Process Shipments

Follow these steps to process UPS shipments against Sage 50 ERP Sales Orders, Invoices, and Customers.

1. Open UPS WorldShip®.

2. From the Import/Export Data menu (UPS Online Connect for versions 9.0 and lower), select Keyed Import > SG2Import. Note: You may see the UPS OnLine Connect Reminder.
   
   
   
   
   
   

3. Enter the Sales Order number, Invoice number, or Customer into the Import Key dialog, and press Tab or Enter. You can also type a ? to browse.
   
   
   
    
   
   

   • Sales Orders: You cannot create shipments against Master Orders, Repeating Orders, or Quotes. Therefore, if you enter a sales order number that corresponds to those types of orders, you will receive a message to that effect. Also, these types of orders are excluded from the order browser.

   • For all documents: You must enter a complete import key; a complete name or number. Use the ? feature to browse if you do not know it.
      

4. The Sage 50 ERP data is loaded into the WorldShip shipping screen.

5. Type in the package weight or put the package on the scale. If there is more than one package in the shipment, go to the next package and repeat this step for each package in the shipment.

6. Press F10 or click Process Shipment.

7. If necessary, validate the Ship-To Address.
   
   
   
    
   
   

8. The shipment is processed:
   
   
   

Notes

If you apply a handling charge on the shipment in WorldShip, it is included in the amount written back to the Sage 50. You can enter the handling charge on each shipment in the Options tab in WorldShip. You can define a handling charge in ShipGear Exchange. To further enhance freight write-back, you can use the Freight Rules add-on; it allows you to create custom freight rules to control freight write-back.  

Write-Back

If you have freight write-back enabled, you will see the Freight and Tracking information written back to Sage 50 :

Freight amount

Tracking Information