ShipExpress

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Icon.ShipExpress.png The ShipExpress module, located in the Sales group, is an add-on module that can be installed from the Small.Plugin.png Plugin module. After installing the plugin, a new module is added that integrates with ShipExpress and provides shipping integration with UPS, FedEx, and USPS.

ShipExpress.png
The documentation on this page is for the most recent version of the Small.ShipExpress.png ShipExpress plugin. To get the most recent version, Update Fishbowl.

Install

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.ShipExpress.png ShipExpress plugin and click Install Now.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Small.ShipExpress.png ShipExpress module from any Fishbowl Client by opening the Sales module group.
  6. To grant access to additional users, assign the ShipExpress-View access right to the appropriate groups in the Small.User Group.png User Group module

Setup

  1. Sign up for a Shippo account at http://lets.goshippo.com/fishbowl
  2. Click here to generate your API token.
  3. Open the Small.ShipExpress.png ShipExpress module, located in the Sales group.
  4. Paste the API token into the API Key field.
    Shippo API.png
  5. Click the Save Button.png Save button at the top of the module.

Settings

ShipExpress Settings.png

General Settings

  • Set shipping cost on the carton - Use this option to add the shipping cost onto the carton.
  • Purchase shipping insurance when the Declared Value is set on a carton - Turn on the setting for purchasing insurance when the declared value field is set. This will purchase insurance for the label through your Shippo account using http://www.shipsurance.com/
  • Show warning for zero weight items - Show warning when getting a quote for an order with zero weight items.
  • Default Ship Account Type - Choose the default account type to use when clicking the Create Label button: Sender, Recipient, 3rd Party

Ship Quote Button

  • Show Carrier Rates - Select the carriers that should be displayed when checking shipping rates with the ship quote button: FedEx, UPS, USPS, Australia Post, Canada Post, DHL Express, DHL eCommerce
  • Default Shipping Product - Select a shipping type product that will be used when a shipping charge is added to the sales order after selecting a rate in the ship quote module.
  • Apply Rate Markup - Set a percentage or a flat markup for shipping charges that are added to the sales order.
  • Get retail shipping rates when using the Ship Quote button on a sales order - Displays retail shipping rates instead of negotiated rates.

Customs Declaration Defaults

  • Non-Delivery Option - Indicates how the carrier should proceed in case the shipment can't be delivered: Abandon, Return
  • Contents Type - Type of goods in the shipment: Documents, Gift, Sample, Merchandise, Humanitarian Donation, Return Merchandise, Other
  • See International shipments for more information.

Buttons

Ship Quote

Click the Ship Quote Button.png Ship Quote button in the Small.Sales Order.png Sales Order module to view rates.

  • The address will be validated through the selected shipping carrier (UPS, FedEx, etc.).
  • USPS cartons can be selected or custom carton sizes can be entered.
  • After clicking Add to SO the rate, carrier, and service will be updated on the sales order.

ShipExpress quote.png

Create Label

Click the Create Label Button.png Create Label button in the Small.Shipping.png Shipping module to choose which account will pay for shipping and to purchase a shipping label.

ShipExpress select account.png ShipExpress create label.png

Ship Accounts

To store account numbers, open the customer in the Small.Customer.png Customer module and click the Ship Accounts Button.png Ship Accounts button at the top.

ShipExpress customer mapping.png

View Label

Click the View Label Button.png View Label button in the Small.Shipping.png Shipping module to view the purchased shipping label.

ShipExpress view label.png

End of day reports

  • UPS and FedEx - When you create a UPS or FedEx label in ShipExpress, there is no need to print an End of Day report (as you would in UPS Worldship, for example). This is because all the information in that End of Day report is automatically sent to UPS/FedEx by Shippo each time you create a label. If your driver asks you for an End of Day report at pickup, just let them know that the necessary information was already electronically sent to the carrier through your third-party label printing service.
  • USPS - You can create shipping manifests directly from your Shippo account: https://app.goshippo.com/shipments/manifests/

Return labels

Return labels can be generated directly from your Shippo account. https://goshippo.com/user/shipments/

International shipments

ShipExpress provides the following features that apply to international shipments.

