Difference between revisions of "Create Delivery Method"
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==Main Details== | ==Main Details== | ||
===In This section=== | ===In This section=== | ||
| − | In this section you will be able to find out how and complete a delivery. | + | In this section, you will be able to find out how and complete a delivery. |
===Method Name=== | ===Method Name=== | ||
| Line 26: | Line 26: | ||
===Price=== | ===Price=== | ||
| − | This is the price the customer will be | + | This is the price the customer will be charged excluding VAT |
===Auto Assign to Orders Over (value)=== | ===Auto Assign to Orders Over (value)=== | ||
| Line 32: | Line 32: | ||
===Maximum Order Value to be allowed (value)=== | ===Maximum Order Value to be allowed (value)=== | ||
| − | Do not allow | + | Do not allow orders over this value on this Delivery method. |
===Package Weight (kg)=== | ===Package Weight (kg)=== | ||
| Line 47: | Line 47: | ||
===Direct Ship=== | ===Direct Ship=== | ||
| − | Switch this on if the customer would like a direct shipment of | + | 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 | ||
| Line 53: | Line 53: | ||
===Auto-Complete Delivery Note=== | ===Auto-Complete Delivery Note=== | ||
| − | This is if you would like the delivery note to automatically | + | 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 | ||
| Line 59: | Line 59: | ||
===Click and collect Option=== | ===Click and collect Option=== | ||
| − | Turning on this | + | 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 | ||
| Line 89: | Line 89: | ||
===Van Route Fall Back=== | ===Van Route Fall Back=== | ||
| − | 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. |
| Line 95: | Line 95: | ||
===Associated with Single Site=== | ===Associated with Single Site=== | ||
| − | For systems with multi-sites you can assign this method to a particular site. | + | For systems with multi-sites, you can assign this method to a particular site. |
===Available On All Sites=== | ===Available On All Sites=== | ||
| Line 108: | Line 108: | ||
===Amazon Carrier=== | ===Amazon Carrier=== | ||
| − | Select from the drop down menu which carrier you require. | + | Select from the drop-down menu which carrier you require. |
===Amazon Carrier (if other is selected)=== | ===Amazon Carrier (if other is selected)=== | ||
| − | Enter the carrier code for amazon here if you have selected | + | Enter the carrier code for amazon here if you have selected another. |
===Amazon Shipment Service e.g. 24Hours)=== | ===Amazon Shipment Service e.g. 24Hours)=== | ||
| Line 156: | Line 156: | ||
===Provider=== | ===Provider=== | ||
| − | From the drop down menu please select the provider you require.<br /> | + | From the drop-down menu please select the provider you require.<br /> |
===URL Version to use=== | ===URL Version to use=== | ||
| Line 162: | Line 162: | ||
===Tariff Code=== | ===Tariff Code=== | ||
| − | From the drop down menu select the relevant tariff code. | + | From the drop-down menu select the relevant tariff code. |
===User ID (Customer No if using Whistl)=== | ===User ID (Customer No if using Whistl)=== | ||
| Line 168: | Line 168: | ||
===Password (Site Code if using Whistl)=== | ===Password (Site Code if using Whistl)=== | ||
| − | Please enter | + | Please enter your password. |
===Account Number=== | ===Account Number=== | ||
| Line 180: | Line 180: | ||
===Confirmation Email=== | ===Confirmation Email=== | ||
| − | This will be sent to the email | + | This will be sent to the email provided at the time of ordering. |
===Send Alert Email=== | ===Send Alert Email=== | ||
| Line 193: | Line 193: | ||
===Compensation=== | ===Compensation=== | ||
| − | This is where you can see the compensation if anything was to happen (i.e. Lost, Stolen or | + | This is where you can see the compensation if anything was to happen (i.e. Lost, Stolen or Damaged). |
===Max Claim (£)=== | ===Max Claim (£)=== | ||
| Line 217: | Line 217: | ||
===Address ID=== | ===Address ID=== | ||
| − | This is address ID as to your Royal Mail account. | + | This is the address ID as to your Royal Mail account. |
===Department=== | ===Department=== | ||
| − | This is the department from | + | This is the department from your Royal Mail account. |
===Location=== | ===Location=== | ||
| Line 285: | Line 285: | ||
===Promo Text=== | ===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. | + | 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=== | ===Template Lines=== | ||
| − | You shouldn't need | + | You shouldn't need to change this, however, if you do, please contact support. |
===Hide Header / Logo in template=== | ===Hide Header / Logo in template=== | ||
| Line 306: | Line 306: | ||
===Stock Column Percent=== | ===Stock Column Percent=== | ||
| − | You shouldn't need | + | You shouldn't need to change this, however, if you do, please contact support. |
===Quantity Column Percent=== | ===Quantity Column Percent=== | ||
| − | You shouldn't need | + | You shouldn't need to change this, however, if you do, please contact support. |
===Bin Location Column Percent=== | ===Bin Location Column Percent=== | ||
