ITrack/Pro/UPS and FedEx Integration
If a user requests UPS integration you will most likely need to contact this UPS rep to setup things on the UPS Worldship side:
Paul Walker
UPS Customer Solutions
Solutions Engagement Supervisor
Telephone (904)994-2971
pwalker at ups dot com
In UPS
Go to Import/Export Data at the top menu > Keyed Import > <import name given> The user will then be able to enter in the invoice #(by default) and the customer shipping will automatically be pulled into UPS. If they want to use quote #'s instead of invoice numbers, see the "Using Quote Number" section below.
Using Invoice Number
This has been rolled out on the AU so everyone should already have this view:
CREATE VIEW `v_invoice_shipping_address` AS
(
SELECT invoicenum AS OrderNumber, IF(shipcompany = '', shipname, shipcompany) AS `Name`, shipstreet AS Address,
shipcity AS City, shipstate AS State, shipzip AS PostalCode
FROM `invoice`
WHERE document = 'Invoice'
);
Using Quote Number
Some users will want the integration to use the quote number so they can get the calculated shipping cost in the quote before they convert it to an invoice. If they decide they want that instead, they will no longer be able to use the invoice number from UPS.
DROP VIEW `v_invoice_shipping_address`;
CREATE VIEW `v_invoice_shipping_address` AS
(
SELECT invoicenum AS OrderNumber, IF(shipcompany = '', shipname, shipcompany) AS `Name`, shipstreet AS Address,
shipcity AS City, shipstate AS State, shipzip AS PostalCode
FROM `quote`
WHERE `document` != 'VOID'
);