Creating a UPS Shipment

Background
Create a Shipment
The Create a Shipment Screen
UPS Cost Differs from AccountEdge Calculated Cost

Background

Beginning with AccountEdge 2017 AccountEdge has the ability to integrate with UPS Shipping. This support page explain how to set up the integration to work with AccountEdge.

Once you have setup the integration with UPS shipping you can create a UPS shipment in several different ways.

Create a Shipment You can create a UPS shipment in several different ways.

Option 1: Create a Shipment from a Card

  1. Going to Card File > Card List
  2. Clicking on the name of the person/company you want to create a shipment for
  3. Under the Profile tab you will notice that next to the Address field of the person/company there is a UPS Shield. Click on this
  4. You'll be taken to the "Create a UPS Shipment" screen
This video has step by step instructions:

Option 2: Create a Shipment from a Sale

New Sale To create a shipment from a new sale:
  1. Go to Sales > Enter Sales
  2. Enter the Sale as normal
  3. In the Ship Via field choose "UPS Shipping"
  4. Click on the UPS Shield directly to the right of this
This video has step by step instructions: Already Recorded Sale To create a shipment from a previous recorded sale:
  1. Go to Sales > Sales Register
  2. Click on the arrow/double arrow next to the Sale you would like to ship
  3. In the Ship Via field choose "UPS Shipping"
  4. Click on the UPS Shield directly to the right of this

Create a Shipment from the Shipping Menu

  1. Go to Setup from the menu bar at the top of the screen
  2. Click "Create a UPS Shipment"
Once into the create a shipment screen there's a top section (which is pretty much all address information), a middle section (where you'll choose the shipping method used set information about the package), and a bottom section where you can set up the email notifications.

The Create a Shipment Screen

Top Section: Address Information

  • In the upper left select the UPS Account and Profile that you want to use. This will automatically fill in your associated company information
  • To the right of your company information you will see the information for your customer. Change anything as needed
  • Even further to the right you can choose to UPS Access Point or to do a Direct Delivery to the shipping address. Neither of these is required - they are entirely optional

Middle Section: Service and Billing

  • In the upper left of this section you will choose the shipping service (ex. Next Day Air, UPS Ground, etc)
  • Below that you can enter in a Description of the Shipment and whether you want to use the optional (additional charge) services of Carbon Neutral and Saturday Delivery
  • Under that you can choose Confirmation - whether to require no confirmation, a signature, or an adult signature
  • One further line down you can choose whether to bill your UPS account or a third party (ie: the customer's)
  • Moving on to the right you can choose the number of Packages you are sending and set the measurement information, package type, weight, declared value of the package, and a reference number if desired

The last piece of this middle section is the Estimate section where you can click "Get Estimate" to reach out to UPS's site and get the pricing for Shipment. If you had entered in your invoice information during set up you will see negotiated rates, otherwise you will see standard posted rates.

Bottom Section: Email Notifications

This section allows you to set the email addresses that get notifications based on certain events happening:

  • Shipment Notification: When the order arrives at UPS for Shipment
  • Delivery Notification: When the order is sent out from UPS for Delivery
  • Exception Notification: When the order is delayed or delivery date changes. Examples of exception include: address unknown, damage to shipment, or signature not received.

UPS Cost Differs from AccountEdge Calculated Cost

It is possible that when you actually ship your package through UPS you may end up with an invoice from them with a cost that differs from AccountEdge's calculation. The video below explains how this works: