NRGship Pro for UPS now supports QuickBooks Online

Recent updates to NRGship Pro for UPS include support for QuickBooks Online. Now you can easily ship from QuickBooks Online with ease from your Mac. Once configured, simply enter an order # to have destination information auto-populated. You can then capture weights from a digital scale and output labels to thermal printer or other device. After shipment, the order will be updated in QuickBooks so that tracking data is displayed for full visibility.  Contact NRG Sales for further information on integration with QuickBooks Online.

Connecting NRGship Pro to QuickBooks Online
How to ship QuickBooks Online invoices from NRGship Pro

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Ship from QuickBooks Online with NRGship for UPS

NRGship has found ways to make it a snap for you to create UPS labels from your invoices or contacts with QuickBooks Online.

NRGship for UPS offers several methods with macOS data detection capability. Learn how you can ship from your QuickBooks Online invoices below or visit NRGship for more helpful tips. NRGship Pro for UPS provides direct intgeration to QuickBooks Online invoices for even quicker shipping.

Quickly ship QuickBooks Online invoices with NRGship for UPS

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Ship from QuickBooks for Mac with NRGship

While there are no directly integrated shipping options from QuickBooks for Mac, NRGship has found ways to make it a snap for you to create UPS labels from your invoices or contacts.

NRGship for UPS offers several methods with macOS data detection capability. Learn how you can ship from your QuickBooks invoices below or visit NRGship for more helpful tips. NRGship Pro for UPS provides direct intgeration to QuickBooks Online invoices for even quicker shipping.

 

Quickly ship from a QuickBooks invoice
Sync your QuickBooks customers to the macOS Address Book

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Updating FileMaker data with Zebra mobile devices

We were recently working on a project where we needed to verify order fulfillment and staging prior to pickup by the shipping carriers.

In most instances, we’d use FileMaker Go on an iPod Touch or iPad for mobile users, but this project required that we scan barcodes quickly for optimum performance.

As a proof of concept, we created a simple FileMaker Web Direct interface so that staff could scan boxes as they were packed, and before they were put onto a pallet. The Zebra TC20 is an Android 8.1 device that accesses Web Direct with it’s Chrome browser thru a wireless connection. The TC20 is ruggedized and features a built-in barode scanner which is perfect for use in a warehouse environment.

In the video below, you can see how this streamlined interface works. The user can choose from two scanning modes – one to verify packing and the other to mark which pallet the package is on awaiting pickup. We used just a single field for barcode scanning to reduce the overall complexity.

One option we considered was using FileMaker Go on an iPod Touch or iPad. We decided not to go this route for a variety of reasons:

  • Scanning barcodes is trickier with multiple appearing on the package. We wanted to reduce the chance of false-scans using the camera on the mobile device
  • External barcode scanners on iOS can be clunky to use. With the Zebra it’s one device to manage.
  • Using the the iPod Touch or iPad would require a ruggedized case
  • There’s greater chance of loss of device with an iPod Touch or iPad with seasonal staff
  • Using a iPod Touch sled like the Linea Pro adds considerable cost and requires the use of custom plugins along with the iOS App SDK.

Another alternative to using Web Direct is building a native web app that communicates with the FileMaker backend using the Data API to update order status.

Please contact our Sales Department for further information if you’d like help creating a mobile warehouse solution.

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Let’s look at a Claris Connect flow for Shopify Shipping

One of the features Claris touts is the ability to create UPS labels thru their Claris Connect product. While appropriate for some basic use cases, their workflow for performing shipping has some serious limitations. Let’s talk about the Claris Connect flow in this graphic.

The process of creating an order in FileMaker from Shopify makes sense if you have inventory already in FileMaker and would like to make sure you have proper quantities available, or you have need to have all orders inside FileMaker. However, if you were using Shopify and were doing basic shipping, it’s likely that you would already be using intergrated shipping inside of Shopify instead of some alternate solution like Claris Connect.

The remainder of the flow shown is incorrect. In order to create a label you need to know the weight of the box and package dimensions. Most often the ecommerce system will determine shipping rates based on product weight, but it doesn’t include things like packaging and dimensions which can increase cost. If you create a label with the wrong weight you’re going to incur additional surcharges down the line, after the customer has been charged for shipping.. Next, you would not create a label and then send an alert to order processing, as you’d process an order before shipping. Lastly, Claris Connect doesn’t have the ability to update a Shopify order which is criticial to completing order fulfillment.

There are also a number of deficiencies in Claris Connect and it’s connectors, for example:

  • UPS shipping in Claris Connect supports single packages only
  • UPS shipping in Claris Connect doesn’t support alternate origins for drop and blind shipping
  • UPS shipping in Claris Connect doesn’t allows for passing of a recipient phone number (for delivery issues)
  • UPS shipping in Claris Connect doesn’t support any special services like signature required, insured value or Carbon Neutral indicators
  • UPS shipping in Claris Connect only returns published rates
  • UPS shipping in Claris Connect requires package dimensions
  • UPS shipping in Claris Connect doesn’t support international documentation
  • UPS shipping in Claris Connect doesn’t support third-party billing
  • UPS shipping in Claris Connect doesn’t support QuantumView Notifications
  • Claris Connect cannot update the order status or track number in Shopify after shipment

NRGship UPS for FileMaker is the only carrier-certified solution that provides the complete suite of UPS shipping functionality including address validation, rating, shipping, tracking and pickup requests from FileMaker Pro with compatability with hardware your shipping department has like thermal printers and digital scales. We also offer solutions for FedEx, USPS and multi-carrier.

This is how we’d envision the correct flow with shipping from Shopify using FileMaker Pro:

  • FileMaker Pro connects to Shopify via API and downloads new orders [fmEcommerce Link (Shopify Edition) is a great option if you don’t want to code your own]
  • Orders are created in your FileMaker System
  • Pick slips are printed or displayed on an iPad for new orders
  • Picked orders are packaged
  • Shipping labels are created using NRGship integrated to the order system
  • After shipment, order status and tracking is updated in the order system and Shopify via API

NRG Software has performed numerous integrations with Shopify and other ecommerce solutions specific to workflow. NRGship itself has built-in Shopify integration so that you can seamlessly download orders into NRGship and perform order fulfillment. Please contact us if you’d like to discuss seamless order fulfillment from FileMaker Pro.

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