ENDICIA PROFESSIONAL: Basic Setup and Configuration

Description:

Endicia Professional allows customers to connect to an order database. It also allows you to post back the tracking information for future reference. You can process orders either one by one or in batch. Dazzle will need to be installed and configured to print labels on the same pc as Endicia Professional.

Step 1 - Build your Database:

For this exercise we will use an Excel file. Your database should include Order Number, Customer name, Company name, Address1, Address2, Address3, City, State, Zip code, Country and any other information that you would like to pull into Endicia Professional prior to printing a label.

Step 2 - Installation:

Install Endicia Professional (http://download.endicia.com/EndiciaProSetup.exe ) on the same PC where Dazzle is currently running.

Step 3 - Endicia Professional Label Configuration:

Launch Endicia Professional. Go to Edit > Domestic and international label layout. Browse to your layouts that you have setup in Dazzle. In this case I have specified Zebra label as my default label and Zebra Express for my Express labels. I have also added APO FPO label to my military shipping label.

Step 4 – Database Mapping:

Go to Edit > Preferences > Database Tab. Let’s start with clicking the ‘Edit Order Lookup Data Map’. Select the ‘New’ button under ‘Data Source’ and then click ‘Next>’. Since we are connecting to an Excel database file, we are going to want to select the first radio button. Click ‘Next>’.

Select your Data Provider: Microsoft Excel. Click ‘Next>’.

Specify a name for this connection. This can be anything that you want. Click ‘Next>’ and then click ‘OK’.

We are now going to point the connection that we just created at the correct ‘Table/excel sheet’, which contains the customer information. Click ‘Next>’ on the ‘Create a SELECT Statement’ window. Select the drop down and chose the correct table. In this database file there have 4 tables created for various mapping ideas. Our customer data is located in the ‘Customer Orders’ table. Click ‘Next>’.

Select the ‘Order number’ field as your unique id. Click ‘Next>’. Click ‘OK’ to finish the select statement.

Complete the data map by linking the address and other fields in the ‘Connected Fields’ section. Click ‘OK’ to complete the mapping.

You can use the same connection for the ‘Batch Print Data Map’ connection information.

Setting up Post-back

Description:

Endicia Professional allows you to easily keep track of your customers packages, by posting back to either a database, text file, csv file or an Excel file.

Step 1 - Post-Back database setup:

In this exercise we are going to use the ‘Endicia Professional test database.xls’ . This is the same file that we setup earlier. We will also select the ‘Post Back Records’ tab (table) when setting up the connection.

Step 2 – Database Mapping:

Go to Edit > Preferences > Database Tab. Let’s start with clicking the ‘Edit Post-Back Map’. Select the ‘New’ button and click ‘Next>’. Since we are connecting to an Excel database file, we are going to want to select the first radio button. Click ‘Next>’.

Select your Data Provider: Microsoft Excel. Click ‘Next>’.

Specify a name for this connection. This can be anything that you want. Click ‘Next>’ and then click ‘OK’.

Now that you have created the connection to the excel file we will need to select the tab (table) that we are going to post back to. In this case we will be selecting the ‘Post Back Records’ Table. Click ‘OK’ and click ‘OK’ again. Finish mapping the remaining fields in the Post Back Data Map. Click ‘OK’.

Click on Tools > Post Back Data.

Click on ‘Options’. Select ‘Automatically post back data’ and any other options that apply.