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ID34 - OnShip Parcel & Freight Shipments Overview & Sample:

Use OnShip for shipment address corrections and to shop for lowest cost shipping.

Jump to Overview | Samples | Variables | API CredsAlert Functionality | Best Practices & Tips |  Related Alerts | Webinar

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Overview

Overview

ID530 is our UPS integration with e-automate and ID531 is FedEx. We have been searching for a solution for address corrections where we see clients paying hundreds of dollars in address correction fees each month (https://hub.ceojuice.com/blog/shipping-incorrect-address-charges). This is an integration with OnShip (onshipgroup.com). OnShip allows you to shop for the lowest shipping cost. You can select the carrier with the lowest cost or choose to always ship with your preferred carrier. 

It also works for LTL shipments (freight) and that can get into some big savings on machines being shipped out.  For our Canadian clients, it supports Purolator, for our Mid-West clients, they integrate with SpeeDee.

OnShip has address correction built-in so we notify you of correction needed and we can push in tracking numbers freight cost, and freight charge. We will report what OnShip is saving you each month on their lower rates plus show how much you saved on address correction charges. 

OnShip is waiving their monthly fee for CEO Juice clients and allows you to either use your existing UPS / FedEx account, or try theirs if they offer better rates. We are pooling our clients' buying power to get better shipping rates. We see our average client pay about $500 per month in address correction fees.

As with all of our integrations, this is included in your monthly fee. Please subscribe to ID34 and complete the OnShip form to get started (make sure you are logged into our subscription site before you start, otherwise it will not save):

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Run Schedule: Every 30 seconds

Type of Output: Email

 

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Sample

Sample

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Variables

Variables

Watch this video about the variable options:

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Variable 1: Orders in this status will be uploaded to OnShip Platform, we suggest using dedicated OnShip status (at least for starting and testing).

Variable 2: Sales Order status to set on Sales Order after order processed/shipped through OnShip. We suggest shipped as Best Practice is to ship orders before fulfilling.

Variable 4: Enter Branch Number(s) to include, separated by comma OR leave blank for ALL. If you have multiple Ship From locations, then you will need to create a separate ID34 subscription for each Ship From location and enter the Branch Numbers tied to that Ship From in this variable.

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Variable 6: Enter Ship Method(s) to consider, separated by comma or leave blank for ALL. OnShip has specific Ship Methods they require in order to recognize within their platform. We will set up 03-UPSG (UPS Ground) in eAuto for you for testing. Once you are ready to do more shipping, we will provide you a complete list to enter and use in eAuto.

Variable 7: Specify which API Credentials have been entered in External Systems Integrations (CEO Juice will completed this once OnShip creates your account).

Variable 8: Set to YES to exclude auto emailing of order confirmation and order shipment to Order By on your Supply Order. If you are using alert ID200 and/or ID216 you definitely want to set this one to YES to exclude to avoid duplication. 

Variable 9: Set Flat Fee Freight Charge amount (or leave at 0 to not charge) please include decimals (i.e. 10.00). This can also be used in conjunction with Variable10 to mark up % AND charge flat fee on top of mark up%.  

Variable 1: Set Markup % of Freight Cost for Freight Charge (or leave at 0 to not charge).  Specify percentage in decimal format (i.e. enter 0.9 = 90% of Cost,  enter 1.1 = 110% of cost.) This can also be used in conjunction with Variable9 to mark up % AND charge flat fee on top of mark up%.

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API Creds

API Credentials

We need you to enter your API Details on our website as shown below. The user entering on our website will need 'Customer Admin' security role - ask us at help@ceojuice.com if you need to know who has.

API credentials for OnShip need to be requested from OnShip. Once received please enter on the CEO Juice website:

Please enter credentials on our website (https://www.ceojuice.com/CustomerAdmin/Integrations) via Profile / Integrations:

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Select OnShip:

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Enter API Key and API Secret:

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Alert Functionality

Alert Functionality

1. This integration looks for (1) Sales Orders with Status you've listed in Variable1, (2) ShipMethod to match one of OnShip's Ship Methods listed in Variable6 (we provide you these), and (3) the Shipment Record is created. Once those three steps are completed, you will see the order in OnShip platform within 30 seconds. If not, then typically there is an address error. If address error, then the Sales Order status will change to InvalidShipInfo and those listed in To/CC/BCC of your subscription will receive email indicating the error. After correcting the address error, change status back to OnShip and order should be ready to ship via OnShip platform.

2. Process flow:

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3. This process can coexist with ShipStation (ID503) and with our UPS (ID530) and FedEx (ID531) integrations

4. Alert is cloneable so you can have different API credentials to facilitate different shipping label from address based on branch(es):

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5. We will create eView CEOJuice Shipping Service integrated shipments

This eView serves as a log to show which eAutomate Sales Order Shipments have been submitted to which online shipping service and the current status of the shipment. Data points of interest include branch, ship from location, ship to address submitted, address validation status, address validation error information, shipping method, shipping company, online shipping service order number, tracking number if shipment is completed, and standardized shipment address used by online shipping service.

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Best Practices & Tips

Best Practices & Tips

1. Best Practice is to create Shipment Record BEFORE fulfilling Sales Order. This ensures accurate Freight Cost and Tracking Numbers posted to each shipment.

2. OnShip vs. ShipStation Comparison:

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Custom Property Set Up

Custom Property Set Up

Via Tools / Lists & Codes / Attributes / New

Attribute Name: ZCJ_OnShip_Location

Description: Warehouse OnShip Location Name - leave blank for default

Data Type: Text Box

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Then go to Tools / Lists & Codes / Configurations (Custom properties), add to Warehouse Config:

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Related Alerts

Related Alerts

ID503 - ShipStation Parcel & Freight Shipments

ID530/531 - UPS/FedEx Integration

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Webinar

Webinar

 

 

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