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Shipping Export Templates Screen

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Shipping Export Templates are used to control the sequence of data fields that are being exported to a text file, which can then be used as input to an external software application. If shipping information will be exported for different purposes and the layout will not be the same, create a different template for each scenario.

The Shipping Templates screen can be accessed via the Main Menu > Maintenance Menu > Shipping & Fulfillment tab and selecting Shipping Export Templates from the list of activities, or by the [Shipping Export Templates] button found on Page 2 of the Shipping section of the Store Setup Wizard.  

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Description of the Shipping Export Templates Screen

Figure 1: Shipping Export Template screen - showing Fields 1 to 40

Fields and Controls on the Shipping Export Templates Screen

Select Template Drop-down List

Delete Button

New Button

Save Button

Close Button

File Type: Section

Comma Delimited Radio Button

Tab Delimited Radio Button

Include Field Names check Box

Fields 1 to 40 Tab

Fields 41 to 80 Tab

Custom Columns Button

Clear All Button

Set to Standard Fields Button


Using the Shipping Export Templates Screen

Create a New Shipping Export Template

  1. To create a new template, click the [New] button.

  2. Enter a name for the new template when prompted by the program and click the [OK] button.

  3. Select the appropriate radio button to indicate which type of text file should be created, comma or tab delimited.

  4. To have the field names appear as the column headers in the text file, check the box labeled Include Field Names.

  5. Click the [Set to Standard Fields] button to populate the most commonly used fields in Fields 1-13 drop-down lists.

  6. To have a different value than the Order Manager field name appear as the column header, enter the desired value in the Field Label column of the appropriate field.

  7. Manually map any additional fields in Fields 14 - 80 as needed.

  8. Click the [Save] button to retain the layout and properties of the new template.

  9. The template can now be assigned to a shipping method by way of the Shipping section of the Store Setup Wizard.

Change an Existing Shipping Export Template

  1. Choose the shipping export template from the Select Template drop-down list at the top of the screen to have its properties and field layout displayed.

  2. Make any necessary changes to the template and click the [Save] button.

  3. The next time that the template is used, it will reflect the changes that have been made.

Add a Custom Column to a Shipping Export Template

  1. Select one of the eighty fields and choose Custom Column from the drop-down list (at the very bottom).

  2. To add a value as the column header for this field, type it into the Field Label column of the appropriate row on the Shipping Export Template screen.

  3. To add a constant value in this column for each record in the text file, enter that value after the Field Label, separating the fields with a comma.

For example, in the following image, the output text file will include a custom column labeled "AccountNumber" that will include the value "123456" in each row of the text file.

Figure 2: Shipping Export Template screen - showing use of a custom column with label and repeating data

Related Topics

Created: 4/1/11

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