EQC: EQLink-Shipping Setup

Shipping methods for eCommerce are setup in DB/d, imported into EQ/l.


This is a 4-step process:

  • Setup Shipping Via Codes in DB/d – Imported as Shipping Method in EQ/l.
  • Add Shipping Carrier in EQ/l
  • Add Shipping Charge Table in EQ/l
  • Connect the 3 together in the Shipping Method

DB/d Ship Via’s

DB Distributor > Order Processing > Setup > System >Supporting Files > Recommended > Ship Via Codes. Ship Via codes are 1 character long, using numbers 0-9 and the 26 letters of the alphabet, both lower and upper case. All Ship Via’s are sent to EQ Link.

1. Type a character, hit enter.

2. Answer Yes to Add .

3. Enter a description for the ship via code.

4. Save.

The ship via is sent in the next export to EQ Link

EQ Link Setup

The Ship Via’s from DB/d are imported into the Shipping Methods of EQ/l. The Ship Via code displays on the right.

Path to Shipping Methods: O/E > Shipping > Shipping Method Codes.

Only the Shipping Methods allowed on eCommerce need to be setup.

Shipping Carriers

Configure a Shipping Carrier for each shipping service. The carrier is used to connect your login credentials to the live lookup.

Go to O/E > O/E Maintenance > Shipping > Shipping Carrier Setup. Click Add or Edit.

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 – MUST Match.

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: Password MUST match UPS login!

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.

USPS Information

1. Carrier ID: Enter USPS or similar identifier.

2. Desc: Describe the carrier, USPS, US Postal Service or similar.

3. Account #: Your USPS account number.

4. Vendor: Select your USPS vendor.

5. Carrier Type: Select USPS from the dropdown. Login information not required. 6. 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: If the specific carrier is not in the dropdown, use Other.

Shipping Charges Setup

Shipping charges are used to connect the live lookup from the shipping service to a backup table, in case of missing data.

  • A Shipping Charge MUST be setup for every method of shipping for live freight. Example: UPS ground, UPS 2nd Day Air, FedEx overnight, etc.
  • The shipping charge controls freight lookup. It can look up freight cost using the published rate or the discounted rate. The login information to the shipping software must be eligible to access any discounted rate.
  • Back up tables would have different values based on the shipping method. Example: The backup table for 2nd day air would be much higher than standard ground shipping.
  • The shipping charge back up table is used when data is missing, and a live freight calculation cannot be made.

Reasons live freight doesn’t calculate/ reverts to backup table.

1. Shipping website is down.

2. Shipping method is not allowed to that address.

3. Invalid shipping address.

4. Missing weight.

5. Incorrect User Name or Password.

Shipping Charge Table Setup – Best Practices

1. ID

  • Best Practice: Match the Charge Table ID with the Shipping Method for consistency and ease of identification.

2. Basis

  • Selection: Always choose Weight as the basis when setting up live freight.

3. External Lookup

  • Best Practice: Use Published vs. Discounted Rate comparison.

    Options:

    • No External Lookup:

      Use this for manual charge tables when no live rate is needed.

    • Find Published Rate:

      Strongly recommended – this builds in margin to cover additional shipping material costs (boxes, tape, peanuts).

    • Find Negotiated Rate:

      Use if applicable, based on carrier agreements.

4. Weight

  • Use Pounds (lbs) – standard for U.S.-based shipments.

5. Adding Weight Tiers

  • Click “Add” to define weight-based charges.

6. Maximum Weight Limitation

  • Important: The maximum supported weight for live lookups is 150 lbs (for all carriers).
  • Ensure your manual charge table covers shipments exceeding 150 lbs, especially 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.

Shipping Method Codes

The Shipping Method ties together by the carrier, the service, and the shipping charge. Go to O/E > O/E Maintenance > Shipping > Shipping Methods Code. (these are the Ship Via’s from DB/d).


Steps to Update a Shipping Method

  1. Edit the Shipping Method

    Open the existing shipping method that needs updating.

  2. Select the Carrier ID (Required)

    Choose the appropriate Carrier ID from the dropdown list.

  3. Select the Correct Service (Required)

    Choose the correct Service Level (e.g., Ground, 2-Day, Overnight).

  4. Edit the Description for EQC (Optional)

    Modify the Description that will be displayed in EQC, if needed.

  5. Freight Chg

    Select the matching shipping charge table created previously.

  6. Selectable in EQC

    Check this box to make the shipping method available for selection in EQC.

  7. DBD Code

    Enter or map the DBD Code to the corresponding DB/d Ship Via.

  8. Repeat

    Repeat these steps for all shipping methods used in eCommerce.

Notes: Shipping Charges can be assigned to shipping methods at the Client level when then backup charge table is different.

Assigning the Shipping Method

The next step is to assign the shipping method to the client. Click on the Client Maintenance shortcut and edit the client, go to the freight tab. Check all shipping methods allowed on eCommerce.

The Default Ship Via imports from DBD, that should be selected as a minimum.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.