Let’s say you have a customer whom does not have very accurate weights and dimensions at the item level in their Acumatica instance, but at the same time would like to utilize the FedEx and UPS integrations which come standard in the system. To that end we would not want to turn on the “auto-packaging” feature the system offers us, which would formulate the quantity and weights within each box based on both the box capacity, and the item weights on said shipment.
Rather we would simply manually enter our box counts and weights onto our shipment record, let UPS and FedEx program go out to those respective carrier sites to pull in your client’s freight rates into the Acumatica shipping record, and when “confirm shipping” said record, produce our carrier labels as if they came out directly from FedEx or Worldship programs, as well as write-back the tracking numbers and costs into our Acumatica sales transaction.
So as far as the workflow is concerned, here is our Sales Order in the system. Where we state on the shipping tab of said order we will be sending this to our client via UPS ground.
As long as we have set-up our UPS connection properly in the Carrier’s window below.
Linked said carrier record to the proper ship via code, checking off as I have done that this UPS ground method should use an “external plug-in.” We will be good to go as far as settings are concerned, and now the system should be able to calculate shipping costs and produce UPS (or FedEx) labels moving forward.
Besides going into our Acumatica system settings and enabling the “shipping carrier integration” process, another tool which should be enabled would be the devicehub one as per below, which allows such devices as printers, scanners, and scales that are configured on your clients network to be utilized within the Acumatica software.
Through a simple installation off of the Acumatica executable file for the version your client is on.
You will be able to add your companies UPS label printer within the Device Hub configuration.
Which in turn will let one add said printer into Acumatica, as per below.
So, its on to the shipping process of the order we mentioned earlier, where by manually entering the number of boxes (remember, we have not enabled “automatic packaging”, or this last step would have been done for us automatically), and also either manually entering the weight of each box, or perhaps using a scale on your network and configuring it via Device Hub, the confirm shipping process of the Acumatica shipment in this case has written back our UPS tracking # as per below.
produced our necessary UPS label as well
and lastly written-back the proper freight rate cost to the shipment as per below
where with a bit of configuring in the Shipping Terms field of the Acumatica application
your clients should be able to re-coup their freight costs, as well as upcharge on it a bit, and have it pass onto their customer invoices automatically by the Acumatica application, as per below.
