3G Pacejet Shipping

3G Pacejet Shipping is a web based shipping platform that can be used to shop shipping rates and auto package items.

Note

You must have the 3G Pacejet Shipping "Any ERP" integration.

Sending orders to Pacejet for shipping and then importing the shipment information back into Acctivate requires the Shipping Workstation license.

Overview

Sales orders can be exported to Pacejet where a shipment can be created a shipped. The shipment information is then exported from Pacejet back into Acctivate.

Setup

The initial set up is configured in the Services section of Configuration Manager.

Integrate your Pacejet Account

  1. Obtain your Location and API License Key for the Any ERP integration from Pacejet. You may need to contact your Pacejet account representative for this information.
  2. In Acctivate, open the Configuration Manager and navigate to the Pacejet configuration screen (File → Configuration Manager → Services → Pacejet).
  3. Click Edit, check the Enabled checkbox, and enter your Location and API License Key.
  4. Click the Sync codes list from Pacejet button to ensure all information is up to date.

Conversions tab
The Conversions tab includes the conversion of Carriers and Carrier Services between Acctivate and Pacejet.

After clicking the Sync codes list from Pacejet button, the table will populate with the Pacejet carrier and carrier service codes which will be matched, where possible, to the corresponding Acctivate Carrier and Carrier Service values. You may need to add or update conversions for carriers and services. There should not be multiple Acctivate services mapped to the same Pacejet service.

Use the drop-down to change between Carrier and Carrier Service mappings.

Shipment Import tab
The Default Freight Terms option assigns a default Freight Term to orders exported from Acctivate to Pacejet. However, this can be overridden in Pacejet. When the shipment is imported back into Acctivate, it will use the Freight Terms assigned to the shipment in Pacejet.

The Freight Terms values are used to determine whether or not the shipping charge should be added to the Invoice in Acctivate.

When importing shipments, these Freight Terms will results in the shipping charge being added to the Acctivate invoice:

  • Prepaid and Charge
  • Shipments without Freight Terms

When importing shipments, these Freight Terms will not result in the shipping charge being added to the Acctivate invoice:

  • Bill Recipient
  • Collect
  • Consignee Billed
  • Prepaid
  • Third Party Billing

Optional Pacejet Configuration
At the top of the Pacejet configuration page, a Verbose logging option exists. You should not enable this option unless instructed to by the Acctivate support team.

  • When disabled, a single Pacejet synchronization log will be created for each day. Open the shipping workstation log folder from the Help menu. It is strongly recommended that this option remain disabled and only be enabled for troubleshooting.
  • When enabled, a folder for each day will be created in the ShipWorkstation log directory. The daily folder will contain each Pacejet API request and response. With each Pacejet sync, Acctivate will delete one days worth of verbose logs (a single sub-directory of the ShipWorkstation log directory). Only Pacejet log folders with the format of yyyy-mm-dd that are older than 14 days will be deleted. This keeps the number of log files growing too large while still maintaining the two most weeks of logs.

Configure Ship Via options
When exporting orders to Pacejet, only orders which have a certain Ship Via are included.

  1. Go to the Sales Orders section of the Configuration manager.
  2. Click on Ship Via to view the Ship Via options.
  3. Click Edit. In the Send To column, you'll select Pacejet if that Ship Via should send the sales order to Pacejet. For Ship Via's, such as "Customer Pickup", that you don't want to be sent to Pacejet, leave the Send To column blank.
  4. You can Save and close the Configuration Manager.

Additional Setup and Considerations

  • Ensure that warehouse and customer addresses use the ISO-2 format for country codes. E.g., "US" rather than "USA".
  • Acctivate sends the sales order's Ship To address to Pacejet. Ensure that customers have the correct Ship To addresses configured in the Enter Customer window to ensure that orders are consistently created with the correct address.
  • For the best integration experience, set up your products in Pacejet with as much information as available. Some shipment values will come from Acctivate if they are provided, otherwise, the Pacejet default values will be used. For example, see the Total Weight in the Commodity/International section of the Pacejet Export docs below.
  • The product description from Acctivate is not set to Pacejet. The Description field in the Commodity/International section of a Pacejet shipment is used to display the Commodity Code.

Usage

Once configured, Pacejet shipments for Acctivate orders can be imported into Acctivate.

Pacejet Export

Request Ship Quote
If a sales order is assigned a Ship Via that is configured to be sent to Pacejet, a ship quote can be requested by selecting Request Ship Quote from the Action menu of the sales order. Once selected, the Acctivate order will be exported to Pacejet and your internet browser will open and you will be asked to login to Pacejet if you're not already logged in. Once logged in, you will see the order in the Rate & Ship page where you can rate the shipment and select the rate.

The rate quote will be imported into the Acctivate sales order as a line item. This line can manually be deleted if a new quotes is generated.

