What data is needed to begin using SureShip™?

What data is needed to begin using SureShip™?

AIT-Preset Data

The following data is set up by AIT Business Services as part of installation of the SureShip Module. These forms can impact your shipping process flows, and should only be updated by or with the assistance of an AIT Business Services technical resource.

AIT Custom Parameters

AIT Custom Parameters contains various configurations that are used to customized SureShip™ behaviors at a high level and set static data on specific shipping documents This form may contain parameters for other AIT-developed forms, fields, or processes.

Refer to this article for additional information.

SureShip Carrier (FedEx, UPS, etc.) Config

SureShip Carrier (FedEx, UPS, etc.) Config forms are used to set up shipper's account credentials with API-enabled carriers, which can then be linked to specific site configurations.

Refer to this article for additional information.

SureShip Carrier Service Types

SureShip Carrier Service Types is used to define which API-enabled shipping service types your company has access to, which can then be linked to specific ship via mappings.

Refer to this article for additional information.

SureShip Freight Classes

SureShip Freight Classes is used to define which NMFC freight classes your company has access to.

Refer to this article for additional information.

Required Data

The following data, at a minimum, must be set up by your company in order to begin using SureShip™, including its API functionality.

SureShip CSI Site Config

SureShip CSI Site Config is used to define sets (unique combinations) of carrier configurations, which can then be linked to specific kiosks (work stations).

Refer to this article for additional information.

SureShip Printer Config

SureShip Printer Config is used to define the UNC path of the shipping label printer(s) that will be used with SureShip™, which can then be linked to specific kiosks (work stations).

Refer to this article for additional information.

SureShip Kiosk Config

SureShip Kiosk Config is used to define: a) which carrier accounts, printer(s), scale, and non-API shipping labels a kiosk has access to, and b) which users can access those kiosks.

Refer to this article for additional information.

Countries & ISO Countries

Countries and ISO Countries are standard CloudSuite™ Industrial forms. Records must exist for each country that your company will ship to or from.

Warehouses

Warehouses is a standard CloudSuite™ Industrial form. All shipping sites must be set up with an address, city, state, ZIP code, and country, phone number, and federal tax ID number under the EU VAT tab (if shipping internationally).

Customers

Customers is a standard CloudSuite™ Industrial form. All customers must be set up with an address, city, state, ZIP code, and country, and phone number.

Locations

Locations is a standard CloudSuite™ Industrial form that is slightly modified by SureShip™. Interim staging locations must be set up for packing and shipping and flagged accordingly.

Refer to this article for additional information.

Inventory Parameters

Inventory Parameters is a standard CloudSuite™ Industrial form that is slightly modified by SureShip™. This form is used to define interim staging locations, the default shipping weight unit of measure, and whether on hand quantities may be drive negative due to SureShip™ activities.

Refer to this article for additional information.

Carriers

Carriers is a standard CloudSuite™ Industrial form. Records must exist for each shipping carrier that your company uses.

Ship Via Codes

Ship Via Codes is a standard CloudSuite™ Industrial form. Records must exist for each shipping service type that your company uses, including for non-API carriers.

SureShip Ship Via Mapping

SureShip Ship Via Mapping is used to: a) link carrier-standard service types (SureShip Carrier Service Types) to internal ship vias (Ship Via Codes), and b) define default shipping options for ship vias.

Refer to this article for additional information.

Package Types

Package Types is a standard CloudSuite™ Industrial form. All package types must be set up with the appropriate dimensions and (if applicable) weight.

SureShip Carrier Package Types

SureShip Carrier Package Types is used to link carrier-standard package types to internal Package Types for freight and other standardized shipment types.

Refer to this article for additional information.

Optional Data

The following data is not mandatory to use SureShip™, but may be required based on your company's current or future shipping practices.

SureShip Scale Config

SureShip Scale Config is used to define connection settings for the scale(s) that will be used with SureShip™. This set up is required only if your company will use scales to obtain shipping weights, rather than entering weight data in manually.

Refer to this article for additional information.

SureShip Customer Shipping Accounts

SureShip Customer Shipping Accounts is used to store information about your customer's shipping accounts with API-enabled carriers. This set up is required only if transportation is billed directly to a customer's carrier account.

Refer to this article for additional information.

SureShip Shipping Parties

SureShip Shipping Parties is used to store information about your company's freight forwarders, brokers, and third parties. This set up is required only if your company utilizes such services.

Refer to this article for additional information.

SureShip Customer Management

SureShip Customer Management is used to preset pallet license numbers for specific customer ship-to addresses. This set up is required only if your company tracks pallets using serialized license numbers.

Refer to this article for additional information.

SureShip Document Printing Defaults

SureShip Document Printing Defaults is used to define default print options on SureShip™ shipping documentation. This set up is completely optional.

Refer to this article for additional information.

Customer Document Profiles

Customer Document Profiles is a standard CloudSuite™ Industrial form that is slightly modified by SureShip™. This set up is required only if your company plans to use SureShip™ to send automatic shipping notification emails to customers.

Refer to this article for additional information.

SureShip Freight Rules

SureShip Freight Rules is used to define the rules that your company uses to charge customers for transportation. This set up is required only if your company's carrier account initially pays for transportation, then a shipping charge is collected from the customer later.


Refer to this article for additional information.

Items

Items is a standard CloudSuite™ Industrial form that is slightly modified by SureShip™. All items that can be shipped internationally must be set up with relevant trade compliance codes, including a USMCA origin criterion on the SureShip tab. This form is also used to flag self-contained items.

Refer to this article for additional information.

Package Label Templates & SureShip Label Configuration

Package Label Templates and SureShip Label Configuration are used to setup non-API shipping labels. This set up is required only if your company plans to use SureShip™ to print labels other than API shipping labels returned from carriers.

Refer to this article for additional information.


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