7. Order Preparation

1. Overview

ERP provides a flexible and powerful tool to mass ship orders in Magento.

See also

ERP -> Order preparation -> Prepare orders

Here are the main features provided :

  • Automatic order dispatch in 3 groups depending of the payment and stock levels
  • Supports multiple operator working at the same time
  • Picking list : summary of every products you need to ship orders, the picking list also display the shelf location
  • Preparation document : this PDF summarizes every order information (one order per page) with a specific barcode for each order
  • Mass create shipment / invoice, ability to process online capture on shipping
  • Mass document download merged in a single PDF (invoices, packing slips)
  • User friendly packing screen to display products to pack for each orders with product information, picture and shelf location. You can also check the packing using product barcode / gencodes
  • Communication with the shipping software to print the shipping labels and import tracking numbers in magento
  • Mass customer notification

The order preparation module can fit several workflow, don’t hesitate to take time to configure it to get the most efficient way to prepare orders according to your business specifications

2. Settings

Note

If you get the message « Access Denied » during your first connexion attempt, you will have to disconnect and re-connect from administration interface in order to reboot permissions.

1. Order preparation steps

From this part, you can configure the visibility of the top buttons in order preparation screens and also what they do.

Setting Description
Print method Each time you need to download / print a  PDF, ERP allows you to simply download it for manual printing or to send it automatically to the printer. If you select this second option, please make sure that Magento Client Computer is properly installed and configured on Magento and on your PC
Display picking list button Toggle “Picking list button” visibility
Display create shipments button Toggle “Create shipment button” visibility
Display download document button Toggle “Download document button” visibility
Display packing button Toggle “Packing button” visibility
Display shipping label button Toggle “Shipping label button” visibility

2. Picking list options

This section controls the behaviour of the “Picking list” button displayed in Order Preparation screen.

Setting Description
Mode ERP provides two kind of picking list : Merged : the picking list summarizes all the products you need to process all selected orders (without order information). One page per order : the PDF will contain one page for each order with all order information (customer information, products, quantities ...).
Sort mode If you have selected the “Merged” mode, you can choose how products are sort in the picking list, by manufacturer or by shelf location
Display product without stock management Control if products without stock management are displayed in the picking list or not
Display sub products Control if sub products (products within bundle / configurable) products are displayed

Here is a quick preview of both picking list modes :

Merged Picking list mode

_images/29947f9a0bef8548496d64bb582239c6.png

One page per order mode

_images/94ca1b8294a3e25c18cdf0c1c5d8a5cd.png

3. Create shipments and invoice

This part configure the “Create shipments and invoices” button : it creates shipment and invoices for all orders in selected orders tab. If invoice and / or shipment already exists, it is not create again

Setting Description
Create invoice If disabled, invoices are not created
Create shipment If disabled, shipments are not created
Invoice only shipped items This option allows to invoice only shipped items, it will then create a partial invoice

4. Download documents

This part configure the behaviour of the “Download documents” button. This button allows to download all documents (invoice, packing slip, preparation document) related to orders in on single PDF. These settings apply to orders in the “selected order tab”

Setting Description
Print invoices twice if no tax If enabled, invoices without tax are added twice to the PDF. This is generally useful for custom law purposes
Print invoices twice if payment method is For every selected payment method, invoices are added twice to the PDF. This is generally useful for custom law purposes
Insert invoices Add invoices in the PDF
Insert packing slip Add packing slip in the PDF
Insert order comments If enabled, a first page is added to the PDF with all the organizer related to the selected orders. This is generally a good way to give additional instructions to the logistic operators (don’t insert the invoice, take care to the parcel ...)
Insert packing document If enabled, the packing document (see below) is added for each order

Packing document sample

This PDF is a working document for internal use only, to help the operator to pack orders, it is not designed to be shipped to the customer)

_images/94ca1b8294a3e25c18cdf0c1c5d8a5cd.png

5. Packing options

The packing step is designed to display order information on the screen (customer information, products) to help the operator to properly pack the order.

To process an order, go on the packing step and scan the order barcode printed on the preparation document.

Setting Description
Create shipment on commit ERP creates order shipment when packing is committed
Create invoice on commit If the invoice does not exists, ERP will create the invoice at this moment.. . Please note this option can create partial invoice is you use . System -> configuration -> ERP -> Order preparation -> Create shipment and invoices Options   ->  Invoice only shipped items
Prevent packing if order is already shipped If you try to scan a barcode for an already shipped order, an error message is displayed. The goal of this feature is to prevent to pack the same order twice
Print packing slip when order is packed Once order is packed, download or send the packing slip to the printer (depending of the printing settings in the “Order preparation steps” settings
Print invoice when order is packed Once order is packed, download or send the invoice to the printer (depending of the printing settings in the “Order preparation steps” settings
Display quantity buttons If you are not using a barcode scanner to select the product on the packing step, you can display the plus and minus buttons to manually confirm the product quantities
Print shipping label when order is packed Once order is packed, download or send the shipping label to the printer (depending of the printing settings in the “Order preparation steps” settings
Automatically add order when order is packed Basically, when you scan an order barcode, ERP search this order in the selected orders tab. Enabling this option, you can scan a barcode for an order not in the selected orders but in the fullstock orders tab for example ; then, ERP will automatically add it to the selected orders tab.
Ask for weight When you commit the packing, a message box is displayed for you to fill the parcel weight
ASk for parcel count If enabled, a popup will ask for the number of parcel when you commit the packing
Image thumbnail size Size of the image picture displayed when you scan a product
Display current group only An order can contain simple products alone or simple product belonging to group / bundle / configurable products : when one or several simple products have a parent, we name this a group. If you enable that option, the packing step will display every products with the same parent (simple products without parents belong to the same group). . This option is useful mainly if you use bundle products.

6. Order weight calculation

When from order preparation screen, you add an order to selected orders, you have the possibility to let the extension work out automatically the final gross weight of package to be dispatched.

In order to enable this function, you have to select “yes” in the menu “enable” Package net weight will be worked out from the sum of its products (from products weights as defined in the product Magento Sheet).

It is also possible to define default packaging additional weight (box etc…) to have the net weight. If you would like to enable this function, please select a calculation method: 3 methods are available to work out the additional weight:

  • Add a fix weight  : the captured weight in part « value for the method» will automatically be added to the package.
  • Add a fix weight per product  : For each order’s product, the weight captured in the part ” value for the method ” will be added
  • Add a percentage  : Defined percentage in part « value for the method» will be added to total net weight.

7. Miscellaneous

See also

System > configuration > ERP > Order preparation > Miscellaneous

Setting Description
Show client computer download link Display a link to download Magento client Computer program (only for demo purposes)
Show order comments Display organizers related to orders in the fullstock / stockless / ignored orders tab
Single user order preparation mode if you enable this option, the order preparation screen will work in single user mode
Default page size Number of orders displayed by default in fullstock / stockless / ignored orders tab
Display drop down to change quantity in selected orders tab Enable this option to get the possibility to ship the exact qty you want with a maximum which is the reserved qty.. . This add qty drop down list in the “the selected order tab” at product level.

8. Shipping labels : UPS, Fedex and Exaprint

See also

System > Configuration > ERP > Order Preparation

Most of the carrier software use CSV file.

But for UPS, Fedex and Exaprint you need to send XML file, so the system is a bit different :

  1. The 3 last sections of System > Configuration > ERP > Order Preparation  are related to UPS, Fedex and Exaprint order information export.

Please configure them for you need, you can set here the different parameters to use when ERP export order information

  1. Then create a carrier template for each one you need in ERP > Order preparation > Carrier template

associated to

  • the shipping method UPS or Fedex or Exaprint
  • The type  UPS, mondial relay, UPS of Exaprint

9. Notify options

See also

System > Configuration > ERP > Order preparation >  Notify option

When the “order preparation” user clicks on the button Notify on the “Order preparation” screen, ERP sends an email to all the customers of the selected orders for the current warehouse and the current user.

