UPS Shipping (Legacy) - UPS Carrier Integration

Comprehensive UPS Legacy API integration for shipping

The UPS Shipping (Legacy) module integrates with UPS shipping services to automatically calculate shipping rates based on weight, dimensions, and address, create shipments and print UPS shipping labels, generate return labels, and track shipments via tracking number.

The module supports COD (cash on delivery), Saturday delivery, billing to customer UPS accounts, and international shipping with commercial invoices. This is the legacy version and will stop working in 2024.

Legacy API
Auto Rate Calculation
Shipping Labels
Tracking
Return Labels
COD
Saturday Delivery
Bill My Account

Important Warning

This module is the legacy version of UPS integration and is no longer supported. The module will stop working in 2024. Please install the new UPS Shipping module and uninstall this module as soon as possible.


Key Features

Key points

  • Automatic shipping rate calculation from UPS API

  • Create shipments and print labels in multiple formats (PDF, ZPL, EPL, SPL)

  • Generate return labels automatically or manually

  • Track shipments via tracking number

  • Support COD (cash on delivery)

  • Support Saturday delivery

  • Bill customer UPS accounts (Bill My Account)

  • Support international shipping with commercial invoices


User Groups

User Permissions

GroupMain Role
Sales StaffCalculate shipping rates, enter customer UPS account numbers
Warehouse StaffCreate shipments, print UPS labels, confirm deliveries
Shipping ManagerConfigure UPS methods, track costs

EN/VI Terminology Reference

FieldsTrường dữ liệuDescription
UPS UsernameTên người dùng UPSUPS account login name
UPS PasswordMật khẩu UPSUPS account password
UPS Account NumberSố tài khoản UPSUPS shipper account number
UPS Access KeyMã khóa truy cập UPSUPS API access key
UPS Service TypeLoại dịch vụ UPSGround, Next Day, 2nd Day, etc.
UPS Legacy Package TypeLoại kiện hàng UPS LegacyDefault package type
Package Weight UnitĐơn vị trọng lượng góiPounds or Kilograms
Package Size UnitĐơn vị kích thước kiện hàngInches or Centimeters
Label FormatĐịnh dạng nhãnPDF, ZPL, EPL, SPL
Bill My AccountXuất hóa đơn tài khoảnCustomer pays with UPS account
Saturday DeliveryGiao hàng thứ 7Allow Saturday delivery
COD Funding OptionTùy chọn quỹ CODCOD payment method
Duties paid byNgười trả thuế quanSender or Recipient

Configure UPS Shipping Method

Detailed configuration steps:

Steps

  • 1. Go to Inventory → Configuration → Delivery → Shipping Methods

  • 2. Click New and fill: Shipping Method (name), Provider (UPS Legacy), Company

  • 3. UPS Configuration tab - Authentication: UPS Username, UPS Password, UPS Shipper Number, UPS Access Key

  • 4. Configure service: UPS Service Type (Ground, Next Day, 2nd Day, etc.)

  • 5. Select UPS Legacy Package Type (default package type)

  • 6. Configure units: Package Weight Unit (LBS/KGS), Package Size Unit (IN/CM)

  • 7. Select Label Format: PDF, ZPL, EPL, SPL

  • 8. Options: Bill My Account, Saturday Delivery, Collect on Delivery, COD Funding Option, Duties paid by


UPS Service Types

Common UPS Services

CodeService NameDescription
03UPS GroundGround transportation
11UPS StandardStandard
01UPS Next DayNext day delivery
14UPS Next Day AMNext day morning
02UPS 2nd DayDelivery in 2 days
12UPS 3-day SelectDelivery in 3 days
07UPS Worldwide ExpressInternational express
08UPS Worldwide ExpeditedInternational standard

Calculate Shipping Rates on Orders

Rate calculation process:

Key points

  • Bill My Account: If enabled, UPS account number field appears on order, enter customer UPS account number, rate charged to customer account

