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A Complete Guide to Set up UPS in Your Magento 2 Stores

UPS, also known as United Parcel Service, was founded in 1907 as a messenger company located in the United States. In 2017, UPS is the second largest freight company worldwide with total revenue of more than 60 million dollars, just behind FedEx Corporation. UPS has also applied dimensional weight as one of their shipping rate calculations in addition to other popular methods. By this article, readers will understand clearly how to make UPS available for Magento 2 stores.

Step 1: Open a UPS Shipping Account

Before going to the next steps, admin needs to already have a UPS shipping account with account number or user ID.

Step 2: Enable UPS for Magento 2 Stores

Look for Stores on the left-side bar of Admin homepage, click Configuration below Settings.
In Sales section, choose Shipping Methods, scroll down and find UPS.
Expand this section and complete the fields as following:
Choose “Yes” at Enabled for Checkout.
In UPS Type, if admin want to set up a standard UPS account, choose “United Parcel Service” and follow the below instructions:

a. In the Live Account section, choose “Yes” to run UPS in production mode and add UPS into your list of available shipping methods, or “No” to just run UPS in a test mode.

b. In the Gateway URL section, enter or paste a link that can be used to calculate shipping charges. This link is set by default and does not need to be changed while using.

6. If admin want to create a shipping label, choose “United Parcel XML” in the UPS Type section and follow the below instructions:

a. Choose “United Parcel Service XML” in the UPS Type.

b. Register your account credentials in the corresponding fields: User ID, Access License Number and Password.

c. Choose “Live” in the Mode section to use secure connection transferring data to UPS shipping system. Please note that “development” does not use secure connection.

d. Verify the Gateway XML URL that is needed to send requests by XML file.

e. In the Order of Shipment section, register your address where the shipment will be delivered from.

f. In case UPS offers you with a specific shipping rates, you can also apply that into configuration by choosing “Yes” at Enable Negotiated Rates section, and then enter the Shipping Number that UPS has assigned to you before. This number contains six digits.

7. Enter or paste the Title which will appear on screen to choose when checkout. In Magento 2, the default name of UPS is “United Parcel Service”.

Enable UPS

STEP 3: Complete the Container Description

In the Packages Request Type section, choose “Use origin weight” for few requests if using origin weight as the basis of calculating the shipping cost. Or admin can select “Divide to equal weight” for one request if the packages are divided by equal weight.
In the Container section, admin needs to choose their packaging type. There are two options: LBS or KGS.
In the Weight Unit section, choose your system to calculate product weight. Each system will be different, depending on each country. Don’t hesitate to ask UPS for help in case you do not sure which one is suitable for your Magento stores.
In the Destination Type section, choose:

“Residential” in case you offer B2C shipments mostly
“Commercial” in case you offer B2C shipments mostly
“Define Automatically” in case you want UPS to consider between residential and commercial mode and choose the more suitable one.

5. In the Maximum Package Weight section, enter the maximum number assigned by UPS.

6. In the Pickup Method section, choose

Regular Daily Pickup
On Call Air
One Time Pickup
Letter Center
Customer Counter

7. In the Minimum Package Weight section, enter the minimum number assigned by UPS.

Container Description

STEP 4: Set up Handling Fees

The Calculate Handling Fee box is used to control your additional handling fee. There are 2 options to choose:

Fixed
Percent

2. The Handling Applied box is used to specify whether the handling fee is applied per order or per package, corresponding each option.

3. In the Handling Fee section, admin need to enter the rate based on the chosen Calculate Handling fee. If admin chooses “Percent”, enter the entire number without the “%” symbol such as “0.05” or “0.1”. If admin chooses “Fixed”, enter the amount of fee there.

Handling Fee

STEP 5: Specify Particular Shipping Methods and Applicable Countries

In the Allowed Methods section, there would be a list of UPS methods offered to your customers. Admin can select one or several methods by holding the Ctrl button. These methods will appear under UPS option while checkout.
If you want to offer free shipping for packages delivered via UPS, set Free Shipping to the UPS. Then:

Choose “Enable” in the Free Shipping with Minimum Order Amount, and then enter your minimum value for each free shipping order in the Minimum Order Amount for Free Shipping section.
Or choose “Disable” in the Free Shipping with Minimum Order Amount in case you want to offer all order via UPS for free shipping.

3. Enter or paste the Displayed Error Message box to create a message box notifying customers in case UPS is not available.

Allowed Methods

4. In the Ship to Applicable Countries box, choose “Specific Countries” and select each country that can apply UPS or click “All Countries” to allow customers from all countries in your store settings to be offered this shipping method.

