Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

This document will provide a step by step guide to installing Rapidship Client with support for barcode scan based order entry.

Requirements

To begin installation, you should have:

  • The Rapidship Client installer, available here.

  • A barcodes_master.xml and an XSLT configuration file, provided by CXT Software.

  • A sample barcode for testing purposes, provided by CXT Software.

Install Rapidship Client

  1. Download the installer and install the client:

Create barcodesXSLT directory

  1. Navigate to the path where you installed Rapidship Client. By default this will be C:\Program Files (x86)\Connexion\RapidShip.

  2. Add a folder in the above directory called barcodesXSLT:

3. In the C:\Program Files (x86)\Connexion\RapidShip\barcodesXSLT directory, copy the barcodes_master.xml file and XSLT file that you have received from CXT Software.

Launch Rapidship and test a barcode.

  1. Open Rapidship Client and log in with the Server URL for the X Dispatch instance, in the format 0000.cxtsoftware.net (replacing 0000 with the 4-digit X Dispatch customer ID) and the appropriate Internet User:

2. Choose the correct Customer account from the dropdown, and then paste your sample barcode directly into the “Address Book” field:

3. If the application is configured correctly, the barcode will be automatically decoded and fill in the appropriate fields in the order form as shown below:

4. Choose a Service Type from the Service Type dropdown, choose an Order Type from the list of available Order Types (you may need to click the “Refresh” button in that field before the list appears), and click ‘Place Order’ to place the order:

 

5. The words “Processing Order” will appear on the bottom bar of the application, and if the order is successfully imported, you will see the new Order number in the bottom right hand corner:

6. The application is ready for the next order. You can repeat steps 2 through 5 for any other barcodes you need to scan.

 

Entering Orders with a scanner

The process of entering orders with a scanner is essentially the same as the test process above. The only difference is that instead of pasting the barcode into the Address Book field, you will simply click in the Address Book field, and then scan the barcode with the scanner device that is connected to the PC. The scanner will translate the barcode into text and paste its contents into the field, where its contents will automatically be distributed into the correct order fields.

Configuring a Service Type and Order Template for One-Click Scanning

 

The need to select a Service Type and Order Type after scanning and before placing an order can be removed by setting up a Service Type with only one Order Type in it, and creating an Order Template that assigns that Service Type.

  1. Create a ‘Rapidship Client’ Service Type in X Dispatch.

  2. Assign to that Service Type the Order Type that you want scanned orders to use.

  3. In Rapidship Client, navigate to “Order Templates”, click on “Create”, and give the new Template a name:

  4. Select the Account that this Template will use, and the Service Type, then Save the Template:

  5. To scan with this template, go back to the “Place Orders” form and choose the new template from the dropdown. The Account and Service Type will be automatically set:

  6. Now, position your cursor in the Address Book field and scan or paste a barcode. Since the Service Type is already set, and only one Order Type is available, you can place the order with a single click of the “Place Order” button after scanning.

 

Adding Parcels to Scanned Orders

If there are parcels that need to be added to the Order, you can quickly add those with the scanner as well.

  1. Follow the steps above but do not click “Place Order” yet.

  2. Click on the dropdown in the Parcels section in the top right of the Order Entry page and choose a Parcel type for the parcel you want to add:

3. Place your cursor in the barcode field:

4. Scan the barcode of the parcel you are adding. The barcode reference value will be entered into the Barcode field as a text string as shown here:

5. You may also add a Weight value for the parcel, and repeat these steps for any other parcels that need to be entered.

6. Now, when you click the Place Order button, the parcels you added will be included on the created Order.

  • No labels