A Shipping Integration for ERPNext with eShipz Platform
- Creation of Shipment by Selecting the Service: Easily create shipments by selecting the desired service from eShipz.
- Rule-Based Shipment Creation: Automate shipment creation based on predefined rules.
- Printing Shipping Labels: Generate and print shipping labels directly within the Shipment DocType.
- Parcel Dimensions Templates: Use predefined templates for parcel dimensions to streamline the shipment process.
- Shipment Tracking: Track your shipments within ERPNext.
- Shipment Status Update: Automatically update the shipment status within the Shipment DocType.
- Obtain an API key from your eShipz account.
- Navigate to eShipz Settings in ERPNext.
- Enter the API Token from eShipz in the appropriate field.
- Obtain necessary access from eShipz for rule-based shipment creation.
- Enable Allocation in eShipz Settings within ERPNext.
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Create Sales Invoice: Generate a sales invoice for the order. If necessary, create an eWay bill.
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Create Delivery Note: Generate a delivery note against the sales invoice.
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Create Shipment: Navigate to the Delivery Note and initiate the shipment creation process.
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Select Shipment Details: Choose the purpose of shipment, pickup type, and delivery type.
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Add Parcel Information: Enter the number of parcels, pickup date, and a description of the content.
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Create Shipment: Click on the 'Create Shipment' button and select the desired service from the available options.
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Assign Items to Parcels: Select the items for each parcel and submit the shipment for creation.
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Manage Shipment: Use the available buttons to download or print the shipping label, cancel the shipment, track the shipment, and update the shipment status.
Enable Allocation: Ensure Allocation is enabled in eShipz Settings. Follow Steps 1 to 5 from Shipment Creation: Follow the initial steps to create a shipment, as outlined above.
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Create Rule-Based Shipment: Click on the 'Create Rule Based Shipment button. Select the items for each parcel and submit the shipment for creation.
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Manage Shipment: Use the available buttons to download or print the shipping label, cancel the shipment, track the shipment, and update the shipment status.