FedEx Shipping Manager for Magento 1.x.

Transcription

1 FedEx Shipping Manager for Magento 1.x

2 MAGENTO EXTENSION FOR FedEx SHIPPING This extension allows you create FedEx shipping labels and FedEx return labels. Also you can create "inverted labels" - shipping labels for shipping from customer to warehouse. You can create labels in automatic mode, bulk mode and manual modes. With FedEx Shipping Manager you can: Use your own FedEx account for labels creation; Create test labels or billable labels; Create FedEx labels manually or automatically (as soon as order is placed); Select FedEx shipping method for domestic and international shipping, for shipping labels and return labels independently; Create FedEx return labels : by admin or by customer from front side; Create compliance between standard Magento shipping methods (Free shipping, Flat rates, etc.) and FedEx shipping services; Set weight and dimensions of your shipments: you can use weight and dimensions of each product (by attributes). Also you can create up to 10 Boxes for automatically select the required Box for products in current shipment; After you customize Boxes our module selects the required Box for current shipment automatically based on product dimensions and Boxes dimensions; Admin can prepare up to 10 Boxes with different dimensions and use them for automatically selection the required for current shipment; Select who pay for shipment: shipper, recipient or third party payer; Manage currency, duty and tax charges, additional handling, and insured value, use COD, etc. Automatically send tracking number to customer immediately after shipping label creation; Print FedEx labels as PDF, ZPLII and EPL2 - by Thermal printer; Thermal printer can be connected to computer directly via USB; Manage size of the FedEx labels (4x6, 4x8, 4x9); Print FedEx labels automatically by Thermal printer (only via Internet, you printer should have external IP and Port); Use address book for different shipper addresses; Fully supports Multistore functions. System Requirements: CURL: no less than PHP: no less than 5.5 OpenSSl: version no less than Protocol TLSv1.2 License: Single Domain License: you can use this extension only on one domain, ie. on one Magento installation: if you use ONE Magento installation for a few stores (1 backend and a few frontends with different domains) you need only ONE license; we provide lifetime support; you can update your extension for free during 1 year after purchase.

3 After Installation You Have to Configure the Extension: Go to System -> Configuration -> left menu column -> Sales -> FedEx Shipping Labels Here you have to enter your FedEx Account credentials and configure all settings you need to use. Mandatory fields are in blocks: Your FedEx Account Credentials; Default Shipping Settings; You have to fill at least one valid Address that associated with your FedEx account and use it for Default Shipper address. Other settings we set up the most frequently used values. But, please, look all of them and change according to your needs. Your FedEx Account Credentials: Key; Password; Account ID; Meter Number Please, enter your FedEx Account info in these fields.

4 Test Mode: Yes - you create test labels, you will not pay for them, you cannot ship them; No - you create real billable labels, which you can use for shipment. Default Packaging Settings: Customer Reference Type you should select the required reference type from drop-down menu; Customer Reference Value - by default we put here macro paste Order Id (#order_id#); Create packages for each Product in an Order? if you activate this option our module will select package and label for each product in the order automatically; Create packages by product attribute? - after you activate this option you will have an opportunity to create package by special Attribute Code. Attribute Code field will display under after you activate this option. Here you can choose one of required attribute code from the list of attributes codes that you need to create previously.

5 Default Shipping Settings: Default Shipping Method for Domestic - select default shipping method for Domestic shipments; Default Shipping Method for International - select default shipping method for International shipments Use the compliance of methods - you can make pairs between regular Magento shipping methods (ie. Free shipping, Flat rates, etc.) and required FedEx shipping methods for automatic labels creation:

6 Dropoff - select type of drop-off; Packaging Type Code - select type of your package; Default Shipper address - first you have to fill at least one of valid Addresses in Address blocks, then select one of them as Default Shipper Address; Add tracking number automatically? - if you activate this option, tracking number will be added automatically to shipment information; Send tracking number on customer after you activate this option notification with tracking number will be send to customer after label creation; Saturday Delivery you can choose this delivery type if required. Return Labels: Printing "Return label" by customer? - allow customer create and print return labels from his front end account, when invoice is created and order is complete; Refund activate return function if required; Create return label by default - return labels will be created automatically together with shipping labels; Order amount for default return label, from - you can set minimal order amount, when return labels will create simultaneously with shipping labels; Default shipping method for return labels - set default FedEx service (shipping method) for return labels. Please make sure that this shipping methods is allowed for current destination; Default shipping method for international return labels set default FedEx service (shipping method) for international return labels. Weight and Dimensions: Weight units - select KGS or LBS for weight units; Default weight our module will use this default weight for your shipments in case if your products have no weight; Pack weight - set default weight of packs; Dimensions type here you can choose between 2 types: - Static box if you choose this dimension type Default box drop-down menu is appeared. Titles of all created and active Boxes are displayed in this menu list. Our module uses Box which admin chooses from this drop-down menu; You need to choose this dimension type if you use Box with same dimensions for all your products;

