field.
Product Cost to Max Amount- Value is set to the cost of goods of shippable items on the order up to the maximum amount entered into the Amount field.
Flat Amount -- Value is set to the dollar amount entered into the Amount field
Amount -- If you selected one of the options for Insured Value Source that contain the word "amount", this field is be enabled to accept a dollar amount that acts as the declared value (Flat Amount) or "ceiling" (Max Amount) for declared value for shipping insurance.
Click Next.
This screen allows you to define the Quantum View Notification (QVN) options for the order.
Default Quantum View Option - Select from one of the following notification options:
None -- No QVN notifications will be sent for shipments
QVN Ship Notification -- Notification of shipment is emailed
QVN Exception Notification -- Notification of exceptions is emailed
QVN Delivery Notification -- Notification of shipment delivery is emailed
Undeliverable Email Address -- Enter an email address that is to receive any QVN emails that could not be delivered.
CC Email Address 1 - 4 -- Enter up to four additional addresses that will also receive QVN notification emails.
Text to Include in the UPS Email -- You can enter up to 150 characters to be added to the bottom of the QVN Notification email.
Click Next.
This screen allows you to set some optional parameters and your printer settings. Select from the following options:
Markup Type, Markup Amount, Markup Minimum -- If you wish to add additional surcharges (shipping markup) on the rates charged/quoted by UPS, you can set this field to FlatAmount or Percent.
If you select FlatAmount then enter the dollar amount to add in the Markup Amount field.
If you select Percent, then enter the percentage to add in the Markup Amount field. You can also set a minimum dollar amount to charge in the Markup Minimum field. Should the calculated markup be less than the minimum, the minimum will be applied.
If you do not wish to add surcharges then set this field to None.
Track Package View Method -- Choose from the following options:
Order Manager -- When you click Track Package at the Shipping tab of the Process Orders screen, the program polls UPS for tracking details and then displays the results in a screen within SEOM.
Browser -- When you click the Track Package at the Shipping tab of the Process Orders screen, the program opens a web browser screen at the UPS website and enters the tracking number automatically.
Tracking Agreement -- If you set the Track Package View Method option to Order Manager then you must read and accept the UPS Tracking License Agreement before completing the wizard.
Lock Shipper Info on UPS Shipping Form -- Selecting this option prevents users from changing the "shipper" and "ship from" fields on the UPS Shipping Form when they are processing shipments.
Show all rates on Ship Rate Shop form -- If this option is TRUE, SEOM displays rates for all UPS shipping methods available between the Origin and Destination addresses. If this option is FALSE, SEOM only displays rates for UPS Shipping Methods available between the Origin and Destination Addresses that have been associated with your shipping methods in SEOM
Do Not Use Printer Menu -- If you have the system parameter UsePrinterMenu set to TRUE and you do not want the UPS Shipping System to use the Printer Menu prompt, select this option.
Run UPS Shipping in Test Mode --Selecting this option allows the user to print shipping labels without being charged. The labels are actually produced by a UPS production server but voided after the label is received.
Label Printer -- This option allows you to specify the type of label printed. Choose from one of the following options:
Thermal -- EPL -- Used for printing 4" x 6" labels on a thermal label printer that supports the Epson Printer Language (EPL).
Thermal -- SPL - Used for printing 4" x 6" labels on a thermal label printer that supports the Samsung Printer Language (SPL).
Thermal -- ZPL - Used for newer Zebra printers that are distributed by UPS and require the Zebra Printer Language (ZPL) instead of EPL. Used for printing 4" x 6" labels.
Laser -- GIF -- This option is used to print a combination label and packing slip on 8-1/2" x 11" paper. This requires the use of special stock.
Note: If the customer has a Zebra Printer and the print is accessible through the network, but they are still not able to print labels from the integrated UPS Online Tools to that printer using the Thermal -- EPL setting, try changing the setting it to Thermal -- ZPL. If the customer does not see Thermal -- ZPL as an option and they have a newer Thermal printer, they should upgrade SEOM to the latest version.
SEOM's
integrated UPS OnLine Tools shipping software does not support the use
of STAR printers.
Printer Location -- If you selected the Laser -- GIF option from the Label Printer drop-down list, leave this option blank. If you chose one of the thermal label options then you must enter the printer’s location. This is done in one of two ways:
If the printer is connected to the shipping PC using a serial port (COM) or printer port (LPT) then enter the port’s name into this field (i.e. COM1 or LPT1)
If
the printer is connected to the shipping PC using a USB port or
the printer is connected to another PC on the network, you must
set up the printer to be "shared" on the network. Enter
the UNC (Universal Naming Convention) path to the shared printer
(i.e. \\ComputerName\PrinterShareName). This
setting can also be established per workstation in the PC &
Cart Based System Parameters so each shipping PC on your network
can be set up with a different printer if needed.
Don’t print invoices for UPS orders -- If you selected the Laser -- GIF option from the Printer Location drop-down list, you can select this option to tell SEOM to not produce an invoice for the order since the shipping label will already have the packing slip.
Don’t print packing slips for UPS orders -- If you selected the Laser -- GIF option from the Printer Location drop-down list, you can select this option to tell SEOM to not produce a packing slip for the order since the shipping label will already have the packing slip.
Click Finish to send your registration information to UPS. Please be patient as this can take up to 30 seconds to complete the exchange. If your information is accepted Screen 10 is displayed, otherwise you’ll receive an error and will have to correct your information.
Use Negotiated Rates -- If your UPS account is set up to receive negotiated rates, select this option to have the program request negotiated rates for when doing rate lookups or processing shipments. Refer to UPS Negotiated Rates for additional requirements prior to being able to use negotiated rates with SEOM. Otherwise, simply click Next.
Click Next.
Printing Integrated UPS Shipping Labels
Created:
Revised: 12/3/14
Published: 04/14/16