5. In the Show Method if Not Applicable box, choose “Yes” to show UPS Shipping (whether it can be used or not) or “No” to hide when it is unavailable

Applicable Countries

6. In case you want to have a log file that contains information about all your shipments via UPS, choose “Yes” in the Debug section.

7. In the Sort Order box, enter a number to arrange the order of UPS option in a list of methods. For example: 0 for the first, 1 for the second, etc.

Debug and Sort Order

8. Click Save Config to complete.

How to Configure USPS in Magento 2 Stores?

Founded in 1775 as an independent agency of the United States government, the United States Postal Service has developed themselves to become one of the biggest freight companies all over the world. USPS offers both domestic and international shipping services by land and air to more than 220 countries. This article will guide you clearly how to set up this shipping carriers in the backend configuration.

STEP 1: Open a USPS Shipping Account

First of all, admin needs to already have a USPS Web Tools shipping account with User ID and a URL to the USPS Test server.

STEP 2: Enable USPS for Magento 2 Stores

Look for Stores on the left-side bar of Admin homepage. Click on Configuration below
In Sales section, choose Shipping Methods, scroll down and find
Expand this section and complete the configuration as following instructions:

a. Choose “Yes” at Enabled for Checkout

b. In the Gateway URL field, a URL linked to USPS shipping rate calculation is required. Normally, this field is preset by default and does not need to be changed while using.

c. In the Title field, enter or paste the name which will appear on screen to choose when checkout.

d. Register your account credentials in the corresponding fields: Users ID, Password of USPS Shipping Account.

e. In the Mode field, choose “Development” to run USPS in a test environment. If everything goes well, you can transform to “Live”, which will allow to run USPS in real Magento 2 transactions.

USPS Account Settings

STEP 3: Complete the Container Description

In the Packages Request Type filed, choose “Divide to Equal Weight” if products in Magento 2 stores have equal weight, therefore admin can submit multiple packages in one request. If not, choose “Use Origin Weight” to submit multiple separate requests.
In the Container section, admin needs to choose their regular packaging type. There are 5 options for USPS Shipping: Variable, Flat-Rate Box, Flat-Rate Envelope, Rectangular, Non-Rectangular.
In the Size section, admin chooses their typical packaging size. There are 3 options there: Regular, Large, Oversize.
The Machinable field is to determine whether you want your package to be processed manually or by a machine. Choose your corresponding option there: “Yes” to use a machine and “No” to do it yourself.
In the Maximum Package Weight section, enter the maximum number advised by USPS

USPS Packaging Settings

STEP 4: Set up Handling Fees

The Calculate Handling Fee section is to determine calculation methods to control handling fees. There are 2 options for admin to choose:

Fixed
Percent

In the Handling Applied section, admin decides to apply handling fee for each order or for each package. There are 2 options corresponding to them.
In the Handling Fee section, admin needs to enter the rate based on chosen Calculate Handling Fee selection. If admin chooses “Percent”, enter the number without “%” symbol. For example: if the Handling Fee is 1%, enter “0.01”. If admin chooses “Fixed”, enter the number of fee there.

USPS Handling Fee

STEP 5: Modify Particular Shipping Methods and Applicable Countries

In the Allowed Methods section, a list of USPS shipping methods will appear. Admin can choose to offer multiple options by holding the Ctrl button. These methods will be shown under USPS Shipping while checkout.
In the Free Method section, choose “None” if you do not want to offer free shipping for any order in Magento 2 stores. If yes, set the list to the method you want to use. Then, in the Free Shipping Amount Threshold section, enter the minimum value for each free shipping order.
The Display Error Message section is to create an alert message to notify your customer when USPS is unavailable when checkout. There is a default message by Magento. However, admin can modify by entering your own message there.

USPS Allowed Methods

In the Ship to Applicable Countries section, choose “Specific Countries” and select from the list each country where USPS is available, or tap “All Allowed Countries” to offer worldwide shipping by USPS.
In the Show Method if Not Applicable section, choose “Yes” to show USPS Shipping all the time (whether it is available or not). If not, choose “No” to show only when it can be used.
In case you want to have a log file that contains information about all your shipments via USPS, choose “Yes” in the Debug
In the Sort Order box, enter the number to arrange the order of USPS option in a list of available methods. For example: 0 for the first, 1 for the second, etc.
In the Free Shipping Amount Threshold section, choose “Enable” to determine that free shipping order must meet a minimum amount.
Click Save Config to complete.

