Difference between revisions of "Create Delivery Method"

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==Main Details==
 
==Main Details==
 +
===In This section===
 +
In this section, you will be able to find out how and complete a delivery.
  
 
===Method Name===
 
===Method Name===
−
When creating a order it will automatically select the default delivery method.<br />
+
When creating an order it will automatically select the default delivery method.<br />
 
'''Active'''<br />
 
'''Active'''<br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
Line 9: Line 11:
  
 
'''Default'''<br />
 
'''Default'''<br />
 +
Set this to Green if you would like this delivery method to be the default and always show first when creating an order.<br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
  
−
===Expected Delivery Days===
+
'''Expected Delivery Days'''<br />
−
This is the expected delivery days.
+
This is the expected delivery day for the orders.
  
−
===First Parcel Cost===
+
'''First Parcel Cost'''<br />
 
This is the cost of the first parcel.<br />
 
This is the cost of the first parcel.<br />
  
−
===Subsequent Parcel Cost===
+
'''Subsequent Parcel Cost'''<br />
 
This is any parcel after the first parcel. <br />
 
This is any parcel after the first parcel. <br />
  
−
===Price===
+
'''Price'''<br />
−
This is the price the customer will be charge excluding VAT  
+
This is the price the customer will be charged excluding VAT  
  
−
===Auto Assign to Orders Over (value)===
+
'''Auto Assign to Orders Over (value)'''<br />
 
Automatically assign orders over this value to this delivery method.
 
Automatically assign orders over this value to this delivery method.
  
−
===Maximum Order Value to be allowed (value)===
+
'''Maximum Order Value to be allowed (value)'''<br />
−
Do not allow order over this value on this Delivery method.  
+
Do not allow orders over this value on this Delivery method.  
  
−
===Package Weight (kg)===
+
'''Package Weight (kg)'''<br />
 
This value is added to all deliveries to calculate the total weight.
 
This value is added to all deliveries to calculate the total weight.
  
−
===Weight From (g)===
+
'''Weight From (g)'''<br />
−
Automatically assign deliveries above this weight to this method.   
+
This will automatically assign deliveries above this weight to this method.   
  
−
===Available during Order Entry?===
+
'''Available during Order Entry?'''<br />
 +
If you would like this Delivery Method to show on an Order Entry screen, set this to yes.<br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
  
−
===Direct Ship===
+
'''Direct Ship'''<br />
 +
Switch this on if the customer would like a direct shipment of their order.<br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
  
−
===Auto-Complete Delivery Note===
+
'''Auto-Complete Delivery Note'''<br />
 +
This is if you would like the delivery note to be automatically completed.<br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
  
−
===Click and collect Option===
+
'''Click and collect Option'''<br />
 +
Turning on this option will allow the customer to do click and collect.<br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
  
−
===Do not override from stock record===
+
'''Do not override from stock record'''<br />
 +
If a delivery method has been specified on the stock record, turning this option on will override that method to this one.<br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
  
−
===Force Purchasing By Order List===
+
'''Force Purchasing By Order List'''
 +
Turning this on will force the order. <br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
  
−
===Airmail Service===
+
'''Airmail Service'''<br />
 +
Turning on this option will allow air mail. <br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
  
−
===Van Route===
+
'''Van Route'''<br />
 +
Turning on this option to green will allow Van route option.<br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
  
−
===Van Route Fall Back===
+
'''Van Route Fall Back'''<br />
−
Select from the drop down menu the method to use if the van route is incorrectly selected.
+
Select from the drop-down menu the method to use if the van route is incorrectly selected.
  
 +
'''Site Detail'''<br />
  
−
==Site Details==
+
'''Associated with Single Site'''<br />
 +
For systems with multi-sites, you can assign this method to a particular site.
  
