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Introduction


The "Tasklet Mobile WMS Pack & Ship - ShipIT 365 Connector" is an optional app provided and maintained by Tasklet Factory.

If you have "Tasklet Mobile WMS Pack & Ship" and "idyn ShipIT 365" apps both installed, this "Connector App" will enable mobile device users to book and print Transport Orders in "ShipIT 365" directly from the mobile devices.


Figure: Standard Mobile WMS, "Pack & Ship", "Connector" and 3rd party "idyn ShipIT 365" apps

Prerequisites

  • A paid subscription to Transsmart through "idyn ShipIT 365"
  • Business Central - minimum version 14.0

  • "Tasklet Mobile WMS" extension - minimum version MOB5.28
  • "Tasklet Mobile WMS – Pack & Ship" extension - minimum version MOS1.10
  • "idyn ShipIT 365" extension - minimum version 1x.6.10925.1 


The connector requires this specific setup in "idyn ShipIT 365":

  • "Base Transport Order On": Unposted documents
  • "After posting …": Do nothing (4 fields)
  • "Always new Trns. Order": Enabled
  • "Automatically Add One Default Package": Disabled


Figure: Required setup in ShipIT 365



Download and install "Pack & Ship – ShipIT 365 Connector" App


The "Mobile WMS Pack & Ship – ShipIT 365 Connector" must be downloaded directly from https://university.taskletfactory.com and currently cannot be installed from AppSource.

Dependent on the environment setup, you need to download and install the correct app-file.

  • OnPremise
    • Use the file named "Tasklet Factory_Mobile WMS - Pack & Ship - ShipIT 365 Connector_x.xx.xxx.xxx.app"


  • SaaS PTE
    • Use the file named "Tasklet Factory_Mobile WMS, Pack & Ship, ShipIT 365 Connector(PTE)_x.xx.xxx.xxx.app

Set up the "Pack & Ship – ShipIT 365 Connector" in Business Central


Setting up the master data for the core "Pack & Ship" extension is described in detail the "Pack & Ship – Partner Guide".
In addition, these following master data are created automatically during installation of "Pack & Ship – ShipIT 365 Connector". If you need to recreate these additional master data, you can either do this manually or by reinstalling the "Pack & Ship – ShipIT 365 Connector" App.

Mobile WMS Package Types

  • Data is synchronized on install from table "IDYS Package Type" to "Mobile WMS Package Types"
  • Can be manually synchronized from page "Mobile WMS Package Types" at any time
  • Only packages types associated to "ShipIT 365" will be replaced (Shipping Provider ID = 'SHIPIT365')



Figure: Action to manually synchronize Packages Types



Mobile WMS Package Setup

  • When Package Types is synchronized into the "Mobile WMS Package Types" they become available to be used in the Mobile WMS Package Setup
  • The Mobile WMS Package Setup determines which package types is available for each Shipping Agent
  • Only when a Package Type is associated to a Shipping Agent they will be available at the mobile device (see below)
  • Mobile WMS Package Setup must be created manually when new Packages Types have been synchronized



Figure: Sample Mobile WMS Package Setup



Mobile WMS Packing Stations

  • No packing stations are automatically synchronized during install
  • Can be manually synchronized from page "Mobile WMS Packing Stations" at any time
  • If no packing stations are created/synchronized the Transsmart printer associated to the default ShipIT365 user will be used
  • Packing Stations is only required for "ShipIT365 Connector" if you wish to print to different printers connected to Transsmart. In this case, the selected packing station will redirect to the associated Transsmart user/printer



Figure: Action to manually synchronize Packing Stations



Mobile Groups and Mobile Menu Options

  • No changes are needed to Mobile Group or Mobile Menu Option setup.


The connector changes and extends the behavior of existing menu options, but do not introduce new ones.




Functional changes


When synchronized Package Types are set up in "Mobile WMS Package Setup" (see above) they become available to be selected from the 'Packing' page at the mobile device:


Figure: ShipIT 365 package type at mobile device


Other existing Package Types are still available and can be used as before (including package types created for internal logistics or synchronized from other 3rd party connector apps). Only Package Types from the same Shipping Agent can be used for the same shipment.

When the Warehouse Shipment is posted a new "Transport Order" is automatically created, booked, and printed in the ShipIT 365 App when:

  • A Package Type associated to ShipIT 365 is assigned to a License Plate in the Packing process
  • The Warehouse Shipment includes unhandled License Plates (still not transferred to ShipIT 365)


Error handling
Booking and printing the Transport Order may fail in ShipIT 365 when i.e. rates for specific customers are missing. Generally, this is something to be solved in the ShipIT 365 setup.
Errors will prevent the Warehouse Shipment from being posted as well.

When setup issues have been solved, posting can be restarted from Mobile Device and a new Transport Order is created or you must manually open the Transport Order in Business Central and retry Book and Print.


Overview

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