USPS Applicable Countries

In short, here are all the details to Configure USPS in Magento 2 Stores we want to share with you. If you want to add or erase any item in this FAQ list, feel free to contact us. Don’t forget to Like, Share, and Subscribe to Magestandard for more informative Magento extension review articles.

How to Set Product Content in Magento 2

The Product Content settings in Magento 2 is used to write the product description that appears on each product page. There are two separate parts in this section: Description and Short Description.

The former lists down full features and characteristics of a product while the latter shows a short version only. The Short Description might be used in most RSS feeds and catalog listings, depending on the theme.

With the editor toolbar, you can format the description as you want. When filling in the text box, you should notice that only plain ASCII characters are accepted. In case you paste text from a word processor, remember to save it first as a plain .TXT file to remove any invisible control characters.

To enter the product description, do the followings:

Sign in with your admin account. On the Admin sidebar, choose Product then select Catalog.
On the product grid, click the Edit link of the product you want to edit.
Now scroll down to the Product Content section and tap the Expand icon next to it.
Enter/edit the main product Description to the first box. You can use the toolbar at the top of the box to format the text to your preference.
Enter a Short Description of the product to the second blank field. Format the text as needed.

There is an interesting fact here that you can reshape the text boxes to as you want. In order to change the height of the text box, move the mouse to the lower-right corner and pull it to the position that applies to you. Don’t forget to use plain ASCII characters when you write in the boxes.

That is the detail information about How to Set Product Content in Magento 2. If you want to add or erase any item in this FAQ list, feel free to contact us. Don’t forget to Like, Share, and Subscribe to Magestandard for more informative Magento extension review articles.

An Introduction of Customer Attribute Reference in Magento 2

Customer Attribute Reference in Magento 2

To give you more information about Customer Attribute Reference, we prepared some kind of the following tables which show the list of attributes from a typical export of the Customer Main File and Customer Addresses. The installation which was used to export this data contains two websites and several store view with the sample data installed.

As for attributes or fields, each of them is presented inform of a column in the CSV file. As for customer records, they are presented in rows. Columns that begin with an underscore as service entities contain properties or complicated data.

Customer Main File

Attributes contained in customers main file are email, website, store, confirmation, created_at, created_in, dob, firstname, gender, group_id, lastname, middlename, prefix, suffux, taxvat, website_id, password, etc.

Customer Address

Attributes which refer customer address are website, email, city, company, fax, firstname, lastname, middlename, postode, prefix, region, region_id, street, suffix, telephone, vat_id, etc.

Data Transfer in Magento 2

Magento 2 platform provides users the Import and Export tools which allow admin to manage and control diversified document in only a single operation. Not only import new items but also update, replace and delete existing sets of products are all within the scope of your management. For instance, you are enabled to add new products to your inventory for promoting, update product data and advanced price data as well as replace a set of existing products with new products. Specifically, for a large catalog of products, to export data, to edit the data in a spreadsheet and to import it back to your Magento 2 store are much easier.

Conclusion

In short, here is all the information of Customer Attribute Reference in Magento 2 we would like to share you. Hope that after reading this article, you will have more knowledge about this field. If you find it helpful for you, please Like, Share and Subscribe to keep updating for more next blogs!

3 Facts You Should Know about Order Confirmation Page in Magento Stores

What is the Order Confirmation Page?

The order confirmation page, also called the “Success” page, is a place that your customers reach after successfully placing an order and going through two steps of checkout process. To know more about checkout process in a Magento 2 store, we suggest you to click here to find out more details.

What does the Order Confirmation Page has?

There is a message appearing on the order confirmation page to verify the success of a customer’s purchase. The message includes a order code and a notification that the shoppers will be informed about the order details and its tracking information via email. The buyers can use this code to track out his/her purchasing activities and other related information. There is also a button named “Continue Shopping” with a link to the store’s Homepage to encourage buyers to continue shopping at the store.

Notifications about the Order Confirmation Page

There is a difference about the content of the success page between customers who have registered for an account and customers who have not. For registered shoppers, the page includes all the information that has been discussed. They can also track the order status through a link to their accounts, and a link to generate a receipt. As for guests, apart from a order code and a notification, the email that they entered during checkout process is displayed on the confirmation page. They are also encouraged to create an account by clicking the “Create an Account” box and follow later instructions.

Conclusion

That is all information about the Order Confirmation Page in a Magento 2 store. If you want to add or erase any item in this FAQ list, feel free to contact us. Don’t forget to Like, Share, and Subscribe to Magestandard for more informative Magento extension review articles.