SHIPPING INTERFACE

 

Interface Options

 

Real Time Generic Interface High Level Flow top

 

When a shipping method is selected for an order, data from the Shipping Methods table is set in an Order’s header.  Then when orders are exported to the Shipping Interface table, the data is passed form the Order header to the shipping interface. 

 

For this interface to operate, the Shipping Method that is on the Order Entry / Edit screen “More fields” button screen must be used. 

 

Details of this flow are as follows:

 

  1. Order gets a shipping Method Assigned
    1. On order More Fields Screen or
    2. Order Import or
    3. Web Order Entry

 

  1. When the Shipping Method is assigned to the order, 4 additional order fields get set from the Shipping Method table
    1. The Fields are User Fields 1 – 4 and they contain

                                                               i.      User Field 1 – Shipping Account #

                                                             ii.      User Field 2 – Bill Shipping To

                                                            iii.      User Field 3 – Service

                                                           iv.      User Field 4 – Package Type

    1. See “Setup Shipping Methods Screen” documentation.

 

  1. The Order is allocated and then brought up on the Export – Shipping Interface screen.  Highlight the order and click the “Export To SI” button.  Records for each carton in the order are placed in the Shipping Interface including the 4 User Fields described above.

 

  1. The Shipping System (by others) updates the records with Tracking # data, etc and marks the Processed Flag with a Y.

 

  1. The Import Shipping Interface Updates screen is used to update the Orders with the data from the Shipping Interface.  The Shipping Interface records have their processed flag set to X.  This means they are ready to be purged based on the number of days they are in the table.

 

Setup

  1. There are four user fields in the Order used to send data to the Shipping System.  The Prompts for these fields are found in the Setup >> System menu options and should set as follows:
    1. Orders: User Defined Field 1 Name

                                                               i.      Shipping Account #

    1. Orders: User Defined Field 2 Name

                                                               i.      Bill Shipping To

    1. Orders: User Defined Field 3 Name

                                                               i.      Service

    1. Orders: User Defined Field 4 Name

                                                               i.      Package Type

 

  1. (FUTURE) You can specify the Number of Days to leave information in the Shipment Interface before purging
    1. Shipping Interface – Days to hold data before purging

 

  1. Setup the Shipping Methods.
    1. See “Setup Shipping Methods Screen” documentation. 

 

UPS-Fedex File Interface High Level Flow top

Orders that have there Label File Type (displayed on the Order Data Screen) set to Fedex or UPS can use this flow. Other fields on the Order Data screen which should be filled in include:

Note that the above information can be kept in the Shipping Methods screen and will automatically apply to the order when the Shipping Method is selected.

Details of the Flow:

  1. Order gets a shipping Method Assigned
    1. On the Order Data Screen or
    2. the Order Import Apply Screen or
    3. the Web Order Entry module

 

  1. When the Shipping Method is assigned to the order, 5 additional order fields get set from the Shipping Method table ( see “Setup Shipping Methods Screen” documentation):
    1. Shipping Account #
    2. Shipment Bill Option
    3. Shipment Service
    4. Shipment Package Type
    5. Label File Type

 

  1. The Order is allocated, confirmed, and then brought up on the Shipments - Pack Multiple Orders Screen.  Highlight the order and click the “Export UPS-Fedex ” button.  Records are generated for each carton in the order and exported to a flat file.

 

  1. The Flat file is then imported into either UPS Worldship or Fedex Ship Manager using imports configured by support personal from those companies. The labels are printed and the packages are shipped. The UPS or Fedex Software will then export a confirmation file including information for each carton shipped. This export is configured by the customer support staff at either UPS or FEDEX.

 

  1. The file exported from UPS or FEDEX is then imported into Coreflex using the Import UPS-Fedex File Screen and applied using the Apply UPS-Fedex File screen. When the file is applied and all carton information for the order is updated, the Order status will change to Shipping Complete and its shipping information will be updated.