Open ERP UPS integration

OPEN LABS BUSINESS SOLUTIONS UPS ™ INTEGRATION WITH OPENERP User's Manual - VERSION 0.2 In partnership with Published under the Creative Commons Attribution-Non-Commercial 2.0

UPS INTEGRATION WITH OPENERP VERSION 0.2 Table of Contents Installation............................................................................................................................................3 Configuration.......................................................................................................................................6 Standalone Shipping Client.............................................................................................................7 Stock-Integrated Shipping Client...................................................................................................12 Pre-Configuration......................................................................................................................12 Using with stock picking...........................................................................................................13 Illustration Index Illustration 1: Menu to Module Installation..........................................................................................3 Illustration 2: Module selection............................................................................................................3 Illustration 3: Installing the module.....................................................................................................4 Illustration 4: Applying the new module..............................................................................................4 Illustration 5: Configuration of Company Menu..................................................................................6 Illustration 6: Setting API details.........................................................................................................6 Illustration 7: Standalone mode menu..................................................................................................7 Illustration 8: Example in Standalone Mode........................................................................................7 Illustration 9: Confirmed shipping awaiting Acceptance.....................................................................8 Illustration 10: Billed Weight & Amount from UPS............................................................................9 Illustration 11: Tracking Number.......................................................................................................10 Illustration 12: Shipping Label...........................................................................................................10 Illustration 13: Sample Product Screen..............................................................................................12 Illustration 14: Setting Address to Stock Location.............................................................................12 Illustration 15: Stock picking with Shipping Tab...............................................................................13 Illustration 16: Associating with existing Shipping record................................................................14 Illustration 17: Generating new shipping from stock picking information........................................15 Illustration 18: Final Screens of stock after generation of picking.....................................................16 Terms & Conditions: Your development of an application using the UPS Web Service APIs are governed by the UPS Technology Agreement or UPS Customer Technology Agreement you entered into with UPS. The following are key legal requirements from these agreements for the UPS Web Service APIs. For more information on all requirements for the UPS Web Service APIs, please refer to the UPS Technology Agreement or the Customer Technology Agreement. UPS is a registered trademark of United Parcel Service of America, Inc. INNOVATING BUSINESS SOLUTIONS 2

UPS INTEGRATION WITH OPENERP VERSION 0.2 Installation Illustration 1: Menu to Module Installation • Copy the module to the Python Path of Open ERP. • Goto Administration >> Modules and Search for the module as shown below Illustration 2: Module selection INNOVATING BUSINESS SOLUTIONS 3

UPS INTEGRATION WITH OPENERP VERSION 0.2 Illustration 3: Installing the module Install the module by clicking 'Schedule for Installation' Illustration 4: Applying the new module Click on 'Apply Scheduled Upgrades' to perform actual Installation. The module with the dependency module (stock) will be installed. If stock module is already installed, only this module will be installed. INNOVATING BUSINESS SOLUTIONS 4

UPS INTEGRATION WITH OPENERP VERSION 0.2 Configuration The module requires certain initial configuration to be done to set the API user name and password. Illustration 5: Configuration of Company Menu Goto Administration >> Users and Open Companies Set the UPS License key, Shipper Number, User name and Password usage. Illustration 6: Setting API details INNOVATING BUSINESS SOLUTIONS 5

UPS INTEGRATION WITH OPENERP VERSION 0.2 The module is designed to work as both a standalone UPS Shipping module and with the stock module. The two modes of working are explained here: Standalone Shipping Client In the standalone usage, you can create custom shipments using the OpenERP interface. To access this functionality open Stock Management >> UPS Shipping Register Illustration 7: Standalone mode menu Illustration 8: Example in Standalone Mode INNOVATING BUSINESS SOLUTIONS 6

UPS INTEGRATION WITH OPENERP VERSION 0.2 This figure shows how the new package is created. After entering the required information, you can click request and the program will communicate with the UPS servers and fetch the Billed Weight, and amount for shipping as shown below: Illustration 9: Confirmed shipping awaiting Acceptance Illustration 10: Billed Weight & Amount from UPS INNOVATING BUSINESS SOLUTIONS 7

UPS INTEGRATION WITH OPENERP VERSION 0.2 The tracking numbers can be seen for each package and opening the row will show a detailed Illustration 11: Tracking Number output from which the label could be downloaded. Illustration 12: Shipping Label The label will open in your preferred image viewer. INNOVATING BUSINESS SOLUTIONS 8

