FedEx Shipping Manager for Magento 2.x.

Transcription

1 FedEx Shipping Manager for Magento 2.x

2 This extension allows you create FedEx shipping labels and FedEx return labels. Also you can create FedEx inverted labes 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) or create up to 10 given size packages for automatization; Select who pay for shipment: shipper, recipient or third party payer; Manage currency, duty and tax charges, additional handling, 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 (4 6, 4 8, 4 9); 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 7.0 OpenSSl: version no less than Protocol TLSv1.2

3 Configuration After Installation You Have to Configure the Extension: Go to Stores -> Configuration -> left menu column -> Sales -> FedEx Shipping Labels

4 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; And you have to fill at least one Address 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 in these fields you FedEx Account info. Test Mode: Yes you create test labels, you will not pay for them, you can not ship; No you create real billable labels, which you can use for shipment.

5 Default Packaging Settings: Customer Reference Type - select from drop-down menu; Customer Reference Value by default we put here Order Id (#order_id#); Create packages for each Product in an Order? if Yes, the system will automatically create packages for each product in an order with their individual weight; Create packages by product attribute? if Yes, you can create special attribute in product(s), where set the number of packages, needed for this product(s); Attribute - type here the name of attribute for number of packages; Attribute(s) for product width (height and length) here you can set dimensions of packages for individual products;

6 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 - if Yes, you can make relationships between regular Magento shipping methods (ie. Free shipping, Flat rates, etc.) and FedEx shipping methods for automatic labels creation. Manage compliance of methods - click here to open Compliance of Methods page and manage them:

7 Dropoff select type of drop-off; Packaging Type Code select type of your package in drop-down list; Default Shipper address first you have to fill at least one of Addresses, then select one of them as Default Shipper Address; Add tracking number automatically? if Yes, tracking number will be automatically added to shipment information; Send tracking number on customer - if Yes, tracking number will automatically sent in shipment after label creation; Saturday Delivery Yes or No Return Labels: Printing Return label by customer? allow customer create and print return labels, when invoice is created and order is complete; Refund 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; Default shipping method for International return labels - set default FedEx service (shipping method) for return from abroad;

8 Weight and Dimensions: Weight units select KGS or LBS for weight units; Default weight set default weight of your shipments; Pack weight set default weight of packs; Dimensions type : - Static box you can set one box, from created (Box 1 Box 10); - Automatic calculation the system will automatically distribute products in boxes, which were created by optimal algorithm; Default unit of dimensions select inches or centimeters for unit of dimensions; Note, that unit of dimensions must match with the unit of weight. Also, units of weight and dimensions must match with the country / region.

9 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 Yes or No? Adding Insured Value automatically Yes or No? 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:

10 Enable Notification Type select notification type: - On delivery; - On exception; - On shipment; - On tender Shipper enter shipper s ; Delivery Signature select signature: - Adult; - Direct; - Indirect; - No Signature Required Printing Settings: Printing PDF: Thermal Printing EPL2:

11 Thermal printing ZPLII: Print Type 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 plug-in (2.0 version): Name of printer - type here exact name of your Thermal printer, connected to your computer via USB; Automatic printing - you can print EPL2 or ZPL II label automatically by Thermal printer, connected via Internet : it should have external IP and Port; Format - select format of labels from drop-down list; Bulk printing select what labels will print in the Bulk Mode: - All labels; - Unprinted labels only

12 Addresses (1 10): You can create up to 10 addresses and use one of them for Default Shipper address.

13 Dimensions (Box 1 10): Here you can create up to 10 packages with given dimensions and use them manually for different products / orders. International options: Electronic Trade Documents - Yes or No; Type - select: Commercial Invoice or Proforma Invoice; International Comments enter your comments; Reason for export select reason for export from drop-down list; Reason for export for return select reason from drop-down list; Purpose of shipment - select purpose from drop-down list; Terms of sale - select terms from drop-down list; Product origin country - select country; Attribute for product description - select attribute from drop-down list;

14 Attribute for product harmonized code - select attribute from drop-down list; Signature - upload GIF or PNG file with signature;

15 Automatic labels creation: Enable - if Yes, FedEx label(s) will create automatically, when order placed successfully; Create labels for Shipping Methods here you can see all allowed shipping methods and select for wich labels will create automatically; Create labels for Orders Statuses select order statuses for wich labels will create automatically; Settings for Bulk label creation:

16 To create labels manually for many orders simultaneously: On the order s page select all orders you want to create labels. Then in Actions select Create FedEx labels for orders and click Submit. Labels will be created for selected orders in accordance with these settings. You can set bulk creation for all Shipping Methods and Order Statuses, or specify one of them

17 Additional settings: Order status after label creation select status for order after FedEx label creation.

18 Labels creation by FedEx Shipping Manager on Magento 2.x : 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 page; 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 s page you can see FedEx labels statuses for all orders. In Configuration page set in the block Automatic labels creation 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; Will be created only 1 Shipment per order with all products; Will be created as many Packages and label(s), as was setted in Configuration.

