Setting up transporters for use with an integration

Table of contents

• Introduction
• Step 1: Adding transporters
  • General steps
  • nShift Delivery example
• Step 2: Adding transport agreements
  • General steps
  • nShift Delivery
• Step 3: Address of the sender
• Next step

Introduction

If you have integrated Ongoing WMS with a shipping platform, you must set up some information regarding transporters before you can begin using the integration. There are three things to do:

1. Add all transporters and transporter services to Ongoing WMS.
2. Set up a transport agreement for each goods owner and transporter.
3. Input the address of the sender which will appear on the shipping labels. (This step is only applicable for some shipping platforms.)

Step 1: Adding transporters

General steps

To add transporters and transporter services to Ongoing WMS, follow these steps:

1. Go to Registers ⇒ Transport Companies.
2. Click on the button Check which transporter services are available.
3. A new window appears which lists every available transporter and transporter service.
4. Select each transporter service that you want to use, and click Import.

nShift Delivery example

As an example, say we have set up an integration with nShift Delivery. When we click on Check which transporters are available in Ongoing WMS, we see a list of transporters and services which are available for us to use. In the below screenshot, we are importing two new services:

Step 2: Adding transport agreements

After you have added transporters, you must also add transport agreements to each goods owner where you want to use the integration. Each goods owner must have a transport agreement for each transporter that you wish to use with that goods owner.

General steps

To add transport agreements, follow these steps:

1. Select a goods owner.
2. Go to Registers ⇒ Transport Agreements.
3. Click on the button Import agreements from integrations.
4. A new window appears which lists every available agreement.
5. Select the ones which belong to the current goods owner, and click Import.

nShift Delivery

To be able to use Import agreements from integrations with nShift Delivery, you need to ask nShift to enable REST API Address book on your account.

If you don't want to do that, then the agreements have to be added manually instead. Click here to learn how to do it.

Step 3: Address of the sender

This step only applies to these systems:

• EasyPost
• Ingrid
• Multiparcels
• Qapla
• shipcloud
• Shipit
• Shipmondo
• Transsmart
• Webshipper

For these systems, Ongoing WMS controls what the address of the sender is. By default, the sender address will be the same as the warehouse address. To check which warehouse address is used for a particular goods owner, do this:

1. Go to Administration ⇒ Goods owners and click edit on the goods owner in question.
2. Make a note of which warehouse has been set as the goods owner's default warehouse.
3. Go to Administration ⇒ Warehouses and open the warehouse from step 2.
4. Check which address it has. This address will be used as the sender address.

If you need to customize the sender address in some way, please contact Ongoing.

Next step

You are now ready to begin using the integration.