Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.



Panel
borderColor#717175
bgColorWhite
titleColorWhite
titleBGColor#117CA8
titleStep-by-step process
  1. Get your test credentials (as explained here).
  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 the labels for FedEx.
  6. Send the labels 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


Ui expand
titleEnabling the Test Mode


Ui steps
sizesmall

To activate this option, please follow the next instructions.

Ui step

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


Ui step

 Under the Integrations option, click on FedEx Integration.


Ui step

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


Ui step

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.




Ui step
Click on Save to finish.




Ui expand
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.


Ui steps
sizesmall


Ui step

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


Ui step

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


Ui step

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.


Ui step

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


Ui step

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.




Ui expand
titleSending Shipment Information and Printing the FedEx Test Labels


Ui steps
sizesmall


Ui step

Click on Shipping>>Inventory.


Ui step

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


Ui step

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


Ui step

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


Ui step

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


Ui step

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.





Ui expand
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. To obtain the test credentials (which are required in the form), read How to Get your Test Credentials in FedEx.


Ui expand
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.




Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ("fedex-api","fedex-integration","fedex-settings","enable-fedex")


Ui text box
sizemedium

(lightbulb) Roles enabled to perform this action: Admin, Accounts Payable.