7 - Automatic calculation if you choose automatic calculation our module selects the required Box automatically based on products dimensions and Boxes dimensions; Default unit of dimensions - select inches or centimeters for unit of dimensions; Attribute code for width, Attribute code for height and Attribute code for length here you need to choose codes of products dimensions attributes that you created and filled for your products. Rates and Payments: Payer - select payer: shipper, recipient or one of third party payers; Default Currency code - select your default currency; COD (default) - enable COD for default you can activate this option if required; Adding shipping cost to COD Yes/No - you can manage of using COD with shipping cost or no; Adding Insured Value automatically - you can activate this option if required; Payment Conditions of Duties and Taxes for International shipments - select one of two options: - shipper pays transportation fees and receiver pays duties and taxes; - shipper pays both transportation fees and duties and taxes. Notification: Enable Yes/No; Notification Type - select required notification type: - On Delivery; - On Exception;

8 - On Shipment; - On Tender; - On Estimated Delivery. Shipper - enter shipper's ; Delivery Signature - select required signature: - Adult; - Direct; - Indirect; - No Signature Required. Printing Settings: - Printing PDF; - Thermal Printing;

9 - Automatic Thermal printing; Label format - select format of a label: - PDF: - EPL2; - ZPL II If you select EPL2 or ZPL II, you can print labels by Thermal printer, connected directly via USB; Note: To print ZPL, EPL2 labels by Zebra printer you have to install on your computer free plugin (2.0 version): Name of printer please fill full and correct name of printer for this field; Width - select size of a label: - 4x6; - 4x6.75_Leading_Doc_Tab; - 4x6.75_Trailing_Doc_Tab; - 4x8; - 4x9_Leading_Doc_Tab; - 4x9_Trailing_Doc_Tab; Automatic printing - you can print EPL2 or ZPL II label automatically by Thermal printer, connected via Internet : IP and Port are required fields; Bulk printing - select what labels will print in the Bulk Mode: - All labels; - Unprinted labels only. If you choose thermal formats of printing like ZPL and EPLII you need to fill the name of your printer (full name). You can print labels with thermal printers and with usual. 1. If your printer is connected via LPT: - you can use QZTray program and print thermal labels one at a time, - you can set auto printing using IP and Port of your printer, - you can use PDF format and print PDF as usual 2. If your printer is connected via USB: - you can use QZTray program and print thermal labels one at a time, - you can use PDF format and print PDF as usual.

10 Address (1...10): You can create up to 10 addresses and use them for Default Shipper address. Please be attentive and fill only valid information. Enable, Address Name, Company Name, Attention Name, Phone Number, Address Line 1, Address Line 2, City, State Province Code, Postal Code, Country Code, Residential, Tin type, Tin number.

11 Boxes (1...10): Here you can create up to 10 Boxes with required dimensions and use them manually/automatically for all orders. Enable, Box Name, Width, Outer width, Height, Outer height, Length, Outer length, Box empty weight, Box max weight.

12 International options: Electronic trade documents activation of international invoice option; Type: - Commercial invoice, - Pro Forma Invoice. International Comments - enter your comments; Reason for export - select reason for export: - COURTESY RETURN LABEL, - EXHIBITION TRADE SHOW, - AULTY ITEM, - FOLLOWING REPAIR, - FOR REPAIR, - ITEM FOR LOAN, - OTHER,

13 - REJECTED, - REPLACEMENT, - TRIAL. Reason for export description please fill reason; Reason for export for return: - COURTESY RETURN LABEL, - EXHIBITION TRADE SHOW, - FAULTY ITEM, - FOLLOWING REPAIR, - FOR REPAIR, - ITEM FOR LOAN, - OTHER, - REJECTED, - REPLACEMENT, - TRIAL. Purpose of shipment: - Gift, - Not Sold, - Personal effects, - Repair and Return, - Sample, - Sold. Terms of Sale choose required abbreviation from the list; Product origin country code - if products have no country of manufacture attribute - will be used country code that you choose from this list; Attribute for products description select required attribute from attribute list. First you need to create this attribute. Important: please create this attribute like drop-down list. Attribute for product harmonized code select required attribute from attribute list. Signature here you can download required file for displaying signature at the invoice document. Your image must be in either the GIF or PNG format and no larger than 240 pixels wide and by 2 pixels tall.

