Configuring UPS Shipping Tracks

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

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

UPS Required Settings Setup Procedure

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

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

2. Create a new UPS track

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

4. In the UPS | General tab, leave the UPS account number at <default> to use the account configured in ShipRush.

5. In the Address/Time tab, enter a Ship From address and the time to automatically upload to UPS (typically set to about 15 minutes before your UPS driver regularly picks up).

6. In the Label/Manifest tab, set nothing and the ShipRush-configured printer settings will be used.

7. Press Insert to create the UPS shipping track

Testing The Setup

1. Start the OmniRush modules

2. In the CRM or SQL system, schedule a job to track UPS with a reference of: /UPS_GND_BOX_2LB.zpk

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

UPS Optional Settings

There are a number of optional settings for UPS 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.

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 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.

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.