Opentaps Shipping Setup - Revision history

Sichen at 17:53, 20 January 2010

2010-01-20T17:53:00Z

Claudefeistel2 at 15:55, 23 December 2009

2009-12-23T15:55:04Z

Claudefeistel2 at 20:13, 22 December 2009

2009-12-22T20:13:23Z

Claudefeistel2 at 18:56, 14 October 2009

2009-10-14T18:56:04Z

Sichen: /* Shipping with UPS World Ship */

2009-03-19T17:26:02Z

‎Shipping with UPS World Ship

Sichen: /* Setting up UPS Shipping */

2009-03-18T19:51:32Z

‎Setting up UPS Shipping

Sichen: /* Setting up UPS Shipping */

2009-01-05T18:58:46Z

‎Setting up UPS Shipping

Sichen: /* Cash On Delivery (COD) */

2008-10-03T22:36:45Z

‎Cash On Delivery (COD)

Sichen at 22:36, 3 October 2008

2008-10-03T22:36:17Z

Sichen at 22:35, 3 October 2008

2008-10-03T22:35:52Z

@@ Line 3: / Line 3: @@
 Also refer to [[Orders with Drop-Shipped Items]], and [[Configuring Products for Drop Shipping]].
-'''IMPORTANT NOTE''': For external shipping rate estimates services to work properly, you must configure warehouses with the correct ZIP code.
+'''IMPORTANT NOTE''': For external shipping rate estimates services to work properly, you must configure warehouses with the correct ZIP code.   The postal address of your warehouse must also have the purpose "shipping origin address" associated with it.
 __TOC__

← Older revision		Revision as of 15:55, 23 December 2009
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	'''IMPORTANT WARNING''' - Live rate estimates depend on the availability of the carrier's web servers, which may be slow or unavailable at times. If this were to happen, your users might see "Rate Not Available" or a 0 or -1 for the shipping estimate, and they will be able to create an order with no shipping charges. You would have to later modify the order and manually enter a shipping charge.		'''IMPORTANT WARNING''' - Live rate estimates depend on the availability of the carrier's web servers, which may be slow or unavailable at times. If this were to happen, your users might see "Rate Not Available" or a 0 or -1 for the shipping estimate, and they will be able to create an order with no shipping charges. You would have to later modify the order and manually enter a shipping charge.

		+	[[Opentaps Shipping Setup\|Using Automated Scheduling]] << Manual pages >> [[Orders with Drop-Shipped Items\|Fulfilling Drop-Shipped Orders]]

−	Section pages >> [[~~Setup for opentaps email Handling~~ ]]	+	[[Inventory Tab]] << Tab pages
		+
		+	[[Inventory Processes]] << Section pages >> [[Warehouses Organization]]

← Older revision		Revision as of 20:13, 22 December 2009
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	'''IMPORTANT WARNING''' - Live rate estimates depend on the availability of the carrier's web servers, which may be slow or unavailable at times. If this were to happen, your users might see "Rate Not Available" or a 0 or -1 for the shipping estimate, and they will be able to create an order with no shipping charges. You would have to later modify the order and manually enter a shipping charge.		'''IMPORTANT WARNING''' - Live rate estimates depend on the availability of the carrier's web servers, which may be slow or unavailable at times. If this were to happen, your users might see "Rate Not Available" or a 0 or -1 for the shipping estimate, and they will be able to create an order with no shipping charges. You would have to later modify the order and manually enter a shipping charge.
		+
		+
		+	Section pages >> [[Setup for opentaps email Handling ]]

← Older revision		Revision as of 18:56, 14 October 2009
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−	opentaps can access the web API's for UPS, US Postal Service, DHL, and Federal Express. To use opentaps with these shipping services, contact your representative and obtain the necessary shipping credentials. Then edit the file applications/product/config/shipment.properties and modify them as needed.	+	'''opentaps''' can access the web API's for UPS, US Postal Service, DHL, and Federal Express. To use opentaps with these shipping services, contact your representative and obtain the necessary shipping credentials. Then edit the file applications/product/config/shipment.properties and modify them as needed.
		+
		+	Also refer to [[Orders with Drop-Shipped Items]], and [[Configuring Products for Drop Shipping]].

	'''IMPORTANT NOTE''': For external shipping rate estimates services to work properly, you must configure warehouses with the correct ZIP code.		'''IMPORTANT NOTE''': For external shipping rate estimates services to work properly, you must configure warehouses with the correct ZIP code.