Magento will send the Invoice email and the shipment email.

You can choose with these options to send only the invoice or only the shipment, or both, or none.

  • System > Configuration > ERP > Order preparation > Notify option > Send Invoice notification mail
  • System > Configuration > ERP > Order preparation > Notify option > Send shipment notification mail

If you want to configure the template used for these emails :

  • System > Configuration > Sales > Sales emails >  Invoice > Invoice Email Template
  • System > Configuration > Sales > Sales emails >  Shipment > Shipment  Email Template

If you want to put someone in copy of these emails :

  • System > Configuration > Sales > Sales emails > Invoice > Send Invoice Email Copy To
  • System > Configuration > Sales > Sales emails > Shipment > Send Shipment Email Copy To

3. Carrier templates

Order preparation requires to exchange files with Shipping Software to :

  • Print shipping label using order and shipment information (export file from Magento toShipping Software)
  • Import tracking numbers in Magento (import file from shipping software to Magento)

Order preparation extension includes a file format wizard to create your own import/export files and then work with any shipping software.

1. Template list

You can display carrier template list using menu ERP > Order preparation > Carrier templates.

2. Create a new template

See also

ERP > Order preparation > Carrier templates -> Create new Template button

You can create a new carrier template from scratch or importing a template description file (xml file).

Some template descriptions files are provided in the folder /carrier_template in the ERP zip file you downloaded from boostmyshop.com to install ERP .

To create a new template, select menu System > Carrier template and click on “Create new template”” button.

If you wish to create a template from scratch, fill template name and click on save button. To import a template using description file, select xml file and then click on save button.

_images/656180153281398b8e21051c90e230c1.png

3. Edit template

Template edition screen contains 3 parts :

  • Main information

Warning

VERY IMPORTANT : A carrier template must be be linked to a shipping method (field “Associated Shipping method”).

Thanks to this parameter, the Download links will be displayed in the Step “Shipping label” in the order template.

_images/8549d22783cf651cfa1921851e501a29.png
  • Export file description (contains shipping information to print shipping labels)
_images/23824ad660e47b85d836407f06ec1344.png
  • Import file description (contains tracking numbers to import in Magento)

Once the model is created carrier will be available in the link to download the commands in step preparation of export order.

4. Template definition

To use a pre-formatted, select the menu System> Models carrier “and click” New. One time on the editing of the model,

  • Select the type (ups, fedex)
  • Select the shipping method
_images/7dbca78451a3dee801ebcecc316e2280.png

Please think also to go to

System -> configuration -> ERP -> Order preparation -> UPS 

for advanced configuration

Click “Save”, then click “Export” to save the export file associated with your model. The download link commands in the correct format will be available in the stage of preparation of export control. (see picture)

_images/c2e62fe281eb954fb37ae4d33e2d47f4.png

1. Template information

Setting Description
Name Contains associated Magento shipping method. This information is very important as it is used by the order preparation module to build export file for one order depending of its shipping method.
Associated shipping method this method are important because it allow the system to export the valid orders into the carrier program (in fact the orders which use this delivery settings)
Client directory name If you directly print shipping labels from Magento, Magento Client Computer downloads shipping file and must retrieve the correct directory into copy file. This directory is defined using this directory name and the real path stored in Magento Client Computer preferences file (pref.xml)

2. Export file

Export file contains one or more order information to print shipping labels.

_images/916b30e800d5b5bfd7fd272e5ad57a89.png

 Note : Position field must begin with 0

Field Description
File name Generated file name
Witness file name Some shipping software requires 2 files to print shipping label : a file with shipping information and a witness file to commit label printing request.. . If needed, simply fill the witness file name in this field..
File format Fixed size file or delimiter
Field separator Character used to mark separation of field in a record. This setting is available only for “delimiter” file format
Field delimiter Character used to mark the beginning and the end of a field in a record
End line character Character used to mark the end of a record in the file
Add header line If checked, a row with column list will be added to the export file
Custom header Some shipping software requires a custom header
Remove accents Remove accents and special characters

Once file export main information are filled, you have to describe the file structure to define what information are saved.

To add a new field, fill information in “Add new field” section and click on save button.

To remove a field, check “delete” checkbox and click on save button.

Field’s descriptions

Field Description
Position Column position
Name Column name (used to build file header and used as caption for custom values)
Size Column max size
Content Define column content. To define column content, you can use specific code to insert values from the current shipment / order.. . Available codes are displayed moving the cursor on the light picture.. . Codes are always delimited with { and }In example, code {firstname} will be replaced with the customer firstname.. . Note that you can also insert “fix” value : “City : {city}”.
Format With this drop down menu, you can apply specific formatting to the column content. Several functions are available and can be customized using “format argument” field.. .  (*) Pad left : Right-aligns the characters in this instance, padding on the left with character filled in format argument fora specified total length set in “size” field. .  (*) Pad right : Left-aligns the characters in this instance, padding on the right with character filled in format argument for a specified total length set in “size” field.. .  (*) Date format : used to format a date value. You can set date format in format argument field (ie: YYYY-mm-dd). .  (*) Number format : format field content as a number using format argument (ie :%e6.1f). .  (*) Custom value : if field is set as custom value, Order Preparation Agent will have to define this field value when processing order to ship.. .  (*) Custom list format allow to define a list of possible values in which order preparation agent will have to select a value processing orders to ship. To define list content, use the following syntax : value:caption;value2:caption2;value3:caption3.
Format argument Format argument
Delete To delete a row, check this checkbox and click on save button

3. Import file

Import file is used to import tracking numbers in Magento.

This file is generated by your shipping software once all shipping label are created. Importing tracking numbers in Magento is very important as customer could track their shipment from their customer area.

_images/3d9b5e23fec7518c8b22f54db3438ff4.png

To make ths import work, please think to set in the column Content

Shipment : field contains shipment identification

Tracking : field contains tracking number

else the import will not work at all.

Note

Position field must begin with 0

Fields Description
File format Fixed size file or delimiter
Field separator Character used to mark separation of field in a record. This setting is available only for “delimiter” file format
Field delimiter Character used to mark the beginning and the end of a field in a record
Skip first line If checked, first record will be skipped (useful if first line contains header)
Position Column position
Name Column name (used to build file header and used as caption for custom values)
Size Column max size
Content Defines field content. This information is used by the system to import correct information. 3 values are available for each field:. .  (*) Not used : the field content is ignored. .  (*) Shipment : field contains shipment identification. .  (*) Tracking : field contains tracking number.
Delete To delete a row, check this checkbox and click on save button

4. Custom Value in export file

A custom field can appear in the screen Shipping label.This fields appears when you customize your carrier template like this :ERP -> order preparation -> carrier template -> select the template you want to editIn the import file add a line likePosition : ex : 20Name : Extra Information Size : 0 (if you selected the option File Format = delimiter)Content : NothingFormat : Custom value

5. Parcel Count - Number of Box

This can only be activated if you use the packing screen.to begin please activate

1) System -> configuration -> ERP -> Order preparation -> packing-> Ask For parcel count

  1. please add in the code
$this->_myData['package_count'] = $orderToPrepare->getpackage_count();

in app/code/community/MDN/Orderpreparation/Model/CarrierTemplate.php and use {package_count} in your carrier template

6. Add some custom information in carrier template code list

ERP provide as standard these fields

You can use the following codes:

{cust_ref} {cust_ref2} {prefix} {company} {firstname} {lastname} {email} {street1} {street2} {street3} {region} {region_code} {country} {country_code} {postcode} {city} {telephone} {order_ref} {order_date} {shipment_ref} {shipment_date} {order_total} {weight} {instructions} {order_entity_id} {order_state} {order_status} {order_coupon_code} {order_protect_code} {order_shipping_description} {order_is_virtual} {order_store_id} {order_customer_id} {order_base_discount_amount} {order_base_discount_canceled} {order_base_discount_invoiced} {order_base_discount_refunded} {order_base_grand_total} {order_base_shipping_amount} {order_base_shipping_canceled} {order_base_shipping_invoiced} {order_base_shipping_refunded} {order_base_shipping_tax_amount} {order_base_shipping_tax_refunded} {order_base_subtotal} {order_base_subtotal_canceled} {order_base_subtotal_invoiced} {order_base_subtotal_refunded} {order_base_tax_amount} {order_base_tax_canceled} {order_base_tax_invoiced} {order_base_tax_refunded} {order_base_to_global_rate} {order_base_to_order_rate} {order_base_total_canceled} {order_base_total_invoiced} {order_base_total_invoiced_cost} {order_base_total_offline_refunded} {order_base_total_online_refunded} {order_base_total_paid} {order_base_total_qty_ordered} {order_base_total_refunded} {order_discount_amount} {order_discount_canceled} {order_discount_invoiced} {order_discount_refunded} {order_grand_total} {order_shipping_amount} {order_shipping_canceled} {order_shipping_invoiced} {order_shipping_refunded} {order_shipping_tax_amount} {order_shipping_tax_refunded} {order_store_to_base_rate} {order_store_to_order_rate} {order_subtotal} {order_subtotal_canceled} {order_subtotal_invoiced} {order_subtotal_refunded} {order_tax_amount} {order_tax_canceled} {order_tax_invoiced} {order_tax_refunded} {order_total_canceled} {order_total_invoiced} {order_total_offline_refunded} {order_total_online_refunded} {order_total_paid} {order_total_qty_ordered} {order_total_refunded} {order_can_ship_partially} {order_can_ship_partially_item} {order_customer_is_guest} {order_customer_note_notify} {order_billing_address_id} {order_customer_group_id} {order_edit_increment} {order_email_sent} {order_forced_shipment_with_invoice} {order_gift_message_id} {order_payment_auth_expiration} {order_paypal_ipn_customer_notified} {order_quote_address_id} {order_quote_id} {order_shipping_address_id} {order_adjustment_negative} {order_adjustment_positive} {order_base_adjustment_negative} {order_base_adjustment_positive} {order_base_shipping_discount_amount} {order_base_subtotal_incl_tax} {order_base_total_due} {order_payment_authorization_amount} {order_shipping_discount_amount} {order_subtotal_incl_tax} {order_total_due} {order_weight} {order_customer_dob} {order_increment_id} {order_applied_rule_ids} {order_base_currency_code} {order_customer_email} {order_customer_firstname} {order_customer_lastname} {order_customer_middlename} {order_customer_prefix} {order_customer_suffix} {order_customer_taxvat} {order_discount_description} {order_ext_customer_id} {order_ext_order_id} {order_global_currency_code} {order_hold_before_state} {order_hold_before_status} {order_order_currency_code} {order_original_increment_id} {order_relation_child_id} {order_relation_child_real_id} {order_relation_parent_id} {order_relation_parent_real_id} {order_remote_ip} {order_shipping_method} {order_store_currency_code} {order_store_name} {order_x_forwarded_for} {order_customer_note} {order_created_at} {order_updated_at} {order_total_item_count} {order_customer_gender} {order_base_custbalance_amount} {order_currency_base_id} {order_currency_code} {order_currency_rate} {order_custbalance_amount} {order_is_hold} {order_is_multi_payment} {order_real_order_id} {order_tax_percent} {order_tracking_numbers} {order_hidden_tax_amount} {order_base_hidden_tax_amount} {order_shipping_hidden_tax_amount} {order_base_shipping_hidden_tax_amnt} {order_hidden_tax_invoiced} {order_base_hidden_tax_invoiced} {order_hidden_tax_refunded} {order_base_hidden_tax_refunded} {order_shipping_incl_tax} {order_base_shipping_incl_tax} {order_coupon_rule_name} {order_stocks_updated} {order_fullstock_date} {order_estimated_shipping_date} {order_payment_validated} {order_is_valid} {order_anounced_date} {order_anounced_date_max} {order_payment_authorization_expiration} {order_forced_do_shipment_with_invoice} {order_base_shipping_hidden_tax_amount} {address_entity_id} {address_parent_id} {address_customer_address_id} {address_quote_address_id} {address_region_id} {address_customer_id} {address_fax} {address_region} {address_postcode} {address_lastname} {address_street} {address_city} {address_email} {address_telephone} {address_country_id} {address_firstname} {address_address_type} {address_prefix} {address_middlename} {address_suffix} {address_company} {address_address_id} {address_gift_message_id} {address_tax_id} {address_vat_id} {address_vat_is_valid} {address_vat_request_id} {address_vat_request_date} {address_vat_request_success} {payment_entity_id} {payment_parent_id} {payment_base_shipping_captured} {payment_shipping_captured} {payment_amount_refunded} {payment_base_amount_paid} {payment_amount_canceled} {payment_base_amount_authorized} {payment_base_amount_paid_online} {payment_base_amount_refunded_online} {payment_base_shipping_amount} {payment_shipping_amount} {payment_amount_paid} {payment_amount_authorized} {payment_base_amount_ordered} {payment_base_shipping_refunded} {payment_shipping_refunded} {payment_base_amount_refunded} {payment_amount_ordered} {payment_base_amount_canceled} {payment_ideal_transaction_checked} {payment_quote_payment_id} {payment_additional_data} {payment_cc_exp_month} {payment_cc_ss_start_year} {payment_echeck_bank_name} {payment_method} {payment_cc_debug_request_body} {payment_cc_secure_verify} {payment_cybersource_token} {payment_ideal_issuer_title} {payment_protection_eligibility} {payment_cc_approval} {payment_cc_last4} {payment_cc_status_description} {payment_echeck_type} {payment_paybox_question_number} {payment_cc_debug_response_serialized} {payment_cc_ss_start_month} {payment_echeck_account_type} {payment_last_trans_id} {payment_cc_cid_status} {payment_cc_owner} {payment_cc_type} {payment_ideal_issuer_id} {payment_po_number} {payment_cc_exp_year} {payment_cc_status} {payment_echeck_routing_number} {payment_account_status} {payment_anet_trans_method} {payment_cc_debug_response_body} {payment_cc_ss_issue} {payment_echeck_account_name} {payment_cc_avs_status} {payment_cc_number_enc} {payment_cc_trans_id} {payment_flo2cash_account_id} {payment_paybox_request_number} {payment_address_status} {payment_additional_information} {payment_amount} {payment_cc_raw_request} {payment_cc_raw_response} {payment_customer_payment_id}

app/code/community/MDN/Orderpreparation/Model/CarrierTemplate.php

public function getDataArray($orderToPrepare) {

each data you can place in

$this->_myData['key']

Will be available in the carrier template in this way  {key}

5. Specific templates

2. Chronopost

Chronopost.fr offers a web based tools to import order information and print shipping labels on a thermal printer (zebra or other).

To use this feature, you have to :

  1. Configure your account on chronopost.fr
  2. Configure carrier template in ERP

Note

at this time, not all chronopost clients have access to that feature on chronopost.fr. If you don’t, please contact your account manager.

Configure carrier template in ERP

To achieve this goal, follow those steps :

  • Go in erp > order preparation > carrier template
  • Click on “create new model” button
  • Click on the choose file button and select carrier_template/Chronopost.fr.xml from the ERP zip archive, then click on the save button : a new carrier template is created and you are redirected on it
  • In the “Associated shipping method” drop down menu, select your chronopost shipping method
  • Next, in the “Export file” section, edit field “NUM COMPTE” and replace XXXX with your chronopost account number
  • Save

Configure on chronopost.fr

Login on chronopost.fr, and select “EXPEDIER > Par import de fichier” : you may have some java alert dialog box, confirm and wait until it is loaded.

