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UPS Worldship Install and Integration Setup

Shannon Obanion Updated by Shannon Obanion

UPS WorldShip Install and Integration Setup

Prerequisites:

  •  PioneerRx ShippingUser & Password
  • ODBC Connection
  • UPS WorldShip installed.
  • Active UPS account.

 

Installing UPS Worldship

 

  1. Download the latest version of UPS worldship here. https://www.ups.com/us/en/business-solutions/business-shipping-tools/worldship.page  
  2. Run the exe.  Default selections are fine and reboot when initial install is completed:

  1. Once reboot is completed UPS Worldship should automatically open after you sign in. Click > Next
  2. For the installation type this will depend on the location but typically this will be “Single Workstation”. Click > Install:

  1. After install is complete you will be prompted to select Connection Methods, Check Direct Access > Next > No additional setup is needed on the next screen, those can be left blank.
  1. Click > Next:

  1. Fill in the pharmacy's information for the Registration process.
  2. Shipper Name can be Generic “Shipping Dept” and Contact will be Avita ####.
DO NOT PUT THE WORD PHARMACY IN ANY OF THESE FIELDS. THIS INCREASES THE RISK OF THEFT
  1. Click > Finish:

  1. Select Invoice for Verification Method. Invoices can be acquired from the Finance AP team. Fill in the information found from the invoice on the next screen then click > Submit

  1. Make sure to use the Calendar icon when inputting the Invoice date otherwise the date will not be formatted correctly and will fail.
  1. Registration will then take place once completed click Request Rates

  1. You will then be prompted to select a label printer, If Label printer is already connected you can set designated printing

Pioneer Integration Setup

Import Map

  1. Open WorldShip and click Import/Export Data menu
  2. Click Create/Edit Map
  3. Select import from ODBC database
  4. In the drop down next to Map type, select Shipment.
  5. In the name box, name your map. Ex:  Import Pioneer
  6. Click Create:

  1. Select the ODBC data source you created (Ex PioneerShipping). Input your ShippingUser and Password
  2. On the ODBC side at the top select SaleTransactionShippingAddressView
  3. Under the ODBC select the Barcode and then click the Define Key Import Button
  4. On the WorldShip side select Shipment Information from the dropdown
  5. On the ODBC side select SaleReceiptNumber and on the WorldShip side select Reference 1 click Connect
  6. Open WorldShip Field and change it from Shipment Information to Ship to
  7. Connect the following Fields:
  •    ZipCode > PostalCode
  •   StateCode > State/Province/Country
  • PatientPhone > Telephone
  • PatientFullNameFirst.. > Company or Name
  • PatientAddress > Address 1
  • Email > Email Address
  • City > City or Town
  1. Once Done click “OK” to save the map

Export Map

  1. Open WorldShip and click Import/Export Data menu
  2. Click Create/Edit Map
  3. In the drop down next to Map Type, select Shipment.
  4. In the Name box, name your map. Ex. Export Pioneer
  5. Click Create:

  1. Select the ODBC data source you created (Ex PioneerShipping) Input  your ShippingUser and Password
  2. On the ODBC side at the top select Shipment from the dropdown
  3. On the WorldShip side select Shipment Information from the dropdown
  4. Connect Lead Tracking Number from the WorldShip to Tracking Number on the ODBC
  5. Change the WorldShip side from Shipment Information to Package

  1. Connect Reference 1 from the WorldShip to SaleReciptString on the ODBC
  2. Click OK to save the map

Set Import/Auto Export

  1. Click on the Down Arrow next to Keyed Import and select More…
  2. Select your Import Map and then click the Import Button in the lower left-hand corner. Now when you click on the down arrow next to Keyed Import you should see your map with a check.

  1. Click on the Down Arrow next to Automatic Export.
  2. Next to Export After Shipment Processing click on More…

Pioneer Location Settings

For new locations who have not had Shipping Software setup before we need to set the Shipping account info in Pioneer. This only needs to be done 1 time for each shipping software so if this is a refresh or replacement computer you do not need to follow this part.

  1. Launch PioneerRx and go to Location > My Location > Rx Options > Device Options and make sure a person’s name has been selected next to Default Service Account. If no one is selected choose the pharmacy owner.

  1. Go to Location > My Location > POS Options > Shipper Configuration
  2. Enter the following information:
  •    Account Key - provided by UPS -Guide Here
  • User Name - UPS User name
  • Password - Password to UPS account
  1. Check the Enable box and click Save

UPS Troubleshooting Improper Integration

  1. Due to an improper setup or configuration, the UPS Software may not send the data to PioneerRx. You can force a manual export by doing the steps below.
  • Click Batch Export > Select Date Range >select the correct Export Database > Click OK
  •   For further troubleshooting, UPS Support number: 1 (800) 742-5877

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