Setting Up and Using FedEx Ship Manager - v2307-a

Note: This information is based on Ship Manager v.2307-a. The information is accurate to the best of our knowledge as of 05/08/2006.

Requirements:

• Ship Manager v.2307-a (or higher).
• Any version of the Stone Edge Order Manager.
• An ODBC Data Source linked to the Order Manager's data file which can be created in FedEx's Integration Assistant.

See the Using FedEx Ship Manager section below for directions on how to use Ship Manager once you have performed the set up.

Setting Up FedEx Ship Manager

1. In Ship Manager, click on Integration>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, click Create a New Profile and then click Continue.

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

6. At the Import>Source screen, click ODBC DSN and select the ODBC data source for the Stone Edge Order Manager's data file. Note: If you have not already set up a data source for the Order Manager data file, click ODBC Data Source Administrator and follow the directions below.

1. 1. After you click on the ODBC Data Source Administrator link, a dialog box opens. Click on MS Access Database and click Add.

1. 2. Click Microsoft Access Driver (*.mdb) and then click Finish.

1. 3. Enter a Data Source Name: and a Description. Click Select.

1. 4. Locate your Order Manager data file. Click on the file name and then click OK.

1. 5. The path of the database is displayed on the dialog box. Click OK.

1. 6. Your data source appears in the list. Click OK.

7. Your view returns to the Import>Source screen. Click on the ODBC radio button to open the drop down list. Select your data source from the list and click Continue.

8. Answer the questions on the Import>Shipping screen. The recommended settings are:

   • Do you print Labels one at a time? Yes

   • Do you use a unique name or code to look up each package? Yes

   • Do you need to edit shipping information before printing the label? Yes

Click Continue.

9. At the Import>Lookup screen, click After I enter a Customer Reference and then click Continue.
    

10. At the Import>Information screen, click on Package.

The field list dialog box opens. Select the following fields and click OK.

• • Weight
  • Package Type
  • Service Type
  • Residential Delivery Flag

11. Click on Recipient.

The field list dialog box opens. Select the following fields and click OK.

11. • Company
    • Contact Name
    • Address 1
    • Address 2
    • City
    • State/Province
    • Postal Code
    • Phone
    • ID
    • Country

12. At the Import>Match screen, map the fields based on the table below. Click Continue.

14. You are prompted to select the key or index field for the WorldShipOrders table. Click on OrderNumber and click OK. Click Continue.

15. If the name for a particular shipping method in the Order Manager is different from the name used in FedEx Ship Manager, you can convert your shipping method name so that they match. Click on a field on the left to display the To and From fields. Click one of the FedEx Ship Manager labels and then select its equivalent in the Order Manager in the drop down list next to it. When you are finished, click Continue.
     

16. At the Export>Destination screen, if it is not selected already, select ODBC>[Your Data Source Name] and then click Continue.

17. At the Export>Method screen, click At the end of day and Insert a new record. Click Continue. 

18. At the Export>Information screen, click on Package. Select the ShipDate and Customer Reference fields. Click OK.

19. Click on Tracking Number. Select the Tracking Number field and click OK.

Click Continue.

20. At the Export>Match screen, map the fields based on the table below. Click Continue.

21. At the Finish>Summary screen, check your settings for accuracy. To edit an item, click the Edit link next to the item name. Click Continue.
    
    

22. At the Finish>Instructions screen, click Finish. You are prompted to save the new profile; click Yes. Name the profile OrderManager. Click OK.

Using FedEx Ship Manager

You use the Integration Profile to import shipping data from the Order Manager. To perform the import, open FedEx Ship Manager:

• • Click on the Integration menu. 
  • Select the OrderManager profile. 
  • You are prompted with a Reference Lookup window.
  • Enter the Order Manager's Order Number (the "Customer Reference") for an approved order and press Enter. 

See Also

Setting Up and Using FedEx Ship Manager v2243-a

Setting Up and Using FedEx Ship Manager v2285