UPS INTEGRATION WITH OPENERP VERSION 0.2 Stock-Integrated Shipping Client The module is tightly integrated with the Stock Picking of Open ERP. However, before using it with shipping the following Pre-Configuration needs to be done: Pre-Configuration All Products must have Net Weight. Prior to the installation of this module Net Weights were not mandatory. Illustration 13: Sample Product Screen Stock locations MUST have an address Illustration 14: Setting Address to Stock Location INNOVATING BUSINESS SOLUTIONS 9

UPS INTEGRATION WITH OPENERP VERSION 0.2 Using with stock picking The stock picking screen will now show an extra tab for shipping information when the picking is done. Illustration 15: Stock picking with Shipping Tab Option 1: Select an already created shipping record (in the standalone mode) to the picking Illustration 16: Associating with existing Shipping record INNOVATING BUSINESS SOLUTIONS 10

UPS INTEGRATION WITH OPENERP VERSION 0.2 Option 2: Or choose to create a new shipping record from the pre-filled data in the stock move. Illustration 17: Generating new shipping from stock picking information 1. Package Weights: Package weights indicate the various packings you may have in the shipment. For example you may decide to ship a pack of 15 KGS in two packs of 10 & 5 each or 7 & 8 each. You can indicate you weights by separating them by commas as shown in figure. By default, the weight is automatically computed and packs are created for each line in the picking. 2. Service Type: Refer UPS manual 3. Package Type: Refer UPS manual – All products will have the same picking On clicking 'Generate Shipping' a new shipping record is created (just as with the standalone mode). The created record can be seen in the field for 'UPS Shipping Record' and clicking the Folder Icon opens the resource. The created shipping record is in Draft stage and is not confirmed. It can be confirmed by clicking 'Request 'and then 'Accept' which generates the label. The screen shots are below: INNOVATING BUSINESS SOLUTIONS 11

UPS INTEGRATION WITH OPENERP VERSION 0.2 Illustration 18: Final Screens of stock after generation of picking To continue the process refer to Illustration 8: Example in Standalone Mode in page 6 and related illustrations. INNOVATING BUSINESS SOLUTIONS 12

UPS INTEGRATION WITH OPENERP VERSION 0.2 About Open Labs Business Solutions Open Labs Business Solutions is a global Information Technology and Management Consulting company that helps small and medium businesses achieve high efficiency with cost effective business solutions. With customers and partners in 4 continents, Open Labs designs and delivers technology-enabled innovative business solutions that address the needs of small and medium enterprises. Open Labs provides end to end solutions to businesses using a range of Free and Open Source Solutions (FOSS) implemented by a team of highly skilled workforce comprising of domain and business experts. The software division of Open Labs is a specialized division for Rapid Application Development of business applications with a proven expertise in Open ERP (and Open Object), Tryton and Django. Technical Support Asia Pacific & Middle East: +91 120 4272022 (India) America & Europe: +44 771 721 4994 (UK) Email: support@openlabs.co.in Contact Us Open Labs Business Solutions R-5/13, Raj Nagar, Ghaziabad, Uttar Pradesh India – 201 003 Visit: http://openlabs.co.in About Publicus Solutions Publicus Solutions Ltd. is an official OpenERP partner. With extensive background and expertise in business application like ONYX, CA Service Desk, Sage CRM, Sugar CRM, and SAP, Publicus use this experience to provide business productivity solutions using OpenERP. Publicus brings a standard of professional consultancy and project management with our Services and Implementation Methodology based on ITIL and PRINCE2. We are able to bring extensive resources to a project using our technical partner relationships across Europe and India. Clients enjoy the benefit of using OpenERP with a single module, or using the full breadth of its functionality from CRM, Sales Management, and Procurement Management, to Accounting and Logistics. Contact Us 205, Coppergate House, 16, Brune Street, London United Kingdom – E17NJ Phone : 020 7953 3975 Email: info@publicus-solutions.com Published under the Creative Commons Attribution-Non-Commercial 2.0 INNOVATING BUSINESS SOLUTIONS 13

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Open ERP UPS integration

by Sharoon Thomas on Jun 02, 2010

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Open ERP UPS integration — Document Transcript