pickPack Advanced Setup

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Revision as of 23:01, 15 April 2014 by <bdi>Moo</bdi> (talk | contribs)
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PickPack Magento Advanced PDFs.pngThis 'advanced setup' is included if you get the Installation & Pro Setup Service

Preparation

Follow the Easy Install Guide and the pickPack: Initial Setup to get pickPack up and running.

Here we're going to be mainly focused on SystemConfiguration > Moogento/pickPack and SalesOrders

Zebra Labels

Print out your orders for Zebra printers, fully customize with your prepaid shipping labels, etc.

  • Add in order ID barcodes, return addresses.
    • In the config you can rotate the return address (eg. have it vertical down one side), and position the barcode.
  • Customize label padding and margins to suit your label sheets.
  • Show a list of products ordered on the same label.
    • In the config you can setup column positions for the various product attributes.
  • Add in your company logo: do this in Shipping Address Background Images.
    • If you don't want it to change based on Shipping Method, just include an image with a blank in Pattern.
  • You can also rotate the output PDF to suit your printer.

Setting up Shipping Labels

This is an extremely powerful option, and if setup correctly can produce very professional results.

This will save a lot of time from order processing, cut packing and shipping errors, and look great for your customers.

  • Add in shipping label images, that change based on the shipping method chosen.
  • Add these to the shipping addresses in: Packing Sheets Invoices Zebra Labels
  • Just set this option to Yes in each section.background shipping images.png
  • and then find the Shipping Address Background Images section.shipping background images.png

Here I've added two variants:

  1. A default option, by leaving the Pattern blank this automatically becomes the default option. Ie. when no other patterns match this will be shown.
  2. A 'standard' option. By entering standard in the pattern section, this will match shipping methods with 'standard' in.

I've then gone and clicked Browse for each and added in my edited background image for each option.

  • To make your own images, edit the zipfile > _sample_images / _shipping_backgrounds / Shipping_image.psd file.
  • You'll likely want to include your business logo in there, and can also include your return address.
  • If you find that you need to nudge the background image on the printout, you can do that in the X-Nudge ( [-] = left / [+] = right) and Y-Nudge ( [-] = down / [+] = up) fields.
  • If some addresses will match multiple patterns, you can give them a priority as well.
    • Priority:1 will get matched before Priority:2

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 pickPack Config > Action Menu OptionspickPack action menu options.png

...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 pickPack options to specific users.
eg. you can hide the 'Invoice' option from the warehouse crew, and show it to the accountants / etc.
  • First edit the specific user role in SystemPermissionsRolescustom menu options pickPack.png
  • Then assign those roles to specific users in SystemPermissionsUsers