ITrack/Pro/UPS and FedEx Integration

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Revision as of 13:34, 22 March 2010 by Daytonlowell (talk | contribs) (New page: 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 Supe...)
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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 read 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.

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 = 'Quote'
);