26.03.01

Introduction

We are pleased to announce the release of Piyovi v26.03.01, which includes key enhancements aimed at improving usability, operational efficiency, and shipment visibility. Below is a summary of the new features and updates included in this release.

FedEx Account Registration & Credential Generation

We have introduced a structured FedEx Account Registration and Verification flow that enables users to validate their account and securely generate API credentials (Client ID & Client Secret). This enhancement ensures a guided onboarding experience with proper validation and compliance with FedEx requirements.

Feature Overview

A new Account Registration is available under the FedEx carrier configuration, allowing users to:

• Validate account details through address verification

• Complete account verification using PIN or Invoice validation

• Generate Client ID and Client Secret upon successful verification

Navigation

Configuration → Carrier → FedEx → Account Registration

Note: The Account Registration tab is enabled only for FedEx

Account Registration Flow

Step 1: Address Validation

• User enters:

  • Account Number

  • Address details

• User must accept the FedEx End User License Agreement

• On successful validation, user proceeds to next step

Step 2: PIN / Invoice Validation

Validation Methods:

• Invoice Validation:

1. User selects Validation Method = Invoice Validation

2. User is required to enter:

   • Invoice Number
   • Invoice Date
   • Invoice Amount
   • Currency

3. Validates the provided invoice details

4. On successful validation, the step is completed and user can proceed

• Secure Code (PIN) Validation:

1. User selects Validation Method = Secure Code Validation
2. User selects PIN Generation Method (as provided by backend)
3. System triggers PIN generation via selected method i.e., SMS, Email and Call.
4. User enters the received PIN (if applicable)
5. On successful validation, user proceeds to next step.

Step 3: Credential Generation

• After successful verification:
  • Client ID generated
  • Client Secret generated

Security Behavior:

• Credentials are shown only once

• User can:

  • Copy credentials
  • Send credentials via email

• Success message displayed:

  Account Registration Successfully Completed

Step 4: Notification

• Email is sent with:
  • Account Number
  • Client ID
  • Client Secret
• Includes security instructions to safeguard credentials

Behavior Details

• Account credentials are generated only after successful verification

• Users cannot proceed to verification without completing address validation

• Validation methods are dynamically controlled by backend

• System ensures secure and compliant onboarding process

Consolidation Export Report

The Consolidation module now includes the ability for users to export consolidation data into Excel format.

Navigation

Shipments → Consolidation → Master Export

Key Benefits

• Master Export Option : Users can export consolidation data directly from the Consolidation screen using the Master Export option.

• Parent-Child Relationship Mapping : Maintains clear hierarchy where consolidation acts as the parent and shipments are represented as child records.

• Structured Excel Output : Data is exported in a clean and organized Excel format for easy analysis and reporting.

• Improved Visibility : Provides a complete view of consolidation and associated shipments in a single file.

• Reduced Manual Effort : Eliminates the need for manual data extraction and formatting.

Paccurate Integration

Paccurate is a cartonization engine that automatically selects the best packaging for shipments based on item dimensions and weight. It helps reduce shipping costs and provides a 3D view of how items are packed inside a carton.

For more information about Paccurate and its features, please visit:

https://paccurate.io/

Setting Up Paccurate

Before using Paccurate, it must be connected and configured.

Steps

• Locate Paccurate and click Connect
• Open it from the connectors list
• Enter the API Key
• Enable the connector
• Click Save

Once configured, Paccurate is ready to use in shipment workflows.

Navigation path

Configuration → Connectors → Connector Library_

① Navigate to Configuration → Connectors → Connector Library

② Locate Paccurate in the available connectors list and click on connect

Figure - Connector Library showing available integrations.

 Figure –Enter the Api-key and save the configuration.

• Once configured, Paccurate becomes available across all shipment workflows in Piyovi.

Configuring Cartonization Provider

Paccurate must be set as the cartonization provider at both company and user levels.

Company Preferences

Navigation Path

Company Preferences → Shipment → Third Party Cartonization Provider

• Select Paccurate
• Click Save This applies Paccurate as the default for all users.

Figure -Company Preferences: selecting Paccurate as the active cartonization provider

User Preferences

Navigation Path

User Preferences → Shipment → Third Party Cartonization Provider

• Select Paccurate
• Click Save This ensures Paccurate is active at the user level.

