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Setting Up Shipping

By Kelsey | Updated

If your business ships merchandise directly to customers, Revel's Shipping feature makes the order to shipment process seamless. When an order is created for shipping, the shipping cost can be  calculated through UPS or Fedex based on the shipping address. This feature will also generate a shipping label for your business. This function is available for in-store purchases as well as online orders. 


Contents


Setting Up Shipping in the Management Console

A few things must be set up in the Management Console in order to begin shipping orders.

First, you'll need to visit your account settings. To do so, use the steps below: 

  1. From the Management Console [yoursubdomain.revelup.com], navigate to Settings.
  2. Clear Selections and search for Shipping.
  3. Check the box on the left for Shipping Settings to make all available settings visible on the right. 
  4. Check Shipping on the right to activate.
  5. Next, enter the Handling Fee. This is the charge that is added to the shipping amount.
  6. Now, check either UPS Shipping or FedEx Shipping and enter your account details, depending on which service you are using.
    NOTE: The URL MUST be filled in by Revel Support. You must also have a UPS account or FedEx account already established in order for the shipping feature to work.
  7. Lastly, select the Service Types you'd like to use, such as Next Day Air and Ground. To select multiple options, hold down your control or command key and select your desired types.
  8. Finally, click Save

Setting Products up for Shipping

Next, you'll need to manage the shipping details for individual products. To do this, use the steps below: 

  1. From the Management Console [yourdomainname.revelup.com], navigate to Products
  2. Expand your product list by clicking the + next to the Category and Subcategory to locate the product you'd like to set up for shipping. Click the icon next to the product to access the Product Details:
  3. Clear Selections and search for Shipping.
  4. Check the box on the left for all available settings to appear on the right.
  5. Input the Product Weight and Product Weight Unit (pounds or kilograms). The amount entered here will determine the shipping rate for the item when attached to a shipping order. 
  6. Save when finished. 

Shipping an Order on the Point of Sale

After you have set up shipping in the Management Console and refreshed your Point of Sale, you're ready to ship an order directly from your iPads. To do so, follow the steps below:

  1. Log in to the Point of Sale and create a new order.
  2. After you have added items to the order, tap Ship from the quick action icons: 
  3. Next, select which items you'd like to ship. You can tap the items individually or tap Ship All Items from the bottom of the screen if all items in the order are being shipped: 
  4. Now, enter the customer's shipping information manually or tap the magnifying glass and select a customer to automatically pull their information from your stored customers.
  5. Enter the total weight of the items being shipped.
  6. If applicable, edit the Ship Date, Packaging, Require Signature option, and Notes.
  7. Next, tap Get Rates
  8. Select the desired Shipping Option and then tap Get Label
  9. The shipping screen will automatically close, taking you back to the order screen. To print your label, tap the Ship icon again from the quick action icons.
  10. Now, you will see a Print Label icon in the top right corner of the Shipping screen. Tap this when you're ready to print the label: 

Note: Your shipping label will print from an AirDrop printer synced with your iPad. This is the only option for printing your label. Follow the manufacturer's instructions for setup. 

Key Points:

  • You can only have 1 active 3rd party shipping provider - either UPS or Fedex. Make sure only one of them are checked off, never two.
  • A weight must always be entered for shipment cost to be calculated. The weight can be manually entered at the shipment screen OR the product can be set with a default weight under product detail. 
  • If you choose to not use any shipment provider, you can still create your own custom shipment table. Check the public guide here

Setting Up Shipping for Online Orders

If you have Online Ordering active on your account, you can opt to allow shipping, which is especially helpful for Retail establishments that allow ordering remotely. In addition to the steps above, you'll also need to ensure you have shipping set as an option for online ordering. To do so, use the steps below: 

  1. From the Management Console [yourdomainname.revelup.com], navigate to Settings
  2. Clear Selections and search for Online Ordering Dining
  3. Check the box on the left for the setting to appear on the right. 
  4. In the list for Dining Options, highlight Shipping. (If you need other options available for online ordering, you can choose multiple using CMD+Click (CTRL+Click on PC)):
  5. Save when finished. 
NOTE: Online Ordering is a paid feature. If you are interested in purchasing this functionality, please contact Revel Support for more information. 

