Pricefalls: Create the Shipping Details Export

1. Launch the ShipWorks application and log in as an administrator.

2. In ShipWorks, click on the Manage tab and then on the Templates button.

3. On the Template Manager screen, click on the Reports Exports folder to select it.

4. Next, click on the New Template button.

5. Name the template Pricefalls Export. Then, click Next.

Note: Double check that the Exports folder is selected.

6. On the Template Type screen, select Report. Then, click Next.

7. Verify that Plain Text is selected and click Finish.

8. Verify that the Pricefalls Export template is selected. Then, click the Edit button.

9. On the Template Editor screen, verify that the Code tab is selected. Then, select all of the code and press the Delete key on your keyboard to delete all of the code.

10. Locate the pricefalls export 2016.txtfile that you downloaded in the First Things First section of this article. Then, double click the file to open it. Once you have opened the file:

a. Select all of the code in the file by clicking anywhere within the code. Then, press CTRL + A on your keyboard.

b. Copy all of the selected code by pressing CTRL + C on your keyboard.

c. Switch back to the ShipWorks application. Click in line 1 of the Code tab. Then, paste the copied code by pressing CTRL + V on your keyboard.

11. Click on the Settings tab. Then, click Saving.

12. On the Saving tab, select the following options:

a. Name: - Name the file Pricefalls Export.csv

b. Folder: - Click the Browse button and select a location at which you would like to save the Pricefalls shipping information export file when it is generated. Click OK. (We will cover how to generate the export later)

c. In the Prompt me for the name or folder: section, select Never.

13. Click Save. Then, click Close.

Next, we will create an action in ShipWorks that will automatically run the export for you at the time of day that you specify. This export will contain the shipment details for all of the orders you shipped on a given day. The exported file can be used to import the shipment information into Pricefalls.

1. In ShipWorks, click on the Manage tab and then the Actions button.

2. On the Action Manager screen, click the New Action button.

3. Give the action a name. For this example, we will name the action Pricefalls Export.

4. Next, click on the drop-down menu located under When the following occurs: and select A scheduled time.

5. Now, let's tell ShipWorks to run the action daily at a certain time. Click on One Time and select Daily.

6. We are going to leave the majority of the defaults for the schedule alone. We do, however, want to tell ShipWorks at what time to run the export. Be sure to select a time of day after which all of your shipping has been completed for the day. For example, if your shipping is usually completed at 3pm, perhaps schedule the action for 3:30 pm.

7. Next, let's tell ShipWorks what task this action will perform. Click the Add Task button and select Save a file.

8. From the Save Using: Everything in drop-down menu select your Pricefalls Shipped Today filter (that you created with previous instructions, linked in the first things first section of this article).

9. From the With template: drop-down menu, scroll down and select your Pricefalls Export template.

10. That's it. Click OK. Then, click Close.

At the time you specified, the action will run automatically and generate the export file for you. The file will be saved to the location that you specified when creating the template.