Initial Setup

 

The first time you run ShipGear after installing it, a wizard will launch to help you get things running. In the following steps, you will connect ShipGear to your Dynamics GP data and then link up with UPS WorldShip®, USPS (Endicia Pro or DAZzle), and/or FedEx Ship Manager® .

 

1. Run ShipGear Exchange : Start > Programs > ShipGear Client > Exchange

You can also double-click the ShipGear Exchange shortcut on your desktop.

 

 

The ShipGear icon (with a red dot in the center) displays in your system tray as ShipGear initializes :     


2. Shipment Email Notification Wizard

eNotify is a ShipGear module that automatically generates shipment notification, update, and cancellation emails for your customers when you save or change shipments in the carrier system. Emails are generated from templates that you can customize with data from fields in Endicia Professional, UPS WorldShip® or FedEx Ship Manager®, and/or Dynamics GP.

The ShipGear Email Notification Wizard that runs during initial setup will help you to configure eNotify. You can go back and access this setup wizard at any time from Modules > ShipGear eNotify Premium > Configure.

For more information about the Email Notification Wizard, see eNotify Setup.

 

 

3. Carrier Selection

In the Setup Wizard, you can register carriers to enable the retrieval of estimated delivery times and tracking information for eNotify and the Dashboard. Click the check box next to the carrier and click Next to proceed.

The Reset button clears the current carrier registration information and allows you to re-enter it.

 

 

UPS Registration

Page through the wizard dialogs, agree to the UPS Tracking terms, and enter your account properties and UPS account number. Click Next until registration is completed.

 

Click     to complete UPS registration and continue to FedEx registration (if applicable).

 

 

 

FedEx Registration

Page through the wizard, entering account properties (billing and shipping), and clicking Next until completed.

 

Click     to complete FedEx registration and continue to USPS registration (if applicable).

 

 

USPS Registration

Follow the instructions on the setup wizard dialogs. You must have an Endicia Professional Account Type in order to use ShipGear with Endicia.

 

 

 

 

> Enter the required information.

 

> First, your Endicia Account number and the passphrase for that account.

 

> Next, enter the User ID, Password, and Zip Code for your registered USPS Web Tools. If you have not registered, follow the instructions on the wizard dialog to get your login information.

  

 
 
 

< Click the Test Connection button once you've entered the login information.

 

 

 

 

 

 

 

> Click OK if the connection is successful.

 

 

< Use the contact information provided on the wizard dialog to contact the ICCC and finish the approval process.

 

Once you have that approval from the ICCC :

 

< Check the "This User ID has been approved to use USPS Web Tools." check box, and click Next.

 

See also : ShipGear Profile

 

The Carrier Selection screen will show the registered carriers. Click Reset to re-enter registration information.

 

 

 

 

4. Add a Company

Once you have completed the wizard, you will receive a prompt saying that no companies exist. Click OK.  



In My Companies, click the Add Company button to connect to a company.

 

 

 

 

On the MS SQL Server Connect dialog box, type in the Server Name where the system database is located. Next, type the name of the database in the Database field.

 In order for ShipGear to connect to your Dynamics GP company :

* the user/SQL account used will need SQL read permissions for the DYNAMICS (Dynamics system) database;

* the user/SQL account used will need SQL read/write permissions for each Dynamics company database.


Select a login method; check with your network administrator if you are unsure of how to log into the Dynamics GP database.

Click Next.


 

 

 

Select the company from the Company drop-down list. Then, click Test to validate the connection.


 

 

The company appears in your Companies list. You may add additional companies by repeating these steps.


5. Connect to the Carrier Shipping Software

Once ShipGear is connected to your ERP system company, follow these steps to connect to UPS WorldShip® , FedEx Ship Manager®, and/or Endicia Professional®.

 

UPS WorldShip®

  1. Run UPS WorldShip.
  2. From the Import/Export Data menu, select Keyed Import > SG2Import.
  3. The Enter import key: dialog box appears. It stays open until you close it or exit WorldShip.

    entimpkey.gif

    Note: If you do not see "SG2Import" on the UPS Import/Export Data menu, select More… and then select SG2Import from the list. Click the Import button. You will then see the Enter Import key: dialog box.

  4. You are ready to start shipping!

 

 

FedEx Ship Manager®

Once you have set up the initial connection to Dynamics GP, follow these steps to connect to FedEx Ship Manager®.

Before starting this procedure, shut down ShipGear Exchange.

  1. Launch FedEx Ship Manager®.

  2. Click OK at the Dangerous Goods informational dialog when you are done reading it.

  3. Launch ShipGear Exchange.

  4. Back in Ship Manager®, click the Clear Fields button.





     

  5. The Lookup Value dialog pops up. Type in a document key, such as the Invoice number, Sales Receipt number, Customer name, etc. and press Enter to populate the FedEx Ship Manager screen with that record's data. You can also browse for records. See Browsing Documents for more information.

    Note : If you are using FedEx Ship Manager® v.28xx or lower, you'll see the ShipGear Import Key dialog instead. See Shipping with FedEx Manager (v.28xx and lower) for more information.



 

Endicia Professional®

Note : If you are using Endicia Professional with DAZzle, you must set up your account in DAZzle before launching Endicia Professional.

 

Open Endicia Professional. ShipGear adds all of your active profile settings to a new "ShipGear Profile". This must be the Active Profile when shipping.