−
===Associated with Single Site===
+
'''Available On All Sites'''<br />
 +
[11:50] Matthew Lloyd
 +
"If you would like this Delivery Method to be shown on all sites, set this to yes".<br />
 +
[[File:Green-yes.PNG|alt=YES=|Yes]]
 +
Or '''Not''' Active
 +
[[File:Red-no.PNG|alt=NO|NO]]<br />
 +
 
 +
'''Site Description'''<br />
 +
This is the description that will be displayed on the website
 +
 
 +
'''Amazon Carrier'''<br />
 +
Select from the drop-down menu which carrier you require.
 +
 
 +
'''Amazon Carrier (if other is selected)'''<br />
 +
Enter the carrier code for amazon here if you have selected another.
 +
 
 +
'''Amazon Shipment Service e.g. 24Hours)'''<br />
 +
Enter the description of the service for amazon (please refer to your amazon account)
 +
 
 +
'''Use Delivery Country Charges'''<br />
 +
Turn this opiton to green if the Customer
 +
[[File:Green-yes.PNG|alt=YES=|Yes]]
 +
Or '''Not''' Active
 +
[[File:Red-no.PNG|alt=NO|NO]]<br />
 +
 
 +
'''Delivery MUST Be Scanned (i.e. Manual Scan)'''<br />
 +
[[File:Green-yes.PNG|alt=YES=|Yes]]
 +
Or '''Not''' Active
 +
[[File:Red-no.PNG|alt=NO|NO]]<br />
 +
 
 +
'''Show Estimated Delivery Date On Site)'''<br />
 +
Select this option to Green if you would like the customer to see the delivery date. <br />
 +
[[File:Green-yes.PNG|alt=YES=|Yes]]
 +
Or '''Not''' Active
 +
[[File:Red-no.PNG|alt=NO|NO]]<br />
 +
 
 +
'''FTP'''<br />
 +
 
 +
'''FTP Upload Details'''<br />
 +
upload PDF to FTP <br />
 +
[[File:Green-yes.PNG|alt=YES=|Yes]]
 +
Or '''Not''' Active
 +
[[File:Red-no.PNG|alt=NO|NO]]<br />
 +
 
 +
'''FTP Username'''<br />
 +
Enter all the relevant details here.
 +
 
 +
'''FTP Password'''<br />
 +
Enter all the relevant details here.
 +
 
 +
'''FTP Address'''<br />
 +
Enter all the relevant details here.
 +
 
 +
'''FTP Directory<br />
 +
Enter all the relevant details here.
 +
 
 +
'''Provider'''<br />
 +
From the drop-down menu please select the provider you require.<br />
 +
 +
'''URL Version to use'''<br />
 +
This is a drop down menu  select '''live''' or '''test'''
 +
 
 +
'''Tariff Code'''<br />
 +
From the drop-down menu select the relevant tariff code.
 +
 
 +
'''User ID (Customer No if using Whistl)'''<br />
 +
Please enter your user ID.
 +
 
 +
'''Password (Site Code if using Whistl)'''<br />
 +
Please enter your password.
 +
 
 +
'''Account Number'''<br />
 +
This is your account number.
 +
 
 +
'''Client Code (provided by Whistl/Hermes)'''<br />
 +
This is provider by the carrier.
 +
 
 +
'''Max Weight (kg)'''<br />
 +
This is the max weight that can be used. 
 +
 
 +
'''Confirmation Email'''<br />
 +
This will be sent to the email provided at the time of ordering.
 +
 
 +
'''Send Alert Email'''<br />
 +
If you would like to send a email alert then turn this to '''Green''' <br />
 +
upload PDF to FTP <br />
 +
[[File:Green-yes.PNG|alt=YES=|Yes]]
 +
Or '''Not''' Active
 +
[[File:Red-no.PNG|alt=NO|NO]]<br />
 +
 
 +
'''Claims and Returns Details'''<br />
 +
This is where you can see the claim and return details.
 +
 
 +
'''Compensation'''<br />
 +
This is where you can see the compensation if anything was to happen  (i.e. Lost, Stolen or Damaged).
  
 +
'''Max Claim (£)'''<br />
 +
This is the max claim allowed.
  