19 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; In drop-down list Actions select Create FedEx Shipping Labels 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 status will appear Success. If case of failure label creation, in appropriate cell of the FedEx status column will appear Error. If you click on the Error, you will be directed to the page with 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 setted in Configuration. Manual creation of the FedEx Shipping Labels: Open order and press on the big button in the top: Create FedEx Label: Select type of label you need and press. Invert label we call shipping label, where we change ship from and ship to addresses. So, the shipment will be from customer to the warehouse, like in return, but the label will be not return label, but shipping label. After that you will be directed to the Shipment settings page (intermediate page): The Shipment settings page has 5 tabs:

20 Main options Package Information Weight and Dimension Customer options International invoice By default, all settings are the same as you setted in Configuration. But you can change them.

21 Main options page: 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.

22 FedEx shipping method: admin can see the FedEx shipping method customer chose for his order on front during check out stage. Admin has an opportunity to change this method to any another one. Shipper Address: you have to select Address from your Address Book. Test mode: you can work in test mode (if he selects Yes ) while you has passed certification process with FedEx or productivity mode (if you select No ) after you passed the certification process. Dropoff: select new dropoff or leave default value. Packaging type: select type of a package; Add tracking number automatically? - This field demonstrates what admin filled in System->Configuration->FedEx shipping label->configuration options in this field previously. Currency: this field could be change if admin filled it in System->Configuration->FedEx shipping label->configuration options previously. Monetary value: in this field automatically inserted total amount of an order / shipment. 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 : 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 want Saturday Delivery;

23 Package Information: 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). Attention: The Weight field in each package block has to be mandatory to fill. Pack weight: this field demonstrates the pack weight admin chose in System->Configuration->FedEx shipping label->configuration options and allows admin change it if necessary. Box : if you selected Static box in configuration, here you can manually change the box. Length, Width, Height : package dimensions, you can manually change them. COD : Cash On Delivery Yes / No. Insurance: Yes / No include or no Insurance cost in the shipping cost. Monetary value : you can manually change value for insurance.

24 Weight and Dimension: Specific unit weight: demonstrate the specific unit weight admin chose in : System->Configuration->FedEx shipping label->configuration options LBS KGS Unit of measurement: this field demonstrates the Unit of measurement if admin filled it in : System->Configuration->FedEx shipping label->configuration options by default. It can be change on this page if necessary: Inches Centimeters Metric Units of Measurement English Units of Measurement

25 Customer options: 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 *, Address line 2, City *, State (province) *, Postal code *, Country code * : * These fields demonstrate parameters of Customer s Address, but admin can change it if it necessary.

26 International Invoice: By default following fields will be filled as in Configuration. Electronic Trade Documents Yes/No Invoice number Invoice date Reason for export - select reason for export: - COURTESY RETURN LABEL - EXHIBITION TRADE SHOW

27 - AULTY ITEM - FOLLOWING REPAIR - FOR REPAIR - ITEM FOR LOAN - OTHER - REJECTED - REPLACEMENT - TRIAL 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 Purpose of shipment: - GIFT - NOT SOLD - PERSONAL EFFECTS - REPAIR AND RETURN - SAMPLE - SOLD Terms of sale: - Not use - CFR_OR_CPT - CIF_OR_CIP - DDP - DDU - DAP - DAT - EXW - FOB_OR_FCA International product 1 n (all products of this Order): By default some following fields will be filled as in Configuration. Enable: Yes/No Description: default text from Configuration or Product Name will be used; Price: price of this product; Origin Country Code: country from product country attribute or from Configuration will be used; you can change it here; Quantity: quantity from the Order will be used; you can change it here; Amount: product price will be used; you can change it here; Harmonized code

28 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. Depending on Printer settings, you will receive PDF of ZPL/EPL2 label for Thermal printing: PDF: EPL2 / ZPL : Note: To print ZPL, EPL2 labels by Zebra printer you have to install on your computer free plug-in (2.0 version): If you selected Create return label now = Yes you will receive both labels: Shipping and Return labels :

29 If you didn t print it exactly after create you should go to shipments of these order, open it and press Show FedEx label(s) button there to open label(s) for printing: Also, you can print any label at any time from page Sales->FedEx Shipping Labels : Printing Return label by customer: This function allows customer create and print the return label from front site if admin switch Printing Return label by customer with Yes in Configuration options (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 in special table user has an opportunity to choose the quantity of products to refund.

30 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 you want to print a few or a lot of shipping labels by one click, you have to: In order s list select checkboxes of orders, which FedEx Labels you want to print; In Actions drop-down list select Print FedEx Shipping labels option and click Submit button; You will get the PDF document with FedEx Labels of all selected orders. This PDF document includes only Shipping Labels, which were preliminary generated.

31 Multistore functions FedEx Shipping Manager for Magento 2.x supports Multustore functions. If you set up a few stores on one Magento installation, you can use different FedEx accounts and to make different settings for different stores. First, you make default configuration: Then you configure settings for separate stores. For every setting you may leave default value, or change it:

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