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Set Up Real Time Shipping with Square Online

Real Time Shipping (RTS) offers the most accurate shipping rates, and helps avoid under or over charging for shipping. Carriers provide dynamic rate estimates at checkout based on distance, weight, and the number of boxes needed to ship the items.

Real Time Shipping rates are estimates and may differ from the actual postage paid contingent on final weight and box size. Additionally, you can use a combination of Real Time Shipping and manual shipping rates.

Prerequisites

To use RTS, you will need the following items:

Carrier accounts

For merchants based in the US, we provide master accounts with the United States Postal Service (USPS) and DHL Express. You can connect additional carriers such as UPS and FedEx. Sellers in Mexico and Canada can use personal DHL Express, UPS, FedEx, or Canada Post accounts. If using your own account, you’ll need to know account information such as ID, password, meter number (for FedEx), etc.

At least one shipping box configured for estimating shipping rates

The dimensions, max weight, and item capacity of the boxes are used to determine the total number of boxes needed to ship an order. A default box has been created for you, but you can edit the settings for that box, and add additional box sizes, as needed.

Item weights

RTS provides rate estimates based on the total weight of the items in the order. You can set weights by going to your Square Online Overview page > Items > Site Items, and editing each item to add a weight.

Note: If the weight of all items in an order is 0, the weight will automatically default to 0.1 lb/kg. When setting up RTS, you can also add an adjustment fee to account for packaging or handling costs.

Configure Your Carriers

For US based merchants, there are master accounts with USPS and DHL that offer discounted rates. These carrier accounts are already set up for you to use, and require nothing additional on your part.

If you want to use UPS, FedEx, or DHL to ship from outside the US, you must connect your own accounts.

rts-advanced-settings

To use your own account, please follow the directions below:

  1. From the Square Online Overview page, go to Fulfillment > Shipping.

  2. Select Advanced Settings.

  3. Choose a carrier and enter your information.

  4. Select Done.

For FedEx, you’ll need both your Account ID and Meter number. Learn more details about connecting FedEx and UPS to Square Online.

Configure Shipping Boxes

The default box setting for RTS is 10” x 10” x 10” with a max weight of 70 lbs. To change this, please follow the directions below:

  1. From the Square Online Overview page, go to Fulfillment > Shipping.

  2. Select Advanced Settings.

  3. Edit the dimensions, maximum weight, and maximum number of items that will fit into the box (optional).

  4. To add more box sizes, select Create new and enter the information for each box.

  5. Edit your items to link them to any one of your box sizes.

The default box will be used for items that don’t have a specific box assigned to them. If a customer places an order where more than one box size is needed, RTS will use multiples of the largest box size needed to accommodate the number and weight of items purchased.

Create a Real Time Shipping Rate

Creating a RTS rate is just like setting up a manual shipping rate.

When setting up RTS, you will be prompted to set a fallback rate to ensure that orders are always charged an amount for shipping. Occasionally, carrier systems may be down and unable to calculate shipping rates, so the fallback rate will be triggered in those case.

FAQ

How do I get a FedEx Meter Number?

In order to use your FedEx account with RTS, you’ll need to enter your FedEx Meter number. This number is given to you when you move your FedEx account from test to production. To get your meter number:

  1. Go to the FedEx Developer Resource Center for FedEx Web Services.
  2. If you’re not already registered, be sure to sign up to get a developer account.
  3. From the main FedEx developer page, click FedEx Web Services > Move to Production.
  4. Click Get Production Key.
  5. Fill in your account information and submit your data. Your information, including your meter number, will be emailed to the account address.

Learn more about connecting FedEx and UPS to Square Online.

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