Configuring NetSuite

 

Overview

To access the NetSuite configuration menu, click the Setup menu in OzLINK for UPS, then click Shipping.  Choose NetSuite from the Customer Data menu.  Click Configure Business Rules to set up NetSuite.  See below for more details about each of the setup options.
 
Configuring NetSuite
1

Advanced Menu

1. Advanced Menu
Use this menu to access additional setup options for NetSuite.
Options include:
2

Country Code

2. Country Code
OzLINK needs to know which country you are shipping from to function correctly.  This determines which shipments are domestic and which are international.
3

WorldShip Settings

3. WorldShip Settings

Automatically Print Shipping Label:

Check this box if you would like the shipment to be finalized and processed automatically by OzLINK.  This can speed up your shipping process once you are comfortable using OzLINK.  OzLINK will move all of the shipment information to UPS WorldShip, and then tell WorldShip process the shipment and print a label.
 

Send the Following Weight:

OzLINK can fill in the shipment weight in UPS.  Options include:
  • OzLINK Scale weight
OzLINK Scale is a free utility from Oz Development.  Selecting this option will send the OzLINK scale data to UPS WorldShip automatically.  For more information and to download the tool, see:  http://www.ozdevelopment.com/scale/
NOTE:  Place the package on the scale before entering your transaction in OzLINK.
  • Demo weight - 1/2 pound
This will send a package weight of 0.5 lbs to UPS.  This is most useful during testing.
  • NetSuite Item Fulfillment weight
If you have your item weights recorded in NetSuite, OzLINK will automatically send the sum of the weights for this shipment to WorldShip.
  • None
Use this if you do not want OzLINK to worry about sending the weight to UPS WorldShip.  This can be useful if you already have your scale set up and working well within WorldShip.
 

Put the NetSuite Order Number in:

UPS allows up to four carrier references, named "UPS Package Reference" 1 through 5.  Use the dropdown menus to set which reference field should hold the order number. 
 

Put the NetSuite Purchase Order Number in:

UPS allows up to four carrier references, named "UPS Package Reference" 1 through 5.  Use the dropdown menus to set which reference field should hold the purchase order number.  You can leave this section blank if you do not want to include the PO number.
 
NOTE:  To allow OzLINK to read PO numbers from NetSuite, please install the "OzLINK for UPS" NetSuite bundle.
4

Service Options

4. Service Options

Select Saturday Pickup:

If this box is checked, and you are shipping a package on a Saturday, this will request a Saturday carrier pickup from your facility.  If this box is not checked, Saturday Pickup Service will not be automatically selected in the carrier software.  You could still select it manually in the carrier software if you would like to handle Saturday Pickups on a case-by-case basis.
 

Use the Order Amount as the Declared Value Amount:

Enter a value here to insure shipments over a certain value.  Shipments under this value will not be insured.  Set to zero to never insure packages.
NOTE: If a shipment has multiple packages, only the first package will be insured.
 

Process shipment as a COD if Sales Order items field contains " COD ":

Check this box to have OzLINK automatically process the shipment as COD if it can find the text " COD " in the items area of the Sales Order.
NOTE:  To allow OzLINK to read Sales Order numbers from NetSuite, please install the "OzLINK for UPS" NetSuite bundle.
 

Require a Cashier's Check or Money Order for COD:

Check this box to require a Cashier's Check or Money Order.  Leave it unchecked to accept all forms of payment that UPS can process.
 

Have UPS WorldShip automatically add shipping charges to COD:

Checking this box will automatically add the shipping charges to the total charge.  The recipient will pay for the shipping and the goods at the time of delivery.
 

Require Signature:

Set a value threshold for signature requirements.  Shipments with a value over this setting will require a signature.  Shipments with a value less than or equal to this setting will not require a signature.
 

Require Adult Signature:

Set a value threshold for adult signature requirements.  Shipments with a value over this setting will require an adult signature.  Shipments with a value less than or equal to this setting will not require an adult signature.
 

Use Chrome browser for NetSuite:

Check this box to use Chrome browser to communicate with NetSuite.  Leave it unchecked to use IE browser to communicate with NetSuite. 
5

Data Recorded in NetSuite

5. Data Recorded in NetSuite

Add Weight, Service Type and Tracking Number to the Packages tab:

Check this box to automatically record the listed details in the packages tab in the NetSuite fulfillment. 
 

Update NetSuite shipping cost with:

This option determines the actual number that is used for shipping charges.  Options include:
 
  • List
This will record the normal list price in NetSuite.  This is usually used if you do not have negotiated rates with your carrier or if you'd like to charge the full shipping price to your customer.
 
  • List+Handling
This will use the normal list price, as above, and add any handling charges that you have defined in UPS WorldShip.  The rate will show up as a single cost for shipping in your transaction and will not mention handling.  (NOTE:  this section refers ONLY to handling charges set up in WorldShip, not those set up in the OzLINK handling section.  Generally it is best to configure handling in your carrier or in OzLINK, but not in both.)
 
  • Negotiated
This will record the negotiated shipping price in NetSuite.  Negotiated shipping prices are reduced prices that some companies receive from UPS.  This option is usually used to pass on savings to your customer.  You must first activate and download your negotiated rates in UPS WorldShip if you would like to use this option.
 
  • Negotiated+Handling
This will use the negotiated price, as above, and add any handling charges that you have defined in UPS WorldShip.  The rate will show up as a single cost for shipping in your transaction and will not mention handling.  (NOTE:  this section refers ONLY to handling charges set up in the carrier, not those set up in the OzLINK handling section.  Generally it is best to configure handling in your carrier or in OzLINK, but not in both).  You must first activate and download your negotiated rates in UPS WorldShip if you would like to use this option.
 

Change the status field to the following value:

OzLINK can automatically update the status field in your fulfillment once it has finished processing.  Check the box to enable the update, then select the value that you would like to use.
 
Options include:
  • Shipped
  • Packed
  • Picked
 

Complete the shipment with the following action:

OzLINK can automatically save your fulfillment after it has been processed.  Check the box to enable saving, then select the option that you would like to use when saving.
 
Options include:
  • Save
  • SaveAndBill
  • SaveAndPrint