AltheaSuite Integration With UPS

AltheaSuite Integration With UPS

AltheaSuite supports direct integration with UPS shipping. This integration allows users to process UPS shipments directly from AltheaSuite.

Follow the below steps for UPS integration.

Note: Before you set up the integration, make sure you have an active account with UPS.

Step 1 : Go to Settings and select Integrated Shipping

 Step 2 : Select the radio button Use UPS. Fill up all the necessary details . (Login to your UPS account to get the API and Access key).

Step 3: Click the Apply button to successfully integrate with UPS

Step 4: By default your Sales invoices will not consider Shipping charges. So to activate this option, go to Settings → Invoice Settings.

Step 4 : Mark the checkboxes Enable shipping charges in Invoice. Click Apply.

Step 5 : Make sure your Business Location and Customer has a valid address added.

Step 6 : Go to Sales → Sales Invoices and click on + Create Invoice.

Step 7 : Select the Customer. You can select the Shipping Address of Customer or mark the checkbox Use Billing Address as Shipping Address if Billing and Shipping Address is same.

Step 8 : Enter the SKU of the product by manually typing it or by scanning.

If you do not know SKU you can also select the Item by its name. Item name can be selected by directly typing it, by clicking on down arrow with few item selections or by clicking on the three-dotted button which will show all items as well as allow creating a new one.

Step 9 : To calculate the Shipping Charge, click Calculate.

Step 10 : Click Validate Address to check if the customer’s shipping address is valid.

Step 11 : Select UPS as Carrier.

Step 12: Click Add A Box.

Step 13: If you already have a box added earlier, select the Predefined Packaging Box. Box Type, Size and Weight will get populated as per the Box selected.

Step 14: To add a Box for this particular invoice , select the Box Type. You can also add a new Box Type by clicking on 3 dotted button. Enter Size, Weight and click Add.

Step 15: Click Calculate.

Step 16 :Click Create Shipping Label. This will display shipping cost, including all the other information related to a particular product package. Click Print Label to print shipping label.

 Below you can see the label generated in AltheaSuite.

 Step 17 : Review the the shipping the details and click Close to go to payment details screen.

Step 18 : The shipping charges will get added to the invoice total.

 Step 19: Select the payment mode and enter the Invoice Amount. Click on Save.

 Navigate to Sales -> Shipping Labels to see all the shipping labels created in AltheaSuite.

You can reprint the shipping label and view the sales invoice details for the selected shipping label.