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eWinery Fulfillment: Enable Fulfillment Settings

Enable Fulfillment Settings

Note: These steps are only applicable if you have contacted the vinSUITE Client Services Team to enable permissions for Fulfillment. If you are interested in using the Fulfillment feature, please contact the vinSUITE Client Services Team at support@vinsuite.com.  

 

1) On your winery home page, click the Setting Icon. 

HomepageSetting.jpg

 

2) The Settings window will open. Navigate to the Fulfillment tab.

ALLFulfillmentGeneral_Settings.jpg

 

3) On the Edit Fulfillment Setting page, complete the appropriate fields. 

UPS Account Settings

EnableUPSSettinga.jpg

A.png  Enable UPS? Select the 'Enable UPS' toggle to enable the carrier and edit all the fields in the UPS section.  
B.png  UPS Account #

Enter your UPS Account Number.

Note: The user must have their own UPS account. vinSUITE cannot provide this third-party information. 

C.png  Access Key Enter your UPS Access Key.

Note: The user must have their own UPS access key. vinSUITE cannot provide this third-party information. 

D.png  Username

Enter your UPS Username.

Note: The user must have their own UPS username. vinSUITE cannot provide this third-party information. 

E.png  Password

Enter your UPS Password.

Note: The user must have their own UPS password. vinSUITE cannot provide this third-party information. 

F.png  Print Labels  Select the 'Print Labels' checkbox to allow the user to generate and print shipping labels for fulfillment orders.
G.png Fetch Tracking Info

Select the 'Fetch Tracking Info' checkbox to enable the system's feature to retrieve the latest tracking information from the carrier.

Note: The tracking information is updated once a day in the evening (Pacific Standard Time).

H.png  Delivery Status Check

The 'Delivery Status Check' checkbox is not functional at this time.

 

 

FedEx Account Settings

EnableFedExSettinga.jpg

A.png  Enable FedEx? Select the 'Enable FedEx' toggle to enable the carrier and edit all the fields in the FedEx section.
B.png  FedEx Account #

Enter your FedEx Account Number.

Note: The user must have their own FedEx account. vinSUITE cannot provide this third-party information. 

C.png  Meter #

Enter your FedEx Meter Number.

Note: The user must have their own FedEx meter number. vinSUITE cannot provide this third-party information. 

D.png  Web Key

Enter your FedEx Web Key.

Note: The user must have their own FedEx web key. vinSUITE cannot provide this third-party information. 

E.png  Web Password

Enter your FedEx Web Password.

Note: The user must have their own FedEx web password. vinSUITE cannot provide this third-party information. 

F.png  Print Labels

Select the 'Print Labels' checkbox to allow the user to generate and print shipping labels for fulfillment orders.

G.png  Fetch Tracking Info

Select the 'Fetch Tracking Info' checkbox to enable the system's feature to retrieve the latest tracking information from the carrier.

Note: The tracking information is updated once a day in the evening (Pacific Standard Time).  

H.png  Delivery Status Check The 'Delivery Status Check' checkbox is not functional at this time.

 

Package Configuration

LEGEnablePackaging.jpg

A.png  Package Dimensions List

The Package Dimensions List details all added package sizes and their dimensions. The details displayed in this list are: 

  • Name of the box you will use for packaging (big brown, medium 2x4, etc.)
  • Length of the box
  • Width of the box
  • Height of the box
  • Units used in size measurement
  • Weight of the box and any packing materials
  • Units used in weight measurement
  • The maximum number of bottles this box can hold

Note: Shipping weight can include any packing materials such as the shipping box, any liners, inserts, cushions, and ice packs to protect the products, as well as any catalogs and brochures.  

For additional information on editing a new package, please visit the eWinery Shipping Package Configuration page.

B.png 

Add Packaging

Click the 'Add Packaging' button to add a new package to the list below. 

For additional information on adding a new package, please visit the eWinery Shipping Package Configuration page.

 

4) Click the 'Save' button at the bottom of the page.

 

Note: To utilize all of the Fulfillment features correctly, you must additionally: 

  • Add the appropriate Shipping Packages in System Settings
  • Ensure all UPS Shipping Types you plan on using are updated in the Shipping Types and Shipping Rates section. 
  • Ensure product information is up-to-date, especially size and weight of products

 

Once the Fulfillment settings are configured correctly, all orders that will be shipped (noted in the Shipping and Handling section of OMS) and have a 'Completed' order status, should display in Order Fulfillment. You are now ready to process Fulfillment Orders! 

OMS_Order_Complete_Legacy.jpg

 

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