Configuring DHL Shipping

There are several areas of configuration for DHL shipping.  These are divided into Required and Optional configuration settings.

Note that OmniRush shipping is not supported running in NT Service mode.

DHL Required Settings Setup Procedure

Follow these steps to create a DHL shipping track.  Initially, do not set any optional settings, stick to the required settings and run a test shipment before trying optional settings.

1. An DHL Shipping Module must be configured and running (a in Administrator) before configuring the track.

2. Create new DHL track

3. Set the Basic Settings | Host Reference to DHL or other appropriate value

4. Press Insert to create the DHL shipping track

Testing The Setup

1. Start the OmniRush modules

2. In the CRM or SQL system, schedule a job to track DHL with a reference of: /DHL_2ndDay.zpk

3. Check job status after 30 seconds. It should have completed

DHL Optional Settings

There are a number of optional settings for DHL shipping.  Before getting to them, remember some items:

• If you want shipment notifications sent by email, fax the corresponding module and track should be set up and tested first.

• Decide carefully what notifications are appropriate

Settings:

General Tab:

• Shipment Schedule/Pickup/Delivery Notification

OmniRush can send a message to the recipient to alert them that a shipment is en route to them.  The alert can include the tracking number, tracking URL, and other information (see below for merge codes).  Shipment Schedule notification occurs when the shipment is triggered and the label prints.  

When these options are enabled, tabs appear to allow the notification message to be composed.

The message can contain the merge codes noted below (note they are case sensitive).

The CC Notification option allows an email message to be copied to a static email (or list of email addresses separated by a semicolon).

Notification Merge Codes:

These codes are case sensitive.  Enter into the notification area in the correct case (shown below).

%FirstName%

%LastName%        

%MiddleName%      

%Company%         

%TrackingNumber%  

%CurrentDateTime%

%CurrentDate%     

%CurrentTime%     

%TrackingURL%  (This is the complete URL to track the package with a single click.)

%Notes%              (This passes Job notes, if any, into the email)

New shipping tracks get a default message similar to this:

Dear %FirstName%,

%Notes%

Please use the following url to track your shipment

%TrackingURL%

<Put your signature here>

Edit this to taste.

Address/Time Tab

• The Ship From address is only used if the DHL module is running in legacy direct mode.

• Settlement Time: Does not apply to DHL shipping.

• Use contact/account "shipping" address instead of "primary" address. This applies to SalesLogix only. By default, OmniRush uses the address marked as Primary as the shipping address. When this option is set, OmniRush will use the SalesLogix address marked as the Shipping address for the shipment.

Label/Manifest Tab

• Set the label printer

• Left & Top Margin:  Set the offset from the edge of the page.  Enter fractions of an inch as a decimal (e.g. half an inch is entered as 0.5)

Advanced Tab:

Options to set:

• Add email notation to history record:  This adds extra text to the history record noting that an email notification was sent out.

• Email creates its own history record:  This results in two history records.  One for the shipment and a second one for the email.