14 Automatic labels creation: Enable Yes/No; Create labels for Shipping Methods - here you can select all allowed shipping methods that will used for automatically labels creation; Create labels for Orders Statuses - select order statuses for which labels will be created automatically;

15 Settings for Bulk label creation: To create labels for many orders simultaneously: Select all orders you want to create labels on the Order grid page. Select "Create FedEx labels for orders" from Actions drop-down menu and click Submit. Labels will be created for selected orders in accordance with these settings and information from Configuration. Additional settings: Add column "Status" in order grid? if you activate this option new column Status will appear in Order grid; Add column "Price" in shipment grid? you can this column to Order grid if required; Add column "Price" in credit memos grid? you can add Price column to Credit memo grid; Flagged "Create FedEx label" by default - if you activate this option, in each new shipment "Create FedEx label" check-box will be selected by default, and you don't need to select it every time for every new shipment; Order status after label creation - select required status from this drop-down menu and it will apply for order after label creation.

16 FedEx Shipping Manager allows you to create FedEx Shipping Labels in three modes: Fully Automatic mode - automatic creation simultaneously with orders submit; Bulk mode - bulk creation directly from the Orders grid; Manual mode - manually create shipment(s) and then generate label(s); Fully Automatic creation of the FedEx Shipping Labels, as soon, as order submitted: First of all, you have to check out filling of all configuration info in Configuration Page (System- >Configuration->left menu column->sales ->FedEx Shipping labels). Please, be sure, that labels create with your settings in Manual Mode. Go to: Sales->Orders On the Order grid page you can see FedEx labels statuses for all orders. To activate Automatic label creation mode you need activate this option in Configuration of our module - "Enable=Yes". Now, when customer submits order, extension creates shipment and FedEx shipping labels, by default settings in Configuration. Note, that in Automatic Mode: Labels will be created on the base of default settings in Configuration of our module; Will be created only 1 Shipment per order with all products; Will be created as many Packages and label(s), as was set in Configuration. Note: if you use extensions WebShopApps MatrixRate or Premium MatrixRate, they may conflict with automatic labels creation. Manual labels creation and other functions works without problems.

17 Bulk creation of the FedEx Shipping Labels: First of all, you have to check out filling of all configuration info in Configuration Page (as described in Fully Automatic mode). Select orders for which you want to create labels at Sales->Orders page; In drop-down list "Actions" select "Create FedEx Labels for Orders"; Press "Submit" button. The extension will create Shipments and Labels for all selected Orders. All created labels will be downloaded in one PDF file and ready for printing. In column "FedEx label status" will appear "Successful". If case of failure label creation, in appropriate cell of the "FedEx label status" column will appear error description, received from the FedEx. Note, that in Bulk Mode: Labels will be created on the base of default settings; Will be created only 1 Shipment per order with all products; Will be created as many Packages and label(s), as was set in Configuration. Manual creation of the FedEx Shipping Labels: Open an order and press "Ship" button to create new shipment. At shipment page you have an opportunity to indicate amount of products you suppose to include in current shipment in Items to ship table. If order consists of several products you can divide it into separate shipments. You can create FedEx Shipping label for each shipment. After you edit Shipment creation page - please select Create FedEx label check-box (bottom of the page) and press the Submit Shipment button:

18 After that you follow to the Shipment settings page (intermediate page):

19 The Shipment settings page has 7 blocks: 1. Add Package, 2. Package 1...n Options, 3. Configuration options, 4. Configuration Weight and Dimensions, 5. Customer Address, 6. International Paperless Invoice, 7. International product 1...n. By default, all settings are the same as you set in Configuration. But you can change them if required. Add Package block, Package Options block: The "Add package" block allows you add as many packages as your shipment required. The maximum limits for FedEx Express U.S. packages are 150 lbs. and 119" in length and 165" in length and girth (L+2W+2H). Customer Reference Type you should select the required reference type from drop-down menu; Customer Reference Value by default we put here Order Id macro paste (#order_id#); Attention: The Weight field in each package is required field. Pack weight: this field displays the pack weight admin chose in System->Configuration->FedEx shipping label->configuration options and allows admin change it if necessary. Box this drop-down menu allows choose one of Boxes for using in current shipment. All required Boxes should be activated and filled in Configuration. After you choose required Box dimensions of this Box that located below will be filling automatically. Length, Width, Height these fields will be filled automatically according to condition that you choose. 1. They can be filled based on dimensions of products and Boxes; 2. They can be filled with dimensions of static Box that you choose manually at this page. COD enable COD for default you can activate this option if required; Monetary value: this field shows the COD Monetary value of order if admin activated it on in System- >Configuration->FedEx shipping label->configuration options previously. Configuration Options block: Who Pays for Shipment: by default Shipper pays for Shipment, or Recipient. If you created any Companies of Persons in the page "Billing 3rd Party", you can select any of them to pay for shipment. FedEx Shipping Method: here displayed FedEx shipping method that customer chose for his order on front during submit his order. Admin has an opportunity to change this method to any another one. Shipper Address: you have to select Address from your Address Book list.

