Difference between revisions of "shipEasy Advanced Setup"

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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 in minutes to do this, so you can focus on running your business. Even if you're left holding the gun, you're going to save so much time that you'll be a happy gunner.
 
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 in minutes to do this, so you can focus on running your business. Even if you're left holding the gun, you're going to save so much time that you'll be a happy gunner.
 
* 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.
 
* 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.
# Turn this feature on in the {{menu3|System|Config|Moogento > shipEasy > Order Barcode Scanning}} section.
+
# Turn this feature on in the {{menu3|System|Config|Moogento > shipEasy > Order Barcode Scanning}} section.[[File:barcode_scanning.png|link=|520px]]
 
# Back in the {{menu|System|Orders}} page you'll see a new button top right:[[File:process_barcode_button.png|link=|156px]]
 
# Back in the {{menu|System|Orders}} page you'll see a new button top right:[[File:process_barcode_button.png|link=|156px]]
 
# '''Click it'''.
 
# '''Click it'''.
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# Now, setup the action(s) that you want to happen when you scan an order.
 
# Now, setup the action(s) that you want to happen when you scan an order.
 
#* You can set two actions (from a dropdown choice), which will be applied for each scan.[[File:magento_barcode_scanning_options.png|link=|823px]]
 
#* You can set two actions (from a dropdown choice), which will be applied for each scan.[[File:magento_barcode_scanning_options.png|link=|823px]]
Activated via a nice and simple toggle:
+
#* ''See an easy-to-read history below the scan box, to check you're not missing anything.''
:[[File:barcode_scanning.png|link=|520px]]
+
# When you've set the actions, just make sure the cursor is in the big text field, and scan your first order ID barcodes in Magento!
* 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.
 
* ! 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).
+
Boom! You could do all this in one barcode scanner pop:
* No barcode scanner yet?  
+
* Set the order status to 'shipped'.
** I'd recommend laser over CCD types, like [http://www.amazon.com/gp/product/B006LVO56W/ref=as_li_qf_sp_asin_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=B006LVO56W&linkCode=as2&tag=moogento-20 this one].<img src="http://ir-na.amazon-adsystem.com/e/ir?t=moogento-20&l=as2&o=1&a=B006LVO56W" width="1" height="1" border="0" alt="" style="border:none !important; margin:0px !important;" />
+
* Email the customer their shipping confirmation email.
** If you're getting a wired (vs. wireless) one, check the length of the cable will be suitable for your setup. You can usually substitute longer cables.
+
* Add a custom tag to the order (eg. tag all orders in a specific batch for each processing later on).
 +
*: Why do this?
 +
*# Maybe you take a day to get all shipments ready, and don't want to get your customers thinking that you have shipped their orders until the end of the day. If you tag all orders processed each day, at the end of the day you can filter by that tag, and process all orders as 'Shipped' as they are on the way out the door.
 +
*# Future accounting - you can now make an easy report by the day using [http://www.mooogento.com/pickpack pickPack] to show profit/loss.
 +
===Barcode Scanner Recommendations===
 +
* I'd recommend '''laser scanners''' over CCD types.
 +
* '''Here's a good barcode scanner:''' [http://www.amazon.com/gp/product/B006LVO56W/ref=as_li_qf_sp_asin_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=B006LVO56W&linkCode=as2&tag=moogento-20 this one].<img src="http://ir-na.amazon-adsystem.com/e/ir?t=moogento-20&l=as2&o=1&a=B006LVO56W" width="1" height="1" border="0" alt="" style="border:none !important; margin:0px !important;" />
 +
* If you're getting a wired (vs. wireless) one, check the length of the cable will be suitable for your setup. You can usually substitute longer cables.
  
 
==Hide Un-used Options==
 
==Hide Un-used Options==

Revision as of 00:07, 10 May 2014

ShipEasy Magento OrderGrid.pngGet shipEasy today

Aims & Preparation

This 'advanced setup' is included if you get the Installation & Pro Setup Service

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

Follow the Easy Install Guide and the shipEasy: Quickstart to get shipEasy up and running.

 

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.country weight orders bar.png
    Turn it on here, and choose which order statuses will be counted:weight bar setup.png
  2. To group by and filter by country group in the SalesOrders page.country groups.png
  3. In conjunction with pickPack to show specific return addresses / company addresses (per store) based on the country group.country group pickpack.png
  4. In conjunction with pickPack to show specific shipping labels based on the country group.shipping label country group.png

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.
country group setting.png
  • 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 in minutes to do this, so you can focus on running your business. Even if you're left holding the gun, you're going to save so much time that you'll be a happy gunner.

  • Use in conjunction with pickPack, so the order IDs are printed as barcodes on the Packing Sheets / Picklists / address labels / zebra labels.
  1. Turn this feature on in the SystemConfigMoogento > shipEasy > Order Barcode Scanning section.barcode scanning.png
  2. Back in the SystemOrders page you'll see a new button top right:process barcode button.png
  3. Click it.
  4. A new section will slide open:magento barcode scanning.png
  5. Now, setup the action(s) that you want to happen when you scan an order.
    • You can set two actions (from a dropdown choice), which will be applied for each scan.magento barcode scanning options.png
    • See an easy-to-read history below the scan box, to check you're not missing anything.
  6. When you've set the actions, just make sure the cursor is in the big text field, and scan your first order ID barcodes in Magento!
  •  ! Make sure that the last scan finished processing before your start on the next one.

Boom! You could do all this in one barcode scanner pop:

  • Set the order status to 'shipped'.
  • Email the customer their shipping confirmation email.
  • Add a custom tag to the order (eg. tag all orders in a specific batch for each processing later on).
    Why do this?
    1. Maybe you take a day to get all shipments ready, and don't want to get your customers thinking that you have shipped their orders until the end of the day. If you tag all orders processed each day, at the end of the day you can filter by that tag, and process all orders as 'Shipped' as they are on the way out the door.
    2. Future accounting - you can now make an easy report by the day using pickPack to show profit/loss.

Barcode Scanner Recommendations

  • I'd recommend laser scanners over CCD types.
  • Here's a good barcode scanner: this one.
  • If you're getting a wired (vs. wireless) one, check the length of the cable will be suitable for your setup. You can usually substitute longer cables.

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 OptionsshipEasy 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 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 SystemPermissionsRolescustom menu options.png
  • Then assign those roles to specific users in SystemPermissionsUsers