Package services
- 16 Jun 2024
- 4 Minutes to read
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Package services
- Updated on 16 Jun 2024
- 4 Minutes to read
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Contributors
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In maintenance package services, parties can be registered that are responsible for the shipment of packages. A reservation can be submitted to a package service, upon which the package service will respond with one or more shipping labels and Track & Trace codes.
The following fields are available:
| Code | |||||||
| Export code | |||||||
| Description | |||||||
| Package service type | The type of the package service. The following types are currently available: (*1)
| ||||||
| Label definition | Printable label layout when registering packages (reservations) with this package service This option only applies to the RetailVista package service. | ||||||
| Cash on delivery label definition | Printable label layout when registering cash on delivery packages (reservations) with this shipping service. This option only applies to the RetailVista shipping service. | ||||||
| Username | The username to connect to this shipping service | ||||||
| Password | The password to connect to this shipping service | ||||||
| Package insurance | Should a package be insured when registered (only for Post NL) | ||||||
| Minimum insured package amount | The minimum amount to insure a package (only for Post NL) | ||||||
| Cash on delivery shipping service | Is this shipping service suitable for registering cash on delivery shipments | ||||||
| Cash on delivery product | When a reservation is processed as cash on delivery in RetailVista POS, an additional (negative) line is added to the sales transaction with the amount to be paid as cash on delivery. The product specified here is used as the item for that line. | ||||||
| Pickup | If a package service is marked as 'pickup', then this package service will not be visible when making a reservation if that reservation has a transport type of 'Delivery'. | ||||||
| Expired | If a package service is expired, it will no longer be shown as an option when registering new packages. | ||||||
| Synchronize carriers | This option is only intended for SendCloud and ensures that the available carriers are updated immediately. Normally, this is done every night via the task scheduler, but if there is a contract change at SendCloud that cannot wait a day, updating it immediately will ensure that the mutation is immediately visible. | ||||||
*1 - In order to use a certain type of package service, additional licenses are required. SendCloud is a 'broker', this party offers a whole range of common 'carriers' with which packages can be sent. This also depends on the contracts that have been concluded with SendCloud. The RetailVista package service results in an internal package service label with internal track & trace numbers. The great advantage of this package service is that it makes it possible for each package to receive a shipping label, whether the package is sent, delivered with its own transport or picked up.
In the 'Carriers' tab, the actual parties and the types of shipments supported are visible. This tab is currently only applicable to SendCloud integrations. These carriers are automatically updated every night via the task scheduler. In addition, new carriers are added, but are marked as not available by default. Carriers that are no longer available from SendCloud are changed to 'not available'. This approach prevents a new type of carrier added by SendCloud from automatically becoming visible in the Pack & Ship application. The application administrator must consciously choose to release a package carrier for use.
By default, only the available carriers are shown in this overview, and only the non-expired carriers. After the very first synchronization and setup of SendCloud, no carriers will be shown by default, because all added carriers are immediately marked as not available. Therefore, it is important to select carriers that should be available in the pack & ship application after the first synchronization.
The following fields are available:
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In the 'Notifications' tab, you can find several settings regarding customer notifications.
The following fields are available:
Email template The email template to use (of type 'package') when sending an email message Send message to customer Send an email message to this customer
The idea behind this field is that a parcel service that is not integrated (for example, a local carrier) can receive an email message when a shipment is created that needs to be handled by this carrier. The package service type will most likely be 'RetailVista' so that an internal shipping label can still be printed.CRM rule type This type is used when creating a CRM rule for the customer specified above. In the last tab 'Advanced', you can find the less commonly used settings. The content of most of the fields below is described in specific configuration documentation for the desired type of parcel service.
The following fields are available:
Code page Encoding API URL The website URL used to communicate with the parcel service. Click-through URL This is the click-through URL as displayed in the product view in the reservation maintenance screen. Some variable data can be placed in this link. The following variable data fields are currently supported: {zipcode} Postal code of the address where the shipment is being sent {barcode} The track & trace barcode received from the courier service Advanced settings Depending on the type of courier service, it may be necessary to specify one or more advanced settings.
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