20 Test mode: here you can work in test mode until you have passed certification process with FedEx or productivity mode after you passed the certification process. Dropoff: select new dropoff or leave default value. Packing type code choose required code from the list. Add tracking number automatically? you can activate this option if required. Currency code: here displayed currency code that admin chose in Configuration it can be changed if required. Create return label now: allows you to create the return label with forward label simultaneously; FedEx shipping method for return label: if you create return label simultaneously with the shipping label, please select the required shipping method for your return label; Notification Enable: Yes / No. Notification Type: this option allows you to choose the required type of notification for your shipping. ON DELIVERY ON_EXCEPTION ON SHIPMENT ON TENDER Shipper you should enter the of shipper. Delivery Signature: select one of following options: ADULT DIRECT INDIRECT NO_SIGNATURE_REQUIRED Saturday Delivery: select this check box, if you need to use Saturday Delivery; Configuration weight and dimension Block: Specific unit weight: here you can choose the required weight unit: LBS KGS Unit of measurement: please choose the required unit of measurement: Inches; Centimeters; Metric Units of Measurement; English Units of Measurement. Customer Address block:

21 Residential address: allows you to change residential address status with Yes/No. If user choose Yes - our module send FedEx info about this address like residential. If user select No - our module send FedEx info about this address like commercial. Company name *, Attention name *, Phone number *, Address line 1 *, Address line 2 *, City *, State (province) code, Postal code *, Country code * : These fields displayed parameters of Customer's Address, but admin can change them if it necessary. International Paperless Invoice block: By default following fields will be filled as in Configuration. Reason for export - select reason for export: - COURTESY RETURN LABEL - EXHIBITION TRADE SHOW - AULTY ITEM - FOLLOWING REPAIR - FOR REPAIR - ITEM FOR LOAN - OTHER - REJECTED - REPLACEMENT - TRIAL Reason for export description please fill it if required; Reason for export for return - select: - COURTESY RETURN LABEL - EXHIBITION TRADE SHOW - FAULTY ITEM - FOLLOWING REPAIR - FOR REPAIR - ITEM FOR LOAN - OTHER - REJECTED - REPLACEMENT - TRIAL Reason for export return description please fill it if required; International product 1...n (all products of this Order): By default some following fields will be filled as in Configuration. Description: default text from Configuration or Product Name will be used; Origin Country Code: here displayed country from product country attribute or from Configuration; you can change it;

22 Quantity: here displayed quantity from the Order; you can change it; Amount: here displayed product price; you can change it here; Weight: here displayed product weight; you can change it. After you check or modify shipment information at Shipment settings page you have to press Submit button to create a FedEx Shipping Label for this shipment. Note: To print ZPL, EPL2 labels by Zebra printer you have to install on your computer free plugin (2.0 version): If you selected "Create return label now = Yes" you will receive both labels: Forward and Return in one PDF file. If you didn't print it exactly after create you should go to shipment of these order, open it and press FedEx label button there to open label for printing:

23 Also, you can print any label at any time from page Sales->FedEx Shipping Labels: Here you can additionally create and print any type label for any order: Shipping label; Shipping label for inverted shipping (normal label for shipping from customer to shipper address); Return label.

24 Return Labels for refund orders: First of all, go to your Order and press Invoice button. At Created Invoice page you have an opportunity to choose quantity items to refund in Items to Invoice table. After you choose the quantity, press Submit Invoice button. Then press Credit memo button and choose quantity items to refund in Items to refund table. Then you have to ticks Create FedEx return label and press Refund offline button. You will direct to Shipment settings page. Here you have to check or edit all options and create Return label.

25 Printing "Return label" by customer: This function allows customer create and print the return label from front site if admin activated Printing "Return label" by customer option in Configuration (admin). Customer can go to Accounts (frontend); pressed on desired order after that at Order page he can see the Create return FedEx label link. If he pressed it Create refund label page will appear. At this page user has an opportunity to choose the quantity of products to refund in special table. After he pressed Submit button Refund label will appear and be available for print. This function is available only for Complete orders: Bulk Printing: If user wants to print a few or a lot of shipping labels by one click, he can use Bulk mode. User should select checkboxes of required orders in Order grid (Sales->Orders), to print Shipping Labels he wants; Then select "Print FedEx Shipping labels" option in "Actions" drop-down list and click Submit button; User gets the PDF document with Shipping Labels of all selected orders. This PDF document includes only Shipping Labels, which were preliminary generated.

26 FedEx Shipping Manager for Magento 1.x supports Multistore functions: If you set up a few stores on one Magento installation, you can use different FedEx accounts and customize different settings for different stores. First, you should set default configuration: Then you configure settings for separate stores. For every field you may leave default value, or change it:

27 You can use different FedEx accounts, Shipping Methods, Shipper address, etc.