@@ Line 32: / Line 32: @@
 UPS also offers a tool called WorldShip, which is a desktop shipping tool that runs on a Windows PC and prints labels to an attached printer.  To integrate opentaps with WorldShip, follow these steps:
-.  Set up an ODBC connection on the WorldShip PC to the opentaps database
+#  Set up an ODBC connection on the WorldShip PC to the opentaps database
-.  Connect WorldShip to the opentaps database via the ODBC connection
+#  Connect WorldShip to the opentaps database via the ODBC connection
-.  Map the following tables and fields in opentaps to your WorldShip fields:
+#  Map the following tables and fields in opentaps to your WorldShip fields:
-.  Set SHIPMENT_ROUTE_SEGMENT.SHIPMENT_ID as the import key
+##  Set SHIPMENT_ROUTE_SEGMENT.SHIPMENT_ID as the import key
-.  Define a relationship between SHIPMENT_ROUTE_SEGEMENT and SHIPMENT using SHIPMENT_ID from both tables
+##  Define a relationship between SHIPMENT_ROUTE_SEGEMENT and SHIPMENT using SHIPMENT_ID from both tables
-.  Define a relationship between SHIPMENT_ROUTE_SEGEMENT.DEST_CONTACT_MECH_ID and POSTAL_ADDRESS.CONTACT_MECH_ID
+##  Define a relationship between SHIPMENT_ROUTE_SEGEMENT.DEST_CONTACT_MECH_ID and POSTAL_ADDRESS.CONTACT_MECH_ID
-.  Define a relationship between SHIPMENT_ROUTE_SEGEMENT.DEST_TELECOM_NUMBER_ID and TELECOM_NUMBER.CONTACT_MECH_ID
+##  Define a relationship between SHIPMENT_ROUTE_SEGEMENT.DEST_TELECOM_NUMBER_ID and TELECOM_NUMBER.CONTACT_MECH_ID
-.  The order ID for your shipment can be obtained from SHIPMENT.PRIMARY_ORDER_ID
+##  The order ID for your shipment can be obtained from SHIPMENT.PRIMARY_ORDER_ID
-.  The address can be obtained from POSTAL_ADDRESS
+##  The address can be obtained from POSTAL_ADDRESS
-.  The phone number can be obtained from TELECOM_NUMBER
+##  The phone number can be obtained from TELECOM_NUMBER
 You can then use the shipment ID as the "Import Key" in WorldShip to obtain shipment data from opentaps.

@@ Line 16: / Line 16: @@
 ===Setting up UPS Shipping===
 opentaps supports the [http://www.ups.com/e_comm_access/toolintro?loc=en_US UPS Online Tools] for many UPS services, including rate checking and shipping.  You will need your UPS account number, license key number, and user ID and password.  Edit the file '''application/products/config/shipment.properties'''  and put those attributes there.
@@ Line 26: / Line 28: @@
 If you need to send XML samples to UPS for certification, you can configure opentaps to save your UPS XML for you.  The path is configured in '''application/product/config/shipment.properties''' under shipment.ups.save.certification.info and shipment.ups.save.certification.path
 ====Cash On Delivery (COD)====

@@ Line 29: / Line 29: @@
 ====Cash On Delivery (COD)====
-A UPS shipment can be set up as COD if the only payment method for the order of the shipment is COD, and you have enabled COD in '''application/products/config/shipment.properties''' by setting the '''shipment.ups.cod''' flags.  The COD amount will be the value of the order plus the COD surcharge you have configured.  When you receive a check for all your COD shipments, you can use the [[Receive COD Shipment Screen]].
+A UPS shipment can be set up as COD if the only payment method for the order of the shipment is COD, and you have enabled COD in '''application/products/config/shipment.properties''' by setting the '''shipment.ups.cod''' flags.  The COD amount will be the value of the order plus the COD surcharge you have configured.  When you receive a check for all your COD shipments, you can use the [[Receive COD Statement Screen]].
 ====Insurance====

← Older revision		Revision as of 22:35, 3 October 2008
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	If you need to send XML samples to UPS for certification, you can configure opentaps to save your UPS XML for you. The path is configured in '''application/product/config/shipment.properties''' under shipment.ups.save.certification.info and shipment.ups.save.certification.path		If you need to send XML samples to UPS for certification, you can configure opentaps to save your UPS XML for you. The path is configured in '''application/product/config/shipment.properties''' under shipment.ups.save.certification.info and shipment.ups.save.certification.path
		+
		+	====Cash On Delivery (COD)===
		+
		+	A UPS shipment can be set up as COD if the only payment method for the order of the shipment is COD, and you have enabled COD in '''application/products/config/shipment.properties''' by setting the '''shipment.ups.cod''' flags. The COD amount will be the value of the order plus the COD surcharge you have configured. When you receive a check for all your COD shipments, you can use the [[Receive COD Shipment Screen]].
		+
		+	====Insurance====

	If you need to insure your your shipments, you can configure it in '''hot-deploy/warehouse/config/warehouse.properties''' When your shipment is packed, it would check each package of the shipment, add up the value of all the order items in that package, and check that value against the configured minimum insured package value from warehouse.properties If this value exceeds the minimum, it will set the shipment package's insured value fields to the value of that package. Later, when your package is actually scheduled with UPS, if there is an insured value for your package, it will add the insured value to the UPS shipment XML.		If you need to insure your your shipments, you can configure it in '''hot-deploy/warehouse/config/warehouse.properties''' When your shipment is packed, it would check each package of the shipment, add up the value of all the order items in that package, and check that value against the configured minimum insured package value from warehouse.properties If this value exceeds the minimum, it will set the shipment package's insured value fields to the value of that package. Later, when your package is actually scheduled with UPS, if there is an insured value for your package, it will add the insured value to the UPS shipment XML.