Difference between revisions of "shipEasy Advanced Setup"
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==Order Barcode Scanning== | ==Order Barcode Scanning== | ||
| + | Ok, are you ready to save yet more hours every single day, reduce mistakes when shipping and processing orders, and generally feel like a bit of a rebel with a gun in your hand?! Ok, it's a laser (barcode-reading) gun, and the bonus is that this makes order processing so easy, so pain-free, that you can easily train someone else to do this (so you won't be holding the gun!). | ||
| + | * Use in conjunction with [http://www.mooogento.com/pickpack pickPack], so the order IDs are printed as barcodes on the Packing Sheets / Picklists / address labels / zebra labels. | ||
| + | * You can set two actions (from a dropdown choice), which will be applied for each scan.[[File:magento_barcode_scanning_options.png|link=|823px]] | ||
| + | * See an easy-to-read history below the scan box, to check you're not missing anything. | ||
| + | : ''Also shows which actions were performed.'' | ||
| + | * Just make sure the cursor is in the big text field, set the options, and start scanning! | ||
| + | * ! Make sure that the last scan finished processing before your start on the next one. | ||
| + | * Boom, set the order status to 'shipped', email the customer their shipping confirmation email, and add a custom tag to the order (eg. tag all orders in a specific batch for each processing later on). | ||
Activated via a nice and simple toggle: | Activated via a nice and simple toggle: | ||
:[[File:barcode_scanning.png|link=|520px]] | :[[File:barcode_scanning.png|link=|520px]] | ||
Revision as of 18:32, 15 April 2014
Most of this 'advanced setup' is included if you get the Installation & Pro Setup Service
Preparation
Follow the Easy Install Guide and the shipEasy: Initial Setup to get shipEasy up and running.
Here we're going to be mainly focused on SystemConfiguration > Moogento/shipEasy and SalesOrders
Country Groups
We can create up to 4 groups based on countries. This can be used for:
- Grouping orders based on order status, for the 'Weights/Orders Bar', to have a quick overview of where your orders are heading.
- Turn it on here, and choose which order statuses will be counted:
- Turn it on here, and choose which order statuses will be counted:
- To group by and filter by country group in the SalesOrders page.
- In conjunction with pickPack to show specific return addresses / company addresses (per store) based on the country group.
- In conjunction with pickPack to show specific shipping labels based on the country group.
Ok, let's set these up. Head to the Country Groups section.
- We've pre-filled some standard options, and listed some common groups to make it easy to copy/paste.
- Here I've made a group 'North America' and added in Canada and the USA.
- Common groups are usually based on shipping rate or carrier, or to help with marketing info:
- Home country
- Home country group
- Specific other country group
- Rest of World
Order Barcode Scanning
Ok, are you ready to save yet more hours every single day, reduce mistakes when shipping and processing orders, and generally feel like a bit of a rebel with a gun in your hand?! Ok, it's a laser (barcode-reading) gun, and the bonus is that this makes order processing so easy, so pain-free, that you can easily train someone else to do this (so you won't be holding the gun!).
- Use in conjunction with pickPack, so the order IDs are printed as barcodes on the Packing Sheets / Picklists / address labels / zebra labels.
- You can set two actions (from a dropdown choice), which will be applied for each scan.
- See an easy-to-read history below the scan box, to check you're not missing anything.
- Also shows which actions were performed.
- Just make sure the cursor is in the big text field, set the options, and start scanning!
- ! Make sure that the last scan finished processing before your start on the next one.
- Boom, set the order status to 'shipped', email the customer their shipping confirmation email, and add a custom tag to the order (eg. tag all orders in a specific batch for each processing later on).
Activated via a nice and simple toggle:
- Once this is turned on, back in the SystemOrders page you'll see a new button top right:
- Click this and a new section will slide open:
