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Quick Setup: Enterprise Parcel (FedEx & UPS) – Client Experience

Step-by-step guide for configuring Enterprise Parcel accounts in SmartTMS for FedEx and UPS.

Before You Start (2‑Minute Check)

✅ Client has requested FedEx and/or UPS Parcel
✅ Parcel account numbers received
✅ FedEx credentials generated by client (if FedEx)
✅ You know which users need access

 

Step 1: Enable Parcel Contracts (Required)

  1. Client Profile → Account Contract Management
  2. Search Standard Parcel
  3. Select contracts:
    • FedEx Parcel: 33747 (or 33381 legacy)
    • UPS Parcel: 33746
  4. Save Changes
  5. Dashboard → Clear Contract Management Cache

⛔ Do not proceed without clearing cache

 

Step 2: Go to Parcel Management

  • Client Profile → Ellipsis (⋯) → Parcel Management

 

FedEx Quick Setup (If Applicable)

Step 3: Add FedEx Parcel Application

Required (from client FedEx login):

  • Parcel Account Number
  • Meter Number
  • Production Key
  • Password
  • Client ID
  • Client Secret

Action

  1. Select FedEx Parcel
  2. Enter credentials
  3. Click Add Application

 

Step 4: Labels + Cache

  • Enable PDF and GIF
  • Click Reset Parcel User Linking Cache

 

Step 5: Quick Test

  • Log in as any client user
  • Request a Parcel Quote
  • ✅ FedEx rates returned

 

UPS Quick Setup (If Applicable)

Step 6: Add UPS Parcel Contract

  1. Parcel Management → UPS Parcel
  2. Select UPS Standard Parcel (33746)
  3. Add contract

 

Step 7: Add UPS Account Numbers

  • Enter UPS parcel account numbers
  • If warned about existing association:
    • Remove from other client or
    • Proceed if approved

 

Step 8: Select Labels

Choose at least one:

  • GIF (most common)
  • ZPL / EPL / SPL (thermal)

 

Step 9: Link Users

  1. Ellipsis → User Account Linking
  2. Select users
  3. Assign parcel account(s)
  4. Save

 

Step 10: Reset UPS Cache

  • Dashboard → Cache Menu
  • Reset UPS Parcel Linking

 

Step 11: Quick Test

  • Log in as linked user
  • Get Parcel Quote
  • Test Shipment Wizard if needed

 

Required System Settings (UPS Only)

Confirm settings exist:

  • SMART_RATERS_ENABLED → includes UPS-PARCEL
  • PARCEL_SHIPMENT_WORKFLOW_ENABLED = TRUE

➡️ Clear System Settings Cache after changes

 

Most Common Issues

❌ Rates not returning → Cache not cleared
❌ No carrier shown → Contract not saved
❌ User can’t see parcel → User not linked
❌ FedEx error → Credentials not client-generated

 

Reference SOPs (Use When Needed)

Use these only for deep dives or troubleshooting:

 

Best Practice for CE Team

  • Always test with a real user login
  • Clear caches every time you change:
    • Contracts
    • Accounts
    • User links
  • Document parcel accounts in the client record