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Shipments and Payments

After installing “Aqxolt ERP” to a Salesforce Instance; the following custom settings need to be uploaded before you start using the shipment processes.

  1. Country Codes
  2. Province Codes
  3. Product Unit Codes
  4. Package Details

For UPS, the following two objects have to be added along with the above three.

  1. UPS Package Type
  2. UPS Service Codes

These records are stored in “CSV files” which can be uploaded using “Data Import Wizard” or “Data Loader.”

  • Navigate to App menu > Credential Setup
  • You will land on the Credential setup page where you have Payment, Shipment and E-Commerce tabs.
  • Click on the Shipment Tab
  • Click “New” to add FedEx setup record.

  • Fill in the FedEx credentials and add in the URL to specify the test or live account and make the record active.
  • Make sure to use the name as FedEx.
  • Add the Shipper Details and click Save.

  • This creates a “FedEx Record” as shown above and the password/trans key gets encrypted.
  • With this setup, you can use the FedEx services for shipment.
  • In the “Outbound Logistics Process” while doing the “Pick Pack Ship of the logistic orders”, select the shipment type to be “FedEx” while creating a Package.

Click on “Ship” to land on the FedEx services page.

  • Click on “Get Rates” and select the suitable service.
  • Scroll down the services and click “Initiate Shipment” button

This will successfully ship the package and the tab moves to “Process Shipment” where you will see the “Shipment Status” and the “Shipment No.”

  • Clicking on the “View Label” will generate the FedEx label and clicking on the “Cancel Shipment” will delete the shipment.
  • Navigate to the Track Shipment tab to track the shipment.
  • Navigate to App menu > Credential Setup
  • You will land on the Credential setup page where you have Payment, Shipment and E-Commerce tabs.
  • Click on the Shipment Tab
  • Click “New” to add UPS setup record.

  • Fill in the UPS credentials and add the URL to specify the test or live account and make the record active.
  • Make sure to use the name as UPS
  • Add the Shipper Details and click Save.

  • This creates a UPS record as shown above and the password/trans key gets encrypted.
  • With this setup, you can use the UPS services for shipment.
  • In the outbound logistics process while doing the Pick Pack Ship of the logistic orders, select the shipment type to be UPS while creating a Package.

Click on “Ship” to land on the UPS services page.

  • Click on “Get Rates” and select the suitable service.
  • Scroll down the services and click “Initiate Shipment” button

This will successfully ship the package.

  • Move to “Process Shipment” where you can see the “Shipment No” and “Shipment Status.”
  • Click “View UPS label” to generate the label and “View Invoice” to see the shipping invoice.
  • Click on “Cancel Shipment” to delete the shipment.

Navigate to the “Track Shipment” tab to track the shipment.

  • Navigate to App menu > Credential Setup
  • You will land on the Credential setup page where you have Payment, Shipment and E-Commerce tabs.
  • Click on the Shipment Tab
  • Click New to add DHL setup record.

  • Fill in the DHL credentials and add in the URL to specify the test or live account and make the record active.
  • Make sure to use the name as DHL
  • Add the Shipper Details and click “Save.”

  • This creates a DHL record as shown above and the password/trans key gets encrypted.
  • With this setup, you can use the DHL services for shipment.
  • In the outbound logistics process while doing the Pick Pack Ship of the logistic orders, select the shipment type to be DHL while creating a Package.

Click on “Ship” to land on the DHL services page.

  • Click on “Get Rates” and select the suitable service.
  • Scroll down the services and click “Initiate Shipment” button

This will successfully ship the package.

  • Move to “Process Shipment” where you can see the “Shipment No” and “Shipment Status.”
  • Click “View Label” to generate the label and “View Invoice” to see the shipping invoice.
  • Click on “Cancel Shipment” to delete the shipment.

(Image)

  • Navigate to the “Track Shipment” tab to track the shipment.

  • Navigate to App menu > Credential Setup
  • You will land on the Credential setup page where you have Payment, Shipment and E-Commerce tabs.
  • Click on the “Shipment Tab”
  • Click “New” to add USPS setup record.

  • Fill in the USPS credentials and add in the URL to specify the test or live account and make the record active.
  • Make sure to use the name as USPS
  • Add the Shipper Details and click Save.

(Image)

  • This creates a USPS record as shown above and the password/trans key gets encrypted.
  • With this setup, you can use the USPS services for shipment.
  • In the outbound logistics process while doing the Pick Pack Ship of the logistic orders, select the shipment type to be USPS while creating a Package.

  • Click on “Ship” to land on the USPS services page.

 

  • Click on “Get Rates” and select the suitable service.
  • Scroll down the services and click “Initiate Shipment” button

This will successfully ship the package.

  • Move to “Process Shipment” where you can see the “Shipment No” and “Shipment Status.”
  • Click “View Label” to generate the label and “View Invoice” to see the shipping invoice.
  • Click on “Cancel Shipment” to delete the shipment.

(Image)

  • Navigate to the “Track Shipment” tab to track the shipment.

 

 

Aqxolt ERP supports Authorize.net to make card payments and online payments.

Add your Authorize.net account on Aqxolt ERP.

Navigate to the Credential Setup tab from App Launcher.

The page has three tabs Payment, Shipment and E-Commerce.

On the Payments, tab click on New

Fill in the Authorize.net account login details. Keep the Name as Authorize.net and add the username/login and Password

The URL can be test or live depending on the Authorize.net sandbox account or live account being used.

Test URL - https://test.authorize.net/gateway/transact.dll

Live URL -

Aqxolt ERP supports PayPal to make online and electronic payments.

Add your PayPal account on Aqxolt ERP.

Navigate to the Credential Setup tab from App Launcher.

The page has three tabs Payment, Shipment and E-Commerce.

On the Payments, tab click on New

Fill in the PayPal account login details. Keep the Name as PayPal and add the username/login and Password.

Check the Active checkbox.

The URL can be test or live depending on the sandbox account or live account being used.

Test URL - https://api-3t.sandbox.paypal.com/2.0/

Live URL -