1) Send the New Customer the appropriate forms
Send the customer the Account requirements and Ship Method forms.
The account requirement form covers the customers carrier account information for each carrier they currently use. This information allows Shipedge to integrate Xenvio with the carriers that the customer is using.
The Ship method form is a checklist of all the shipping methods the customer specifically uses. Shipedge uses this form to verify that all of the shipping methods actually used by the customer.
Details on the forms Shipedge sends to the customer may be found here
2) Create the customer profile
Create the customer profile on Xenvio. Once the customer profile is created Shipedge can use admin password to login to that profile and configure the warehouse, carriers, and the shipping methods.
Details on setting up the customers profile in Xenvio may be found here
3) Create the Warehouse
Create each warehouse the customer will need. These are the same warehouses that should already be setup in Shipedge and are in the format XYZ1 and XYZ2. In some cases these warehouses may be named to reflect location such as what country they are in, such as XYZUS and XYZCA for warehouses in the United States and Canada.
Details on setting up the warehouse in Xenvio may be found here
4) Setup the integration with the Carriers
The carriers (FedEx, UPS, USPS, DHL, etc) must have their integrations configured in Xenvio. Refer to the Account Requirements form sent to them in step 1.
Details on setting up the integrations for the carriers may be found here
5) Configure the shipping methods
The shipping methods which the customer is using and which are already setup in Shipedge must be created in Xenvio. Refer to the Ship method form from step one.
Details on configuriong the shipping methods in Xenvio may be found here
6) Manually add rates to shipping methods (Optional, based on carriers)
Certain carriers do not allow access to their rates through the integration. Part of this reason is that rates are negotiated per customer with each customer having a different rate setup. DHLeC is currently the only carrier that does this. Xenvio provides a method for uploading these rates for each shipping method.
Details on manually uploading rates for a shipping method may be found here.
7) Label Certification
New Customers may need to have their labels certified by the carrier they intend to use depending on which carriers that are using. FedEx and DHLeC both require the labels produced for the customers to be certified.
Details on the FedEx Label certification process may be found here.
Details on the DHLeC Label certification process may be found here.
8) Configuring best rate methods in Xenvio
Once the customer is completely setup, Xenvio can be used to choose the best rate between multiple different shipping methods.
Details on how to configure Best Rate methods can be found here.