Next, click on “modifier mes preferences” button

Change the “Repertoire à scruter” fields to configure your browser download directory (most of the time), it is C:Users[your_user]Downloads”

Then save your changes with the “Valider” button at the bottom.

How to use

First, you must enable automatic file integration on chronopost.fr : for that, login with your account on chronopost.fr, select menu expedier > par import de fichier and click on button “Démarrer la recherche automatique”.

_images/aada21ea6c36227ebd5934df9b405342.png

When chronoship is ready, go on ERP, select menu ERP > Order preparation > prepare orders, add one or more orders in the selected orders tab.

Then, go in the packing step, select your order, scan required products and click on the “Commit” button : then fill for the parcel weight and click on the “ok” button.

When packing is confirmed, you get a confirmation screen with an icon to download the shipping label : click on that button to download the file in your “download directory.

_images/feb004b97625af59fdc740e1d2f49f64.png

Then, chronoship will import the csv file and print the shipping label

4. Preparation steps

1. Overview

General

See also

 You can display order preparation screens using menu ERP > Order Preparation > Prepare orders

_images/676524350c8c0696cf159c6bae3f4b17.png

Note

Notice : you can customize displayed buttons to fit application to your order preparation process. Learn more about customization in the order preparation settings section.

Order preparation supports multiple warehouses and multiple operators :

_images/a585efbc219814be76fe29cfa31f49c8.png

Regarding multiple operator, it means that 2 operators can work simultaneously on order preparation screen. You can change operator using the drop down menu. By default, current user is used. Each operator will work with his own orders in selected orders and then, will have print picking list and prepare orders visible in his selected orders tab.

An order can be prepared by only one operator. For multiple warehouse, you must choose the warehouse from which you prepare orders. An order can be prepared from multiple warehouse as it is the order item that are affected to warehouse.

Selecting a warehouse in order preparation, you will see only orders having at least one product prepared from the current warehouse. In this way, an order can be partially displayed in several warehouse scopes.

To get more information about association between warehouse and orders, read “router” section.

Important considerations

Stock management and products type :

To benefit from most of ERP features, Stock management must be ENABLED  on all simple products. If you don’t do that, most of ERP features will not be usable (Stock management, order preparation , product availability status ....)

About configurable products or bundle products :

it is compulsory that the parent product has a stock management DISABLED.

So, only contained products (the simple ones) will have the stock management enabled and it is their status which shall allow if they can be dispatch or not.

Moreover, if you wish to make partial order shipments containing “bundle” product types, you have to specify that product will be dispatched separately in the bundle product sheet.

2. Orders selection

See also

ERP -> Order preparation -> Prepare orders

To select orders to prepare, click on « Select orders » button :

Before everything, please read this page to understand why a an order is in a given tab.

Please read also this article about the ERP stock reservation logic.

http://documentation.boostmyshop.com/embedded_erp/4_stock_management.html#stock-reservation-process

This screen is divided in 4 tabs :

_images/92ab5a637015a99fcb6724505588bc08.png

Fullstock orders

This list contains orders for which all products are in stock and reserved and which are valid .

You can add a full stock order to selected orders using “select” link on the right column.

You can also add several orders at once checking orders checkboxes and selecting “Add to selected orders” in the mass action drop down menu.

Stockless orders

This list contains orders for which at least one product is missing (stock insufficient, stock reserved for previous orders) and which are valid .

However, you can partially ship a “stockless order”.

You can add a stockless order to selected orders using “select” link on the right column You can also add several orders at once checking orders checkboxes and selecting “Add to selected orders” in the mass action drop down menu.

Note: when you add a stockless order to the selected orders, only available product will be added.

Ignored orders

This list contains orders which are not valid , which mean that do not match to the consideration criteria set in system > configuration > advanced stock > valid orders.

For example, if you require orders to be paid to be considered, a waiting for payment order will be displayed in the ignored orders list.

Note also are excluded from these 3 tabs :

  • order that are already selected in any Selected list of a user
  • order which the state is complete, cancelled or closed
_images/a5120b202e4d8767238bf008c1076012.png

Selected orders

Selected orders list contains orders to prepare.

You can remove an order from selected ones using “remove” link in the right column.

To track order preparation progress, you can check in”Created items” column orders for which invoice and shipment are created.

In each tab, in the field content to ship: the product name are in color that means :

  • Green : the product is reserved from the warehouse stock
  • Red : the product failed to be reserved from the warehouse stock
  • Orange : the product qty required has been reserved partially (2/10 for example)
  • Stroked : the product has been already shipped.
  • Grey : the product is not stock managed
  • Blue : the product is a bundle product

Partial shipping

On the selected order tab, The red cross allow you to don’t ship a product (and all quantity of it). This allows you to ship a partial order.

If you want to ship not all the products qty of a given product, it is possible since ERP 2.9.5.0, you must activate

See also

System > configuration > ERP > Order preparation > Miscellaneous > Display drop down to change quantity in selected orders tab

3. Picking list

This step helps you to pick up ordered products in the warehouse, and bring them back to the preparation space.

Note

Only products reserved in the warehouse choosen in Order Preparation screen will be displayed in the picking list.

_images/warehouse_switch.png

Note

For example, if you have an order looking like :

  • Product A, reserved in warehouse A
  • Product B, reserved in warehouse B

And have choosen Warehouse A in the Order Preparation screen, The picking list will only display products reserved in warehouse A : Product A

ERP allows to generate the picking list by 2 differents ways :

  • Merged (contains products to pick up for all orders)
  • One page per order

You can configure the picking list mode in System > Configuration > Order Preparation > Picking list options following the documentation

Merged picking list

This picking list mode is useful for mass picking, as it will allow you to pick up many products at the same time in the warehouse, to then be able to assign them to orders in a second time.

_images/29947f9a0bef8548496d64bb582239c6.png

To customize the Merged picking list PDF, edit the file app/code/community/MDN/Orderpreparation/Model/PdfPickingList.php.

One page per order

This picking mode is designed to do the picking step by assigning products to orders directly in the warehouse.

Then, once you come back to the preparation space, orders and products are already associated, so ready to pack.

This method is advised if you usually manage many differents products and/or products with a large size.

_images/94ca1b8294a3e25c18cdf0c1c5d8a5cd.png

To customize the One page per order PDF, edit the file app/code/community/MDN/Orderpreparation/Model/Pdf/OrderPreparationCommentsPdf.php.

5. Create shipments and invoices

Clicking on this button, ERP will create shipments and / or invoice (based on the setting in system > configuration > order preparation) for every orders added in “selected orders” tab.

Once the process is done, a confirmation message is displayed

6. Download documents

Clicking on this button, you will download a single PDF that contains every packing slips, invoices and preparation documents for selected orders.

You can customize the content of this PDF in :

System > Configuration > Order preparation -> Download Document 

http://documentation.boostmyshop.com/embedded_erp/7_order_preparation.html#download-documents

if you encounter any problem with this function please look at Download Document FAQ :

http://documentation.boostmyshop.com/embedded_erp/14_faq.html#download-documents-troubleshooting

8. Packing

The step “Packing” allows you in order picking, scanning an order to be shipped into order to find a list of related products. The barcode to scan is the one printed in the preparation document, upper right corner :

_images/94ca1b8294a3e25c18cdf0c1c5d8a5cd.png

All options for this screen are available in

system > configuration ERP > order preparation > packing Screen

_images/9f8a3965df93f72012ead104fc859505.png

 If you can’t scan the order (no Scan) you can select them in a drop down list

_images/40d181cfba680aec39fb73d8036f6035.png
  • Scan products :

 Next you must scan all required products, each time you scan a product, you get a confirmation or error message. If you don’t get barcodes on your products, you can enable the manual plus / minus buttons in options

You can also enter product serial on th fields on the left.

