Configuring FedEx Shipping Tracks

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

Note that OmniRush shipping is not supported by Z-Firm support running in NT Service mode.

FedEx Required Settings Setup Procedure

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

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

2. Create new FedEx track

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

4. If using ShipRush for FedEx with the module: Done!

5. Press Insert to create the FedEx shipping track.  

Testing The Setup

1. Start the OmniRush modules

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

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

FedEx Optional Settings

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

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

• Decide carefully what notifications are appropriate

Settings:

General Tab:

• Shipment 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.  (Note, an OmniRush email module must be running for this email to be sent.)

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).

Note that ShipRush may be configured such that email notifications are sent to the recipient by the carrier. Test out the setup to avoid duplicate notifications.

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 required if using the FedEx module in legacy FedEx direct mode. When the FedEx module is set to use ShipRush, this setting is optional. If set it will override the FROM address set in ShipRush.

• Settlement Time: This sets when end of day will be processed.

• 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

• This is required when the module is running in legacy FedEx direct mode. When running with ShipRush, the ShipRush configured printer will be used by default, and nothing needs to be set in the track.

• 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)

If printing to a network printer it is strongly advised to use IP Printing.

Advanced Tab:

Options to set:

• Default package dimensions. (Note, if you ship primarily using the FedEx Box, be sure to set these to 12 x 4 x 19)

• Signature Release Authorization Number This option is deprecated and is no longer needed.

• 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.

• International: This is needed if sending document only shipments internationally.