You can offer a shipping service to your customers. When you select one or more shipping providers, each customer can request shipment of an order via the web shop.
This topic describes the complete configuration of the shipping workflow.
You have to configure the shipping settings in the [Configuration] workspace:
Create shipping formulas
You have to create the shipping formulas based on agreements with each shipping provider.
Select the shipping providers for PRISMAdirect
You can select which shipping providers are available for PRISMAdirect.
The selected shipping providers will be available in the [Order processing] workspace. The customer can only select whether or not to ship an order. The operator can select which shipping provider will ship the order.
Configure the shipping providers per web server
PRISMAdirect can run multiple web servers. You have to configure the shipping providers for each web server once shipping is enabled for PRISMAdirect.
Enable shipping per web shop
A web server can run multiple web shops. You have to configure shipping for each web shop once shipping is enabled for the concerning web server.
All shipping providers that are enabled and configured on the web server are available for the web shop. You cannot select or deselect shipping providers on web shop level. You can only enable or disable the shipping service.
Configure the default shipping label
The default label will be used when the shipping provider does not offer a shipping label.
Type the default origin address
You can use the default origin address when you have only one web shop. When you have multiple web shops, you have to type an origin address for each separate web shop.
You ship your packages from the origin address.
Type the origin address per web shop
When you have multiple web shops, you have to type an origin address for each separate web shop.
You ship your packages from the origin address.
Define any custom box sizes
Each shipping provider offers a range of default box sizes. You can define one or more custom box sizes for each shipping provider.
NOTE
When you select an additional shipping provider for PRISMAdirect, that provider is also added to each existing custom box. Now, you have to configure each existing custom box for the new provider.
Optionally, you can customise the shipping settings per user group
You can customise the shipping settings for each user group. The custom settings overrule the web shop settings for the concerning user group. The custom settings are used in all web shops for the concerning user group.
Click [Price and formula editor] - [Formulas] - [Shipping formulas for orders].
Create the shipping formulas based on agreements with each shipping provider. See chapter [Price and formula editor] for a description of how you can create formulas.
Click [System] - [Connectivity] - [Shipping] - [General settings].
Enable option [Use shipping providers].
Select which shipping providers will be available for PRISMAdirect. For example, FedEx.
You can type a message to the customer for each provider.
Click a language to type a message in that language. The available languages are displayed just above the text field. The available languages are equal to the active languages for PRISMAdirect. See: [System] - [Active languages for system].
Most providers offer a link that customers can click to track their package. If a provider does not offer such a link, then you can type the web site of the shipment provider in the message. For example: Go to shipmentprovider.com to track your order.
Click [Save].
Shipment is now enabled for PRISMAdirect. However, PRISMAdirect can run multiple web servers. Now, you have to enable or disable shipping per web server, see procedure Configure the shipping providers per web server below.
Click [System] - [Web submission] - <web server> - [Shipping providers].
Option [Use shipping providers]
Enabled
You have enabled shipment for the concerning web server. The web server can run one or more web shops. In this dialogue, you have to configure the shipping providers first. Then, you have to enable or disable shipping per web shop, see procedure Enable shipping per web shop below.
Disabled
You have disabled shipment for the concerning web server. The web server can run one or more web shops. Customers of these web shops cannot request shipment of their orders.
Configure each shipping provider.
Click on the bar of the shipping provider that you want to configure. The bar expands and you can fill in the required settings. For example, you can define the setting User key, et cetera when you use the FedEx API. Each shipping provider delivers the required settings to you when you create an account.
Click [Save].
Click [Web shop] - <web shop> - [Pricing] - [Shipping].
Enable option [Enable shipping].
Customers of this web shop can now request shipment of their orders.
Click [Add].
You can configure one or more delivery times and assign shipping formulas to each delivery time.
Configure the maximum time to deliver an order. The shorter the delivery time, the higher the postage.
You can type a value in the text field. Or you can click the arrow buttons to increase or decrease the value.
Assign a shipping formula to the delivery time. Select a formula from the drop-down list.
Do this for each delivery time.
Click [Save].
The customer can choose one of the configured delivery times in the web shop.
Click [System] - [Connectivity] - [Shipping] - [Default label].
You can use variables from the list of [Order items] and/or the [Origin address] to create the shipment label. This allows you to use dynamic information in the label. Drag and drop the variable into the label at the desired position. A variable is indicated by '%' symbols. You can also type fixed text in the label.
Define the font settings for the label.
Select the size of the media on which the default label will be printed.
Enable option [Print logo in label] when you want to add a logo to the label.
Click button [Browse] to select an image.
The allowed image file types are: .bmp, .jpg, .gif, .png.
Click [Clear] to remove a selected image.
Select the position for the logo from the drop-down list.
[Scale logo to page size]
You can scale the logo to the page size. Enable option [Keep ratio] if you want to use the same relation between width and height for the logo as for the page size. You have to define the width [%] for the image.
Click button [Preview] to preview the shipment label.
Click [Save].
Click [System] - [Connectivity] - [Origin address].
Type the origin address for your web shop. You can use the default origin address when you have only one web shop. When you have multiple web shops, you have to type an origin address for each separate web shop.
The address will not be validated in this dialogue. The address will be validated when:
The operator requests a shipment in the [Order processing] workspace. The selected shipment provider returns an error message if any of the values are incorrect.
The operator or customer creates an order while tax services workflow is enabled. The tax service returns an error message if any of the values are incorrect.
Click [Save].
Click [Web shop] - <web shop> - [Contact information] - [Origin address].
[Use default origin address]
Enabled
The web shop uses the default origin address. See: [System] - [Connectivity] - [Origin address].
Disabled
Type the origin address for your web shop. When you have multiple web shops, you have to type an origin address for each separate web shop.
The address will not be validated in this dialogue. The address will be validated when:
The operator requests a shipment in the [Order processing] workspace. The selected shipment provider returns an error message if any of the values are incorrect.
The operator or customer creates an order while tax services workflow is enabled. The tax service returns an error message if any of the values are incorrect.
Click [Save].
Click [System] - [Connectivity] - [Shipping] - [Custom box sizes].
You can create one or more custom box sizes for each shipping provider. Do this for each shipping provider enabled for PRISMAdirect.
Click [Save].
Click [User management] - [User groups] - [User group settings].
Click on the bar of the user group that you want to customise. The user group expands.
Scroll to section [Enable shipping].
A customer can be part of a user group. The settings of the user group overwrite the shipping settings of each web shop.
Web shop
The user group uses the value of setting [Enable shipping] as defined for the web shop.
Custom = Yes
Shipping is enabled for each web shop for the concerning user group. A requirement is that the shipping providers are configured, see procedure Configure the shipping providers per web server.
Custom = No
Shipping is disabled for each web shop for the concerning user group.
Click [Save].