Integration for ERPNext with eShipz Platform

Integration for ERPNext with eShipz Platform

A Shipping Integration for ERPNext with eShipz Platform


Features

  1. Creation of Shipment by Selecting the Service: Easily create shipments by selecting the desired service from eShipz.
  1. Rule-Based Shipment Creation: Automate shipment creation based on predefined rules.
  1. Printing Shipping Labels: Generate and print shipping labels directly within the Shipment DocType.
  1. Parcel Dimensions Templates: Use predefined templates for parcel dimensions to streamline the shipment process.
  1. Shipment Tracking: Track your shipments within ERPNext.
  1. Shipment Status Update: Automatically update the shipment status within the Shipment DocType.
Setup -

You will be able to install featured apps from the marketplace only for your site. To install eShipz app: 

Click on Apps tab of your Site's dashboard.



Click on Install App



Select the eShipz app  to install




Sites on Private bench groups 

You can add the eShipz app from the marketplace to your bench group and then install it on your site. To install the eShipz app on a site on a private bench group you have to add the app in 2 places.

Bench Group 

Click on the Apps tab of your Bench Group's dashboard.


Click on Add App


Select any marketplace app or follow this guide to install a custom app.


Click on the Update Available button to create a new deploy so that your site can install the app.


Select your site while doing the update and click on deploy and update.


Site 

Once the update is done click on Apps tab of your Site's dashboard.


Click on Install App.



Select the app added earlier to install.



The installation is done successfully.

Now setup your eShipz app using the below steps:

API Key Setup:

  1. Obtain an API key from your eShipz account.
  2. Navigate to eShipz Settings in ERPNext.
  3. Enter the API Token from eShipz in the appropriate field.











Rule-Based Shipment Setup:
  1. Obtain necessary access from eShipz for rule-based shipment creation.
  2. Enable Allocation in eShipz Settings within ERPNext.












Shipment Creation
1. Create Sales Invoice: Generate a sales invoice for the order. If necessary, create an eWay bill.
2. Create Delivery Note: Generate a delivery note against the sales invoice.
3. Create Shipment: Navigate to the Delivery Note and initiate the shipment creation process.



4. Select Shipment Details: Choose the purpose of shipment, pickup type, and delivery type.


















5. Add Parcel Information: Enter the number of parcels, pickup date, and a description of the content.




6. Create Shipment: Click on the 'Create Shipment' button and select the desired service from the available options.
















7. Assign Items to Parcels: Select the items for each parcel and submit the shipment for creation.



8. Manage Shipment: Use the available buttons to download or print the shipping label, cancel the shipment, track the shipment, and update the shipment status.





Rule-Based Shipment Creation


Enable Allocation: Ensure Allocation is enabled in eShipz Settings.

Follow Steps 1 to 5 from Shipment Creation: Follow the initial steps to create a shipment, as outlined above.


6. Create Rule-Based Shipment: Click on the 'Create Rule Based Shipment button. Select the items for each parcel and submit the shipment for creation.



7. Manage Shipment: Use the available buttons to download or print the shipping label, cancel the shipment, track the shipment, and update the shipment status.

























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