Steps

  • 1. Go to Sales → Orders → Quotations or open existing order

  • 2. Other Info tab: Select Delivery Method = configured UPS method

  • 3. Click Set price to automatically calculate shipping rate

  • 4. System checks address, calculates total weight, calls UPS API, adds shipping line


Create Shipment and Print UPS Label

Shipment creation process:

Key points

  • Print label: Label saved as PDF (or other format), go to chatter, download file (e.g., DeliverySlip-1Z123456.pdf)

  • Commercial invoice: For international shipments, system auto-creates Commercial Invoice, file attached: DeliveryDoc-CommercialInvoice.pdf

Steps

  • 1. Confirm order (Confirm) → System creates Delivery Order

  • 2. Go to Delivery Order, click Validate to confirm shipment

  • 3. Click Send to Shipper

  • 4. System checks address, weight, calls UPS API, receives tracking number and label

  • 5. Label attached to delivery order chatter

  • 6. Tracking number saved in Carrier Tracking Ref field


Create Return Label

Two ways to create return labels:

Key points

  • Manual: Open delivered delivery order → Click Return → Create return label with reversed addresses

  • Automatic: Enable Return Label on Delivery = True, return label auto-created when shipping main shipment

  • Return label attached in chatter, send to customer via email


Cancel UPS Shipment

Cancellation process:

Key points

  • Note: Can only cancel shipment within UPS allowed time (usually 24 hours)

Steps

  • 1. Open delivery order with UPS shipment

  • 2. Click Cancel Shipment

  • 3. System calls UPS API to cancel shipment

  • 4. Tracking number and carrier price removed

  • 5. Notification: "Shipment #[tracking_number] has been cancelled"


Track Shipment

Tracking and monitoring:

Key points

  • View tracking: Carrier Tracking Ref field on delivery order

  • Multiple packages: Tracking numbers separated by +

  • Track online: Click tracking link or visit http://wwwapps.ups.com/WebTracking/track?track=yes&trackNums=[TRACKING_NUMBER]


Advanced Features

Key points

  • COD (Cash on Delivery): Enable Collect on Delivery, select COD Funding Option (Check/MoneyOrder), UPS collects money from customer on delivery

  • Saturday Delivery: Enable for Saturday delivery (not available with Ground, Standard, Next Day Air Saver, etc.)

  • Shipping Insurance: Configure Shipping Insurance on shipping method, insurance value = % of goods value

  • Multi-package: Each package has separate tracking, all tracking numbers saved in Carrier Tracking Ref (separated by +)


Common Error Handling

Errors and Solutions

ErrorCauseSolution
Company address missing or wrongMissing address infoUpdate complete: street, city, state, zip, country, phone
Warehouse address missing or wrongMissing warehouse infoUpdate address in Inventory → Configuration → Warehouses
Recipient address missingMissing customer infoUpdate delivery address on order
UPS address max 35 charactersAddress too longSplit address into multiple lines (street, street2)
Phone must be at least 10 charactersPhone too shortEnter complete phone number (at least 10 digits)
Product weight missingProduct has no weightUpdate Weight in Product → General Information
Package has no shipping weight > 0Package missing weightUpdate shipping weight on package
Invalid measurement systemUsing LBS/IN for country requiring KGS/CMConvert units in UPS configuration
Invalid username/passwordWrong login credentialsCheck UPS username and password
Invalid access license numberWrong Access KeyCheck UPS Access Key
Service not available for routeService not supportedChoose different UPS service

Practical Tips

Key points

  • Preparation: Update complete company and warehouse addresses, update weight for all products, check UPS credentials, choose units appropriate for country

  • Optimize workflow: Use standard UPS package types, check customer address before calculating rate, save address templates for frequent customers, print label immediately after creation

  • International shipping: Update HS Code for export products, check Incoterm on order, choose correct duties payer, print commercial invoice and attach

  • Track costs: Compare quote price with actual price, track negotiated rates if contract exists, check surcharges (Saturday, COD, insurance)

  • Handle returns: Auto-create return labels when shipping to save time, store labels in chatter, guide customers on usage