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Managing Order Shipping Accounts

Select the shipping accounts used in purchasing shipping labels. Assign one or multiple carrier shipping accounts per warehouse, shipping method, or quoted shipping rates.

Shipping accounts are managed per store and determine which account is used when purchasing labels for a specific carrier. Store shipping accounts do not determine which carrier is assigned to an order.

Shipping accounts for transfers are managed separately in warehouse settings.

Assigning Shipping Accounts to a Store

To assign shipping accounts to a store, follow these steps:

  1. From the left sidebar, go to Directory › Stores and open the store.
  2. On the Shipping card, click Manage Shipping.
  3. Under Shipping Accounts, click + Add Shipping Account.
  4. Select a carrier.
  5. For each carrier, select the shipping account.
  6. To add another carrier, click + Add Carrier.
  7. Click Save.

Copying Shipping Accounts from Another Store

Shipping accounts are managed per store. To copy shipping account settings from another store, follow these steps:

  1. From the left sidebar, go to Directory › Stores and open the store to copy to.
  2. On the Shipping card, click Manage Shipping.
  3. Under Shipping Accounts, click + Add Shipping Account.
  4. In the upper-right corner, click the three-dot menu, and select Copy from Store.
  5. Select the store to copy from, and click Copy Shipping Accounts.
  6. Click Save.

Assigning Multiple Shipping Accounts

You can use multiple shipping accounts for the same carrier. For example, one account may offer better rates for expedited shipments, while another may provide better rates for oversized packages.

Follow these steps:

  1. From the left sidebar, go to Directory › Stores and open the store.
  2. On the Shipping card, click Manage Shipping.
  3. Under Shipping Accounts, click + Add Shipping Account.
  4. Select a carrier.
  5. Assign the first shipping account.
  6. Click + Warehouse / Account to add another shipping account.
  7. Click Save.

When rate shopping is enabled, Goflow automatically selects the best shipping account for each order. You can also manually select a shipping account on an order.

Assigning Shipping Accounts by Warehouse

You can use different shipping accounts for shipments from different warehouses. For example, use the UPS East account for shipments from the NJ warehouse and the UPS West account for shipments from the CA warehouse.

Follow these steps:

  1. From the left sidebar, go to Directory › Stores and open the store.
  2. On the Shipping card, click Manage Shipping.
  3. Under Shipping Accounts, click + Add Shipping Account.
  4. Select a carrier.
  5. Select the shipping account.
  6. For Warehouse, select the warehouses that use this account. For example, for the UPS East account, select the NJ and GA warehouses.
  7. Click + Warehouse / Account to assign a different account to other warehouses.
  8. Click Save.

Leave the default All Warehouses setting for the general account. For example, for the UPS Default account, do not select any warehouses. Then add an override to use the UPS CA account for shipments from the CA warehouse only.

Assigning Shipping Accounts by Shipping Method

You can use different shipping accounts for different shipping methods. For example, use one UPS account for Ground shipments and another UPS account for Ground Saver (SurePost) shipments.

Follow these steps:

  1. From the left sidebar, go to Directory › Stores and open the store.
  2. On the Shipping card, click Manage Shipping.
  3. Under Shipping Accounts, click + Add Shipping Account.
  4. Select a carrier.
  5. Select the shipping account.
  6. Click the All Shipping Methods button.
  7. Select the shipping methods allowed for this account.
  8. Click Done.
  9. Click + Warehouse / Account to assign a different account to other shipping methods.
  10. Click Save.

Assigning Shipping Accounts by Multiple Criteria

You can assign different shipping accounts based on the warehouse, shipping method, or quoted shipping rates.

Combine the steps from the previous sections to create advanced shipping account assignment rules. You can assign up to five accounts per carrier, warehouse, and shipping method combination.

Assigning a Shipping Account on a Single Order

When multiple shipping accounts are assigned for the same warehouse and shipping method, you can manually select which shipping account to use on each order. Follow these steps:

  1. From the left sidebar, go to Orders › Orders and open the order.
  2. In the Shipping section, click the pencil icon
  3. Select the shipping account.
  4. Click Save.

While purchasing a shipping label in the Pack & Ship window, Goflow displays the rates for the assigned account. To compare rates, select a different account under Shipping Account.

Assigning a Shipping Account on Multiple Orders in Bulk

To assign shipping accounts on multiple orders in bulk, follow these steps:

  1. From the left sidebar, go to Orders › Orders.
  2. Filter or select the orders you want to update.
  3. At the top of the page, click Actions, then select Change Shipping Details.
  4. If more than 500 orders are selected, confirm the total number of orders before proceeding.
  5. Select the carrier.
  6. Select the shipping account.
  7. Click Save.

The update succeeds only for orders where the selected account is valid for the order warehouse and shipping method.