−
===Available On All Sites===
+
'''DOR Letter Required'''<br />
 +
Some Delivery Companies require that a customer sign a document stating that the item(s) sent to them didn't turn up / were damaged / etc when creating a Return. If this is the case, turn this on.<br />
 +
upload PDF to FTP <br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
  
−
===Site Discripiton===
+
'''Claim Category'''<br />
 +
This is the category that is reported to the courier.
 +
 
 +
'''Send Claims To Email Address'''<br />
 +
This is the email address that the claim is sent to.
 +
 
 +
'''Minimum Surcharge for Customer Fault Freepost Label'''<br />
 +
This is the minimum surcharge.
 +
 
 +
'''Royal Mail Details'''<br />
  
 +
'''Address ID'''<br />
 +
This is the address ID as to your Royal Mail account.
  
−
===Amazon Carrier===
+
'''Department'''<br />
−
Select from the drop down menu which carrier you require.  
+
This is the department from your Royal Mail account.
  
−
===Amazon Carrier (if other is selected)===
+
'''Location'''<br />
 +
This is the location on your Royal Mail account.
  
 +
'''Level'''<br />
 +
This is the level from your Royal Mail account.
  
−
===Amazon Shipment Service e.g. 24Hours)===
+
'''Format'''<br />
 +
This is the format from your Royal Mail account.
  
−
===Use Delivery Country Charges===
+
'''Notify'''<br />
 +
This is how you want to be notified Email and SMS 
 +
 
 +
'''Image URL'''<br />
 +
TBC
 +
 
 +
'''Product'''<br />
 +
This product is From your Royal Mail account.
 +
 
 +
'''Large Letter'''<br />
 +
Upload PDF to FTP <br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
  
−
===Delivery MUST Be Scanned (i.e. Manual Scan)===
+
'''FedEx Details'''<br />
 +
 +
'''Meter Number'''<br />
 +
This provided from your FedEx account.  
 +
 
 +
'''Country/ Postcode Restriction'''<br />
 +
 
 +
'''Restrict By Country'''<br />
 +
Upload PDF to FTP <br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
  
−
===Show Estimated Delivery Date On Site)===
+
'''Allowed Countries (codes separated by comma, e.g. 'GB,NI,GY,JY')'''<br />
 +
This is the allowed countries.
 +
 
 +
'''Additional Disallowed Postcodes #2 (maximum 250 characters)'''<br />
 +
This is postcodes not allowed.
 +
 
 +
'''Additional Disallowed Postcodes #3 (maximum 250 characters)'''<br />
 +
These is postcodes not allowed.
 +
 
 +
'''Additional Disallowed Postcodes #4 (maximum 250 characters)'''<br />
 +
This is postcodes not allowed.
 +
 
 +
==Template==  
 +
 
 +
'''Template Details'''
 +
 
 +
'''Template JPG'''<br />
 +
Please type in the name of the file here including the file extension.
 +
 
 +
'''Template Document'''<br />
 +
You should never need to change this but this is where you will the name of the data template.
 +
 
 +
'''Template Text'''<br />
 +
This is where you can include a note that will appear at the top of the template for example a click and collect or next day.
 +
 
 +
'''Promo Text'''<br />
 +
This is where you can include a note at the bottom left-hand corner of the template that can include important information for your customer.
 +
 
 +
'''Template Lines'''<br />
 +
You shouldn't need to change this, however, if you do, please contact support.
 +
 
 +
'''Hide Header / Logo in template'''<br />
 +
This hides the log on the delivery note
 +
upload PDF to FTP <br />
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
[[File:Green-yes.PNG|alt=YES=|Yes]]  
 
