Packrooster Shipping - Instructions & Setup
Installation
From this page you will find information to setup Packrooster Shipping in your Shopify store. Start by installing Packrooster Shipping from the Shopify App Store and follow the instructions down below. If any help is needed, don't hesitate to contact us!
General settings and how to adjust them
You can find general settings by opening up Packrooster Shipping → Settings → General settings. You can adjust general settings as needed. Here's a description of every setting and how it affects Packrooster Shipping.
Pack the whole quantity with one click
If you process orders in Packrooster by manually selecting the products as packed before fulfillment, by activating this setting all the products of the same type get packaged with one click.
Automatic fulfillment
When this setting is activated, the order gets automatically fulfilled when it is being searched at Packroosters Order search functionality. Also if you mark products as packed manually in your order processing and this setting is activated, the order gets fulfilled automatically when the last item is packed to the shipment.
Automatic printing
When this setting is activated, the shipping label of the order gets automatically printed when the order number is being searched at Packroosters order search. Also if you mark products as packed manually in your order processing and this setting is activated, browsers printing dialog opens automatically when you click ”Send packed products"
Automatic printing for customs documentation
If the shipment requires customs documentation printing and this setting is activated, a customs documentation gets automatically printed when shipping label is printed
Don't automatically print already fulfilled order
When this setting is activated, fulfilled orders can not automatically print when the order number is being searched at Packroosters order search. This prevents an order being shipped twice.
Add shipping method tags to new orders
By activating this configuration, Packrooster Shipping automatically adds order tags of the shipping method when new order arrives to your Shopify store.
Shipping locations
Here you can fill the information of the sender. It is recommended that every spot is filled because some carriers require the information to function properly.
Shipments – Content description
This is important to fill, because a lot of shipping carriers and shipping methods require this information to function properly, You can fill a general description of the product you are shipping, for example ”Clothes”
Shipments – Package material weight
Here you can fill the weight of the packaging material being used when shipping orders. It is recommended to set the package material weight to at least 10 grams, because if the weight of the packaging material is set to zero (0) the generating of the shipping label might not work, depending on the shipping carrier.
Please note: Weight of the packaging material gets added up to the order weight (Product/Products weight + Packaging material weight). This needs to be taken into account when planning weight based shipping methods to Packrooster.
Shipping zone VAT ID's
To this spot you can fill your VAT number which is needed, for example, when shipping orders that require customs documentation.
Send shipping confirmation email when fulfilling
When this configuration is activated, Shopify sends a shipment confirmation message to the customer when you fulfill an order in Packrooster Shipping.
Emphasize customer's note when opening the order
When this configuration is activated, you get a pop-up window of an ”additional information” message from the customer if there is one written when the order has been placed. The pop-up window can be seen in the order processing view of Packrooster Shipping.
Emphasized customer tags
Highlighted customer tags prevent automated printing of order fulfillment and shipping labels. Customer tags can be set to, for example, ”VIP” or ”Blacklisted”, so the order processer knows that the tag requires manual order processing.
Connecting shipping carriers to Shopify e-store
Here you will find instructions about how to connect shipping carriers to your Shopify e-store. With the integrations you can generate shipments and print shipping labels of the carriers directly from Shopify
List of carriers currently supported by Packrooster Shipping
- Posti
- Posti (SmartShip / nShift)
- Matkahuolto (Direct API)
- DB Schenker (Direct API)
- Shipit (Direct API)
- Fiuge (Direct API)
- Kaukokiito (Direct API)
- GLS Finland (Direct API)
- DHL Express (Direct API via myDHL)
- Deutsche Post (Direct API)
- PostNord (FI, SE, DK & NO) (Direct API)
- Budbee (Direct API)
- nShift (ex-Unifaun)
- Omniva (Direct API)
Please note! With Shipit API credentials you can use all carriers supported by Shipit
How to connect the shipping carriers?
First you will need the API-credentials of the carrier you want to connect, API-key and also possibly a customer number. The said API-credentials can be asked directly from the shipping carrier.
Next, proceed to Packrooster and select Settings → Shipping carrier settings. Over here you will find the carrier you are going to connect to and sections to fill the API-credentials to.
After the API-credentials are in place, you can proceed to creating shipping methods or pickup points. You can decide if you want to search the pickup points from the carriers own database or Packrooster's database. Packrooster's database is a little bit faster but searches for the closest pick-up point only based on customers postal code. Some of the carriers own databases search the closest pickup point based on true distance between customers address and the pickup point.
Please consider, that creating shipping methods and searching for pick-up points in Packrooster require third party carrier calculated shipping in your Shopify store. The functionality is automatically in Shopify Advanced & Plus plans.
For Shopify Shopify plan, you can ask for Shopify customer service to activate the carrier service for a price of $20/month or you can choose annual billing for your Shopify Shopify plan for a free carrier service functionality.
