Create Delivery Method

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.