You can also resize the Image size of display a column to display barcode to avoid to be blocked

_images/0272d3b4beb3b50fccc33b06ca829459.png
  • Once all products has been scanned, click on the green button ” COMMIT PACKING ” : this will create the shipment for the current order and you’ll be able to process the next order.
  • At any moment you can check what has been done using the LOG popup (Since ERP 2.9.3)
  • Once order is packed, you can download the Invoice, Shipment and Shipping label file
_images/23d82f6626832816206730e88e0cca8a.png

9. Shipping label

_images/5c9ce132cb77ecd2be252043988dcf72.png

This page allows you to export information to software commands carriers (laposte, ups ....) to generate shipping labels.

To have this work, you have to configure it in ERP -> Order preparation -> carrier template

10 .Export to shipping software

Once shipping information is filled for every selected order, system is able to create a file (using carrier template) to export order information in shipping software and print shipping labels.

To download shipping file, click on “Shipping label / tracking” button and select link “download for XXX”.

Then, you’ll get a csv or xml file that you can import in your shipping software to print the shipping label

To get more information on how to import a order information file in the shipping software, please read the user manual of the software

11. Import tracking numbers

Once orders are sent to your shipping software and shipping label are printed, your shipping software create a file with the shipment list and tracking numbers.

You need to import this file in Magento to associate tracking numbers with shipments.

To import file, click on ” Shipping label / tracking ” button, select your file in ” Import tracking section ”, select shipping software in the drop down list and click on ” import ” button.

Once all tracking numbers are imported, the system will display the summary.

Click on the list of “shipping software» software to choose your carrier and then click “run along” to select the file to import tracking (generated by your software).

12. Notify customers

Clicking on “Notify customers” button, the system will send emails to notify customers about the new shipment and invoice.

Note: this operation is processed very quickly as system do not directly send email but plan background tasks for each order. You can follow email sending progress in background task grid (menu system > background task).

The email sent are the “Shipment email” configured in magento

13. Finish Button

Once order preparation is complete, clicks on the button finish to remove orders from selected order list.

Notice that if an order has been partially shipped, remaining items will be dispatched in the correct list (fullstock or stockless orders list).

14. Force refresh

The force refresh button is available in the first step (select orders), in the top right corner.

All information displayed in the different tabs (fullstock, stockless, ignored, selected orders) are stored in cache to improve performance. This case is updated automatically by erp when order information change or when you dispatch order in a tab.

For some reason, the cache synchronization can be broken with real data : clicking on this button will force ERP to re-calculate the dispatch.

When you click on the button, a progress percent is displayed until 100%.

Note : if the progress is stuck, try to go in ERP > Tools > background tasks and click on the delete GROUP tasks button. Then, go back in order preparation and execute the “force refresh” again.

Since ERP 2.9.5.0 : “Force refresh” button has been renamed to “Distribute orders in tabs”.

14. important notice about Invoice and shipment creation

Invoice Creation

In the order preparation screen you have the possibility to create Invoice

  1. if you use the mass mode workflow, full invoice will be created when clicking on the button “Create Invoice and Shipments
  2. If you use the order by order mode, Invoice will be created when clicking on the button COMMIT in the packing step

If the option  in System > configuration > ERP-> order preparation > packing > create invoice on commit is activated

  1. Alternatively there is button in the Magento’s Order view to create Invoice (Button Invoice at the top right od the screen)
  2. To create partial Invoice in ERP : You must not set in magento to create invoice automatically, then please activate the option

System -> configuration -> ERP -> Order preparation ->  Create shipment and invoices Options  ->  Invoice only shipped items

Usually, Invoice are created when payment method in magento send the information that the order has been paid

You can check that in Sales -> Order -> tab Invoice if the Invoice exist and you can read in the third column of this view is the Invoice has been payed

Please note That Magento and ERP will request to capture the funds from Payment method when invoice is created

Shipment Creation

In the order preparation screen you have the possibility to create Shipment

  1. if you use the mass mode workflow, full shipment will be created when clicking on the button “Create Invoice and Shipments”
  2. If you use the order by order mode, shipment will be created when clicking on the button COMMIT in the packing step

If the option  in System > configuration > ERP-> order preparation > packing > create shipment on commit is activated

  1. Alternatively there is button in the Magento’s Order view to create Shipment (Button Shipment at the top right od the screen)
  2. To create partial Shipment in ERP : You must unselected some product in Selected tab OR Do pack everything in the packing screen in the order by order mode

If you do partial shipment, when you click on “finish” on the order preparation, the customer order will be re dispatched to the good tab with remaining products

15. Typical workflow example with manual tracking import to send this tracking to customers

  1. a customer create an order (order is “pending”) with 1 product which is in stock
  2. the payment method create the invoice (order is “processing”) -> the order is “valid”
  3. the customer order appears in “order preparation” screen of erp in “FullStock orders”
  4. you go in order preparation screen, select the order -> (order goes to the tab “selected order”)
  5. you do the packing, it create the shipment  (order become”complete” if you shipped all the order items)
  6. You use the barcode sticker from you postal company on you physical packet
  7. in Step “Shipping label” you scan this barcode in the tracking field ( which appear only when a shipment is created, you click on save, it import the tracking in the order and in the shipment
  8. you do that for each order
  9. You have finished, you click on “Notify” button in order preparation, it will send a mail to every selected order with teh shipment PDF that will include the tracking (except if you have modify the PDF from the default one of magento).
  10. you click on terminate button in order preparation, it clean the selected order list and re dispatch in order that the non complete order, if it is the case.

5. Workflow samples

1. Mass order mode

This is the simplest workflow, designed to ship many orders quickly

The workflow

  • You select orders to process in the first step
  • You print the picking list with all products required, you pick the products in the warehouse and you come back to the preparation table
  • You create shipments for all orders
  • You print packing slip for all orders
  • You do the packing manually
  • You mass print shipping labels
  • You import tracking numbers from carrier software
  • You notify customers

The configuration

Go in system > configuration > order preparation and configure the module like this :

Setting Value
Order preparation steps > print method Download
Order preparation steps > Display picking list Yes
Order preparation steps > Display create shipments Yes
Order preparation steps > Display download documents Yes
Order preparation steps > Display packing No
Order preparation steps > Display shipping Yes
Picking list options > Mode Merged
Create shipments & invoice > create invoices Yes
Download documents > insert invoices No
Download documents > insert packing slip Yes
Download documents > insert order comments No
Download documents >insert packing No

2. Order by order : I love barcodes, not paper

This workflow is designed to intensively use barcode scanner ; it assumes that all your products have a barcode and the barcode value is configured in a magento (or ERP) attribute.

This configuration also doesn’t send any paper to the customer (no invoice / no packing slip)

The workflow

  • You select orders to process in the first step of the order preparation screen
  • You click on the “print picking list” button and get one preparation document per order : then you can do a picking per order
  • You go back on the preparation table
  • You scan the order barcode : the system displays every products to pack, you scan every products and once everything is scanned, you commit the packing. You repeat this step for every orders
  • Once all orders are packed, you export order information in the shipping software, print the shipping labels and import tracking numbers in magento
  • Then you can notify customers and finish the wave

The configuration

Go in system > configuration > ERP -> order preparation and configure the module like this :

Setting Value
Order preparation steps > print method Download
Order preparation steps > Display picking list Yes
Order preparation steps > Display create shipments No
Order preparation steps > Display download documents No
Order preparation steps > Display packing Yes
Order preparation steps > Display shipping Yes
Picking list options > Mode One by order
Create shipments & invoice > create invoices Yes
Download documents > insert invoices No
Download documents > insert packing slip No
Download documents > insert order comments No
Download documents Options >Insert packing document on download documents No

6. Late orders

See also

ERP -> Order preparation -> Late orders

This screen display the order that are calculated as late.The concept of late is base don the concept of “announced date”.This screen will be populated only with you implement the announced date in the cart. (on the front)

Look :

Once you do that,

ERP will save the date “Announced date to the customer when he purchase the order” into the “planning”.

