DHL Rate Comparator And Shipment Tracking Zoho CRM .

2y ago
14 Views
2 Downloads
655.17 KB
10 Pages
Last View : 19d ago
Last Download : 2m ago
Upload by : Kamden Hassan
Transcription

DHL Rate Comparator and Shipment TrackingZoho CRM ExtensionUser ManualVersion 1.0Prepared By:

DHL Extension for Zoho CRM – User ManualTABLE OF CONTENTS1.OVERVIEW . 31.1.INSTALLING DHL EXTENSION . 31.2.GETTING DHL CREDENTIALS . 51.2.1.For UK and Rest of the world . 51.2.2.For US . 52.TRACKING DHL SHIPMENT . 52.1.3.DHL RATE COMPARATOR . 63.13.24.RATE COMPARATOR – WITHIN QUOTES MODULE. 6RATE COMPARATOR – WITHIN SALES ORDER MODULE . 8IMPORTANT NOTES . 94.14.25.INVOICE . 5SALESSIGNALS . 9COUNTRY CODE. 10SUPPORT CONTACTS FOR DHL EXTENSION – TIARA HELP DESK . 10ConfidentialPage 2 of 10

DHL Extension for Zoho CRM – User ManualDHL Rate Comparator and Shipment Tracking– Zoho CRM Extension: User Manual1. OverviewDHL is a German courier, parcel, and express mail service which is a division of the German logisticscompany Deutsche Post DHL. It is the leading global brand in the logistics industry. DHL Rate Comparatorand Shipment Tracking is an extension for Zoho CRM developed by Tiara, a Zoho Alliance Partner, andavailable in Zoho Marketplace for all Zoho users to deploy as an extension for Zoho CRM.Using this extension, Zoho CRM users can easily track your DHL shipment using DHL Tracking Number withinZoho CRM and also, get the DHL Shipping rate for different delivery options (service type) from within yourZoho CRM account.This User Manual document provides step-by-step instructions to install this extension from ZohoMarketplace, how to configure and use the shipment tracking functions within your Zoho CRM account.1.1.Installing DHL ExtensionGo to Zoho Marketplace and search for “DHL” to locate the extension and install directly from theMarketplace. Alternatively, you can install the DHL extension by logging in to your Zoho CRMaccount and follow the below installation instructions.To install the DHL extension from within Zoho CRM: Go to Setup Marketplace All. By default, all the Zoho extensions currently installedwithin your Zoho CRM account are listed. Go to “All Extensions” tab to view all availableextensions. Click All Extensions, browse/search for DHL, locate (see screenshot below) and then clickthe extension. The details about the extension will be shown. Click Install button. Make sure you check the “Agree to the Terms of Service” and “Authorize DHL Extension”checkbox and click Continue.ConfidentialPage 3 of 10

DHL Extension for Zoho CRM – User Manual Select one of the Profile of Users for whom you want to install the extension andclick Confirm as shown in the screenshot below Specify the credentials of your DHL account, Address of your Company / Organization andclick Save.ConfidentialPage 4 of 10

DHL Extension for Zoho CRM – User Manual1.2.Getting DHL CredentialsTo activate the DHL Extension, the below credentials are mandatory. DHL SiteID DHL Password1.2.1.For UK and Rest of the worldFor getting the SiteID and password for countries other than United States, you shouldcontact DHL account manager and request integration for XML Express API. The presalesshould provide you live credentials.1.2.2.For USFor getting the SiteID and Password for United States, you need to write toxmlrequests@dhl.com along with your full Account details like account number, region,address, etc. to get the credentials.2. Tracking DHL ShipmentThe user can track any shipment by entering DHL tracking number within the Invoice module of Zoho CRM.2.1.InvoiceIn Invoice module, the following custom fields are created after the successful installation of theExtension. Below are the details of the custom fields created by the extension within Invoicemodule. DHL Tracking Number : Text Field DHL Tracking Status: Text FieldEnter the DHL Tracking Number in the custom field and click SAVE button. Upon clicking the SAVEbutton, the shipment tracking information is fetched and displayed on the ‘DHL Tracking Status’.ConfidentialPage 5 of 10

DHL Extension for Zoho CRM – User Manual3. DHL Rate ComparatorIn addition to tracking the DHL shipment, user can also calculate the DHL shipment rate by providing thefollowing package parameters and also, compare the rate of different options and pick the best option. Weight of the ProductPackage Dimensions( Height/ Width/ Length)Package QuantityDimension and Weight UnitAddress of the addresseeAddress of the Sender3.1 Rate Comparator – Within Quotes moduleThe DHL Rate Comparator functionality is enabled within Quotes module of Zoho CRM. Followingcustom fields are created within Quotes module upon the installation of DHL Extension ConfidentialDHL Package HeightDHL Package LengthDHL Package QuantityDHL Package WeightDHL Package WidthDHL Price Breakup DetailDHL Service TypeDHL Shipping DateDHL UOM TypeDHL Weight Type::::::::::Decimal FieldDecimal FieldDecimal FieldDecimal FieldDecimal FieldText FieldDropdown FieldDate FieldDropdown FieldDropdown FieldPage 6 of 10