Send Order to Pacejet for Shipping
If a sales order is assigned a Ship Via that is configured to be sent to Pacejet, the Next Suggested Action button will change to Pacejet when the workflow status is changed to Packaging, whether using the Action... → Change Workflow Status menu in the Edit Order window or by printing the Pack List which updates the workflow status to Packaging. Clicking the Pacejet Action button or using the Action... → Send to Pacejet menu option on the sales order will send the order to Pacejet. Alternatively, you can select a range of sales orders in the Order Manager and use the Action → Send to Pacejet option to export them.

Orders exported to Pacejet can be found in the Shipping Workbench. The Acctivate order number will be listed in the Order column.

The following qualifications must be met in order to export an order to Pacejet:

  • Only sales orders are included. Credit memos and quotes are not eligible to be sent to Pacejet.
  • The sales order must be assigned a Ship Via which is configured to be sent to Pacejet.
  • The sales order must have at least one scheduled line item.
  • All lines must use the same warehouse.
  • The sales order must not have a credit hold.

Below is a list of Pacejet fields that are populated from Acctivate sales order data fields. The mapping cannot be altered:

Shipment

  • Details
    • Order: The Order Number from the Acctivate sales order.
    • Purchase Order: The customer PO number from the Acctivate sales order.
  • Ship From
    • Company: The Acctivate company name.
    • Contact Name: The Ship Attention for the Acctivate warehouse.
    • Phone: The Phone number for the warehouse.
    • Address 1: Address line 1 for the Acctivate warehouse.
    • Address 2: Address line 2 for the Acctivate warehouse.
    • City: The city for the Acctivate warehouse.
    • State: The State for the Acctivate warehouse.
    • Zip/Postal: The Zip for the Acctivate warehouse.
    • Country: The Country for the Acctivate warehouse. The country should be in the ISO-2 format. E.g., "US" rather than "USA".
  • Ship To
    • Company: Company name from the Acctivate customer record.
    • Contact Name: The contact name.
    • Email: The contact email.
    • Phone: The contact phone.
    • Address Lines:
      • If the Company field in the customer record matches line 1 of the Shipping Address field, then the following mappings occur:
        • Company: Address line 1 from the Shipping Address field of the sales order.
        • Address line 1: Line 2 from the Shipping Address field of the sales order.
        • Address line 2: Line 3 from the Shipping Address field of the sales order.
        • Address line 3: Line 4 from the Shipping Address field of the sales order.
      • If the Company field in the customer record doesn't matches line 1 of the Shipping Address field or the company is blank, then the following mappings occur:
        • Company: Company name from the Acctivate customer record.
        • Address line 1: Line 1 from the Shipping Address field of the sales order.
        • Address line 2: Line 2 from the Shipping Address field of the sales order.
        • Address line 3: Line 3 from the Shipping Address field of the sales order.
        • Address line 4: Line 4 from the Shipping Address field of the sales order.
    • City: The Shipping Address city.
    • Zip/Postal: The Shipping Address Zip/Postal.
    • Country: The Shipping Address Country. If no country id defined, then the Acctivate company's home currency will be used to determine the home country. The country should be in the ISO-2 format. E.g., "US" rather than "USA".

Package Information

  • Dimensions (Length, Width, Height): The Length, Width, and Height values from the Product window if they are non-zero, otherwise the defaults in Pacejet are used.
  • Dimensions unit: The default unit used by Acctivate is "In".
  • Weight: The total weight for the scheduled quantity.
  • Weight UOM: The Weight Metric UOM from the Inventory Options section of Configuration Management.
  • Declared Value: The scheduled amount from the sales order line.

Commodity/International

  • Quantity: The scheduled quantity in its stocking unit.
  • Unit Price: The unit price in the customer's currency.
  • Total Weight: The total weight for the line (scheduled stocking qty * weight). If the sales order weight is non-zero then it is used, otherwise, the default weight in Pacejet is used.

Message / Notification

  • Recipient: The contact email from the Sales Order in Acctivate.

Pacejet Import

The importing of Pacejet shipments happens automatically every five minutes, the same interval as the Shipping Workstation Sync. However you can trigger it by going to Sales → Shipping Workstation Sync and clicking Sync. Any Pacejet sync errors will also appear in this window.

Shipment Import Pacejet shipments for Acctivate orders will be imported into Acctivate and matched to the Acctivate order based on the Order Number.

The following shipping information can be found on the Packages tab of the Enter Sales Order window:

  • Shipment Date: The shipment date from Pacejet.
  • Carrier: The carrier from Pacejet.
  • Service: The service from Pacejet.
  • Tracking Number: The Tracking Number from Pacejet.
  • Weight: The Weight of the package from Pacejet.
  • Collect: Not supported.
  • Charge: Acctivate imports the "Freight Total Price" from Pacejet, which follows Pacejet's best practices. The Pacejet UI may display the "Freight List Price" which is the list price, if a carrier provides one.
  • Handling: Not supported.
  • Insured: This box will be checked if Carrier Insurance was selected in the Special Services section of a shipment in Pacejet.
  • Insured Value: The amount from the Insure field found in the Packaging Information section of Pacejet.
  • COD: Not supported.