Release Notes

2019.7.0X – 8-23-2019 - Fishbowl 2019.7
  • Fixed bug with adding ship quote to SO when letters/symbols in the SO number
  • Fixed bug moving items to different cartons
  • Fixed incorrect error for shipping weight
  • Fixed bug with carton based shipping enabled in Fishbowl
  • Fixed bug with the retail rates setting when using the create label option
2019.7.0X – 7-23-2019 - Fishbowl 2019.7

Fixed issue with flat rate cartons

2019.6.0X - 6-18-2019 -Fishbowl 2019.6
  • Improved error messaging using rate quote feature
  • Fixed bug where FedEx ground was not showing as an available option
  • Fixed the carton functionality in the ship quote
  • Fixed multiple cartons not saving the carton details after setting and toggling between cartons
  • Fixed UOM conversion issue
  • Fixed "Add to SO" button in the quoting dialog
  • Added an enhancement to include USPS flat-rate carton types to the cartons list in ship quote
  • Added an enhancement to set cost to "0" when "Default Ship Account Type" in ShipExpress settings is "3rd party" or "recipient"
  • General UI enhancements
  • Added a "Clear" button for carton details (resets all details fields - i.e. no carton selected)
  • Added enhancement when quoting, set the selected carrier/service on the SO after the user clicks add to SO button
  • When purchasing a label we now filter line items in cartons to only inventory type items
  • Fixed bug where we were adding the wrong phone number to the labels
2019.5.0X - 5-15-2019 -Fishbowl 2019.5
  • Fixed bug where not pulling negotiated rates
2019.3.01 – 3-14-2019 - Fishbowl 2019.3
  • Fixed the bug when shipping international, ShipExpress now lets the user create a label if an individual product weight is under 1lb
  • Fixed bug displaying ship quote button error with international orders in sales order module
  • Fixed bug displaying incorrect quote weight conversion
  • Fixed bug where quote would not allow 9 or more cartons to be added to orders
  • Fixed bug where quote button would not display the quote window on FB Canada
2018.10.02 – 11/9/2018 - Fishbowl 2018.10
  • Fixed truncation bug on labels with 3 address lines
2018.8 – 8/23/2018 - Fishbowl 2018.8
  • New version number system to match Fishbowl.
  • International Shipping! Fill out a customs declaration form and print a commercial invoice without leaving Fishbowl.
2.3 – 7/12/2018 - Fishbowl 2018.7
  • Added Recipient and 3rd Party billing with the ability to store ship accounts per customer.
  • Now uses OAuth to connect and authenticate Shippo account (Reconnection is required in this version).
2.0 – 6/14/2018 - Fishbowl 2018.6
  • ShipExpress is no longer associated with Fishbowl Commerce. Settings are now completely within the plugin itself. No functionality has been added or removed.
  • If you update to this version you will be required to input your settings again.
1.13 – 9/28/2017 - Fishbowl 2016.14
  • Fixed weight issue using the quote feature with weight UOM other than lbs used
  • Fixed issue where add text on label was not linked to the create label button
1.11 – 8/7/2017 - Fishbowl 2016.14
  • Fixed bug with JX browser viewing labels
Commerce Release – 8/4/2017
  • Fixed issue with the check rates feature in the shipping info window
1.10 – 7/26/2017 - Fishbowl 2016.14
  • Fixed bug when using the create label button and the shipment has 6 or more cartons, only 5 labels were created
1.9 – 7/18/2017 - Fishbowl 2016.14
  • Fixed issue when a shipment has already been fulfilled manually in FB and the scheduled task is also trying to fulfill the shipment from ShipExpress
Commerce Release – 6/26/2017
  • Added Recipient and 3rd Party Billing functionality
  • Fixed bug when update carton cost option is checked and cost field not updating
  • Fixed various bugs in the commerce shipping window
1.8 – 5/8/2017 - Fishbowl 2016.14
  • Fixed an issue when the shipping information wasn't being pushed to ShipExpress after using the create label button.
  • Fixed "method not found in 3rd party library" error
1.5 – 4/4/2017 - Fishbowl 2016.14
  • Optimized address verification to ignore the first line of an address if it does not have number.
  • Added a setting to set retail rates to be displayed when getting ship quote.
  • Added a setting to use the declared value field on the ship carton to purchase insurance. Note: Insurance is purchased through http://www.shipsurance.com/
  • Added a setting to disable the shipping cost from being set on the shipment carton after creating a label.
  • Added a warning that shows when trying to run the ship quote without any carriers set to display rates.
  • Added a warning that shows when there is no phone number set for the default main office address in Fishbowl.
  • Updated the ship from "name" to pull from the name instead of the address name.
  • Fixed an issue where the ship from phone number was not being set properly.
  • Fixed an issue that was causing shipping services not be be imported when saving the ShipExpress settings.
  • Fixed an issue that was causing the Shippo Key not to save for new accounts.