Creating shipping methods
There are two ways to create shipping methods in Packrooster, check below!
1. Shipping methods created to Shopify Shipping & Delivery section.
Start by generating a shipping method in Shopify → Settings → Shipping and Delivery → Manage rates. Then proceed to Packrooster Shipping→ Settings → External shipping methods. Fill the spots as guided:
Shipping method name: The previously created shipping method in Shopify
Shipping carrier: The shipping carrier you want to connect the shipping method to
Shipping method: The shipping method of the carrier you want to connect to.
After this procedure, the Shopifys shipping method and the method selected in Packrooster Shipping are connected and you don't have to manually select the shipping method when processing orders.
2. Shipping methods & pick-up points generated directly in Packrooster
Configuring shipping methods and pickup points to Packrooster Shipping requires carrier service mentioned at the end of chapter 2
After carrier service is activated, you can proceed to Packrooster Shipping → Settings → Shipping methods
Creating a new pick-up point
If you want to create a new pick-up point, select ”+ Add pickup points”. Start by choosing the shipping carrier you want to create the pickup point to.
If you click the gear icon next to shipping carrier you display additional settings like ”Large package size” or ”Handle with caution”. You can also change the shipping method of a pickup point here. Adjust the amount of pickup points that get displayed at the checkout At the Shipping method name* -field, give your pickup point an internal definition of the shipping method, like ”UPS – UPS Access Point”. By activating ”Phone number required at checkout” field, customer gets asked for their phone number when selecting the shipping method at the checkout. If you deactivate ”Display at checkout” setting the shipping method won't get displayed at your e-stores checkout.
Creating a new shipping method
If you want to create a new shipping method, select ”+ New shipping method”. Start by choosing the shipping carrier and shipping method. To the Shipping method name* - field, fill in the name you want to display to the customer at the checkout.
If you want to, you can add a short description of the shipping method in the field ”Description” which gets displayed at the checkout under the shipping method. By activating ”Phone number required” field, customer gets asked for their phone number when selecting the shipping method at the checkout. If you deactivate ”Display at checkout” setting the shipping method won't get displayed at your e-stores checkout.
Pricing and Display -sections when creating shipping methods and pick-up points
At the Pricing -section you can adjust the price of the shipping method or create a pricing based on order weight, or, if you desire, give the shipping method a price limit for free shipping.
At the Visibility at checkout -section you can give different kind of parameters for displaying the shipping method at the checkout. For example, you can set zone of allowed weight or order price (Minimum – Maximum) or set allowed and blocked postal numbers. You can also allow or block desired product tags. For example, if you block a product tag ”shoes”, if there is as product containing the tag ”shoes” in the cart, the said shipping method is not displayed to the customer.
You can also configure that only when the cart has a product with a tag ”shoes” the shipping method gets displayed at the checkout.
Please note! Shipping methods and pick-up points must be selected visible in Display → Show in shipping zone: -field. The shipping zones are created in Shopify → Settings → Shipping & Delivery -section
How to print return labels automatically for the fulfillment
This works for both shipping method and pickup points. If you want to print a return label when fulfilling orders with the shipping method, you can open ”Other settings – Customer returns” setting at the first page of shipping method or pickup point creation. Activate the setting, select the return method and save. When you fulfill the order and print shipping label for the order, there will also be a return label printed!
Order processing
Here you will find instructions on how to process orders with Packrooster Shipping.
Processing a single order
Processing a single order allows you to change the shipping method before fulfillment and fulfilling only a part of the order. Open up a single order in Shopify and select More actions → Open with Packrooster. Mark the products as packed and select ”Send packed products”. You can also use Packroosters own order search to fulfill a single order.
Processing multiple orders at once
Open up the Orders -page from your Shopify and select all the orders you want to process. Proceed to More actions → Open with Packrooster. After this you will see a list of orders and tracking numbers you are about to generate. If you have activated ”Automatically fulfill orders when printing” -setting from Packroosters general settings, all of the orders get fulfilled when you print them.
Processing orders with a barcode reader
This way of processing orders is especially suitable for high volume merchants and everyone who wants to prevent the issue of connecting wrong shipping labels to the shipment. With Packrooster Shipping, it is possible to automate order processing so that you can fulfill the order and print out the shipping label by scanning a barcode from a packing slip of the order. For this order processing system, you're going to need to have a barcode scanner and a label printer.
Optimized order processing works like this:
1. Gather the products of the orders to the packaging table
2. After each packed order, scan the barcode from the packing slip to the order search of Packrooster Shipping.
3. The label printer will print out a shipping label, the order gets fulfilled and customer receives a tracking code for their shipment.
You can read an in-depth guide for the optimized order processing here.
If you need help to setup optimized order processing for your Shopify stores warehouse, reach us out and we'll help you get started!