Getting Started with Dynamic Ship

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Getting Started with Dynamic Ship

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This documentation provides summary information for configuring the Dynamic Ship module. Additional information for configuration fields not covered in this guide is available in the online help for Dynamic Ship.

EasyPost is the default API that is supported by Dynamic Ship. Other APIs can be implemented as required. For ease of documentation, we will refer to EasyPost as our API.

Before Dynamic Ship can be utilized the following tasks must be performed.

  1. Identify carriers that you will use with Dynamic Ship. A list of supported carriers can be found here.
  2. Get account number, passwords for the carriers.
  3. Create the necessary access for carriers.
  4. Register on EasyPost
  5. Configure carriers on EasyPost.
  6. Configure Dynamic Ship Setup.
  7. Enter EasyPost API information into Dynamic Ship.
  8. Set Carriers in the list of carriers.

Configuring EasyPost

Dynamic Ship uses the EasyPost services to communicate with the various carriers. You must register on the site.

Administration

Sign up for an EasyPost account.

Configure an administrator e-mail account. This is for the person who will be primarily have access to EasyPost. Administrator: shipping@domain.com

EasyPost Administrative Menu

Using the “Drop Down” arrow at the email address, allows you to access an administrative menu.

Billing

EasyPost Billing Setup

Set the Billing Information: This can be credit card or bank information. See the EasyPost site on bank transfers. For Credit Cards, specify a main card and a backup card under Billing.

API Keys

Obtain the API Key from the “API Keys” menu. These will be needed for the Dynamic Ship configuration.

EasyPost API Keys

Carrier Accounts

You will need to set up a carrier account for each carrier that you would like to use from within Dynamic Ship. An ID will be assigned to each account you create, and that ID will be supplied to Dynamic Ship.

The following is a sample account configuration in EasyPost:

EasyPost Carrier Account

Carrier API Keys

Each carrier defined in EasyPost requires an API Key from the carrier to allow Dynamic Ship to retrieve rates and labels.

Each carrier has its own process for obtaining API access and will have to be contacted directly by you.

Below are some links to learn about and sign up for API keys for several carriers.

Configuring NAV

Dynamic Ship Setup Wizard

Please run the Dynamic Ship Setup Wizard. This will apply common base NAV shipping agent and service and the correlating Dynamic Ship carrier and service.

Other common data included is the Units of Measure, EasyPost Freight Integration Provider Entry, as well as base configuration.

Activation Key (API Key)

The API Key is entered Dynamic Ship > Administration > Setup > Freight Integrations Providers page.

The Freight Integration Providers needs to be configured to EasyPost.

Freight Integration Providers

Units of Measure

EasyPost the service uses the imperial measurement system for the dimensions and weight of the packages. The weight is in ounces (oz) and the dimensions are in inches (in).

You can define units other than those used by EasyPost for your packaging. For example, the weight of your packages can be defined in pounds or kilograms instead of ounces.

To use alternate units of measure, you must enter the conversion factors to be used in the Insight Works Unit of Measure table.

Dynamic Ship will convert these units to ounces and inches for use with EasyPost:

Units of Measure

Set the default units of measure for ounce and inch in the Dynamic Ship Setup page. This is part of the Setup Wizard.

Units of Measure

Dynamic Ship Setup Units of Measure Defaults

Configuring Users

Users must be configured for Dynamic Ship by enabling a “License Plate” permission. Navigate to Insight Works Users, specify the users that will be utilizing Dynamic Ship, and enable the “Manage License Plates” functional permission.

Manage License Plates

Carrier Label Report

You can specify a different NAV report for printing carrier labels. Most carriers use the 4×6 format for printing their shipping labels, which is supported by the built-in 23044601 report.

Carrier Label Report ID

Carriers

All carriers that will be used with Dynamic Ship must be configured. The Carrier List references existing NAV “Shipping Agent” and “Shipping Agent Services” entries. Common carriers are configured with Setup Wizard.

  • Enter the Shipping Agent Code into the Code field.
  • Enter the ID provided by the API in the Account ID field.
  • Enter the Freight Integration Provider Code to correlate the correct API.
Dynamic Ship Carrier List

To add the Shipping Agent Service to a carrier, click on Carrier in the Ribbon, and then click on Services.

Dynamic Ship Services

If you need to configure a new carrier, the service tab needs to correlate to the services found for the carrier here.

Dynamic Ship Carrier Services List
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