nShift Checkout - Manual

for Oktagon nShift Checkout extension version: v2.1.35

We have a video-guide (in Swedish) here:
https://www.youtube.com/watch?v=jIQcx93W8Y0

Before we start

To be able to use this extension you will need a Unifaun Online Plus account. You will also need the and DeliveryCheckout an OrderConnect add-on.

Create your Unifaun DeliveryCheckout account

If you don’t have any Unifaun Online account today, you will be able to create one during the setup of this plugin or contact our support. Note: You don't need to pay any starting fee for the OrderConnect add-on if you create your account via the plugin or our support.

Questions and support regarding Unifaun

Questions or support regarding Unifaun services or settings at Unifaunonline.com, please contact Unifaun directly. Use e-mail: support@unifaun.com or phone: +46-31-725 35 50

Regarding this manual and instructions

This manual does not cover all possible angles of Unifaun DeliveryCheckout, just the extension. All configurations regarding carriers, options and add-ons is made inside your Unifaun account. If you have any questions about the extension, please feel free to contact us.

Installation

Follow instructions below to properly install the plugin according to your license.

Note: In order to be able to install the plugin legally you first need to contact Mediastrategi to receive a license. We also need the name of the domain (incl. dev, test, staging etc) for licensing purpose.

Login as to your shop as administrator
Click Plugins in the main menu, then “Add new”
Click “Upload plugin” at the top
Click “Choose file” and get the .zip file you received from Mediastrategi
Click “Install now”
Click Plugins in the main menu
Find “Mediastrategi UDC Shipping” and activate the plugin

Done!

Configuration

After you have installed this plugin you need to follow these steps.

For companies in Nordic countries

Note: The Unifaun onboarding is at the moment only available for companies in Nordic countries

Log into the Wordpress admin dashboard as administrator and click the link "Please setup your shipping by using our installation guide." or by clicking WooCommerce > UDC Installation Guide in the menu
Click "Get started" and follow the guide to setup plugin

For companies outside the Nordic countries

1. Contact Unifaun Online Support and create an account and generate API credentials.
2. Insert your API credentials at WooCommerce > Settings, UDC Shipping (next to Shipping Classes)
3. Save
4. Start the installation guide, see above

Manual setup (for advanced users)

Log into the WooCommerce dashboard as administrator and click WooCommerce/Settings.
From the Shipping zones page, make sure you only have one default shipping zone, it must be the equivalent to “Locations not covered by your other zones”. Click “Manage shipping methods” on this zone
Create a new shipping method of the type “UDC Shipping”
Save changes if you made any
Change setting under WooCommerce > Settings > Shipping > Shipping Options, set Shipping destination = Default to customer shipping address, then click Save changes
Now click “UDC Shipping” in the the menu below the tabs (next to Shipping Classes)
Make sure “Enabled” is checked
Leave Debug unchecked. It should only be checked if you are trying to solve problems with your deliveries.
Enter API Key Id: Your Unifaun REST API Key Id from Unifauns interface.
Enter API Secret: The Unifaun REST API Key Secret.
Enter User Id: Your username to Unifauns interface.
Enter Quick Id: Your id to your consignor in Unifauns interface.

Login in on UnifaunOnline.com and click Maintenance > DeliveryCheckout then click search-button to see a list of your Delivery checkout ID:s or click New freight checkout-button to create a new one.
Go back to the WooCommerce dashboard and pair your last id. Delivery Checkout Id = (generated by Unifaunonline.com) and then continue to configure the plugin.
Check "Create Stored Shipments" if you want to store shipments at UnifaunOnline, with the possibility of changing them there before they are finalized.
Automation Enabled, check this if you want to automatically process shipping for your orders.
Automation Order Status, if you want to use Automation (step 10) you need to set which order status that will start the automation. “Processing” is standard.
Default Package Type, choose your package type. Unspecified package (PK) is standard.
Custom Package Type, leave blank or add your custom package type.
Scroll down to “Options Sender Reference Prefix” and change the prefix if you want to. The Shipping label will show order number as standard but with the prefix “msudco_”. You can change the prefix if needed. If you leave it blank it will show the standard prefix Edit the Sender reference prefix here.
Options Parcel Contents, here you can choose if the shipping label will show the name of category, product name or leave the content field empty. Category is standard.

Product categories show category of the product, ex Shirts
Product names shows name of content, ex Blue Cotton Shirt XL
Empty leaves Contents field blank on shipping label

Below the heading “Customs” there are a couple of settings.
HS Code Attribute: If you store HS Code as a product attribute, use this setting
HS Code Field: If you store product HS Code as a custom field, use this setting
… same for the other fields
If you don’t select any option for Value it will use product price as value.

