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Overview


Excerpt

Before moving your FedEx integration into production, FedEx requires you to print a label from a test environment and send it for approval. In this section, you will find instructions to set up the test environment.


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titleStep-by-step process
  1. Get your test and production credentials from FedEx.
  2. Enter your test credentials and enable the FedEx Test Environment (from the FedEx setup screen).
  3. Create a test customer.
  4. Create an order for the FedEx test customer and send the details of the boxes within it to FedEx.
  5. Print and scan the labels to submit for evaluation.
  6. Send the labels scanned and the Label Evaluation Cover Sheet to label@fedex.com.
  7. Once you get the approval from FedEx, move your integration into production, as explained in FedEx Integration.


Instructions


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titleEnabling the Test Mode


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To activate this option, please follow the next instructions.

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 Go to Setup>>Settings.  (Multilocation companies must go to Setup>>Locations and select the location).


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 Under the Integrations option, click on FedEx Integration.


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 The FedEx integration window will pop up. Check the Enabled FedEx Integration option and click on Continue, in the confirmation window.


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In the drop-down menu, select Test, read the What's this? instructions and enter your test credentials obtained from the FedEx portal. In case you do not have those credentials, read How to Get your Test Credentials in FedEx.


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Click on Save to finish.




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titleCreating a Test Order for FedEx


Info
titleImportant

We recommend you to test your FedEx integration using a dummy customer. Read Creating a Customer to Test your FedEx Integration for more instructions on this.


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 Go to Order Entry > Add Order. Select the FedEx test customer created, Date and Carrier (it must be "FedEx")


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 Save the order information and add a box by clicking on the Add items green button.


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Once you click on Add Items, the Inventory window will open.  Fill in the "Qty"  and change the price if needed (You can either enter $0 in the price or enter the landed cost as the price since there were no gain or loss), press the "Enter" key to add the item or click on Add.


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Once you have added the required items, close the Inventory window. Click on Save if everything is correct.


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This is how your test order should look like. Notice the FedEx Details information below the invoice details. Keep the invoice number for the next process.




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titleSending Shipment Information and Printing the FedEx Test Labels


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Click on Shipping>>InventoryShipping>>Order Summary.


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Use the available filters to find the order test created in the prior process. 


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 Hover the mouse over the warning icon  in the carrier column and click on Change FedEx Details.


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The FedEx Integration window will appear. Verify the information and click on Save and Process to finish.


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The FedEx Integration window will appear. Verify the information and click on Save and Process to finish.


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The information will be sent to FedEx. If the process finishes successfully, a confirmation window will appear with the tracking number. You also will be able to download the labels for the shipment.





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titlePreparing your FedEx Test Labels

You can print your labels from the Shipping>>Order Summary screen. 


Warning
titleImportant

Make sure of printing and scanning your labels, as you must submit a scanned image of your labels for approval.


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titleSending the Labels to FedEx for Approval

Once you have successfully generated the labels for FedEx, send them for approval to the email address label@fedex.com. To speed up your evaluation process, you should also submit along with your test labels the Label Evaluation Cover Sheet form. Click here to download the FedEx Web Services Label Certification Guide that contains the Label Evaluation Cover Sheet in the last page.


Info
titleImportant

Notice that the Label Evaluation Cover Sheet requires you to enter information both from your production environment (Authentication Key and Meter Number) and from your test environment. To obtain your credentials in test read How to Get your Test Credentials in FedEx and to obtain your credentials in production, read How to Get your Account Details in FedEx.



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titleTurn on the Production Environment

Once your labels are approved by the FedEx team, you will receive an email notifying you that you are ready to use your integration ins production. Follow the steps explained on How to Activate the FedEx Integration.

Tip
titleTip

We recommend you to void the test order created. Learn more on How to Void an Order.




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