Use Shipping Export Templates to configure the text files that the Order Manager exports for importing into shipping programs. You can select a template to use for each shipping method. For information on setting up shipping methods, see Exporting Shipping Data to Text Files.
1. Go to the Main Menu>Maintenance Menu>Shipping & Fulfillment tab>Shipping Export Templates button.
2. The Shipping Export Templates dialog box opens:
3. To create a new template, click the New button. Enter a name for the template. Click OK.
4. To modify an existing template, click on the Select template drop down list and click on a template name. The program displays the details of the current template.
5. Select a File Type: Click in either the Comma Delimited (CSV) or Tab Delimited radio button.
6. If you want the first row of the text file to contain the field names, click in the Include Field Names checkbox. If you do not want the first row to contain field names, clear the checkbox.
7. Use the Field to Export drop down lists and Field Labels text fields to indicate which fields and in what order the program shall export them. You can enter a field label that differs from the field name in the Order Manager. Note that entering a field label is optional; if none is entered, the program will use the field name as the label.
In the Field to Export drop down lists, some fields are prefaced with"Use This ...", e.g. Use This Address 1. By default, the program exports data from the Ship To address if it exists; otherwise, the program exports data from the Bill To address. "Use This" is the standard field label telling the shipping program which value to use.
8. To clear all of your selections in the Field to Export drop down lists and Field Labels text fields, click the Clear All button.
9. To set all of the Field to Export drop down lists to the defaults, click the Set to Standard Fields button.
10. You can add columns that are blank or contain the same value for each record.
a. To add a blank column, select Custom Column from the Field to Export drop down list and enter a field label.
b. To add a column with the same value for each record, select Custom Column from the Field to Export drop down list. Enter a name for the custom column data in the Field Label box, followed by a comma, and then the value you wish to appear in each field, e.g. Drop-ship Charge,Not Applicable. Each row of the text file will contain "Not Applicable" in the column labeled "Drop-Ship Charge".
11. To save a new template, click the Save button.
12. To delete an existing template, click the Delete button.
13. To exit the Fulfillment Templates dialog box, click the Close button.
See Also
Exporting Shipping Data to Text Files
Modified 10/23/09