FedEx Order Batch Integration - Wine Software

Wine Direct 4.1Procedural DocumentationFedEx Order Batch IntegrationTo transfer your orders from Wine Direct to FedEx ShipManager on a batch basis, first please contactMicroworks Technologies to set up an Integration Profile.Using the Wine Direct-Ship Manager integration to ship Ground shipments1. Launch Wine Directa. Log inb. Go to Sales & Fulfillment then ShippingMicroworks Technologies, Inc. 841 Latour Court, Suite C Napa, CA 94558t 707.224.9620 f 707.224.9622 support@winesoftware.com www.winesoftware.comUpdated: 5/8/13Page 1 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch IntegrationProcedural Documentationc. Select the Shipper, Carrier (FedEx) and Method (Ground) you’d like to process first. Youmust process the different methods (Ground, Overnight, etc) in different batches.Ground is special so needs to use its own integration profiled. In the Export Selection pull-down list, select “FedEx”e. Find the batch of orders you wish to process, highlight the batch(es) and click “Export”f.During the Integration setup, you will have selected a folder to export this file to. Pleasesave the file to this folder now.g. Click OKPage 2 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch IntegrationProcedural Documentationh. Minimize Wine Direct2. Launch FedEx ShipManagera. Click Integration, then select “FedEx Integration Assistant”b. Click Continue on the “Welcome to FedEx ” screenc. Click Continue on the “Preparing for a Successful Integration” screenPage 3 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch IntegrationProcedural Documentationd. Select the bullet next to Edit an existing profile and select the bullet next to“Club Batch Wine Direct”e. Click Continuef.Click “Import” then click “Match”a. Scroll down to “Weight” and enter the weight of the wine club packageg. Click SavePage 4 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch IntegrationProcedural Documentationh. On the dialog box, click “Save” then “Yes”i.j.Close the Integration Assistant screenChange the Integration, to Club Batch Ground WDi. Click Integration then Club Batch Ground WDNote: If it is already selected, Select “None” then re-select.3. Click “Start” to import the file4. As it imports, it will print your shipping labelsa. When it is done, click “Close”5. Check Hold Filea. If there are orders that could not be shipped, they will be in the hold filePage 5 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch IntegrationProcedural Documentationb. Click “Shipping List” then “Hold File”c. Determine what needs to happen with these packages. If you need help interpreting,reach out to Microworks or FedEx.6. Change profile back to Nonea. Click “Integration”b. Click “None”c.7. Close FedEx Ship Manager8. If you would like to verify tracking numbers, you may do so by clicking the Tracking Detailsbutton in the Ship Orders List Editor.9. You will see the tracking number in the lower right hand corner of the screenPage 6 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch IntegrationProcedural Documentation10. When ready to mark the orders as shipped, close the Ship Orders – List Editor and return to theshipping screen.11. With the orders selected that you have shipped, click “Mark Shipped”That’s it!Page 7 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch IntegrationProcedural DocumentationUsing the Wine Direct-Ship Manager Integration to ship non-Ground shipments1. Launch Wine Directa. Log inb. Go to Sales & Fulfillment then ShippingPage 8 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch IntegrationProcedural Documentationc. Select the Shipper, Carrier (FedEx) and Method you’d like to process first. You mustprocess the different methods (Ground, Overnight, etc) in different batches. Ground isspecial so needs to use its own integration profile.d. In the Export Selection pull-down list, select “FedEx”e. Find the batch of orders you wish to process, highlight the batch(es) and click “Export”f.During the Integration setup, you will have selected a folder to export this file to. Pleasesave the file to this folder now.Page 9 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch IntegrationProcedural Documentationg. Click OKh. Minimize Wine Direct2. Launch FedEx ShipManagera. Click Integration, then select “FedEx Integration Assistant”b. Click Continue on the “Welcome to FedEx ” screenc. Click Continue on the “Preparing for a Successful Integration” screend. Select the bullet next to Edit an existing profile and select the bullet next to“Club Batch Wine Direct”Page 10 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch IntegrationProcedural Documentatione. Click Continuef.Click “Import” then click “Match”a. Scroll down to Service Type and enter the method you are shipping the packageb. In the “Weight” field, enter the weight of the wine club packageg. Click Saveh. On the dialog box, click “Save” then “Yes”i. Close FedEx Integration Assistant screen1. Change the Integration to Club Batch Wine Directc. Click Integration then Club Batch Wine DirectNote: If it is already selected, Select “None” then re-select.Page 11 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch IntegrationProcedural Documentation3. Click “Start” to import the file4. As it imports, it will print your shipping labelsa. When it is done, click “Close”5. Check Hold Filea. If there are orders that could not be shipped, they will be in the hold fileb. Click “Shipping List” then “Hold File”c. Determine what needs to happen with these packages. If you need help interpreting,reach out to Microworks or FedEx.6. Change profile back to Nonea. Click “Integration”b. Click “None”c.7. Close FedEx Ship Manager8. If you would like to verify tracking numbers, you may do so by clicking the Tracking Detailsbutton in the Ship Orders List Editor.9. You will see the tracking number in the lower right hand corner of the screenPage 12 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch IntegrationProcedural Documentation10. When ready to mark the orders as shipped, close the Ship Orders – List Editor and return to theshipping screen.11. With the orders selected that you have shipped, click “Mark Shipped”That’s it!Page 13 of 13

Microworks Wine Direct 4.1 – FedEx Order Batch Integration Procedural Documentation Page 3 of 13 h. Minimize Wine Direct 2. Launch FedEx ShipManager a. lick Integration, then select “FedEx Integration Assistant” b. lick ontinue on the “Welcome to FedEx ” screen c. lick ontinue on the “Preparing for a Successful Integration” screen