{"id":134,"date":"2023-02-15T20:04:34","date_gmt":"2023-02-15T20:04:34","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=134"},"modified":"2024-07-29T17:30:59","modified_gmt":"2024-07-29T17:30:59","slug":"accessing-the-rate-shopping-system","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/accessing-the-rate-shopping-system\/","title":{"rendered":"Setting up Shipping Services and Rate Mapping"},"content":{"rendered":"<h2>Overview<\/h2>\n<ul>\n<li class=\"BulletedList\">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.<\/li>\n<li class=\"BulletedList\">It is essential to have dimensions and weight specified in the <i>Miscellaneous\u00a0<\/i>tab of each product&#8217;s inventory record to get accurate shipping rates. The only way to override the package dimensions when Rate Shopping is through the <i>Pack &amp; Ship\u00a0<\/i>or\u00a0<i>QuickShip\u00a0<\/i>screens. All other locations use the settings on the\u00a0<i>Inventory &#8211; Miscellaneous\u00a0<\/i>tab to provide shipping dimensions to the carrier&#8217;s software.<\/li>\n<\/ul>\n<h2>Prerequisites<\/h2>\n<ul>\n<li>Requires Stone Edge version 7.7xx or later.<\/li>\n<li>Requires Shipping API Key\n<ul>\n<li><a href=\"https:\/\/www.stoneedge.com\/ship\/\">Stone Edge Shipping API and Postage Meter Application Form &#8211; Stone Edge Technologies<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Navigation<\/h2>\n<ol>\n<li>Main Menu &gt; Gear Icon (Settings)<\/li>\n<li>Shipping functions &gt; Shipping Setup<\/li>\n<\/ol>\n<p><strong>OR<\/strong><\/p>\n<ol>\n<li>Main Menu<\/li>\n<li>Ship My Orders<\/li>\n<li>Gear icon (Shipping Settings) in the Upper right-hand corner.<\/li>\n<\/ol>\n<h2>Setup of Shipping Services<\/h2>\n<p><strong>Note<\/strong>: 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.<\/p>\n<ol>\n<li>Navigate to the \u201cShipping Services\u201d tab in \u201cShipping Settings.\u201d<\/li>\n<li>Wait for the \u201cLoading Shipping Methods and Package Types\u201d message to disappear.<\/li>\n<li>Click Shipping Services from the list on the left to highlight.<\/li>\n<li>Click the singular right arrow to add to the list on the right.<\/li>\n<li>Repeat for all shipping services that will be used.<br \/>\n<strong>NOTE<\/strong>: Shipping services listed will vary depending on the services signed up for.<\/li>\n<li>When done, all desired shipping services will be in the \u201cServices In Use\u201d list.<br \/>\n<strong>Note<\/strong>: If mistakes are made, use the left arrow to remove services.<\/li>\n<\/ol>\n<h2>Mapping Shipping Services to Shipping Methods<\/h2>\n<p>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.<\/p>\n<ol>\n<li>Navigate to the \u201cRate Shopping &amp; Mapping\u201d tab in \u201cShipping Settings.\u201d<br \/>\n<strong>Note:<\/strong> All shipping services in the \u201cServices in Use\u201d list are from the \u201cShipping Services\u201d tab are listed in the middle.<\/li>\n<li>Use the + or pencil icon to create\/edit methods in the left list.<br \/>\n<strong>Note:<\/strong> If any mistakes are made, use the &#8220;X&#8221; after highlighting the method.<\/p>\n<ol>\n<li>*Methods may be automatically added based on imported orders<\/li>\n<\/ol>\n<\/li>\n<li>Highlight a method -&gt; default services mapped to the method will be \u201cAny.\u201d<\/li>\n<li>Click \u201cShipper Services\u201d from the middle list to highlight.<br \/>\n<strong>NOTE:<\/strong> Services will be listed by name without numeric code or publisher; return to the \u201cShipping Services\u201d tab if you have issues determining which shipping service is which.<\/li>\n<li>Click\u00a0the singular right arrow to add to the list on the right.<\/li>\n<li>Repeat for all shipping services that will be used for a specific method.<br \/>\n<strong>NOTE:<\/strong> If mistakes are made, use the left arrow to remove services.<\/li>\n<li><strong>OPTIONAL Settings<\/strong>\n<ol>\n<li>TNT (time in transit)\n<ol>\n<li>Click in the box under TNT.<\/li>\n<li>Enter the numeric value for max days for the package to be delivered.<\/li>\n<\/ol>\n<\/li>\n<li>Do not ship with this method.\n<ol>\n<li>Toggle under \u201cShipper Services\u201d if the package will not be shipped.<\/li>\n<\/ol>\n<\/li>\n<li>Do not get a rate for 1:1 mapping.\n<ol>\n<li>Toggle under \u201cServices Mapped to My Method.\u201d<\/li>\n<li>If only one service is mapped, disabling rate shopping may save time when packing the order.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Repeat for all methods in the left list.<\/li>\n<li>Click X in the top-right corner when done.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u00a0tab of each product&#8217;s inventory record to get accurate shipping rates&#8230;.<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[146,19],"ht-kb-tag":[99,107],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Setting up Shipping Services and Rate Mapping - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/accessing-the-rate-shopping-system\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting up Shipping Services and Rate Mapping - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"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. 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It is essential to have dimensions and weight specified in the Miscellaneous\u00a0tab of each product&#8217;s inventory record to get accurate shipping rates....","og_url":"https:\/\/stoneedge.com\/kb\/articles\/accessing-the-rate-shopping-system\/","og_site_name":"Stone Edge Order Manager","article_modified_time":"2024-07-29T17:30:59+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/stoneedge.com\/kb\/articles\/accessing-the-rate-shopping-system\/","url":"https:\/\/stoneedge.com\/kb\/articles\/accessing-the-rate-shopping-system\/","name":"Setting up Shipping Services and Rate Mapping - Stone Edge Order Manager","isPartOf":{"@id":"https:\/\/stoneedge.com\/kb\/#website"},"datePublished":"2023-02-15T20:04:34+00:00","dateModified":"2024-07-29T17:30:59+00:00","breadcrumb":{"@id":"https:\/\/stoneedge.com\/kb\/articles\/accessing-the-rate-shopping-system\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/stoneedge.com\/kb\/articles\/accessing-the-rate-shopping-system\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/stoneedge.com\/kb\/articles\/accessing-the-rate-shopping-system\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/stoneedge.com\/kb\/"},{"@type":"ListItem","position":2,"name":"Setting up Shipping Services and Rate Mapping"}]},{"@type":"WebSite","@id":"https:\/\/stoneedge.com\/kb\/#website","url":"https:\/\/stoneedge.com\/kb\/","name":"Stone Edge Order Manager","description":"Documentation for the Stone Edge Order Manager","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/stoneedge.com\/kb\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb\/134"}],"collection":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/comments?post=134"}],"version-history":[{"count":9,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb\/134\/revisions"}],"predecessor-version":[{"id":2980,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb\/134\/revisions\/2980"}],"wp:attachment":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/media?parent=134"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb-category?post=134"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb-tag?post=134"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}