DHL Extension for Zoho CRM – User ManualAfter entering values for the above custom fields (except Price Breakup field and Service Type field),click SAVE button to display the Shipping Rate for each of the available Shipment Options in the ‘DHLPrice Breakup Detail’ field as shown in the below screenshot. The user can select any one of theavailable Shipment Option in DHL Service Type and the Shipment Cost will be added as a separate lineitem in the Quote, and the grand total is displayed.ConfidentialPage 7 of 10

DHL Extension for Zoho CRM – User Manual3.2 Rate Comparator – Within Sales Order moduleThe DHL Rate Comparator functionality is enabled within Sales Order module of Zoho CRM. Followingcustom fields are created within SO module upon the installation of DHL Extension DHL Package HeightDHL Package LengthDHL Package QuantityDHL Package WeightDHL Package WidthDHL Price Breakup DetailDHL Service TypeDHL Shipping DateDHL UOM TypeDHL Weight Type::::::::::Decimal FieldDecimal FieldDecimal FieldDecimal FieldDecimal FieldText FieldDropdown FieldDate FieldDropdown FieldDropdown FieldAfter entering values for the above custom fields (except Price Breakup field and Service Type field),click SAVE button to display the Shipping Rate for each of the available Shipment Options in the ‘DHLPrice Breakup Detail’ field as shown in the below screenshot. The user can select any one of theavailable Shipment Option in DHL Service Type and the Shipment Cost will be added as a separate lineitem in the SO, and the grand total is displayed.ConfidentialPage 8 of 10

DHL Extension for Zoho CRM – User Manual4. Important Notes4.1 SalesSignalsThe user will receive the real-time notifications for both the Rate Comparator & Shipment Trackingfunctionality inside the Zoho CRM as SalesSignals. SalesSignals notifications are displayed when youclick[the Notifications icon] on the top-right corner of the Zoho CRM home page. The signal willbe raised, when there is a value for Contact Name with valid email address.ConfidentialPage 9 of 10

DHL Extension for Zoho CRM – User Manual4.2 Country CodeIn order to calculate the Price Breakup details, it’s mandatory to provide the Country/Region Code asthe value in both the Extension Setting page (for Country) and Quotes/SO (for Shipping Country).Example: For India, the code is INFor United States of America, the code is USFor Australia, the code is AU5. Support Contacts for DHL Extension – Tiara Help DeskThank you for installing DHL Extension. If you have any questions or facing installation issues, please contactTiara Support Desk for Zoho Extensions via email at zohosupport@tiaraconsulting.com or call us at (925) 2184080.***ConfidentialPage 10 of 10

DHL Extension for Zoho CRM – User Manual Confidential Page 3 of 10 DHL Rate Comparator and Shipment Tracking – Zoho CRM Extension: User Manual 1. Overview DHL is a German courier, parcel, and express

Related Documents:

CMOS COMPARATOR 1. Comparator Design Specifications Vo (Vin - Vin-) VOH VOL (Vin - Vin-) VOH VOL VIL VIH (Vin - Vin-) VOH VOL VIL VIH VOS (b) (c) (a) Figure 1. Comparator Transfer Characteristics. A comparator is a circuit that has binary output. Ideally

USA Phone (425) 984 -4249 E-mail robert.mintz@dhl.com www.dhl-usa.com 1/6 DHL 20 21 Mid -Year SME Survey Mid-2021 State of U.S. SMEs and International Trade The pandemic and other global issues have had a large impact on small and medium-sized enterprises (SMEs) in 2020, which continued into 2021. .

detailed invoice data, including related shipment images such as Waybills, commercial invoices and other Customs documentation. It is a paperless, faster and more up-to-date way of keeping track of your financial transactions with DHL. DHL.COM/DHL.CO.TH Provides a com

DHL Parcel – Excellence. Simply delivered. www.dhlparcel.nl You can generate the invoice in My DHL Parcel. When you select a country with customs clearance creating a New shipment, a button will appear at the bottom of the page that will lead you to the Customs form.You can use the description and

HOW TO ARRANGE FOR SHIPMENT 1. Click "My sale" button in Home page. 3. Click "Arrange Shipment" button to prepare shipment. 2. Click "To ship" tab to see orders placed by buyer. Arrange shipment before the date stated to prevent Late Shipment! 10 2 1 3 SELLER EDUCATION HUB Arrange Shipment from Seller Centre - NinjaVan HOW TO ARRANGE FOR SHIPMENT

V VV. Comparator. X o K Lower-gain Amplifier-Based Comparator. V DD V B1 M 1 M 2 V B2 M 3 M 4 V IN V IN M 9 C L C L V OUT V OUT Amplifier-Based Comparator with Regenerative Feedback. Amplifier-Based Comparator with Regenerative Feedback. At the start of the comparison process, an amplifier-based comparator behaves as a linear amplifier.

DHL Express is the global market leader and specialist in international shipping and courier delivery services. We have been building and continuously improving our service for more than 50 years. Key to our success is the strength of our global network, spanning . DHL SAME DAY DHL CITYLINE Service description Express door-to-door pre 18:00 .

ASM Handbook Series on Heat Treating Expands to Four Volumes Springer Science Business Media New York and ASM International 2013 The recently-released Steel Heat Treating Fundamentals and Processes is the first of four upcoming ASM Hand-books on Heat Treating. Under the direction of an editorial team, including Jon Dossett and George Totten as Volume Editors, Volume 4A includes extensive .