Difference between revisions of "ITrack/FPG Integration"

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FPG Phone: (702) 725-3100 Option 2
FPG Phone: (702) 725-3100 Option 2


=Configuration=
=Configuring FPG Integration=


==More Settings==
In order to use the FPG Freight integration in ITrack, a few steps must be completed (preliminary):
In the "Shipping Integrations..." menu, there are several other fields you can configure, which are described here.


===Testing Mode===
1. Contact FPG to get an account set up.  (Tell them ISoft sent you so that you get the most competitive group negotiated rates)
Check the "Testing mode" checkbox if you'd like to test generating some quotes and scheduling shipments without actually hitting your live FPG portal.
===Quotes Only Mode===
2. Launch ITrack and go to the following menu, depending on your software version:
Check the "Disable shipping scheduling" checkbox if you'd like to allow users to view FPG shipping quotes, but not schedule final shipments through the sales screen integration.
ITrack Enterprise: Edit->Integrations->Shipping Integrations...
===Shipping Markup===
ITrack Pro: Edit->Options (Shipping Integrations page)
If you'd like to present a markup on all shipping quotes to your salespeople, enter a non-zero % in the Markup field.  This does not effect the cost of the shipping presented in your Bill of Lading.
 
3.  Set or update the following settings:
 
-The 'URL for shipping integration" should be https://shipping.isoftdata.com/v2/index.php
 
-Make sure 'Enable FPG shipping' is checked
 
-Make sure either "Use document salesperson as contact" is selected or enter a First and Last name
 
-Add an email address
 
-Click 'OK'
 
[[File:UpdatedShippingConfig.JPG]]


=Helpful Tips=
=Helpful Tips=

Revision as of 10:58, 9 May 2023

What is FPG

Contact Info

FPG Email: ops@freightpartnersgroup.com
FPG Phone: (702) 725-3100 Option 2

Configuring FPG Integration

In order to use the FPG Freight integration in ITrack, a few steps must be completed (preliminary):

1. Contact FPG to get an account set up. (Tell them ISoft sent you so that you get the most competitive group negotiated rates)

2. Launch ITrack and go to the following menu, depending on your software version: ITrack Enterprise: Edit->Integrations->Shipping Integrations... ITrack Pro: Edit->Options (Shipping Integrations page)

3. Set or update the following settings:

-The 'URL for shipping integration" should be https://shipping.isoftdata.com/v2/index.php

-Make sure 'Enable FPG shipping' is checked

-Make sure either "Use document salesperson as contact" is selected or enter a First and Last name

-Add an email address

-Click 'OK'

UpdatedShippingConfig.JPG

Helpful Tips