ShipIT 365
Mastering ShipIT 365: A practical guide
Required attendees ShipIT 365 implementation sessions with idyn
The ideal implementation team is as follows:
Manager Logistics
Warehouse Manager
Microsoft Dynamics 365 Business Central functional person (internal/external)
(IT person)
The external Microsoft Dynamics 365 Business Central functional person is usually someone who is employed by an idyn partner and has done several ShipIT implementations and takes the idyn training courses on them.
See main manual page on this: Your Ideal ShipIT 365 Implementation Team
Pre project activities for implementing ShipIT 365 with idyn or your Microsoft Partner
Installation
Download will also install:
Idyn App Management
PrintIT 365
Check on Production and set in Sandbox for all idyn apps Allow HttpClient Requests is set to True/On
When Tasklet Factory Mobile WMS is used with Pack&Ship module an extra app from idyn must be downloaded:
ShipIT 365 Connector with Mobile WMS (https://appsource.microsoft.com/en-US/product/dynamics-365-business-central/PUBID.idynbv%7CAID.shipit_tasklet%7CPAPPID.9a102391-f119-42de-a709-508856eca3d4?tab=Overview )
Check on Production and set in Sandbox Allow HttpClient Requests is set to True/On
Credentials
Make sure all needed credentials are available:
Idyn ShipIT license key, provided by idyn Sales Dept.
Carrier Provider logins:
o nShift Transsmart: portal login, Production and Test User Name and Password
o nShift Ship: portal login, Actor(s), Client ID and Secret, Data ID and Secret
o EasyPost: portal login, Production API key, Test API key
o Cargoson: portal login Production and Test, Production Token, Test Token
o DeliveryMatch: portal login, Client Id, Production API Key, Test API Key
PrintNode: API Key (printing with EasyPost and Cargoson), the API key can be created by creating a PrintNode account.
Carrier Provider data
Make sure used carriers and carrier services are available and know what they are used for.
nShift Ship attention points:
ClientID created on portal must have the nShift Ship Portal API in the scope.
Goods Types must be defined for all carriers in nShift Ship.
Shipping Rules are not supported by ShipIT 365.
Carrier Printer software
All carrier providers use different software for label printing and printing other documents, this software needs to be downloaded and installed correctly.
nShift Transsmart: SmartPrint, connected to User Setup in nShift Transsmart Provider Setup
o Please ask your nShift consultant to set-up your printers together with your IT department
nShift Ship: DropZone, connected to User Setup in nShift Ship Provider Setup
o Please ask your nShift consultant to set-up your printers together with your IT department
EasyPost: PrintNode with PrintIT printers and users in EasyPost Provider Setup
o Set-up your printers together with your IT department
Cargoson: PrintNode with PrintIT printers and users in Cargoson Provider Setup
o Set-up your printers together with your IT department
Sendcloud: PrintNode with PrintIT printers and users in Sendcloud Provider Setup
o Set-up your printers together with your IT department
DeliveryMatch: DeliveryMatch PrintNode printers and users in DeliveryMatch Provider Setup
o Please ask you DeliveryMatch consultant to set-up your printers together with your IT department
Note: printer settings and testing can be done after the first implementation session with idyn
Business Central Master Data
ShipIT 365 needs standard data from Business Central to create Transport Orders and Book them to the connected carrier services.
Copying data
Copying companies with data within environments or from Production to Sandbox or other way around can cause issues, as we store sensitive data like passwords, secrets and tokens in isolated storage, as the isolated storage is set to a company.
Shipment Methods
Will be linked to International Chamber of Commerce (ICC) Incoterms as carriers use those Incoterms.
In US mainly Uniform Commercial Code (UCC) is used.
Shipping Agents and Shipping Agent Services
Will be mapped to carriers and their booking profiles that are synced from the carrier provider portal.
Make sure users understand the used codes.
Company Information Card
EORI Number (Foreign Trade)
Location Card
Country/Region Code
Post Code
Address (not Address2)
City
Phone No.
Contact person
E-mail address
Customer Card (B2B and B2C (when consumer is set as customer in BC))
Country/Region Code and/or via ship-to addresses
Post Code and/or via ship-to addresses
Address (not Address2) and/or via ship-to addresses (not Address2)
City and/or via ship-to addresses
Phone No. and/or via contact and/or via ship-to addresses
Email and/or via contact and/or via ship-to addresses
Location Code and/or via ship-to addresses
Shipment Method and/or via ship-to addresses
Shipping Agent and/or via ship-to addresses
Shipping Agent Service and/or via ship-to addresses
Customer data to Sales Order (Generic web consumer as Custom Address in Sales Order)
Needs to come from webshop correct into Sales Order with a Custom Address in Business Central. All fields are mandatory.
Name (Consumer name)
Country/Region Code
Post Code
Address (not Address2)
City
Phone No.
Email
Location Code
Shipment Method
Shipping Agent*
Shipping Agent Service*
*Webshop options on services should be linked to the services in Business Central which makes sure the sales order goes to the correct carrier service/booking profile.
Item Card
Gross Weight
Nett Weight
Tariff No. (Foreign Trade)
Country/Region of Origin Code (Foreign Trade)
Go-Live “Golden Shipment”
Before the Go-Live a Golden Shipment or Shipments must be made in Production with multiple carriers to make sure that all works as tested.
ShipIT 365 additions
Additional Reference fields in the Transport Order
The Transport Order contains up to 15 additional reference fields, which are Non-Business Central fields, and can be used to send extra information to a carrier, like instructions or service point ID (parcel locker/machine ID).
Contact your Microsoft partner to create a per tenant extension to add data in the additional reference section of the Transport Order automatically.
When entered manually in a Transport Order no action is required.
Always check with you carrier provider that fields can be mapped or are mapped correctly.
See main manual page on this: Adding Additional References to the Transport Order
Beyond our core offer
Sales Order Lines with different Locations on Sales Order Line level in one Sales Order
Multiple e-mail addresses in one field (email1:email2)
Address2 usage is not supported for street and house number, they need to be in address. Address2 is part of the request messages, it can be used for other address information, like: Building 5
See main manual page on this: Mastering ShipIT 365: A practical guide