shipEasy Advanced Setup

Most of this 'advanced setup' is included if you get the Installation & Pro Setup Service

Aims & Preparation

We're going to activate some of shipEasy's more advanced features.

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:

1. Grouping orders in Magento 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:

2. To group by and filter by country group in the SalesOrders page.
3. In conjunction with pickPack to show specific return addresses / company addresses (per store) based on the country group.
4. 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:
  1. Home country
  2. Home country group
  3. Specific other country group
  4. 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.
• 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:
• You can set two actions (from a dropdown choice), which will be applied for each scan.

Activated via a nice and simple toggle:

• 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 you're ready to start scanning order barcodes in Magento!
•  ! 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).

Hide Un-used Options

You'll probably realise that you just don't use some of the massaction menu options. Turn 'em off and de-clutter your dashboard!

• These are at the bottom of the shipEasy Config > Action Menu Options

...From Specific Users

This is a great one, if you have multiple people accessing your Magento install.

• Reduce the chance of mistakes happening and restrict the shipEasy options to specific users.

eg. you can hide the 'Ship & Invoice' option from the warehouse crew / accountants / etc.

• First edit the specific user role in SystemPermissionsRoles
• Then assign those roles to specific users in SystemPermissionsUsers