Setup
The following setups need to be performed in advance of the user acceptance testing process. This should be performed in your training database before attempting in your production database.
Prior to setting up, please contact support@happen.biz to obtain the MachShip script and import it via the scripting engine.
Go to Tools > Setups > Jobs > Ship Via Types and add types for Machship.
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Note: You can create as many Ship Via configurations with different accounts as required for Machship. |
Enter details and select the Dispatch.MachShip script. Tick Include in Dispatch. Enter Carrier Code and Carrier Service if required.
Click on Dispatch Options and enter Acc No, user name and key. This information can be acquired from their website when you log in. Then go to Admin > View Companies (ensure you are set up as a main instance with a branch).
In the address bar, you will find a set of digits at the end of the URL. These numbers represent your account number, and should be noted down.
Go to View Users. Your user should already be created and you can access the View mode from the cog on the right of the users line. Scroll to be bottom of the window to create an API token. You must record this information somewhere secure, as once the window displaying the PI key is closed, you will not be able to find it again.
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Note: It is important that this information is not disclosed to others, as it can be used to access your MachShip Account remotely. |
Then go to Ship Via Item Types below that and enter the types required.
Freight can be added either as a stock line, or in the Freight section of a job/invoice, if required.
UAT Testing Process
It is important to ensure all is working as expected on one shipment to begin with.
Order Creation
Create a test order and and go to the Invoice Details tab at the bottom, then click Edit. In the ship area, change the Ship Via field to MachShip.
Enter Package Counts
The Enter Count button will appear on the left for you to enter information about the freight and count. Once entered, click Enter Count again for the Dispatch Item window to pop up. If you need additional services of the same type, you can click Add in the Action column to create an another line. This is also where you can remove any items from the consignment by clicking Delete.
Click Save.
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Note: If you have weights on your stock, selecting Apply will automatically enter the estimated weight, or you can enter it manually. |
Create the consignment and print the label
In View mode, select View Count (Create Consignment).
Select Create Shipment.
Check the details that will be sent to Machship.
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Note: You will need to enter or update the dimensions if the defaults are not correct or were not entered in the Ship Via setups screen. |
Select Create Shipment.
The shipping reference will be added for the job, and the shipment will be lodged with MachShip and labels will be created and attached to the job in Jim2.
The above process is performed throughout the day up until you decide to create a manifest for a group of deliveries. The process is not complete until a manifest has been performed. You can have as many manifests per day as you require.
Manifest the Shipments
On the ribbon, go to Jobs > Dispatch and select Run to return records based on the selected filter. See here for more information on dispatch.
If you see any entries here that do not have a shipping reference number, you can create the consignment directly by highlighting the line and selecting View Count, then create the shipment. You can make last-minute changes to shipments or complete the creation of shipments in this area by double clicking on the shipment line.
Select Edit at the bottom of the list and you will be able to select some or all of the shipments to be included in this manifest session, by ticking the Dispatch box. Select Dispatch once you have made your selections.
Click Yes to confirm.
The Manifest will be presented for printing and will also be linked to all applicable jobs for future reference. Select OK and you will be taken to the Dispatch list and session for the shipment you have just processed.
Deleting Shipments
You can delete shipments via the Create Shipment button on the Invoice Details tab of the job in question.
Further information
AustPost and Star Track Integration