V9 - Shipping methods
The Shipping methods list contains the data records of all shipping methods you use for purchasing and sales transactions. Shipping methods sync with QuickBooks Online.
SOS Inventory also has optional integrations available for UPS and ShipStation. For more details, see UPS shipments and ShipStation setup and use.
Shipping methods must be created and mapped in their definitions to the carriers in ShipStation so that tracking information can sync back from ShipStation to the originating shipments in SOS. This means UPS method in SOS to UPS method in ShipStation, for example.
Adding and editing a shipping method
To add a shipping method, go to the Shipping methods list (Tools & settings > Configuration > Lists > Shipping methods), then select +Add. Complete the following fields:
- The Name of the shipping method.
- The Carrier code (usually optional, but required if using EDI).
- The associated Vendor. The vendor must exist in the Vendors list.
- The ShipStation carrier (optional, but helpful if integrating with ShipStation. This setting allows SOS to match the carrier on ShipStation notifications). What you enter here must match what is in ShipStation in characters, capitalization, and spacing.
- The ShipStation service (optional, but helpful if integrating with ShipStation. This setting allows SOS to match the service on ShipStation notifications). What you enter here must match what is in ShipStation in characters, capitalization, and spacing.
- Save the shipping method.
An existing shipping method can be opened for editing by selecting the record's blue link in the Name column of the Shipping methods list. Use the list's Delete action or batch action to remove shipping methods from the list.
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