External Processors - Shipping

Automated real-time shipping processors can be configured to process shipments through shippers. A shipping processor might be set up for the entire company, or for a specific site or catalog.

Each shipper requires specific information to be set up as a shipping processor. Order Management prompts for the required and optional information once the shipper has been selected. Shippers include USPS, UPS, DHL, FedEx, and CanadaPost.

Note: For UPS, an XML key is required. The XML key provides access to UPS systems, which hold the information needed to ship, track, or rate a package.

For FedEx SmartPost, a Hub ID is required. FedEx SmartPost Hub IDs can be assigned to Fulfillment Sites to enable SmartPost shipping labels to be printed in Order Management. Hub IDs vary based on the proximity of the store to a FedEx SmartPost Hub. Hub IDs can be set at the Company, Site, or Catalog levels. For example, if FedEx SmartPost is set up for a Fulfillment Site, then it must be selected in the Fulfillment Site drop-down list during Order creation in Customer Service Center in order to use it as the shipping method. Also, FedEx SmartPost appears in the Create Shipment drop-down list in Retail Center (if installed with Order Management), if the SmartPost Hub ID is configured in the Shipping External Processor.

This page lets you configure the shipping processors that Order Management uses. Each processor can be defined for global use, or can be configured for a specific catalog or site. This follows the Item inheritance hierarchy. See Shipping Providers.

To add a shipping processor to the active list, follow these steps:

  1. In the Settings accordion menu, select Preferences.
  2. Click the External Processors tab.
  3. Click Shipping. The Shipping Processors page appears.
  4. Select the Processor from the Processor drop-down list.
  5. (Optional) Associate the processor with a catalog by selecting a catalog from the Catalog drop-down list.
  6. (Optional) Associate the processor with a site by selecting the site from the Site drop-down list.
  7. Click Add to manually configure the payment processor. A record is added to the Processor list and the shipper configuration settings is available at the bottom of the window. These settings vary depending on the shipper.
  8. Click a shipper label to populate the Processor Settings panel with the fields applicable to that shipper.
  9. Enter data based on your account with that processor. Required fields are marked with above with an asterisk (*).
  10. Select one of the following:
    • Test Mode checkbox to test the integration with the processor without actually processing payments.
    • Account Active checkbox to make the processor available for use.
    Note: In your production system, Account Active must be selected and Test Mode must not be selected in order for payment processing to function.

    To activate a shipping processor for a shipping method to obtain real time shipping rates, the shipping method must be set to "Actual" in Shipping Methods.

  11. Select the payment methods that you want to be handled by the selected processor.
  12. Click Update to save the configuration information.

Viewing a Configured Shipping Processor

Selecting a shipping processor from the list of configured processors opens a set of data fields. The data fields will vary based on the specific parameters used by the selected processor. Make entries based on your account with that processor. Processor fields vary based on the selected payment processor. Required fields are indicated with an asterisk (*).

To delete a shipping processor in the list, click the trash can icon (???).

Further configuration of shipping must be performed via the shipping providers.

The following table describes the fields and buttons on the Shipping Processors page.

Fields and Buttons Description
Processor drop-down A drop-down list of available shipping processors, such as UPS, USPS, Airborne Express
Catalog drop-down (Optional) A drop-down list of available catalogs, such as Amazon, Website, and the like
Site drop-down (Optional) A drop-down list of available sites.
Add button Adds the selected shipping processor to the list. Enables you to manually configure the payment processor.
Shipping Processor listing A list of the added/imported shipping processors including the processor description, name, catalog or site (if applicable) and a link to the web site. To delete a processor from the listing, click the trash can icon (???).
Processor Settings Processor fields vary based on the selected shipping processor. Required fields are indicated with an asterisk (*). For example, for UPS, an XML key is required and Weight Units is optional. (If you don't set the weight units, they default to pounds.) For Fedex SmartPost, a Hub ID must be configured in order to print SmartPost shipping labels in Order Management.

Update button

Updates the system with the processor information.