Getting Started with Dynamic Ship

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The Dynamic Ship 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  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 and configure an administrator email account (Administrator: shipping@domain.com). This is for the user who has access to EasyPost.

Using the dropdown arrow beside the email address allows you to access an administrative menu.

EasyPost Administrative Menu

Billing

Set the Billing Information (e.g., 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.

EasyPost Billing Setup

API Keys

Obtain the API Key from the API Keys menu. These are needed for the Dynamic Ship configuration.

EasyPost API Keys

Carrier Accounts

You must set up a carrier account for each carrier you would like to use from within Dynamic Ship. An ID is assigned to each account you create, and that ID is 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 their process for obtaining API access, and you need to contact the carrier.

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

Configuring NAV

Dynamic Ship Setup Wizard

Run the Dynamic Ship Setup Wizard. Running the wizard applies the 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, and base configuration.

Activation Key (API Key)

The API Key is entered on the Freight Integrations Providers page. Navigate to Dynamic Ship > Administration > Setup > Freight Integrations Providers page.

The Freight Integration Providers page needs to be configured to EasyPost.

Freight Integration Providers

Units of Measure

EasyPost 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 (e.g., you can define the weight of your packages in pounds or kilograms instead of ounces).

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

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

Note: 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

Configure users for Dynamic Ship by enabling a License Plate permission. Navigate to Insight Works Users, specify the users 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

You must configure all carriers being used with Dynamic Ship. The Carrier List references existing NAV Shipping Agent and Shipping Agent Services entries. Common carriers are configured with the Setup Wizard.

Configure a carrier by completing the following:

  1. Enter the Shipping Agent Code into the Code field.
  2. Enter the ID provided by the API in the Account ID field.
  3. Enter the Freight Integration Provider Code to correlate the correct API.
  4. Select Carrier in the Ribbon, and select Services to add the Shipping Agent Service to a carrier.

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 List
Dynamic Ship Services
Dynamic Ship Carrier Services List
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