Have more questions? Submit a request

Setting Up Shipping

By Kelsey | Updated

Follow

If your business ships merchandise directly to customers, Revel's Shipping feature makes the order to shipment process seamless. When an order is created for shipping, the shipping cost can be  calculated through UPS or Fedex based on the shipping address. This feature will also generate a shipping label for your business. This function is available for in-store purchases as well as online orders. 


Contents


Setting Up Shipping in the Management Console

A few things must be set up in the Management Console in order to begin shipping orders.

First, you'll need to visit your account settings. To do so, use the steps below: 

  1. From the Management Console [yoursubdomain.revelup.com], navigate to Settings.
  2. Clear Selections and search for Shipping.
  3. Check the box on the left for Shipping Settings to make all available settings visible on the right. 
  4. Check Shipping on the right to activate.
  5. Next, enter the Handling Fee. This is the charge that is added to the shipping amount.
  6. Now, check either UPS Shipping or FedEx Shipping and enter your account details, depending on which service you are using.
    NOTE: The URL MUST be filled in by Revel Support. You must also have a UPS account or FedEx account already established in order for the shipping feature to work.
  7. Lastly, select the Service Types you'd like to use, such as Next Day Air and Ground. To select multiple options, hold down your control or command key and select your desired types.
  8. Finally, click Save

Setting Products up for Shipping

Next, you'll need to manage the shipping details for individual products. To do this, use the steps below: 

  1. From the Management Console [yourdomainname.revelup.com], navigate to Products
  2. Expand your product list by clicking the + next to the Category and Subcategory to locate the product you'd like to set up for shipping. Click the icon next to the product to access the Product Details:
  3. Clear Selections and search for Shipping.
  4. Check the box on the left for all available settings to appear on the right.
  5. Input the Product Weight and Product Weight Unit (pounds or kilograms). The amount entered here will determine the shipping rate for the item when attached to a shipping order. 
  6. Save when finished. 

Shipping an Order on the Point of Sale

After you have set up shipping in the Management Console and refreshed your Point of Sale, you're ready to ship an order directly from your iPads. To do so, follow the steps below:

  1. Log in to the Point of Sale and create a new order.
  2. After you have added items to the order, tap Ship from the quick action icons: 
  3. Next, select which items you'd like to ship. You can tap the items individually or tap Ship All Items from the bottom of the screen if all items in the order are being shipped: 
  4. Now, enter the customer's shipping information manually or tap the magnifying glass and select a customer to automatically pull their information from your stored customers.
  5. Enter the total weight of the items being shipped.
  6. If applicable, edit the Ship Date, Packaging, Require Signature option, and Notes.
  7. Next, tap Get Rates
  8. Select the desired Shipping Option and then tap Get Label
  9. The shipping screen will automatically close, taking you back to the order screen. To print your label, tap the Ship icon again from the quick action icons.
  10. Now, you will see a Print Label icon in the top right corner of the Shipping screen. Tap this when you're ready to print the label: 

Note: Your shipping label will print from an AirDrop printer synced with your iPad. This is the only option for printing your label. Follow the manufacturer's instructions for setup. 

Key Points:

  • You can only have 1 active 3rd party shipping provider - either UPS or Fedex. Make sure only one of them are checked off, never two.
  • A weight must always be entered for shipment cost to be calculated. The weight can be manually entered at the shipment screen OR the product can be set with a default weight under product detail. 
  • If you choose to not use any shipment provider, you can still create your own custom shipment table. Check the public guide here

Setting Up Shipping for Online Orders

If you have Online Ordering active on your account, you can opt to allow shipping, which is especially helpful for Retail establishments that allow ordering remotely. In addition to the steps above, you'll also need to ensure you have shipping set as an option for online ordering. To do so, use the steps below: 

  1. From the Management Console [yourdomainname.revelup.com], navigate to Settings
  2. Clear Selections and search for Online Ordering Dining
  3. Check the box on the left for the setting to appear on the right. 
  4. In the list for Dining Options, highlight Shipping. (If you need other options available for online ordering, you can choose multiple using CMD+Click (CTRL+Click on PC)):
  5. Save when finished. 
NOTE: Online Ordering is a paid feature. If you are interested in purchasing this functionality, please contact Revel Support for more information. 
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