How to add and set up a UPS Billing Account [Step-by-Step guide]
Modified on: Wed, 11 Sep, 2019 at 12:07 PM
When setting up your Clients in techShip, you will have to configure Billing Accounts for them to operate with and through.
By setting up the Billing Accounts, you will be able to specify how the account should work for that client, setting label references, packing slips usage, rate shopping, markups, WMS information updating and Carrier options such as the default service level, address validation, sender and return addresses, etc.
This article describes the procedure to set up a UPS billing account, while others are specifically written for other Carriers.
Feel free to follow the step-by-step guide written below or the video guide, as you prefer:
To set up a UPS billing account, define the following and then Save:
ADD THE ACCOUNT TO THE CLIENT PROFILE
1. Access Clients under the Maintenance menu
2. Click on the Client for which you wish to set up the billing account
3. Press Add Billing Account
4. Select the source account which will be used and Save
5. Edit the Billing account
SET UP THE GENERAL OPTIONS
In the General options tab the key elements are:
A) References: Choose the references that need to be shown in the labels and in which order. Take into account that UPS services support using 2 references, with the exception of Mail Innovations shipments supporting 3. If you choose options from the dropdown the values will be variable depending on the order, but if you need to show a fixed value (a warehouse or account code for example) you can type whichever value is needed into the Reference fields.
C) Include Packing Slips: Check if you are going to use Packing slips together with your labels. A set of additional fields allow you to choose a default or custom packing slip model, Merge the Packing Slip with the Carrier label (printed in a custom - usually 8 1/2" x 11" - label), or set the ship from information through the Packing Slips Config tab. More details can be found here.
D) Closing or updating the WMS: Specify which actions should take place to update your wms when the orders are manifested. The possible scenarios are:
- Close orders in WMS: When you manifest your WMS gets updated with the order information and closes them as well. - Update orders in WMS: Shown when Close orders in WMS is disabled, when you manifest your WMS gets updated with the order information, yet you will have to close them manually on the WMS side.
- Update freight in WMS (Optional): Updates the freight information in the WMS as well as the regular information.
E) Markups: You can set up your markups for this client and account as a percentage, a fixed value, or both (they add if you use both fields); markups are added when you push the information to the WMS (for a detailed description more details can be found here)
F) Signature required: Specify if signature is required or not. By default techShip takes the order information, yet you can force it to enable/disable it for all orders.
SET UP THE CARRIER OPTIONS
The Carrier Options tab allows to set up basic and advanced features of your UPS billing account.
These are the key elements:
A) Default Service Code: Choose a service code to assign to imported orders which don’t have a service code or keep it if they have. If you wish to overwrite any code coming from the WMS with the chosen service, check “Override WMS Service Code”. You can choose between the service level thatcomes with the order, ECO mode which grabs the cheapest service or an arbitrary service level for all cases. You can go in depth on this subject in this article.
B) Shipper Account Number: Specify which account number will be used as the Shipper account. If you are billing a 3rd party, follow the instructions from this article.
C) Package type: Allows you to specify which Package type you will be using. It could be a specific one or a variable (user provided) depending on the case.
D) Address Validation: Allows you to choose which level of address validation you can use. Not only the address is validated, but take into account that UPS detects residential areas, having impact in the charges and services to be used. If you are not sure of which level would be suitable for you, you can go in depth in this article.
E) Sender name and Phone: Specify the Sender Name and Attention Name (the latter is optional) Specify the phone number associated with this billing account and its handling. You can also override the sender address (by default techShip will use the one defined on the source Carrier account) to an address different from the source. To do so, follow the steps from this article.
SPECIFYING RATE SHOPPING SERVICE CODES (OPTIONAL)
If you are Rate Shopping with this account, you might want to specify which services you want be taken into consideration or excluded. Read this article to set up your inclusion/exclusion list.