Troubleshooting
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Background

The Best Rate feature allows ShipWorks to automatically compare rates between select providers. The following instructions will walk you through the process of enabling Best Rate as a shipping provider and how to compare rates using Best Rate.


First Things First

There are a few items to note regarding using the Best Rate feature in ShipWorks.


1.  Best Rate compares rates for select shipping providers.  We will cover how to select for which providers the rates are compared in the section Select the Rates to Compare below.

2.  Please be sure that you are able to log into the ShipWorks software as a user with administrator rights.


The Process


Enable Best Rate as a Shipping Provider


1.  In ShipWorks click on the Manage tab.  Then, click the Shipping Settings button.


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2.  On the Shipping Settings screen, be sure that the check-box to the left of Best Rate is checked.  


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Select the Rates to Compare


3.  Still on the Shipping Settings screen, select Best Rate from the list of carriers on the left.


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4.  On the Settings tab, check the check-box to the left of each shipping carrier for which you wish to compare rates. Only the shipping carriers that are available for rates to be compared will be listed.  


Note:  UPS rates can be included in Best Rate by enabling UPS Local Rating in ShipWorks.  For more information on how to configure and enable UPS Local Rating, please see the UPS Local Rating User's Guide.



Select the Default Settings for Best Rate (Optional)

The following defaults may be useful if you typically compare rates for the same transit time, weight, dimensions, etc.  For example, if you wish to always compare rates for 'One Day' transit times, you may wish to set this as a default setting.


5.  Still on the Shipping Settings screen with Best Rate selected, select the Shipments tab.  Then, click on the blue link Defaults - Best Rate.


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6.  The Shipping Profile screen allows you to set the defaults that will be set when you select Best Rate as the shipping provider for shipments in ShipWorks.  The following options are available:


a.  Days in Transit:  Allows you to set the default service level for which Best Rate will compare rates.  Initially, Best Rate is set to Anytime.


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b.  Weight:  If you wish, you can enter a default weight.  This weight will be the weight for which rates are compared when you select Best Rate as the shipping provider.  Of course, you can always overwrite this weight when shipping. Typically, this setting will be left at 0.0 lbs.


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c.  Dimensions:  Allows you to enter default dimension for which rates will be compared when you select Best Rate as the shipping provider.  


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7.  Once you have set your defaults, click OK.  Then, click Close to exit the Shipping Settings screen. 


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Comparing Rates Using Best Rate
Now that you have Best Rate configured, let's take a look at how to compare rates using Best Rate as the select Shipping Provider.

Using the Shipping and Rates Panels (v5.2 or greater)

Note:  If the Shipping and Rates panels are not visible in ShipWorks you can enabling them by going to View > Show Panels.  Select the Shipping and/or Rates panels as needed.

1.  Select the order for which you would like to compare rates using Best Rate.


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2.  In the Shipping panel, select Best Rate from the Provider: drop-down menu.

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3.  Verify that the weight and dimensions are correct for the shipment in the Shipment Details section.


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4.  Select the correct Service Level for which you would like to compare rates.


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NOTE:  You may have noticed that as you make changes to the weight, dimensions and/or service level the rates automatically update in the rates panel and that the current Best Rate shipping option is displayed for you.


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Rates automatically updating as you make changes


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The current Best Rate option based upon your shipment details.



The Rates panel will now display the available services and their associated rates for the shipment with the Best Rate option listed first in the list of rates.


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Select the Rate You Wish to Use

ShipWorks will automatically select the Best Rate option for the shipment.  However, if you wish to select another option from the list of rates, here's how:


1.  In the Rates panel, click on the service you wish to use for this shipment.


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2.  Notice that the Rate: option in the Shipment Details section now indicates the selected service.


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3.  When you are ready, click the Create Label button to generate the shipping label for the currently selected service. 


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 Using the Ship Orders Screen (v5.1 or earlier)


1.  Select the order for which you would like to compare rates using Best Rate.


 

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2.  Click on the Home tab and then the Ship Orders button.


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3.  On the Ship Orders screen, select Best Rate from the Provider: drop-down menu.


 

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4.  Verify that the weight and dimensions are correct for the shipment in the Shipment Details section.


 

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5.  Select the correct Service Level for which you would like to compare rates.


 

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NOTE:  You may have noticed that as you make changes to the weight, dimensions and/or service level the rates automatically update in the rates panel and that the current Best Rate shipping option is displayed for you.


 

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Rates automatically updating as you make changes


 

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The current Best Rate option based upon your shipment settings.



The Rates panel will now display the available services and their associated rates for the shipment with the Best Rate option listed first in the list of rates.


 

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Select the Rate You Wish to Use

ShipWorks will automatically select the Best Rate option for the shipment.  However, if you wish to select another option from the list of rates, here's how:


1.  In the Rates panel, click on the service you wish to use for this shipment.


 

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2.  Notice that the Rate: option in the Shipment Details section now indicates the selected service.


 

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3.  When you are ready, click the Create Label button to generate the shipping label for the currently selected service. 


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Troubleshooting


Q:  When I select Best Rate as the shipping provider, I am getting an error in the rates panel.


A:  Be sure to click the More Information link so that you can see the details of the error.  



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 Q:  I am not seeing any of the USPS Priority Flat Rate or Regional Rate services in the rates panel when I have Best Rate selected as the shipping provider.


A:  Take a look at the bottom of the Rates panel.  You may notice a message displayed there.  Be sure to click on More Info so that you can see the details of the message.  Flat rate and regional rate services are not included in Best Rate. 


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Q: My UPS rates are not being displayed in the rates panel when I have Best Rate selected as the shipping provider.


A: UPS rates can only be included in Best Rate by enabling UPS Local Rating in ShipWorks.  For more information on how to configure and enable UPS Local Rating, please see the UPS Local Rating User's Guide.



Still Need Help?

Please feel free to reach out to one of our awesome Customer Care Representatives in St. Louis.  We are happy to help.