Shipping Export to WorldShip and Shipping Manager (UPS & FedEx)
‘Shipping Export’ provides an efficient solution for high volume businesses and international freight.
Shipping entries can be exported directly from the Dispatch Board to your freight suppliers that accept a CSV formatted import for rapid processing.
These include but are not limited to UPS’s WorldShip® and FedEx’s Shipping Manager®.
Reports can be configured to export dispatch details for any freight provider.
Dispatch Export is disabled by default and must be enabled in the database. Please contact printIQ Support to have this feature enabled.
The table to manage dispatch exports is tblFreight_IzendaDispatchExport
The 2 base records exist as above - "Shipping Manager" (FedEx) and "World Ship" (UPS). They are inactive by default.
- Set FIDEActive to ‘1’ on relevant records – if there are no active records, the drop-down will not show.
- Insert other freight export mappings as required.
- FIDEName is what is displayed on the dropdown "e.g. "Shipping Manager"
- FIDEReportName is the report that will be used to generate the CSV, we filter on [VW_Reporting_Dispatch_New].[Dispatch ID]. Value must include full path to the report.
- FSSStoreName is used to send the generated CSV to a particular filestore (see: tblFileStorage_Store) - it will be written to the root of that file storage location. If FSSStoreName is blank, the generated CSV will be sent to the users browser as a file download.
‘Couriers’ Tab Added
A ‘Couriers’ tab has been added to the filters allowing shipping entries to be filtered by freight supplier.
All active freight suppliers are shown in the filter:
The new filters can be added into Saved Filters. As the export option is only available when all selected deliveries are by the same shipping company, it facilitates finding and exporting the required entries.
When one or more deliveries are selected, an ‘Export Selected’ drop-down selector is presented with the configured report options listed.
The selected report will automatically produce a CSV file, downloaded either to the users ‘Downloads’ folder or, if configured, will send it to the configured file store location.
The exported filename will have the format: PIQ_Freight_{YYYY}_{MM}_{DD}_{HH}_{MM}_{SS}.csv
Note: The only validation performed by printIQ on the selected deliveries is that they are all for the same freight supplier. It will export all selected deliveries, irrespective of their status. However, the report itself can be used to filter out erroneously selected deliveries based on the delivery status. In the above example, of the selected deliveries only those of specific status’s (‘Pending’ and ‘Ready to Dispatch’) will be exported to the CSV to ensure that the freight supplier only receives valid rating requests. |
The exported deliveries are not updated in printIQ to indicate they have been exported. It is up to the user to manage the exporting / importing and updating of the dispatch records. |
From here the CSV is imported into the freight supplier’s system following their workflow.
After processing, a ‘Response’ CSV will be exported from the freight supplier’s application to be imported into printIQ to update the consignment details and statuses of the originally exported deliveries.
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