Or '''Not''' Active  
 
Or '''Not''' Active  
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 
[[File:Red-no.PNG|alt=NO|NO]]<br />
 +
 +
'''Hide Barcode/Batch information in template'''<br />
 +
This hides the barcode on the delivery note.
 +
 +
Upload PDF to FTP <br />
 +
[[File:Green-yes.PNG|alt=YES=|Yes]]
 +
Or '''Not''' Active
 +
[[File:Red-no.PNG|alt=NO|NO]]<br />
 +
 +
'''Stock Column Percent'''<br />
 +
You shouldn't need to change this, however, if you do, please contact support.
 +
 +
'''Quantity Column Percent'''<br />
 +
You shouldn't need to change this, however, if you do, please contact support.
 +
 +
'''Bin Location Column Percent'''<br />
 +
You shouldn't need to change this, however, if you do, please contact support.
 +
 +
'''To Follow Column Percent'''<br />
 +
You shouldn't need to change this, however, if you do, please contact support.
 +
 +
'''Template Orientation (P/L)'''<br />
 +
You shouldn't need to change this, however, if you do, please contact support.
 +
 +
'''Printing'''Br/>
 +
 +
 +
'''Print Settings'''<br />
 +
 +
 +
'''Override Default Printer (specify printer)'''<br />
 +
This is to override and send to a different printer.
 +
 +
 +
'''Print to specific tray'''<br />
 +
This is to send to a specific tray in your printer.
 +
 +
'''Delivery Note Copies to Print'''<br />
 +
This is where you selected the number of copies you require to print.
 +
 +
'''Print Order (1-1000)'''<br />
 +
This determines when the order gets picked you can also separate them out (i.e. Royal Mail and FedEx)
 +
 +
'''Delivery Days Cut-Off'''<br />
 +
This is delivery day cut off.
 +
 +
'''Delivery Time Cut-Off (HH:MM:SS)'''<br />
 +
This is the delivery time cut off for same-day shipment.

Latest revision as of 13:56, 4 November 2021

Main Details

In This section

In this section, you will be able to find out how and complete a delivery.

Method Name

When creating an order it will automatically select the default delivery method.
Active
YES= Or Not Active NO

Default
Set this to Green if you would like this delivery method to be the default and always show first when creating an order.
YES= Or Not Active NO

Expected Delivery Days
This is the expected delivery day for the orders.

First Parcel Cost
This is the cost of the first parcel.

Subsequent Parcel Cost
This is any parcel after the first parcel.

Price
This is the price the customer will be charged excluding VAT

Auto Assign to Orders Over (value)
Automatically assign orders over this value to this delivery method.

Maximum Order Value to be allowed (value)
Do not allow orders over this value on this Delivery method.

Package Weight (kg)
This value is added to all deliveries to calculate the total weight.

Weight From (g)
This will automatically assign deliveries above this weight to this method.

Available during Order Entry?
If you would like this Delivery Method to show on an Order Entry screen, set this to yes.
YES= Or Not Active NO

Direct Ship
Switch this on if the customer would like a direct shipment of their order.
YES= Or Not Active NO

Auto-Complete Delivery Note
This is if you would like the delivery note to be automatically completed.
YES= Or Not Active NO

Click and collect Option
Turning on this option will allow the customer to do click and collect.
YES= Or Not Active NO

Do not override from stock record
If a delivery method has been specified on the stock record, turning this option on will override that method to this one.
YES= Or Not Active NO

Force Purchasing By Order List Turning this on will force the order.
YES= Or Not Active NO

Airmail Service
Turning on this option will allow air mail.
YES= Or Not Active NO

Van Route
Turning on this option to green will allow Van route option.
YES= Or Not Active NO

Van Route Fall Back
Select from the drop-down menu the method to use if the van route is incorrectly selected.

Site Detail

Associated with Single Site
For systems with multi-sites, you can assign this method to a particular site.

Available On All Sites
[11:50] Matthew Lloyd "If you would like this Delivery Method to be shown on all sites, set this to yes".
YES= Or Not Active NO

Site Description
This is the description that will be displayed on the website

Amazon Carrier
Select from the drop-down menu which carrier you require.

Amazon Carrier (if other is selected)
Enter the carrier code for amazon here if you have selected another.

Amazon Shipment Service e.g. 24Hours)
Enter the description of the service for amazon (please refer to your amazon account)

Use Delivery Country Charges
Turn this opiton to green if the Customer YES= Or Not Active NO

Delivery MUST Be Scanned (i.e. Manual Scan)
YES= Or Not Active NO

Show Estimated Delivery Date On Site)
Select this option to Green if you would like the customer to see the delivery date.
YES= Or Not Active NO

FTP

FTP Upload Details
upload PDF to FTP
YES= Or Not Active NO

FTP Username
Enter all the relevant details here.

