ReadyShipper

ReadyShipper (formerly known as TrueShip ReadyShipper) is a third-party shipping software application that is integrated with CORESense .  ReadyShipper supports shipping via various carriers including UPS, FedEx, USPS, and DHL. ReadyShipper  pulls shipments from CORESense via ODBC and pushes shipment notifications via XML to a defined directory for import into CORESense. When the XML file is imported the shipments and orders are updated accordingly in CORESense. 

Shipping methods in CORESense can be designated to use TrueShip and if so, then any shipment using that method will be shipped through TrueShip. 

ReadyShipper Workflow

The steps below detail the process for exporting Shipments into TrueShip, printing labels, and importing shipments into CORESense.

Step

Action

1

An export script, which runs every 15 minutes, places any Shipment that is in the 'Packing' status into the trueship_export table, making the shipment information available via ODBC connection to the ReadyShipper for shipment.

2

Complete shipment in ReadyShipper

3

Once an item is shipped in ReadyShipper, ReadyShipper posts an XML file to the designated directory for import into CORESense. New XML files are imported every 15 minutes.

Once imported, the following actions are automatically performed:

  1. The shipment status is updated to Shipped

  2. The associated order status is updated to Partially Shipped if unshipped inventory remains on the order

  3. The associated order status is updated to Shipped if all order inventory has shipped

  4. The ship date and tracking number is saved on the shipment

  5. A shipment confirmation email is sent to the customer

TrueShip Setup

Prior to using CORESense with ReadyShipper, the following settings shall be set. 

Field

Description

TrueShip Error Order Status:

This is the order status that will be set if TrueShip returns a ShipVia / ShipType combination that does not exist..

TrueShip Import Directory:

The location on the FTP server where the tracking information XML file should placed. CORESense will periodically look in this directory, process any files, then move them to an archive.

TrueShip Import Archive Directory:

The location on the FTP server where tracking information XML file should be places after import.

TrueShip Export Item Level Details:

Whether the TrueShip export should include item details

TrueShip Mapping:

Map CORESense Shipping Method to TrueShip ShipVia Field and TrueShip ShipType Field

Click Add Mapping to map an additional Shipping Method.

Edit any mapped field and Click Update to save the change(s). 

Click 'x' to delete a mapping. 

Shipping Method Setup

The use of ReadyShipper is set per Shipping Method in the Shipping Method Manager by selecting the 'Is TrueShip Method' for the Shipping Method. 

Step

Action

1

For the shipping method in the Shipping Method Manager, check the Is TrueShip Method box as appropriate.

2

Save the change by clicking Update Attributes

3

This change need only be performed once, during initial configuration.  After the change, all shipments for the shipping method are exported to TrueShip, accordingly.

ODBC Setup for Import of Shipments

ReadyShip uses an ODBC connection to pull shipments from the trueship_export table in CORESense. In order to setup the ODBC connection you will need read only access to the trueship_export table. To get this you must submit a request to CORESense support for such access. CORESense will need the IP address of the computer that hosts ReadyShipper. 

Once you have those credentials goto https://readycloud-crm.helpscoutdocs.com/article/113-how-do-i-import-orders-via-odbc for information on how to set up the ODBC connection in ReadyShipper. As part of the setup you will need to map the fields in the CORESense trueship_export table to ReadyShipper. Following is the recommended mapping:

CORESense trueship-export table

ReadyShipper Fields

ReadyShipper Map Wizard Section

Shipment_Id

Primary ID

Orders

Order_Num

Numeric ID

Orders

Shipping_Method_Id

Ship Type (ex. Ground)

Orders

Weight

Override Weight

Orders

Company_Name

Company

Ship Address

First_Name

First Name

Ship Address

Last_Name

Last Name

Ship Address

Address_1

Address

Ship Address

Address_2

Apt/Suit

Ship Address

City

City

Ship Address

State

State

Ship Address

Zip

Zip

Ship Address

Phone

Phone#

Ship Address

Country

Country

Ship Address

Fax

Custom 1

Custom Fields

Directory Setup for Export of Shipment Notifications

ReadyShip can export the tracking information to a directory on a FTP server for import into CORESense. Each CORESense client has FTP access to their server and if you do not know what your credentials are, you can request them through CORESense Customer Support. Once you have those credentials, you need to log into the server and create directories for both the import and archiving of the tracking XML files. 

 

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