① Go to User Preferences → Shipment

② Select Paccurate under Third Party Cartonization Provider

③ Save your preferences to activate Paccurate

Figure - User Preferences: selecting Paccurate as the active cartonization provider

Initiating Packing

• Open or create a shipment
• Add items
• Enter:
  • Length (L)
  • Width (W)
  • Height (H)
  • Weight
• Click Paccurate Pack

Note: Dimensions and weight are required.

① Enter item details including quantity and description

② Ensure each item has L × W × H dimensions — this is mandatory for cartonization

③ Weight values are also required for accurate package selection

Figure - Item entry with dimensions (L × W × H) filled in for each item

Packing Results

After packing:

• The system evaluates available packages
• Selects the best option
• Displays package details and item summary

A 3D visualization shows how items are arranged inside the carton.

Click Confirm to apply the packing.

Package Evaluation

Paccurate evaluates all configured packages in the system and determines the optimal packaging combination based on item dimensions and weight.

① Paccurate evaluates all available packages with Max Weight configured

② The engine calculates the best-fit combination for the given items

Figure - Paccurate evaluating configured packages in the system

Optimal Packaging Result

After evaluation, Paccurate returns the optimal packaging combination. The package details, item list, dimensions, and quantities are shown in a summary table.

① Optimal package combination is displayed

② Item list, dimensions, and quantities are shown in the summary

③ Review the suggested packaging before confirming

Figure - Paccurate result showing optimal package selection and item summary

3D Visualization of Packed Carton

A 3D visualization of the packed carton is displayed, showing exactly how items are arranged inside the selected package. This gives you a clear preview before confirming the packing plan.

① 3D visualization shows how items are arranged in the selected carton

②Visual confirmation ensures optimal space utilization

③Click Confirm to apply the Paccurate packing plan to the shipment

Figure - 3D visualization of items packed inside the selected carton

Confirm and View Package-Level Visualization

Once you click Confirm, the packing plan is applied to the shipment. The 3D visualization is also available at the package level, showing the finalized packing layout for each carton.

①Package-level visualization shows the finalized carton arrangement

Figure - Package-level view after confirming the Paccurate packing result

Package Selection Rules

• Packages without Max Weight are ignored

Navigation Path

Configuration → Package

Ensure all required packages are properly configured.

Note: Ensure all intended packages have Max Weight configured. Missing this value will cause those packages to be skipped during cartonization, potentially resulting in suboptimal or failed packing.

Important Notes & Prerequisites

Before using Paccurate, ensure the following requirements are in place. Missing any of these will prevent cartonization from working correctly.

Required Configuration Checklist:

• Item dimensions (L × W × H) are mandatory for cartonization to function
• All usable packages must have Max Weight configured in the system
• Incorrect or missing package configuration may result in suboptimal or skipped packing
• A valid Paccurate API Key must be configured in the connector settings
• Paccurate must be selected under User Preferences for it to be used as the active engine

Shipment Creation via EDI 214

We have introduced the ability to create shipment records in Piyovi using EDI 214 (Milestone Events). This enhancement allows shipments executed outside of Piyovi to be automatically created in the Piyovi system, enabling seamless tracking within Piyovi.

Carriers can send EDI 214 files via SFTP, and Piyovi will process to create corresponding shipment records along with associated tracking updates. Shipments created through this process can be easily identified by filtering the Shipment Source as EDI, ensuring clear differentiation from shipments created directly within Piyovi.

Carrier Surcharges

Improved carrier surcharge management for better control and visibility.

• Users now have greater control over carrier surcharges. You can rename carrier-provided surcharges and assign categories to group related surcharges for better clarity and management.
• Renamed surcharges will be reflected in the rate shop results and in the shipment view
• These configurations are set at the company level, so any surcharge renaming will be applied across all locations.
• These updates can also be synced back to your ERP system via the shipment webhook, if required
• To ensure Piyovi stays up to date, our master data is continuously updated with the latest surcharges provided by carriers.

Navigation

Configuration → Shipping and Compliance → Carriers → Charge

External API Changes

Please follow below link for external API changes.

Link

https://docs.piyovi.io/changelogs/api-reference#260301