Create Delivery Method

Main Details

Method Name

When creating a order it will automatically select the default delivery method.
Active
Or Not Active

Default
Or Not Active

Expected Delivery Days

This is the expected delivery days.

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 charge 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 order 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)

Automatically assign deliveries above this weight to this method.

Available during Order Entry?

Or Not Active

Direct Ship

Or Not Active

Auto-Complete Delivery Note

Or Not Active

Click and collect Option

Or Not Active

Do not override from stock record

Or Not Active

Force Purchasing By Order List

Or Not Active

Airmail Service

Or Not Active

Van Route

Or Not Active

Van Route Fall Back

Select from the drop down menu the method to use if the van route is incorrectly selected.

Site Details

Associated with Single Site

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

Available On All Sites

Or Not Active

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 other.

Amazon Shipment Service e.g. 24Hours)

Enter the description of the service for amazon (please refer to your amazon account)

Use Delivery Country Charges

Or Not Active

Delivery MUST Be Scanned (i.e. Manual Scan)

Or Not Active

Show Estimated Delivery Date On Site)

Or Not Active

FTP

FTP Upload Details

upload PDF to FTP
Or Not Active

FTP Username

Enter relevant details here

FTP Password

Enter relevant details here

FTP Address

Enter relevant details here

FTP Directory

Enter relevant details here

Provider

Provider

From the drop down menu select the provider you require.

URL Version to use

This is a drop down menu live or test

Tariff Code

From the drop down menu selected the relevant tariff code.

User ID (Customer No if using Whistl)

Please enter your user ID

Password (Site Code if using Whistl)

Please enter you 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

Confirmation Email

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

Send Alert Email

upload PDF to FTP
Or Not Active

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 Damage).

Max Claim (£)

This is the max claim allowed.

DOR Letter Required

upload PDF to FTP
Or Not Active

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 address ID as to your Royal Mail account.

Department

This is the department from you 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
Or Not Active

FedEx Details

Meter Number

This provided from your FedEx account.

Country/ Postcode Restriction

Restrict By Country

upload PDF to FTP
Or Not Active

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)

This 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 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 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
Or Not Active

Hide Barcode/Batch information in template

This hides the barcode on the delivery note.

upload PDF to FTP
Or Not Active

Stock Column Percent

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

Quantity Column Percent

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

Bin Location Column Percent

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

To Follow Column Percent

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

Template Orientation (P/L)

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

Printing

Print Settings