The purpose of this document is to familiarize you with the “Settings” tab and the options that come along with it.
The Settings menu can be found in the navigation bar
The settings are sorted into categories; User Settings, Admin Settings, & eCommerce Settings.
When accessing the Settings Menu, you can get to a setting section by clicking the setting name in the left menu or within the center of the screen.
User Settings
User Settings are available to all users and allow basic setup functionality for items such as printer and scale setup. A more detailed guide is available for each topic within the Help section of XPS Ship.
Printer Setup: Printer settings allow you to customize how your label will look at the time of print. There are many different sizes to choose from to accommodate any carrier or label. You can also modify your label receipt options.
Scale Setup: Here you can set up a scale to connect to your computer, allowing you to directly transfer the weight of your package to the platform.
Change Password: Allows a user to change their password for the platform.
Change Email: Allows a user to update the email address that is used for their login ID.
Locale: Allows the user to change the language and Time Zone in the platform. Current languages are English and Spanish.
Hide Shipping Services: Allows you to hide shipping services when using your own carrier accounts.
Admin Settings
Most Admin Settings are hidden to non-admin users, as these settings are related to User Management, Account Info, Payment/Credit Card details. Some Admin Settings, such as Departments, Commodities, & Custom Package Types are available to non-admin users. Detailed guides are available within the Help menu for each of the Admin Settings.
User Management (Admin Only): Allows an Admin to control the users that can access the platform as well as allowing for custom/default settings to be set for each user.
Carrier/Provider Accounts (Admin Only): Allows you to add additional carrier accounts such as your own FedEx /UPS/DHL eCommerce account.
Logo Upload (Admin Only): Allows you to upload a logo that can be applied to USPS shipping labels as well as to the Commercial Invoice and Tracking Status Page. You can use any logo in .jpg, .png, .gif format. The system will automatically resize the logo to fit.
Departments: Allows for managing different departments within your organization.
Inventory: This will only show if the simple inventory option is enabled.
Commodities: Allows for managing the different commodities used on the Commercial Invoice.
Custom Package Types: Allows users to create custom package types to be used within the shipping process.
Payment (Admin Only): Allows you to store credit card and or ACH payment method which allows for prepayment of postage, as well as view and export the prepay history.
Map Label Fields: (Admin Only)Allows you to customize default reference fields for certain carriers.
Shipper Reference Presets (Admin Only) Allows a user to create a list of references that can be selected from a drop-down in the shipping process.
Content Description Presets (Admin Only): Allows a user to create a list of Content Descriptions that can be selected from a drop-down in the shipping process.
Paperless Signatures (Admin Only) Used for storing and uploading the signatures used for paperless clearance.
Importers of Record (Admin Only) Allows a user to create a list of Importers of Record used within the Commercial Invoice.
Insurance Settings: Allows you to set default insure amounts.
Packing Slips: Allows you to configure your inline packing slips.
Notification Settings: Allows you to configure your email and text notifications.
Other Settings (Admin Only): Miscellaneous settings such as requiring reference fields, departments, etc.
eCommerce Settings
eCommerce Settings are only available to Admin users, as account info and payment info is necessary. The CSV upload feature is the only eCommerce setting that is available to non-admin users. Detailed help guides can be found for each integration under the Help menu within the platform.
eCommerce Integrations (Admin Only): The eCommerce Integrations setting allows you to manage the settings for your current store/shopping carts.
CSV Uploads: Lists the CSV files that have been uploaded with the option to delete.
Integrated Quoting (Admin Only): Used for eCommerce Integrations where Admin can set up the integrated quoting shipping services and markups for shipping charges.
API Key/Customer ID (Admin Only): Only use this setting to get your unique API Key as specified in the integration instructions for REST API.
Order Tag Customization: A tool to add tags to orders making it easier to filter.
Rules: A tool to create automation rules for conditions and actions with eCommerce shipments.
Inventory Locations: Set your default inventory locations for Shopify and Magento2 integrations.
Deleted Orders: Allows you to restore previously deleted orders in the platform from an integration.