This article provides a comprehensive guide on how to streamline your shipping processes using Gelato Connect. It delves into the platform's capabilities, such as integrating your own or your customers' carrier accounts and establishing customized routing rules to reduce shipping expenses and cater to customer needs.
Adding Carrier Accounts
While Gelato Connect automatically finds the most affordable shipping option based on factors like package size, weight, destination, and delivery method, you have the flexibility to add specific accounts for your or your customers' preferences.
Navigate to Routing Setup:
Access the Routing Setup section within Gelato Connect and select Add Carrier Accounts.
Select Account Type and Region:
Choose the relevant carrier account type based on the region (e.g., UPS, FedEx).
Add Account Details:
Indicate whether the account belongs to you or a customer, select the specific customer if applicable, and input the required details. Upon completion, the account will be integrated for routing purposes.
Creating Custom Routing Rules
Gelato Connect empowers you to override the automatic rate shopping feature and define specific shipping preferences through custom routing rules. These rules are based on criteria such as package weight, customer preference, or carrier performance.
Define Rule Criteria:
For example, you can establish a rule for packages exceeding 20 pounds, designating a preferred carrier like UPS for such shipments.
Set Rule Parameters:
Configure the rule. Save the rule, and it will be automatically implemented for all future shipments that meet the defined criteria.
Custom routing rules provide a granular level of control over your shipping operations, allowing you to tailor shipping options to meet your and your customer's specific requirements.
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