Create Delivery Method
Contents
- 1 Main Details
- 1.1 Method Name
- 1.2 Expected Delivery Days
- 1.3 First Parcel Cost
- 1.4 Subsequent Parcel Cost
- 1.5 Price
- 1.6 Auto Assign to Orders Over (value)
- 1.7 Maximum Order Value to be allowed (value)
- 1.8 Package Weight (kg)
- 1.9 Weight From (g)
- 1.10 Available during Order Entry?
- 1.11 Direct Ship
- 1.12 Auto-Complete Delivery Note
- 1.13 Click and collect Option
- 1.14 Do not override from stock record
- 1.15 Force Purchasing By Order List
- 1.16 Airmail Service
- 1.17 Van Route
- 1.18 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
Method Name
When creating a order it will automatically select the default delivery method.
Active
Or Not Active
Default
Set this to yes 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.
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?
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 onn if the customer would like a direct shipment of there order.
Or Not Active
Auto-Complete Delivery Note
This is if you would like the delivery note to automatically complete.
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 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
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
Override Default Printer (specify printer)
This is to override and send to a different printer.
Print to specific tray
This is to sent 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 the order get 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.