Then, ERP will be able to now if an order is late, which mean that the order is not shipped even if  the announced date is passed

7. Order view - preparation tab

This screen is available via menu sales > orders > [select order] > preparation tab : from here, you get the main information related to order dispatch for the current order.

_images/24d2af6966a26f1b56d4ce038ad5be8f.png

Buttons

_images/9fd9cb05ccbf595dcc6d1dc83773aee6.png
  • Print : download the packing PDF
  • Release / reserve all products : reserve or release stock for current order items
  • Save : apply changes in comments / serial / warehouse columns

Products section

For each order’s products, you have several column :

_images/1082d549e22d114a7e1aef4fa30a3c88.png
  • “Bulb” column : clicking on the bulb icon, a popup windows opens summarizing main product information such as stock levels, sales order, purchase orders...
  • Product name : contains a link to go within the ERP product view
  • Comments : you can fill here private comments related to the product
  • Serials : serial numbers for the products shipped. You can fill serial numbers here OR fill them during the order preparation packing step
  • Shipped qty : display the quantity shipped VS the quantity to ship. If order item has been canceled or refund, the quantity to ship will go to 0
  • Reserved quantity : quantity of the product in the stock reserved for that product. For more information about order reservation, please reads section Advanced stock > Stock reservation Logic
  • Shelf location : location of the product in the associated warehouse
  • Preparation warehouse : displays the warehouse associated to the order item : this is the warehouse from which the product must be shipped. Warehouse assignment is automatic (processed by the cron when the order is placed). You can manually edit the warehouse and use the Save button to apply. Note : if an error message “No warehouse assigned” is displayed, it probably means that the cron has not considered this order yet : wait a few minute and try again.
  • Action : from here, you can reserve OR release the stock / order item association. FOr instance, if you have only one product in stock and you want to assign that product to another order, you can release the product from the current order and reserve it for the other one. Note : this cell is empty if product is shipped.

Preparation information section

This section displays main debug information related to order dispatch :

_images/47eca742590d7f95867a992b340c597d.png
  • This order doesn’t belong to selected orders : this red message indicates that the order is not currently being dispatched
  • Order not completely shipped : some order items must be shipped to the customer
  • Product reservation enabled / disabled : indicates if the system will automatically reserve the products for this order. This setting is related to the configuration values in system > configuration > advanced stock > valid orders > “Don’t consider stock for not valid orders”.
  • Order prepared from : list every warehouses associated to the current order items (an order can be dispatched from several warehouses)
  • Force order dispatch in order preparation : use this link if you want to make sure that the order is in the right tab in order preparation (fullstock, stockless, ignored, selected tabs)

Order information section

_images/0149b0c80c5c321999c109fe4aad7185.png
  • Ordered considered by erp : when a new order is placed, is it not immediately considered by ERP but by the next cron execution a few minutes after. This option indicates if ERP has considered the current order to update stocks and purchasing information.
  • Order is valid : indicates if this order is considered as “valid” by ERP. For more details about valid orders, please check that section in this user manual : Advanced stock > Stock reservation Logic
  • Order state / status : displays magento order state and status

Change shipping method

_images/6427cea19bc0a275bd7164cbbe7582d9.png

From this section, you can change the order shipping method : select the new method and click on the save button

Note : this will NOT re-calculate the shipping fees for the order

8. Shipping label - Carriers

1. ERP & Shipping label software

1. Carrier template

Carrier Template Export/Import

Goal: export the shipping data of the “selected orders” of the ERP’s order preparation screen using a CSV File to an external shipping program (On the computer or on a website) and import back another file that contains the “tracking number” information using a CSV file too.

This can be used on the Order preparation screen , in the step “Shipping label” and configured in the Screen ERP -> Order preparation -> Carrier templates

  • Go in ERP > Order preparation > Carrier templates
  • Go in the folder /carrier_template provided with the ZIP of Embedded ERP
  • Also, there is a list of predefined “specific” carrier template embedded in ERP code too

2. Dedicated Extension

Connection with a third party or a Boostmyshop Magento shipping software

If you have installed a dedicated Magento extension to manage the shipping labels of your carrier and the import of the tracking number. If it is possible, we can provide a connector that enable the download the shipping label generated by the other extension directly in the ERP’s order preparation screen.

If you have purchased one our shipping Extension (UPS or SoColissimo), the integration is direct in the ERP’s order preparation screen.

Into Magento Connect http://www.magentocommerce.com/magento-connect/

Go Into your Boostmyshop account with a valid licence for the Boostmyshop Dedicated Software (UPS, Collissimo ...)

2. UPS

1. UPS WorldShip

 Configuration in ERP

  • Once the module is installed et configured following the above documentation.
  • Create a new Carrier template in ERP >  Order preparation > Carrier template
  • Name it UPS WorldShip and save it
  • Edit it and define
  • the associated shipping method, Choose UPS
  • the associated type : UPS WorldSHip
  • Save

Test in ERP

See also

ERP > Order preparation > prepare order

  • Select an order with a UPS shipping method
  • Reach the Packing step
  • On ERP 2.9.5.0 or higher, you can check  visually that the carrier template is found
  • Scan all products and hit COMMIT button
  • Go in Shipping label Button
  • If you hit Download for UPS WorldShip link, you will get a file called Ups_Worldship.xml to Import in UPS WorldShip
_images/8eca3bdce2a405ce52285894cd94852d.jpeg

UPS WorldShip Usage

_images/38041d49cb2fa543d79b5800b01058bd.jpeg _images/84adc09aa1fe9e2e9d607298e2f4ea50.jpeg

 Then, worldship process order information in the XML file.If some shipping failed, you can replay them using the shipping history : :- Close XML import window using button “Stop” and “Close”- Click on the history icon :

_images/be60076948c8ff0baec0438e1a159420.jpeg _images/4954bf476a66e9d53ef18962a96e4e2c.jpeg

 Before you click on “Complete” button, you can export tracking information in file Ups_worldship.out

Import tracking in ERP

See also

ERP > Order preparation > prepare order

  • Go in Shipping label Button
  • Go in section Import, Select the Shipping method UPS Worldship
  • Select the file you just Get, and Hit Import

2. Extension Boostmyshop UPS

Configuration in ERP

  • Once the module is installed et configured following the above documentation.
  • Create a new Carrier template in ERP >  Order preparation > Carrier template
  • Name it UPS and save it
  • Edit it and define
  • the associated shipping method, Choose UPS
  • the associated type : UPS with BoostMyShop
  • Save

Test in ERP

See also

ERP > Order preparation > prepare order

  • Select an order with a UPS shipping method
  • Reach the Packing step
  • On ERP 2.9.5.0 or higher, you can check  visually that the carrier template is found
  • Scan all products and hit COMMIT button
  • UPS Extension si called automatically :
  • Tracking Number is imported in the order’s Shipment created
  • If you hit Download shipping label, you will be able to print the shipping label

3. So Colissimo

1. Expeditor Inet

  1. Configuration dans ERP

Vous devez tout d’abord créer le modèle transporteur dans l’ERP :

Pour cela, vous pouvez utiliser le modèle prédéfini

So_Colissimo.xml

OU

Expeditor Inet.xml

qui se situe dans le répertoire /carrier_template des sources de l’ERP.

Vous pouvez ensuite importer ce modèle en suivant les instructions de cette documentation :

See also

Order preparation > Carrier template > Create a new template.

Une fois le template créé, vous devez configurer la modifier la “Associated shipping method” pour correspondre à la méthode d’expedition de Colissimo de magento :

  1. Importation des etiquettes

Importer un fichier de colis dans Expeditor Inet

Avant toutes choses, vous devez spécifier dans Expeditor Inet le format du fichier qu’il devra traiter.

