open erp ups integration

OPEN LABS BUSINESS SOLUTIONS

UPS ™ INTEGRATION WITH OPENERPUser's Manual - VERSION 0.2

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Published under the Creative Commons Attribution-Non-Commercial 2.0

UPS INTEGRATION WITH OPENERP VERSION 0.2

Table of ContentsInstallation............................................................................................................................................3 Configuration.......................................................................................................................................6

Standalone Shipping Client.............................................................................................................7Stock-Integrated Shipping Client...................................................................................................12

Pre-Configuration......................................................................................................................12Using with stock picking...........................................................................................................13

Illustration IndexIllustration 1: Menu to Module Installation..........................................................................................3Illustration 2: Module selection............................................................................................................3Illustration 3: Installing the module.....................................................................................................4Illustration 4: Applying the new module..............................................................................................4Illustration 5: Configuration of Company Menu..................................................................................6Illustration 6: Setting API details.........................................................................................................6Illustration 7: Standalone mode menu..................................................................................................7Illustration 8: Example in Standalone Mode........................................................................................7Illustration 9: Confirmed shipping awaiting Acceptance.....................................................................8Illustration 10: Billed Weight & Amount from UPS............................................................................9Illustration 11: Tracking Number.......................................................................................................10Illustration 12: Shipping Label...........................................................................................................10Illustration 13: Sample Product Screen..............................................................................................12Illustration 14: Setting Address to Stock Location.............................................................................12Illustration 15: Stock picking with Shipping Tab...............................................................................13Illustration 16: Associating with existing Shipping record................................................................14Illustration 17: Generating new shipping from stock picking information........................................15Illustration 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


Installation

• Copy the module to the Python Path of Open ERP.

• Goto Administration >> Modules and Search for the module as shown below


Illustration 1: Menu to Module Installation

Illustration 2: Module selection


Install the module by clicking 'Schedule for Installation'

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.


Illustration 3: Installing the module

Illustration 4: Applying the new module

Illustration 5: Configuration of Company Menu


ConfigurationThe module requires certain initial configuration to be done to set the API user name and password.

Goto Administration >> Users and Open Companies Set the UPS License key, Shipper Number, User name and Password usage.


Illustration 6: Setting API details

Illustration 7: Standalone mode menu


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 8: Example in Standalone Mode


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


The tracking numbers can be seen for each package and opening the row will show a detailed

output from which the label could be downloaded.

The label will open in your preferred image viewer.


Illustration 11: Tracking Number

Illustration 12: Shipping Label


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.

Stock locations MUST have an address


Illustration 13: Sample Product Screen

Illustration 14: Setting Address to Stock Location


Using with stock picking

The stock picking screen will now show an extra tab for shipping information when the picking is done.

Option 1: Select an already created shipping record (in the standalone mode) to the picking


Illustration 15: Stock picking with Shipping Tab

Illustration 16: Associating with existing Shipping record


Option 2: Or choose to create a new shipping record from the pre-filled data in the stock move.

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:


Illustration 17: Generating new shipping from stock picking information


To continue the process refer to Illustration 8: Example in Standalone Mode in page 6 and related illustrations.


Illustration 18: Final Screens of stock after generation of picking


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

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Email: [email protected]

Contact Us

Open Labs Business SolutionsR-5/13, Raj Nagar,Ghaziabad, Uttar PradeshIndia – 201 003Visit: 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

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Phone : 020 7953 3975Email: [email protected]

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