Packing Partner V3 Help

Despatch Manager Online 

Setting up Despatch Manager Online

To setup and use Packing Partner with Despatch Manager Online requires two steps:

1: Create shipping rules in Packing Partner that export the correct codes for the services you use.

2: Setup an import template on DMO to match the file generated by Packing Partner

Manual import to DMO

Once you have completed the setup described in Setting up Shipping Rules and Setting up DMO in the sections below, do the following to export and import into DMO:

In Packing Partner Records Tab

1: Select Shipping>Export for Carriers

2: If this is first export, you will be asked to provide a folder to save into.

In DMO

1: Under the Shipping Services menu, select Import Shipments.

2: Select your file format template you created from the instructions below.

3: Browse for the file you exported from Packing Partner.

4: Ensure you select 'use Postcode in batch file to determine the town'.

5: Click Import, resolve any issues, then click Process.

Once you have tested a few records and have the process working, other than the odd address that causes an issue, you should be able to follow the procedure every day, without any issues.

Automated upload

There is an additional automated feature that makes the process quicker. To use the feature, select Tools>Features>Carrier Upload>Despatch Manager Upload.

1: In Packing Partner's Browser Tab, navigate to DMO Import shipments

2: Use the Upload button on the Toolbar or right click menu to upload any unprinted records to DMO.

You will need to use the same settings in DMO as for Manual Import above.

When this feature is enabled, Packing Partner will also intercept clicking the Browse button in DMO and ask if you want to upload shipments.

1: Setting up Shipping Rules

In Packing Partner you need to add shipping rules to tell Packing Partner what services you use, and how to determine which parcel should be sent by which service.

This is done from the Records Tab under Shipping>Shipping Rules or from Tools>Options>Records>Shipping Rules.

In this dialog, select the rules that determine the service to be used in DMO.

If you only have one DMO account then the Ref: needs to be SR1 .

The Service and Format codes must match those you enter when setting up DMO as described below.

There is more information on setting up shipping rules here and Carrier integration here.

2: Setting up DMO

On the DMO Import Shipments Screen, click the New button and set the options as below:

Click Next and ensure that you have all the settings the same as the screenshot below:

Again, click Next and ensure the settings are the same as the screenshot

Click Next where there are four sections that need to be setup. These will be different depending on the DMO services you are using.

Country codes

Country codes are usually the two letter codes for the countries you are sending to, e.g. FR, DE, ES, etc. Packing Partner will automatically export the correct country code, but you need to map them in DMO.

Royal Mail refers to UK as GB , so the country code to use for all domestic services must be GB, as in the screenshot below.

Service

This is where you tell DMO what codes to expect in the CSV file produced by Packing Partner. These codes need to match those you have already defined in Packing Partner's Shipping Rules as described above.

Service Reference

If you have a single DMO account, use SR1 as the reference. For more than one DMO account, you will need to contact RM to find out what codes to use.


Service Format

The service format will depend on the services you use with DMO, you may need to consult Royal Mail to discover which formats can be used with the services you are using.

Confirmation

Finally check the details of your screen look like the one below, with the exception that your services and codes may be different.

Give your template a name, then you should be ready to export some test orders from Packing Partner and import them into DMO