EQC: Realtime Freight

Step 1 - Shipping Carriers

UPS Information

1. Carrier ID: UPS or similar
2. Desc: Describe carrier - UPS or similar
3. UPS Account Number: Your UPS account number.
4. Vendor: Select the UPS vendor.
5. Carrier Type: Select UPS from the dropdown, the next 3 fields will appear.
6. Service User: UPS Log in Name.
7. Password: UPS Login password.
8. Access Key: API Developer # - Log into UPS.com to get this number. Search for API or contact your UPS representative.
9. Use address for validation: This activates ‘validate address’ using this carrier’s interface. It validates one shipping address only. No split ships or mass shipping validation.

Note: When the password is changed in UPS, it MUST be updated in the shipping carrier.

FedEx Information

1. Carrier ID: FedEx or similar.
2. Desc: Describe the carrier, FedEx or similar.
3. Account Number: FedEx account number.
4. Vendor: Select your FedEx vendor.
5. Carrier Type: Select FedEx from the dropdown, the next box will appear.
6. Meter #: log on to Fedex.com to get this number or contact your FedEx Representative.
7. Use address for validation: This activates ‘validate address’ using this carrier’s interface. It validates one shipping address only. No split ships or mass shipping validation.

Note: When the password is changed in FedEx, it MUST be updated in the shipping carrier.

USPS Information

1. Carrier ID: USPS or similar.
2. Desc: Describe the carrier, US Postal Service or similar.
3. Account #: Your USPS account.
4. Vendor: Select your USPS vendor.
5. Carrier Type: Select USPS from the dropdown, the next 2 boxes will appear.
6. Service user: Your USPS login name.
7. Password: Your USPS login password.
8. Use address for validation: This activates ‘validate address’ using this carrier’s interface. It validates one shipping address only. No split ships or mass shipping validation.

Note: When the password is changed in USPS, it MUST be updated the shipping carrier.

Step 2 - Shipping Charges

Reasons live freight doesn’t calculate:

1. Shipping website is down - reverts to back up table.
2. Shipping method is not allowed to that address - reverts to back up table.
3. Invalid shipping address – freight cannot calculate.
4. Missing weight – freight cannot calculate.
5. Incorrect User Name or Password – reverts to backup table.

For ease of set up, use the follow guidelines when setting up LIVE freight lookup:

1. ID – Best Practice: Match this ID with the Shipping Method.
2. Basis: It will always be weight for live freight.

3. Ext. Lookup: Best Practice published verses discounted rate.

   
   

   a. No external lookup – for manual charge tables.

   
   

   b. Find published rate (if applicable) – Best Practice! Builds in margin to cover costs of boxes tape and peanuts.

   
   

   c. Find negotiated rate.

   
   
4. Weight: Pounds (USA) or Kilograms (Canada & Australia).

5. Click Add:

   
   

   a. Up To = up to this amount of weight.

   
   

   b. Amount = charge this amount.

   
   
6. The maximum weight for the live lookup is 150 lbs. for all carriers. Ensure your charge table covers more than your largest possible shipment.

Best practice: Set the backup table to even numbers. Then it’s easier to tell whether it’s calculating live freight or the backup table.

Step 3 - Shipping Methods

Best Practice: Set up standard shipping methods like UPS Ground & FedEx Ground. Then activating new eCommerce clients to use the live freight takes one click.

1. Method ID: EQC displays shipping methods in alpha numeric order so pay special attention to your codes.
2. Carrier: Select the carrier from the drop down - Required.
3. Service: Select the correct service - Required.
4. Description: Edit the description to what you want seen on EQC.
5. Tax Override: Leave at “No Override On Tax."
6. Freight Chg: Select the matching shipping charge.
7. EDI Code (in)(out): Used with Vendor EDI feature.
8. Properties: No longer used.
9. Selectable in EQC: Checking makes this shipping method available to select on EQC.

Note: For different calculations, assign a different shipping charge to the shipping method at the client level.

Client Settings – Freight

To assign a different shipping charge to a shipping method, go to the Freight tab in Client Maintenance. On the "Shipping Charges sub-tab," edit the Ship Via and assign a different Freight ID (Shipping Charge).

Calculations

The shipping charge can be set use your negotiated rate or the published rate as the basis (cost). The Client’s Freight Calculations then determine the sell price.

1. Freight Exempt: Closes the freight sell box through the software so freight cannot be sold to this client (not used when calculating live freight).
2. PO Freight Cost = Sell: Moves the cost into the sell field and cannot be edited.
3. Rls Freight Cost = Sell: Moves the cost into the sell field and cannot be edited.
4. Freight Margin %: Marks up freight by a percentage.
5. Additional Freight $: Marks up freight by a dollar amount.
6. Use freight table for manually entered releases: This option uses the default shipping charge backup table assigned to the shipping method or client.
7. Retain freight sell when importing tracking: Check this box so the live freight sell amount from Qnet isn’t overridden when importing tracking numbers.

Note: It’s common practice to set shipping charge to pull the published rate then set the margin to $.01. That way if the rate is ever compared to UPS, they would be comparable

Ship Via tab

Only the shipping methods that are flagged as “Selectable on EQC” will appear in the left window. Check each shipping method you want them to see on Qnet.

➢ Default Freight Payment: Not used on Qnet.

➢ Default Ship Via: Set default (Ground).

Client Settings – EQC Configuration

There are additional settings that affect live freight. Let’s start EQC.

Shipping tab

Override freight calculation based on shipping method.

1. Use Quantum’s Freight tables – use a table you create.
2. Lookup based on total weight – adds all the weights together then sends the total weight out to UPS for calculation (Recommended).
3. Lookup based online item – calculates each item separately then totals freight.
4. Exclusively use the default Q-EQC Ship-From to calculate freight – check this if you are using manual freight tables or want your ship from address to default from EQC configuration.

Qnet Field Setup

Make your Ship Via is set as a required field. That forces the user cannot check to select a shipping method (which has the shipping charge attached).

Item Settings – You MUST have weight!

Item weight is entered on page 3 of the item. The weight is based on the unit of measure. Make sure your unit of measure matches the way you sell the product.

Let’s Calculate!

Calculations

This information is sent out to the carrier which sends back a value. The freight markup is added then freight sell is displayed.

1. Distance: Client Address to Item Address.

2. Item address:

   
   

   a. Warehouse address or

   
   

   b. Default vendor address or

   
   

   c. Default ship from (Q-Net Configuration)

   
   

3. Item Weight (page 3 of item maintenance):

   
   

   a. Look Up by line item - each item sends a freight request.

   
   

   b. Look up by total weight – all items' weights are totaled and then it sends the freight request.

   
   
4. Shipping Method: Selected on the checkout screen.