Setting up Shipping Services and Rate Mapping

Overview

• The rate shopping system lets you check real-time shipping rates from several major carriers at several locations throughout the program, provided they are configured correctly in SEOM.
• It is essential to have dimensions and weight specified in the Miscellaneous tab of each product’s inventory record to get accurate shipping rates. The only way to override the package dimensions when Rate Shopping is through the Pack & Ship or QuickShip screens. All other locations use the settings on the Inventory – Miscellaneous tab to provide shipping dimensions to the carrier’s software.

Prerequisites

• Requires Stone Edge version 7.7xx or later.
• Requires Shipping API Key
  • Stone Edge Shipping API and Postage Meter Application Form – Stone Edge Technologies

Navigation

1. Main Menu > Gear Icon (Settings)
2. Shipping functions > Shipping Setup

OR

1. Main Menu
2. Ship My Orders
3. Gear icon (Shipping Settings) in the Upper right-hand corner.

Setup of Shipping Services

Note: Many services will be displayed, not just the ones you submit account information for. Stone Edge currently supports shipping through USPS, FedEx, and UPS within our Shipping System.

1. Navigate to the “Shipping Services” tab in “Shipping Settings.”
2. Wait for the “Loading Shipping Methods and Package Types” message to disappear.
3. Click Shipping Services from the list on the left to highlight.
4. Click the singular right arrow to add to the list on the right.
5. Repeat for all shipping services that will be used.
   NOTE: Shipping services listed will vary depending on the services signed up for.
6. When done, all desired shipping services will be in the “Services In Use” list.
   Note: If mistakes are made, use the left arrow to remove services.

Mapping Shipping Services to Shipping Methods

The directions below will walk you thru mapping your previously selected shipping services to your published shipping methods. Shipping methods can be set up in the shipping settings or in list maintenance under published shipping methods.

1. Navigate to the “Rate Shopping & Mapping” tab in “Shipping Settings.”
   Note: All shipping services in the “Services in Use” list are from the “Shipping Services” tab are listed in the middle.
2. Use the + or pencil icon to create/edit methods in the left list.
   Note: If any mistakes are made, use the “X” after highlighting the method.
   1. *Methods may be automatically added based on imported orders
3. Highlight a method -> default services mapped to the method will be “Any.”
4. Click “Shipper Services” from the middle list to highlight.
   NOTE: Services will be listed by name without numeric code or publisher; return to the “Shipping Services” tab if you have issues determining which shipping service is which.
5. Click the singular right arrow to add to the list on the right.
6. Repeat for all shipping services that will be used for a specific method.
   NOTE: If mistakes are made, use the left arrow to remove services.
7. OPTIONAL Settings
   1. TNT (time in transit)
      1. Click in the box under TNT.
      2. Enter the numeric value for max days for the package to be delivered.
   2. Do not ship with this method.
      1. Toggle under “Shipper Services” if the package will not be shipped.
   3. Do not get a rate for 1:1 mapping.
      1. Toggle under “Services Mapped to My Method.”
      2. If only one service is mapped, disabling rate shopping may save time when packing the order.
8. Repeat for all methods in the left list.
9. Click X in the top-right corner when done.