From NewHaven Software Wiki

Current revision as of 17:11, 19 June 2018

Endicia Account Creation

Here is a link to setting up a new account with Endicia's Dazzle Softwarare - https://account.endicia.com/?billingtype=PM&referredby=pnhv

This link also automatically prompts you to sign up at the proper subscription level (Premium, currently 15.95/mo).

Configuring CMS for use with Endicia/DaZzle

1. To access the Shipping Choices, select the Setup button, select the Shipping Tab, and select the Shipping Choices button (or from the main menu select Admin, Setup, Shipping, Shipping Choices).
2. On the Shipping Choices Screen, click on Endicia under the Category section.
3. Make sure the “Use Endicia for printing labels?” box is checked
4. Click on the Browse button to locate where the Dazzle.exe software is installed.
5. Double click in the Layout Location next to each Ship Method to locate where the desired label definition is (these are .lyt files installed with Dazzle, typically under Users\Public\Public Documents\Endicia\DAZzle). In earlier versions of Dazzle, you used to have to define a layout for each shipping method used. This is no longer required. You can now use the same label layout for all domestic labels and Dazzle will get the proper shipping method from CMS.
6. Select the “Test Mode” box in CMS until sure labels are printing correctly. Then return to Setup, and uncheck the “Test Mode” box. Please contact Endicia’s support if you require any assistance with the installation, setup or configuration of their software or labels.
7. Select the “Auto Close After Printing Label” box. If you notice a delay in printing the labels, you can uncheck the “Auto Close After Printing Label” box. If CMS times out waiting for a response from Dazzle, increase the "read delay" value up from 2 (default).

• Screenshots of a recommended setup (exluding workstation specific settings) - http://screencast.com/t/PUUmUGBRoYC

International Configuration

CMS does support international shipping with Endicia. International shipping requires some additional configuration and that you have added customs information to your products. The CMS 8.0.3 Release Notes details these settings and capabilities.

Customizing Endicia Labels

http://www.endicia.com/Support/TechNote/LabelCustomization/

Using Endicia

Once setup is complete, your USPS (and UPS) shipping can be performed in the CMS Manifest screen found in Fulfillment>Manifest. There you just add the package by package number, entering or scanning, or you can add a range, and then verify the weight and click on the Endicia button to immediately print the label. Once printed the ship date is set on the package/invoice and the delivery confirmation is imported into the package’s tracking number field.

CMS is capable of high levels of shipping automation with UPS and USPS if properly configured. This can be as fast and simple as placing a package on the scale, scanning its bar-code, and the label will print out. This requires a compatible scale and scanner, a list of which can be found on our System Requirements page. Please contact NHS Support for assistance with setting up these peripherals and related automation options.

Support

Endicia Errors

• When sending a shipment to Endicia via the CMS manifest, this error comes up: Error creating printer device context, cannot print. This is because there is no printer set up for the current layout. To fix:

1. Click OK on the error dialog.
2. Click File->Printer Setup....
   • Note that the Printer, Paper Feed Source, and Printer Paper Size fields are blank.
3. Select the appropriate printer from the drop-down.
4. Select a paper source from the list.
5. Select a Printer Paper Size that matches the destination media.
6. Check the box labeled "Save Printer Information with Layout".
7. Click OK.
8. Click File->Save Layout.

Export the order from CMS again - this time it should print normally.

• Endicia reports it is in Test Mode

1. Start by confirming that CMS is not in Test Mode by verifying the checkbox in Setup>Shipping>Shipping Choices>Endicia
2. If that is confirmed to be off and you've restarted CMS, there is likely a problem with the template in DaZzle. Someone has likely edited it or not set it up correctly so it does not match the shipping type setup in CMS, for example. Remember that CMS requires you to use a unique DaZzle layout for each USPS service type (shipping method) and each layout's method must match the method in CMS it has been associated with.

• Here are possible error responses Dazzle may report back and their meanings (per the Dazzle integration docs)

Value Description

‐3 Address Verification failed (return code less than 25)
‐4 Unsupported mail class for international mail or invalid weight/rate values
‐6 USPS Delivery Confirmation error – denied, service unavailable or communication error
‐7 USPS Express Mail error – denied, service unavailable or communication error
‐8 USPS Customs Forms error – denied, service unavailable or communication error
‐9 International Mail Shipping Label (large or small) processing error
‐10 CONFIRM service error – denied, service unavailable or communication error
‐11 Express Mail International, Priority Mail International, or First‐Class Mail International Error–no “to phone” for mail addressed to P. O. Boxes.

• Server Status

To check to see if the dazzle service, (or other Endicia services) are experiencing problems, please click on the link below:

https://status.endicia.com/