Master Shipping Account (MSA):
A MSA is a Shipping account that you set up within OrderCup in a single click that you can use to handle all your USPS, UPS, DHL shipping and Insurance needs. A MSA is funded by a Payment Method (a CC or Bank Account) that is used to pay for your shipping or insurance costs.
Creating the MSA
To create the Master Shiping Account in OrderCup:
Step 1
Step 2
Click Settings → Payment Methods, select the desired payment method (CC or Bank Account), and in the Use For section, check the Master Shipping Account checkbox and click Save.
Next, go to Settings --> Master Shipping Account. You will see that your MSA is now created, with an Account Number like MSA-000999-5786.
Check the box for Auto Replenish**, and set your auto replenish amount from the drop-down selections. [What amount should you select? Select an amount that represents approximately the total shipping costs (for all enabled sub-accounts, e.g. USPS, DHL) for a week. That way, you won’t get declined for very frequent credit card charges, which your Financial Institution may flag as a possibly fraudulent requests]
Enabling Sub Accounts:
After the MSA is created you can control the services (individual Shipping Carriers or OrderCup Insurance) that you want to enable within the MSA. You can selectively enable/disable the desired services at Settings → Master Shipping Account → under Sub-Accounts, check or uncheck the services you desire (USPS, DHL, UPS, Insurance) and click Save.
Key Benefits
- One-click creation of a Master Shipping Account, funded by a CC or Bank Account.
- Only one set of replenishment parameters (threshold, replenishment amount) to configure
- The ability to handle all shipping (USPS, UPS, DHL) and Insurance via the MSA
- Simplified Accounting and Reporting (similar to a Checking Account with many different transaction types - Deposits, checks, ACH Credits and Debits, Wire transfers, ATM Withdrawals, etc.).
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Control which services (Shipping Carriers or
OrderCup Insurance) you want to enable within the MSA.
MSA Reports
You can generate MSA reports on monthly basis from Reports → MSA Transactions Reports. You can select a Filter (USPS, UPS, DHL, Insurance) if you wish to see transactions only for one the sub accounts.