FedEx and UPS Tracking

The system features integrations with both the UPS and the FedEx tracking services. This includes:

• On-demand, or through Jobs that run nightly or hourly, the system can pull the latest tracking information from FedEx and/or UPS.

• The system updates all UPS and FedEx Shipments connected to Shipped Orders and Transfers. With each Shipment record, it saves the current tracking status, and updates the dates the Shipment was shipped, delivered and/or expected to be delivered.

• The jobs can also automatically update Order dates, Order statuses, Transfer dates, and Transfer statuses based on the information from FedEx and UPS. (In turn the status changes can trigger other actions such as notifications.)

• A built-in Report shows all the latest FedEx and UPS tracking information that has been pulled down.

Topics covered in this document:

How to Set Up the Connection with FedEx

To connect your system to your FedEx account, follow the steps here: How To Connect With FedEx

How to Set Up the Connection with UPS

The process for setting up UPS is slightly different than FedEx's. To connect your system to your UPS account, follow the steps here: How To Connect With UPS

How to Set Up and Activate the UPS and FedEx Tracking Jobs

Tracking Job Settings

1. Visit the Shipping Setting screen, and look under the "Tracking Job Settings" for important configurations used by both the FedEx and UPS Tracking jobs:

• Update Order Statuses - Various Settings: You can tell the jobs the change Order statuses with these settings. When a job sees that an order's shipment has been shipped or delivered, it can update the order to a relevant status. For example, if an outbound shipment has been delivered to a customer, you can tell the job to mark the order as "Arrived/Picked Up".

• Update Order Dates - Various Settings: Similarly, you can tell the jobs to update the dates on the order. For example, if an outbound shipment has been delivered to a customer, you can tell the job to set the "Arrived/Picked Up On" date to the time it was delivered. When you do this, the system also updates the subsequent "expected" dates such as "Expected Shipping Back".

• Update Transfer Dates Setting: This is a simple boolean yes/no setting that tells the jobs to use the retrieved tracking information to update the dates of the Transfer, when a tracked shipment is associated with a Transfer.

• Update Transfer Statuses Setting: This is a simple boolean yes/no setting. When a tracked shipment is associated with a Transfer, use the retrieved tracking information to update the status of the Transfer to Shipped when the shipment is shipped and Received when the shipment is delivered.

2. Configure the Job settings for the FedEx or UPS Tracking Jobs. Under Operations -> Site Jobs, select Site Job Settings next to each job. The Jobs have a reasonable set of defaults, but you can adjust them on the Site Job Settings screen.

The Jobs have a reasonable set of defaults, but you can adjust them on the Site Job Settings screen.

• Order Statuses: This is a comma-separated list of Order Statuses that limit which Shipments the Job will query FedEx and UPS for. Leave blank to use the default set of statuses. By default, the job will pull tracking information down from FedEx for Shipments that are associated with Orders in Shipped through NotComplete status.

• Transfer Statuses: This is a comma-separated list of Transfer Statuses that limit which Shipments the Job will query FedEx and UPS for. Leave blank to use the default set of statuses. By default the job will pull tracking information down from FedEx for Shipments that are associated with Transfers in Shipped status.

• Unit Statuses: This is a comma-separated list of Unit Statuses that limit which Shipments the Job will query FedEx and UPS for. Leave blank to use the default set of statuses. By default the job will pull tracking information down from FedEx and UPS for Shipments that are associated with Units in ComingFromPurchase, Assigned, Shipped, Returning, or Missing status.

To activate the UPS and FedEx Tracking Jobs, follow these steps:

The process for setting up the FedEx Tracking Job is shown below, but the process is exactly same for the UPS Tracking job. Both jobs are accessible from Operations -> Site Jobs.

1. Visit each Job's details screen under Operations -> Site Jobs.

2. Adjust the following Job parameters to activate it:

• Set the Is Active field to true.

• Define the Next Fire Time - set this to the time of day, hour, and minute you wish the job to run automatically.

• Define the Frequency - Hourly or Nightly is recommended.

   

To run the job manually, follow these steps:

1. Select "Run Now..." under the three-dots menu.

2. Review the job settings and click Run Now to run the job.

To view the latest tracking information pulled down from FedEx and UPS:

1. Whether the job is run manually or automatically, the system stores the tracking information with each Shipment in the system. You can review the tracking information directly through a built-in Report called "Shipments With Recently Updated Tracking Info." You can find and run the Report under the System -> Reports, Jobs & Integrations -> Reports screen.

2. Click Run Report to view the report.