Setting Up and Using FedEx Ship Manager

Note: This document is based on FedEx Ship Manager v.2358-a. If you are using an older version, please upgrade your Ship Manager software.

Before you can set up FedEx Ship Manager to work with the Order manager you must 1) establish your FedEx account, 2) download FedEx Ship Manager Software to the computer, or computers where you will do your shipping, and 3) complete the FedEx Ship Manager registration.

This document explains how to set up FedEx Ship Manager to integrate with the Order Manager, and how to start using Ship Manager once it's set up. Essentially you create an "Integration Profile" in Ship Manager with an ODBC (Open Database Connectivity) connection to your Order Manager store (data) file. The ODBC connection allows you to transfer data between the Order Manager and Ship Manager. If you have multiple store files, then you will need to create a separate Profile in Ship Manager for each Order Manager store file.

There are three sections in this document. Click a link to jump to that section:

• Set Up the ODBC Connection in the Order Manager

• Create a FedEx Ship Manager Integration Profile

• Using the Ship Manager Integration Profile

Set Up the ODBC Connection in the Order Manager

1. Go to Maintenance Menu> Setup Functions> Store Setup Wizard> Shipping tab.

2. Click the Create System DSN/ODBC Connection button.  

3. The Enter name for System DSN dialog box opens. Enter a name for the ODBC connection between Ship Manager and your store's data file. The name cannot have spaces or punctuation in it. Make the name something simple like MyDataConnection. Click on the OK button to save the name. Note: Remember the name you entered in this step because you will need it later.

4. Another window will pop up confirming the creation of your ODBC connection and that the WorldShip queries have been added to your data file (these queries will be utilized later in the setup.)  Click OK.

Note: The program uses the Worldship queries created here for both UPS Worldship and FedEx Ship Manager, hence the references to Worldship in this article are not errors.

Create a FedEx Ship Manager Integration Profile

1. In Ship Manager, click on the Integration menu> FedEx Integration Assistant.

2. At the Welcome> Introduction screen click Continue.

3. At the Welcome> Before You Begin screen click Continue.

4. At the Begin> Create screen select Create a New Profile and click Continue.

 Note: If you are using an SQL database as your Order Manager data file (Enterprise Version only), you will need to follow the directions in the article Using FedEx Ship Manager with an SQL Data File and then return to this document and create the import and export maps so that the Import map (Step 6 in this article) uses the ODBC connection to the data base created in Step1 of the other article (Using FedEx Ship Manager with an SQL Data File) and  the Export map (Step 13 in this article) uses the ODBC data base connection created in the first step of this article (Set Up the ODBC Connection in Order Manager). Complete the import and export field mappings as shown in the remaining steps of this article.

5.   At the Begin>Integration Type screen select Both Import and Export and click Continue.

6. At the Import> Source screen, click ODBC and select the ODBC Data Source Name for your store's data file. (This is the ODBC connection you created in the first section of this document.) Click Continue.

7. At the Import>Shipping screen, we recommend the following:
   Set Do you print Labels one at a time? to Yes.
   Set Do you use a unique name or code to look up each package? to Yes.
   Set Do you need to edit shipping information before printing the label? to Yes.
   
   Click Continue.

8. At the Import>Lookup screen, select After I enter a lookup value and click Continue.

9. At the Import>Information screen, complete the Recipient and Package field lists. When finished both lists, click Continue.

Click on Recipient to open the field list window. Select the following fields. (Everything with an asterisk should be checked.)

1. • Address 1

   • Address 2

   • City

   • Company

   • Contact Name

   • Country

   • Postal Code

   • State

   • Phone

   • ID

Click OK.

Click on Package to open the field list window. Select the following fields:

1. • Bill Transportation to

   • Customer Reference

   • PackageType

   • Residential Delivery Flag

   • Service Type

   • Weight

Click OK.

10. At the Import>Match screen, map the fields in your store's data file with the corresponding fields in Ship Manager as outlined in the table below:

Note:  The WorldShipOrders table, which is used in most of the FedEx fields above, is actually the same table used when mapping the Order Manager store data file with UPS Worldship software. Many of the field names in the WorldShipOrders table also reflect it's origin as a UPS table (i.e., UPSAddr1).

You can map fields one-by-one or click Yes in the pop-up box to set all unselected tables to WorldShipOrders. The Bill Transportation To and Package Type fields don't require a table selection, but's it's OK to leave WorldShipOrders selected in those fields.

11. Still on the Import> Match screen, click Select Index after you have mapped all the fields in your store's data file with the corresponding fields in Ship Manager. In the Primary Index window, click Tables. In the Tables selection pop-up box, select WorldShipOrders from the drop-down list and click OK. WorldShipOrders will appear at the top of the Lookup Dialog box. Click OrderNumber. A colored line will appear to indicate a relationship. This is the only field you need to index. Click OK.

12. Click Continue. On the Import> Conversion screen, convert the names of your shipping methods (values) in the Order Manager to recognizable FedEx Ship Manager shipping method (values). Click Service Type to open the Service Type conversion box. For each shipping method that you use in the FedEx list [To (FSM value)], select the corresponding shipping method from the drop-down list under the Order Manager list [From (your value)]. Repeat for each shipping method you use. Click Continue.

13. At the Export>Destination screen, select ODBC and select the ODBC Data Source Name for your store's data file. (This is the ODBC connection you created in the first section of this document and also used on the Import> Source screen in Step 6 above.) Click Continue.

14. At the Export>Method screen, we recommend the following options:

    • When do you want to export to your data source?

End of Day

1. • How do you want to update your data source

Insert New Record

15. At the Export>Information screen:
    Click on Tracking Number to open the field list window. Select the following field:

    • Tracking Number

Click on Package to open the field list window. Select the following fields:

1. • Customer Reference

16. At the Export>Match screen, map the fields in your store's data file with the corresponding fields in Ship Manager as outlined in the table below, and then click Continue.

17. At the Finish> Summary screen click Continue.

18. At the Finish> Instructions screen click Finish. You are prompted to save your new profile. Click Yes. Enter a name that pertains to your store file and is easy to remember. Click Save.

19. When you complete the integration profile, Ship Manager provides the Lookup Value window appears. To get started using Ship Manager, enter an approved Order Manager order number in the Lookup field.

Using the Ship Manager Integration Profile

To access this Ship Manager profile that you just set up, follow these steps:

1. 1. Start FedEx Ship Manager.

   2. Click on the Integration drop-down menu and select the profile you just created.

   3. The Lookup Value dialog box opens.

   4. Enter the Order Manager order number for an approved order and press OK.

   5. The order information appears on the screen.

Updated 6/2/09

Modified 8/25/10