| − | You shouldn't need | + | You shouldn't need to change this, however, if you do, please contact support. |
===To Follow Column Percent=== | ===To Follow Column Percent=== | ||
| − | You shouldn't need | + | You shouldn't need to change this, however, if you do, please contact support. |
===Template Orientation (P/L)=== | ===Template Orientation (P/L)=== | ||
| − | You shouldn't need | + | You shouldn't need to change this, however, if you do, please contact support. |
==Printing== | ==Printing== | ||
| Line 331: | Line 331: | ||
===Print to specific tray=== | ===Print to specific tray=== | ||
| − | This is to | + | This is to send to a specific tray in your printer. |
===Delivery Note Copies to Print=== | ===Delivery Note Copies to Print=== | ||
| Line 337: | Line 337: | ||
===Print Order (1-1000)=== | ===Print Order (1-1000)=== | ||
| − | This determines when | + | This determines when the order gets picked you can also separate them out (i.e. Royal Mail and FedEx) |
===Delivery Days Cut-Off=== | ===Delivery Days Cut-Off=== | ||
| Line 343: | Line 343: | ||
===Delivery Time Cut-Off (HH:MM:SS)=== | ===Delivery Time Cut-Off (HH:MM:SS)=== | ||
| − | This is the delivery time cut off for same day shipment. | + | This is the delivery time cut off for same-day shipment. |
Revision as of 11:19, 22 October 2021
Contents
- 1 Main Details
- 1.1 In This section
- 1.2 Method Name
- 1.3 Expected Delivery Days
- 1.4 First Parcel Cost
- 1.5 Subsequent Parcel Cost
- 1.6 Price
- 1.7 Auto Assign to Orders Over (value)
- 1.8 Maximum Order Value to be allowed (value)
- 1.9 Package Weight (kg)
- 1.10 Weight From (g)
- 1.11 Available during Order Entry?
- 1.12 Direct Ship
- 1.13 Auto-Complete Delivery Note
- 1.14 Click and collect Option
- 1.15 Do not override from stock record
- 1.16 Force Purchasing By Order List
- 1.17 Airmail Service
- 1.18 Van Route
- 1.19 Van Route Fall Back
- 2 Site Details
- 2.1 Associated with Single Site
- 2.2 Available On All Sites
- 2.3 Site Description
- 2.4 Amazon Carrier
- 2.5 Amazon Carrier (if other is selected)
- 2.6 Amazon Shipment Service e.g. 24Hours)
- 2.7 Use Delivery Country Charges
- 2.8 Delivery MUST Be Scanned (i.e. Manual Scan)
- 2.9 Show Estimated Delivery Date On Site)
- 3 FTP
- 4 Provider
- 4.1 Provider
- 4.2 URL Version to use
- 4.3 Tariff Code
- 4.4 User ID (Customer No if using Whistl)
- 4.5 Password (Site Code if using Whistl)
- 4.6 Account Number
- 4.7 Client Code (provided by Whistl/Hermes)
- 4.8 Max Weight (kg)
- 4.9 Confirmation Email
- 4.10 Send Alert Email
- 4.11 Claims and Returns Details
- 4.12 Compensation
- 4.13 Max Claim (£)
- 4.14 DOR Letter Required
- 4.15 Claim Category
- 4.16 Send Claims To Email Address
- 4.17 Minimum Surcharge for Customer Fault Freepost Label
- 5 Royal Mail Details
- 6 FedEx Details
- 7 Country/ Postcode Restriction
- 8 Template
- 8.1 Template JPG
- 8.2 Template Document
- 8.3 Template Text
- 8.4 Promo Text
- 8.5 Template Lines
- 8.6 Hide Header / Logo in template
- 8.7 Hide Barcode/Batch information in template
- 8.8 Stock Column Percent
- 8.9 Quantity Column Percent
- 8.10 Bin Location Column Percent
- 8.11 To Follow Column Percent
- 8.12 Template Orientation (P/L)
- 9 Printing
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
Or Not Active
Default
Set this to Green if you would like this delivery method to be the default and always show first when creating an order.
Or Not Active
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.
Or Not Active
Direct Ship
Switch this on if the customer would like a direct shipment of their order.
Or Not Active
Auto-Complete Delivery Note
This is if you would like the delivery note to be automatically completed.
Or Not Active
Click and collect Option
Turning on this option will allow the customer to do click and collect.
Or Not Active
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.
Or Not Active
Force Purchasing By Order List
Turning this on will force the order.
Or Not Active
Airmail Service
Turning on this option will allow air mail.
Or Not Active
Van Route
Turning on this option to green will allow Van route option.
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
[11:50] Matthew Lloyd
"If you would like this Delivery Method to be shown on all sites, set this to yes".
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 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
Or Not Active
Delivery MUST Be Scanned (i.e. Manual Scan)
Or Not Active
Show Estimated Delivery Date On Site)
Select this option to Green if you would like the customer to see the delivery date.
Or Not Active
FTP
FTP Upload Details
upload PDF to FTP
Or Not Active
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
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
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 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
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 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
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 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 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.
Printing
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.