Pour cela, un fichier .fmt est disponible dans les sources de l’ERP dans le dossier /carrier_template/expeditor.FMT ou /carrier_template/expeditor_socolissimo.FMT

  • Lancer le Expeditor Inet
  • Cliquer sur le bouton de rubrique “Colis” a gauche
  • En bas, cliquer sur la rubrique « Importer »

Verifiez que les champs importés sont dans le meme ordre que ceux defini dans le modèle transporeur de l’ERP

Importation manuelle

  • Zone 2 : sélectionner le fichier de format fmt
  • Zone 1 : Sélectionner le fichier exporté du module de prepapration de commande de l’ERP, en general un fichier appelé R_COMMANDE_EXPORT_EXPINET2.txt
_images/a51194e6418f02ba3cd3ab18845c7a4c.png

Il faut absolument que l’ordre des champs correspondent à ceux defini dans pour le modele d’export, par exemple

See also

ERP > Préparation de commandes > Modèles Transporteurs > So Collisimo

Faite egalement attention a utiliser les mêmes délimiteurs de champs

http://documentation.boostmyshop.com/embedded_erp/7_order_preparation.html#export-file

Puis cliquer sur Importer (Zone 2)

Importation automatique

  • Zone 2 :
  • sélectionner le fichier de format fmt
  • Au dessu de la zone 1 :      Cliquer sur Integ Auto

A chaque Colis préparé dans l’ERP, le MCC va récuprer un fichier qui va etre traité pour génerer l’étiquette.

Le MCC va deplacer ce fichier dans le dossier configuré dans le pref.xml du module, en general : C:EXPINETINTEG_AUTO

Resultat dans Expeditor Inet

Si une information manque, Expeditor Inet s’arrete et vous demande de remplir les informations manquantes.

le faire et cliquer sur continuer.

Si aucune information ne manque, Expeditor Inet imprime l’etiquette

Fin de session d’impression avec Expeditor Inet

A fin d’un session d’expedition il faurt aller sur la Rubrique Bordereaux et cliquer sur Cloturer.

Cela va

  • imprimer les bordereaux utile pourle transporteur.
  • vous permettre d’importer les numeros de suivi.
  1. Importer les numero de suivi dans Magento avec ERP

Une foi que vous avez cloturé, vous pourrez exporter les numéro de suivi sur une periode donnée.

Configuration dans Expeditor

Vous devez demander à Expeditor de générer ce fichier :

  • Onglet “Gestion”
  • Exporter
_images/c5d7db2aef820985440d0de38420349d.png

Configuration dans ERP

Il faut absolument que l’ordre des champs correspondent a ceux defini dans pour le modele d’import ERP > Préparation de commandes > Modèles Transporteurs > So Collisimodans la partie Import :

Faite attention a utiliser les mêmes délimiteurs de champs

Export depuis EXPINET

Selectionnez les parametres configurés dans ERP, et sélectionner une periode qui correspond à la la date du jour  et cliquer sur Exporter.

Pensez a mettre un nom qui fini par .txt ou .csv

Le fichier généré se nomme, par exemple, YYYYMMDD.txt et se trouve à la racine du répertoire d’installation d’Expeditor Inet, en general : C:EXPINET

Import dans Magento

Vous devez ensuite importer ce fichier dans Magento/ERP. Pour cela, suivez les étapes suivantes :

  • Sélectionner les menu ERP > Préparation de commande > Préparer les commandes
  • Cliquez sur le bouton “Etiquettes transporteur / no de suivi”
  • Dans la zone “Importer le fichier de numéro de suivi”, sélectionnez “Expeditor Inet” ou “SoCollissimo”
  • Sélectionnez le fichier YYYYMMDD.txt généré par Expeditor
  • Cliquez sur le bouton Importer
  • Les numeros de suivi doivent apparait dans les champ dédié sur ce meme écran

2. Extension Boostmyshop SoColissimo

Configuration dans ERP

  • Une fois le module installé et configuré en suivant la documentation en ligne ci dessus.
  • Creer un nouveau Modèle transporteur (Carrier template) dans ERP >  Préparation de commandes > Modèle transporteur
  • Nommez le SoCollissimo et sauvegardez
  • Editeur le, et définissez
  • la methode d’expedition associée, choissiez Colissimo
  • le type associé, choissiez Colissimo with Boostlyshop
  • Sauvegarder

Testez dans ERP

See also

ERP > Préparation de commandes > Preparer les commandes

  • selectionnez une commande avec une methode d’expedition Collissimo
  • Aller dans l’etape de Packing
  • Si vous avez ERP 2.9.5.0 ou supérieur, vous devez  avec la méthode d’expedition selectionnée Colissimo et le modèle transporteur detecté : SoCollissimo
  • Vous scannez tous les produits et vous cliquer sur le bouton vert “Valider l’expedition”
  • l’extension SoCollissimo est appelée automatiquement et
  • Le numero de suivi est importé dans la l’expedition de la commande
  • Si vous cliquez sur Telecharger le modele transoporteur, vous pourrez Imprimer l’étiquette Transporteur générée

4. TNT

_images/66e985b7e0edaa25992a5ec521d58802.png

Configuration in ERP

See also

ERP >  Order preparation > Carrier template

  • Import the file TNT Microjet.xml
  • Edit it and define
  • the associated shipping method, Choose TNT
  • Save

Test in ERP

See also

ERP > Order preparation > prepare order

  • Select an order with a TNT shipping method
  • Reach the Packing step
  • On ERP 2.9.5.0 or higher, you can check  visually that the carrier template is found
  • Scan all products and hit COMMIT button
  • Go in Shipping label Button
  • If you hit Download for TNT link, you will get a file to Import in TNT Microjet

5. Chronopost

_images/e1507e24368a7d41602e2b8654bd3ccf.png

Chronopost.fr offers a web based tools to import order information and print shipping labels on a thermal printer (zebra or other).

To use this feature, you have to :

  1. Configure your account on chronopost.fr
  2. Configure carrier template in ERP

Note

at this time, not all chronopost clients have access to that feature on chronopost.fr. If you don’t, please contact your account manager.

Configure carrier template in ERP

To achieve this goal, follow those steps :

  • Go in erp > order preparation > carrier template
  • Click on “create new model” button
  • Click on the choose file button and select carrier_template/Chronopost.fr.xml from the ERP zip archive, then click on the save button : a new carrier template is created and you are redirected on it
  • In the “Associated shipping method” drop down menu, select your chronopost shipping method
  • Next, in the “Export file” section, edit field “NUM COMPTE” and replace XXXX with your chronopost account number
  • Save

Configure on chronopost.fr

Login on chronopost.fr, and select EXPEDIER > Par import de fichier : you may have some java alert dialog box, confirm and wait until it is loaded.

Next, click on “modifier mes preferences” button

Change the “Repertoire à scruter” fields to configure your browser download directory (most of the time), it is C:Users[your_user]ownloads”

Then save your changes with the “Valider” button at the bottom.

How to use

First, you must enable automatic file integration on chronopost.fr : for that, login with your account on chronopost.fr, select menu expedier > par import de fichier and click on button “Démarrer la recherche automatique”.

_images/aada21ea6c36227ebd5934df9b405342.png

When chronoship is ready, go on ERP, select menu ERP > Order preparation > prepare orders, add one or more orders in the selected orders tab.

Then, go in the packing step, select your order, scan required products and click on the “Commit” button : then fill for the parcel weight and click on the “ok” button.

When packing is confirmed, you get a confirmation screen with an icon to download the shipping label : click on that button to download the file in your “download directory.

_images/feb004b97625af59fdc740e1d2f49f64.png

Then, chronoship will import the csv file and print the shipping label

6. Fedex

_images/986d9ffa0c73510fc860825855eba385.png

Configuration in ERP

  • Create a new Carrier template in ERP >  Order preparation > Carrier template
  • Name it Fedex and save it
  • Edit it and define:
  • the associated shipping method, choose Fedex
  • the associated type : Fedex Ship Manager
  • Save the template.