FTP Password
Enter all the relevant details here.

FTP Address
Enter all the relevant details here.

FTP Directory
 Enter all the relevant details here.

Provider
From the drop-down menu please select the provider you require.

URL Version to use
This is a drop down menu select live or test

Tariff Code
From the drop-down menu select the relevant tariff code.

User ID (Customer No if using Whistl)
Please enter your user ID.

Password (Site Code if using Whistl)
Please enter your password.

Account Number
This is your account number.

Client Code (provided by Whistl/Hermes)
This is provider by the carrier.

Max Weight (kg)
This is the max weight that can be used.

Confirmation Email
This will be sent to the email provided at the time of ordering.

Send Alert Email
If you would like to send a email alert then turn this to Green
upload PDF to FTP
YES= Or Not Active NO

Claims and Returns Details
This is where you can see the claim and return details.

Compensation
This is where you can see the compensation if anything was to happen (i.e. Lost, Stolen or Damaged).

Max Claim (£)
This is the max claim allowed.

DOR Letter Required
Some Delivery Companies require that a customer sign a document stating that the item(s) sent to them didn't turn up / were damaged / etc when creating a Return. If this is the case, turn this on.
upload PDF to FTP
YES= Or Not Active NO

Claim Category
This is the category that is reported to the courier.

Send Claims To Email Address
This is the email address that the claim is sent to.

Minimum Surcharge for Customer Fault Freepost Label
This is the minimum surcharge.

Royal Mail Details

Address ID
This is the address ID as to your Royal Mail account.

Department
This is the department from your Royal Mail account.

Location
This is the location on your Royal Mail account.

Level
This is the level from your Royal Mail account.

Format
This is the format from your Royal Mail account.

Notify
This is how you want to be notified Email and SMS

Image URL
TBC

Product
This product is From your Royal Mail account.

Large Letter
Upload PDF to FTP
YES= Or Not Active NO

FedEx Details

Meter Number
This provided from your FedEx account.

Country/ Postcode Restriction

Restrict By Country
Upload PDF to FTP
YES= Or Not Active NO

Allowed Countries (codes separated by comma, e.g. 'GB,NI,GY,JY')
This is the allowed countries.

Additional Disallowed Postcodes #2 (maximum 250 characters)
This is postcodes not allowed.

Additional Disallowed Postcodes #3 (maximum 250 characters)
These is postcodes not allowed.

Additional Disallowed Postcodes #4 (maximum 250 characters)
This is postcodes not allowed.

Template

Template Details

Template JPG
Please type in the name of the file here including the file extension.

Template Document
You should never need to change this but this is where you will the name of the data template.

Template Text
This is where you can include a note that will appear at the top of the template for example a click and collect or next day.

Promo Text
This is where you can include a note at the bottom left-hand corner of the template that can include important information for your customer.

Template Lines
You shouldn't need to change this, however, if you do, please contact support.

Hide Header / Logo in template
This hides the log on the delivery note upload PDF to FTP
YES= Or Not Active NO

Hide Barcode/Batch information in template
This hides the barcode on the delivery note.

Upload PDF to FTP
YES= Or Not Active NO

Stock Column Percent
You shouldn't need to change this, however, if you do, please contact support.

Quantity Column Percent
You shouldn't need to change this, however, if you do, please contact support.

Bin Location Column Percent
You shouldn't need to change this, however, if you do, please contact support.

To Follow Column Percent
You shouldn't need to change this, however, if you do, please contact support.

Template Orientation (P/L)
You shouldn't need to change this, however, if you do, please contact support.

PrintingBr/>


Print Settings


Override Default Printer (specify printer)
This is to override and send to a different printer.


Print to specific tray
This is to send to a specific tray in your printer.

Delivery Note Copies to Print
This is where you selected the number of copies you require to print.

Print Order (1-1000)
This determines when the order gets picked you can also separate them out (i.e. Royal Mail and FedEx)

Delivery Days Cut-Off
This is delivery day cut off.

Delivery Time Cut-Off (HH:MM:SS)
This is the delivery time cut off for same-day shipment.

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