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Overview
This fully integrated shipping solution will allow for you to process shipments from within the Ship Sales Order and or Create Invoice Screens. It allows you to create multiple packages/boxes and automatically calculate the weight of them by using the weight field from the AccountMate inventory, also it automatically and accurately calculates the insurance value for each package and allows you to assign 3rd party billing from account number stored in the AccountMate customer record, all seamlessly integrated.
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Features
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Package Definition - add items to individual or multiple packages and make changes on the fly, with simple drag and drop operations.
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ShipIT Interface (Click to enlarge)
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Prints carrier approved Shipping Labels after saving each Invoice or in batches.
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It writes back to the AccountMate Invoice a detail of the shipment including: package weight, value, freight amount, insurance amount, tracking number, etc. This info is maintained on a separate invoice child table for easy access.
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Amend shipments within the Amend Invoice function as long as the shipment has not been closed for the day.
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Build a Cross Reference Table for your shipping carriers to match the ShipIT available carriers.
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New Package Tracking and Information Screen allows viewing, printing or faxing Invoiced package information from within AccountMate.
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Details
This system allows you to create package definitions on the Ship Sales Order screen and to the Create/Amend Invoice screen. It also supports Auto-Invoice generation, so if this function is used, the boxes will automatically be assigned to their corresponding Invoice.
An additional box has been added in the Customer Maintenance form. This box defines the default for Freight Billing for each individual Customer and the account number to be billed if "Recipient" or "Third Party" is selected. Modification of packages after they are sent to ShipIT is allowed, as long as the "end of day" has not been processed.
The system provides a setup window for Term and Carrier mapping so existing items in VAM can be mapped to their corresponding items in ShipIT. For example: If you have set up "UPS" in VAM, you will want to map it to "UPS Ground" in ShipIT.
Operation
The process to create box definitions is almost the same for both the “Ship Sales Order Screen” and the Create/Ammend Invoice” Screen in order to maintain system and screen consistency:
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1.
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Open the Ship Sales Order/Create Invoice screen.
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Shipment Tracking Report (Click to enlarge)
Shipment Tracking Screen (Click to enlarge)
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2.
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Enter the quantities to be shipped.
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Open the box definition screen by clicking on the “Define Contents” button in the ShipIT Interface button set.
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Create the box definitions by creating boxes and assigning items to them.
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5.
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Close the definition screen and click the “Send to ShipIT” button in the ShipIT Interface button set.
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The information is sent to ShipIT. At this point, the ShipIT interface window will open. All the package information, including carrier and terms will be preloaded onto the form.
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Make any necessary adjustments (if any), and save the shipment. Focus is then returned to AccountMate. All the information generated by ShipIT is returned to VAM and can be seen by opening the package definition screen.
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8.
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Save shipment/invoice in AccountMate.
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Supported Carriers
UPS
FedEx
USPS
DHL
LTL (Roadway,Con-Way,Yellow, Etc.)
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System Requirements:
Windows XP Professional or Vista
ShipIT Server for ACCOUNTMATE/AccountMate
AKA ShipIT Interface
ACCOUNTMATE/AccountMate SQL ver 6 and above
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* Powered by the Malvern Site Server
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