( You don’t need to fill others section when using a pre-defined carrier template type )

Test in ERP

See also

ERP > Order preparation > Prepare order

  • Select an order with a Fedex shipping method
  • Reach the Packing step
  • On ERP 2.9.5.0 or higher, you can check  visually that the carrier template is found
  • Scan all products and hit Commit button
  • Go in Shipping label Button
  • If you hit Download from Fedex link, you will get a file to Import in Fedex Ship manager

Fedex Ship manager

Get Fedex Ship manager on Fedex website

 http://www.fedex.com/fr/ebusiness/shipmanagersw.html

7. DHL

_images/2ee28c3c95181e76f25148be9a397356.png

Configuration in ERP

See also

ERP >  Order preparation > Carrier template

  • Import the file DHL Easy Log (import with service).xml
  • Edit it and define
  • the associated shipping method, Choose DHL
  • Save

Test in ERP

See also

ERP > Order preparation > prepare order

  • Select an order with a DHL shipping method
  • Reach the Packing step
  • On ERP 2.9.5.0 or higher, you can check  visually that the carrier template is found
  • Scan all products and hit COMMIT button
  • Go in Shipping label Button
  • If you hit Download for DHLlink, you will get a file to Import in DHL easy Log

8. GLS

_images/fafce6490b20b8149f86b49d535b0a73.png

Configuration in ERP

See also

ERP >  Order preparation > Carrier template

  • Import the file GLS Win Expe.xml
  • Edit it and define
  • the associated shipping method, Choose GLS
  • Save

Test in ERP

See also

ERP > Order preparation > prepare order

  • Select an order with a GLSshipping method
  • Reach the Packing step
  • On ERP 2.9.5.0 or higher, you can check  visually that the carrier template is found
  • Scan all products and hit COMMIT button
  • Go in Shipping label Button
  • If you hit Download for GLS link, you will get a file to Import in GLS Win Expe

GSL Win Expe

http://www.gls-france.com/winexpe6/

 Carrier Template Export/Import

Import  /carrier_template/GLS Win Expe.xml

Downlaod GLS WinExpe (France Only)

9. DPD

1. Carrier template

1.1 Install DPD Shipping Method

Get the official DPD extension

_images/803c2dbc4805381e9580b0a5d534cffb.png

Configure the Shipping method

_images/3bc2105de2d9d44f098d5d57154463c9.png

Configure the login password

_images/69589258d91e81d3464474d3104cc99f.png

2.1 Configure ERP carrier template

_images/d963bd46caf4b8cd2e1a482576a2c4d8.png _images/305a952c470f1dccc31f48f3cf6ee83a.png _images/86bfcefd405b6d6983a465d055d6c35c.png

2.2 Configure the Import on DPD website

Create a new import template

_images/2f7a82b061fec59e1577859151c5fd7e.png

Fill the fields in this way (1st part)

_images/652f9b599bf33b4545842b1109b6a1c9.png

Fill the fields in this way (2nd part)

_images/d506d427108fcfac45392cba191c4dce.png

Then place the file generated by ERP on the STEP Shipping label of order preparation or in the step packing

See also

In the example : C:DPDIn

Then run an import

You can test the import using this tool to check your configuration

_images/77326bd71df184955b8155205f266985.png

Then you will see the result in the log

_images/4e2ec450915f6a7f16fe87d6fd51c03c.png

10. Custom label

(this feature is available since ERP 2.9.5.2 - February 2015)

If you use your own stamps to ship orders or just need a label with the customer address, you can then use the “Custom label” feature to print a label like this :

_images/2a7ab6ffa48785273d80466384815078.png

You can control the information displayed, the position and also the font size

Create carrier template

The first step is to create a carrier template from ERP > Order Preparation > Carrier Template :

  • Give a title to the template and save
  • In the Associated shipping method drop down, select the shipping method for orders that need this label
  • Select “manual” in the Type drop down menu
  • Fill “labels.pdf” in the file name for export
  • Save

How to test ?

Once the carrier template is created, go back in erp > order preparation > prepare orders, and fulfill an order having the same shipping method as the one you configured in the carrier template

Once the order is shipped, go in step “Shipping labels” and click on the link “Download for CustomLabels (X)” :

_images/cac45706808a299c686041c2d48631e5.png

Then the system will download a PDF with the labels

Layout configuration

To configure the label, go in menu system > configuration > order preparation > Custom Label :

Setting Description
Label height Height of the label, in millimeters
Label width Width of the label, in millimeters
Font size Font size
Lines Attributes to display in the label, basically, you can use any shipping address attributes using the curly brackets {}. . If you need to know the attribute codes, enable the “debug mode” (see below) and print the label again : you’ll get a grid with all available codes.
Top margin Margin between the top of the label and the beginning of the text
Left margin Margin between the left of the label and the beginning of the text
Debug mode Display all available codes when you print a label

11. Post NL

 A connector is provided since ERP 2.9.5.2, to interconnect the Packing step of order preparation and the official POST NL extension made by TIG.

Configuration in ERP

See also

ERP >  Order preparation > Carrier template

  • Create a new one called PostNL
  • Edit it and define
  • the associated shipping method, Choose Post NL
  • the type, Choose PostNL
  • Save

Test in ERP

See also

ERP > Order preparation > prepare order

  • Select an order with a PostNLmethod
  • Reach the Packing step
  • On ERP 2.9.5.0 or higher, you can check  visually that the carrier template is found
  • Scan all products and hit COMMIT button
  • Then, clicks on the “Shipping label” Button (excel file logo)
  • If everything is ok, you will download the Label generated by official POST NL extension.
  • If there is an error, you will get redirected to the official POST NL extension shipping screen, with the error dispalyed (invalid address ...)

Please note for now this feature only enable- To be use for 1 order at once in the packing screen.- The download document button is not compatible with this feature.

12. USPS

A connector is provided since ERP 2.9.5.2, to interconnect the Packing step of order preparation and the USPS extension made by WebshopApps with Endicia

Configuration in ERP

See also

ERP >  Order preparation > Carrier template

  • Create a new one called USPS
  • Edit it and define
  • the associated shipping method, Choose USPS
  • the type, Choose Usps
  • Save

Test in ERP

See also

ERP > Order preparation > prepare order

  • Select an order with a USPS method
  • Reach the Packing step
  • On ERP 2.9.5.0 or higher, you can check  visually that the carrier template is found
  • Scan all products and hit COMMIT button
  • Then, clicks on the “Shipping label” Button (excel file logo)
  • If everything is ok, you will download the Label generated by USPS extension made by WebshopApps with Endicia.
  • If there is an error, you will get the error displayed (invalid address ...)

 Please note for now this feature only enable- To be use for 1 order at once in the packing screen.- The download document button is not compatible with this feature.

13. Royal mail

A connector is provided since ERP 2.9.5.2, to interconnect the Packing step of order preparation and the BoostmyShop RoyalMail extension that will be avilable in February 2016

Configuration in ERP

See also

ERP >  Order preparation > Carrier template

  • Create a new one called Royal mail
  • Edit it and define
  • the associated shipping method, Choose Royal mail
  • the type, Choose Royal mail with BoostMyShop
  • Save

Test in ERP

See also

ERP > Order preparation > prepare order

  • Select an order with a Royal mail method
  • Reach the Packing step
  • On ERP 2.9.5.0 or higher, you can check  visually that the carrier template is found
  • Scan all products and hit COMMIT button
  • Then, clicks on the “Shipping label” Button (excel file logo)
  • If everything is ok, you will download the Label generated by BoostMyShop RoyalMail extension .
  • If there is an error, you will get the error displayed (invalid address ...)

 Please note for now this feature enable- To be use for 1 order at once in the packing screen.- To be use using create shipment and Invoice button- Label can be download in mass in the shipping label screen