Take advantage of the integration available between UPS WorldShip and Dynamics GP
UPS WorldShip software comes with a simple integration tool that maps order and shipment data to/from Dynamics GP Sales Order Processing. This integration is able to pull the order information including sales order number, customer, and ship to address fields from GP into WorldShip. Once the shipment is complete it can pass the freight charge and tracking numbers back up to GP.
Once the integration is set up, customers can set up an efficient shipping process by putting in place the following easy and inexpensive changes.
1 – Download a free barcode font and install on the machine that prints the documents for shipping. 3 of 9 (aka 39) is a simple font that will work nicely.
2 – Modify the document(s) used during shipping by adding a barcode to include the sales order number. Report Writer is capable of handling this additional field if the barcode font is installed.
3 – Purchase a handheld barcode reader that can be set up for the machine running UPS WorldShip. These can be found at an office supply store and usually connect via USB.
When the shipper is ready to record the shipment and print a label in UPS WorldShip, she/he can quickly pull up the sales order and shipping information by simply scanning the barcode on the picking ticket. Since WorldShip is now integrated to Dynamics GP, all the shipping information comes in automatically from the sales order instead of requiring manual data entry. Once she/he processes the shipment, UPS WorldShip sends the freight charge and tracking numbers back to Dynamics GP. Between the barcode and the data integration, shippers can drastically reduce the time spent entering data and correcting errors.
Add the Tracking Number website links in Dynamics GP
The User Defined button in the Sales Transaction Entry window contains Tracking Numbers for shipments. These are populated by an integration or entered manually. The system administrator can set up an automatic link to the carrier’s tracking website within GP so that customer service users can quickly and easily see delivery information right from the sales document.
To do this, simply go to the Tools>>Setup>>Company>>Custom Link window. Select Tracking Number, then enter the URL for the appropriate carrier’s tracking website that should be associated with the various Shipping Methods within GP. When the GP user opens the sales order user defined window, selects a tracking number and clicks the “Tracking Numbers” link it will automatically open the correct tracking website and populate it with the tracking number that was selected.
For easy reference, here are the tracking websites for the common carriers. Be sure to include the wildcard portion of the URL as this is what allows GP to pass the tracking number over to the website automatically.
For more information please contact us at Solutions@InterDynRemington.com or 503.222.4600×1