Table of Contents
Updated by Cory M.
In most cases one can simply use the Shipping Account Group named "Default" for all Shipping Accounts. In this case you can skip to Add a Shipping Account.
In case you need to use multiple carrier accounts for the same carrier and split your shipments among them using more complex criteria besides warehouse and merchant you can create additional Shipping Account Groups. Shipping Accounts are organized into Shipping Account Groups to make it easier to change shipping methods for a given order without also having to change the Shipping Account to match the carrier of the new shipping method. For example if the "Default" Shipping Account Group contains Shipping Accounts for both UPS and FedEx, you can change the shipping method for an order between FedEx and UPS methods without having to choose another Shipping Account Group for that order.
Assigning a Shipping Account Group
Orders are assigned a Shipping Account first by resolving a Shipping Account Group. This will normally be the Shipping Account Group selected at the Brand or Merchant scope in the configuration field located at System > Configuration > Shipping Settings > General > Shipping Account Group.
Shipping Account Groups can "inherit" accounts from one another using the "Inherit From" field. This is useful if you want to use an alternate account for a certain carrier for some subset of orders but saves you the hassle of having to manage duplicates of your default accounts. Any accounts that are called for but not present on an account group will be sought after using the inherited shipping account group if one is specified. By organizing your accounts appropriately you can avoid having to re-enter the credentials multiple times which makes it much easier to resolve issues should an API key become expired or need to be rotated or otherwise replaced in the future.
Adding a Shipping Account Group
- To begin using the Shipping Account Group feature, navigate to System > Shipping Accounts.
- Click Add New Shipping Account Group at the top of the grid.
- Choose a unique Name that describes the group of third party carriers you wish to make available for shipping, then click Save.
- If applicable, choose an account group to Inherit From. See Inheritance section above for details.
- From here you can either go back to return to the Shipping Account Groups grid or set up a new shipping account to be assigned to your new group.
Adding a Shipping Account
- After just creating a new Shipping Account Group or clicking a Shipping Account Group from the System > Shipping Accounts page, add a new account to your group by clicking Add New Shipping Account.
- Choose a Label that describes the shipping account. For example, "FedEx Primary (*1234)".
- In the Shipping Account Information pane, open the selection menu to choose an available shipping carrier.
- Once a carrier is selected, input forms will appear which vary depending on the carrier.
- Select the warehouses that this Shipping Account account will apply to, or leave it blank to apply it to "All Warehouses".
- Select the Merchants who will have access to this Shipping Account.
- The account number field will require a number set-up by the administrator and the carrier.
- After the information is filled out, click Save Shipping Account to add it to the group you created.
Enabling Carriers and Services
In addition to setting up the Shipping Accounts you must activate each carrier and service you wish to use. Navigate to System > Configuration > Shipping Methods and then set Enabled to "Yes" for each carrier you'd like to enable. You can limit which services are available by setting Allowed Methods in this same configuration section as well as many other configuration options specific to each carrier.