Create a Shipping Code

System Location: Settings > Base Tables > Shipping Codes

Shipping codes provide details regarding options for getting material and parts delivered to and / or from customers and vendors.

There are a couple steps to take in order to have your JobBOSS2 product ready to create and print UPS labels. Many companies use a Zebra Printer to print their UPS labels. If you are one of those companies, the flowchart below provides the intended order for the setup of this process. Click on the labels to learn more about the importance of each section and access a link to the respective pages in the Help file.

  1. Click the Settings button.Settings_Button
  2. Open the Base Tables dropdown menu.
  3. Select Shipping Codes.
  4. Click New (located at the top of the page.)

Provide Values

Provide information for the fields listed below at a minimum to take advantage of JobBOSS2's reporting and analysis tools in addition to benefiting from its ability to pass information along from one part of the software to another.

An asterisk [*] indicates a required field.

Information associated with the shipping code selected on the order will be passed along to related packing lists by default.

Given the ability to access shipping costs directly from FedEx, UPS, USPS, and Canada Post, this example is broken out into information applicable for all shipping codes and information unique to specific Shipping Providers.

General Information - Used on ALL Shipping Codes
  1. Provide information as appropriate:
    • *Shipping Code: Typically indicates the carrier providing the shipping service
    • Add Insurance: Indicate whether insurance should be considered or not in the calculation of shipping costs
    • Description: Appears on Shipping Code Navigator and various reports for reference
    • Internet Address: Used for reference
    • Vendor: Select the vendor code of the carrier providing the delivery services
    • Container Unit: Default type of container used by the shipping carrier
    • Description of Contents: Default description of items typically shipped with the selected carrier
    • Handling Charge / C.O.D. Charge: Dollar amounts charged by the shipping carrier
    • Empty Container Weight: Weight of the container referenced in Container Unit
    • Max Container Weight: Maximum weight of a single container that the carrier will deliver
    • Declared Value: Minimum dollar amount that should be considered as the declared value for items shipped
Shipping Account Information - Provider Specific

Information in this section varies between carriers, but the following fields function the same for each option when present:

  • Shipping Provider: Determines what details are required in order to interface with the selected carrier.
    • Options include:
      • FedEx
      • UPS (United Parcel Service)
      • USPS (United States Postal Service)
      • Canada Post
      • Other
    • Providing the required information for any of the first four providers allows the system to pull exact costs for shipping purposes.
  • Password: Required on each of the first four options as a part of setup and accessing cost details.
    • Once entered, the password field will display as a blank field when the shipping code is edited in the future.
    • The field does not need to be filled in again unless the password is edited on the user's account with the selected provider.

Click a Shipping Provider option listed below to see the details available for that provider and to see how to obtain an access key where necessary.

The information displayed below is for illustration purposes only and does not represent actual accounts. The ability to get accurate shipping costs from a specific provider requires the entry of credentials associated with an active account for that carrier.

ClosedFedEx

Information Required

FedEx Details

How To Get Access Key

We offer an interface option with FedEx online. However, users need to contact FedEx for instructions on receiving an Access Key. The access key can only be provided by FedEx and is necessary for the interface to communicate.

Label Format

Despite continued efforts to do so, FedEx has not agreed to work with ECI Software Solutions, Inc. for purposes of pre-approving labels generated from JobBOSS2. This means you will need to work directly with FedEx to go through the various steps of printing and approving shipping labels. Please contact FedEx to receive their Certification Guide and begin the process.

ClosedUPS (United Parcel Service)

Information Required

UPS Details

For more information on how to set up JobBOSS2 to integrate with UPS, visit Configuring JobBOSS2 to use UPS for Shipping Codes by On-Premise Customers.

For more information on how to set-up JobBOSS2 to integrate with UPS, view training on UPS OAuth Enhancement or UPS OAuth Enhancement for the Cloud.

How To Get Access Key and Account Number

We offer an interface option UPS online. However users need to go to UPS.com for instructions on receiving an Access Key. The access key can only be provided by UPS and is what allows for the interface to communicate.

Label Format

In order to properly format the UPS label for printing, select a file type from the Label Format dropdown menu.

  • The file options are GIF, ZPL, or EPL.
ClosedUSPS (United States Postal Service)

Information Required

USPS Details

How To Get Credentials

The only information required for accessing USPS cost details are the User ID and Password values.

ClosedCanada Post

Information Required

Canada Post Details

How To Get Credentials

Information not available at this time.

ClosedOther

Information Required

Other Details

There are no required fields when "Other" is selected as the Shipping Provider, however the user can enter the Account Number associated with any such codes for reference.

  • Shipping codes that use "Other" as the Shipping Provider cannot be used to automatically access shipping cost information from the associated vendor / carrier.
  • Cost values must be determined outside of JobBOSS2 and entered manually.