V9 - Working with UPS shipments

SOS Inventory enables users with UPS accounts to create shipments with UPS as the carrier. Currently, this functionality is available only within the continental United States. For information on how to integrate your organization's UPS account with SOS, refer to the UPS Shipments setup page.

Creating a UPS shipment

Once your UPS account has been integrated with SOS Inventory, you can schedule UPS as your carrier. 

To create a shipment with UPS:

1. Locate the desired transaction on the Shipments list (Operations > Fulfillment > Shipments).
2. Select Ship via UPS from the shipment record's Actions menu dropdown. This will take you to the Create UPS shipment page.
3. The screenshot below shows an example of what you can expect to see on the page.
   
    
   1. Provide the Package info, and select the Rate and Delivery confirmation.
   2. In the Payment section, select from the dropdown the UPS account you wish to use for the shipment.
   3. To compare the available options, go to the Service dropdown. Sample UPS rates and estimated delivery times are displayed in the screenshot above.
       
4. Select Next in the upper right corner of the screen. A Confirm UPS shipment pop-up will appear with the shipping details and cost.
    
5. Review the details in the pop-up for accuracy, then select the Ship now button in the upper right corner of the pop-up window to complete the shipment.

After the shipment has been created, it will be added to the UPS shipments list.

UPS Shipments list

The UPS shipments list can be accessed by selecting UPS shipments in the upper right corner of the Shipments list (Operations > Fulfillment > Shipments), as shown in the screenshot below:

Columns on the UPS Shipments list display the Ship date, the ship To address and ship From addresses, Tracking number, and the Total charges for shipping. If the UPS shipment has been voided, Yes will display in the Voided column for that record.

Use the Filter feature date options to narrow the records displayed.

Voiding UPS shipments, printing labels, and creating return labels

The creation of shipping labels and voided UPS shipments are handled on the UPS Shipments list. As mentioned above, it is accessible by selecting the UPS Shipments link in the upper right corner of the Shipments list (Operations > Fulfillment > Shipments).

Use the Void button to void a UPS shipment. Labels can be printed as an action or batch action using the Print label feature. A third option is Create return UPS shipment, which allows you to create a return label for a customer.

Any SOS user with the View shipments and/or Add/edit/delete shipments permissions may create and void UPS shipments.