In order to use automatic customs declaration you will also need to use the UDC Configurator. Save settings and continue by clicking WooCommerce > UDC Configurator.

At this page enter a name for your configuration like “Customs to Norway” and click ‘Add’-button. Now it should appear in the list below, click on it’s title.

Select which service and receiver country that should get automatic customs declarations and then select which documents to create. After that click Save. When you get a matching order it should get automatic customs declarations now.
For return shipments you need to visit the WooCommerce > UDC Configurator

At this page enter a name for your configuration like “Return within Sweden” and click ‘Add’-button. Now it should appear in the list below, click on it’s title.

Select which service and receiver country that should have return shipments enabled and select what return shipment service to use. If you want to automatically create return shipments when processing a order check the checkbox for that. After that click Save. When you get a matching order it should get return shipments features available.
Scroll down to the bottom and click “Save”-button.
If you now visit WooCommerce > UDC Tester you can see if the integration is working.

Automation

In the WooCommerce dashboard, click WooCommerce / Settings / Shipping (tab) / UDC Shipping (menu below tabs). Scroll down to “Automation Enable”.

Then choose:

Status = Enable
Order Status = Processing (is standard)
Package Type = Unspecified Package (is standard)
Click the Save at the bottom.

Now your incoming orders will be shipped automatically when their order-status matches the settings you have chosen above.

Orders and printing

When using Automation

If you turned on Automation you can see all orders in the WooCommerce dashboard by clicking WooCommerce/Orders in the main menu. The Automation has already created the package, tracking number and booking of carrier by auto. All you need to do is mark all orders and choose “Print Shipping Labels” from the Actions dropdown above the list of orders. This will create a pdf with all shipping labels for the chosen orders.

When using regular WooCommerce order processing

You can see all orders in the WooCommerce dashboard by click WooCommerce/Orders in the main menu.
Click on the order/orders you want to edit.
If you just checked one order click “Process”-button on the right side. If you checked many different orders go to the “Bulk action”-dropdown and choose “Process shipping”.
Print your labels by click “Label” in the Unifaun UDC column or go to the “Bulk action”-dropdown and choose “Download shipping labels”.

Changing shipping-option on order

If you need, for some reason, change the shipping-option on an order you can do that by clicking "Change shipping-option" button in the "Unifaun DeliveryCheckout" box to the right when visiting an order in Wordpress admin. After you have selected a new shipping-option just click "Save new shipping-option" to save it.

Change-log

2.1.35

* Added optional feature to show tracking-links on my account order pages

2.1.34

* Renamed plugin to Oktagon nShift Checkout
* Fixed bug with widget language setting after running setup wizard
* Added optional collection of anonymous statistics

2.1.33

* Added option to format prices in widget via WooCommerce
* Added option to treat API prices as including VAT

2.1.32

* Usergroups argument is now the groups of the current user instead of all users on the system

2.1.31

* Improved support of localized product to package associations

2.1.30

* Shipping method is now only available when there is at least one available shipping option
* Improvements in widget state session validation

2.1.29

* Fixed support for hierarchical checkouts and method title change

2.1.28

* Timestamp and dates are now using Wordpress timezone

2.1.27

* Improved cache invalidation when changing DeliveryCheckout
* Added feature to change shipping-option on order

2.1.26

* Added support for Transsmart customers

2.1.25

Added advanced option to move widget in checkout

2.1.24

* Changing option in widget changes shipping method name

2.1.23

* Added goodsDescription to return-shipments

2.1.22

* Added goodsDescription to all shipments

2.1.21

* Added possibility for third-party scripts to listen to widget

2.1.20

* Improvements to installation guide

2.1.19

* Added installation guide
* Added support for map
* Added support for different designs of widget

2.1.18

* Added setting to change shipping and billing address when using custom pick up

2.1.17

* Added support for Svea Checkout

2.1.16

* Localization support bug fixed

2.1.15

* Added support for return-shipments
* Major refactor of code

2.1.14

* Added a optional print button on orders-list that works in Google Chrome browser

2.1.13

* Added contact field to all shipments

2.1.12

* Fixed customs grossWeight calculation and customs total weight calculation

2.1.11

* Added support for new Wordpress Jquery version in Onboarding

2.1.10

* Added support for Norwegian tracking links

2.1.9

* Added declarantDate and invoiceNo to all customs declarations

2.1.8

* Added a configurator tool to enable optional automatic customs declarations

2.1.7

* Added option to-email field for custom pick up

2.1.6

* Added Unifaun Onboarding to plug-in

2.1.5

* Fixed bug with no pre-selected option in checkout if all options are hierarchical
* Fixed bug with forced api language not being respected

2.1.4

* Added support for hierarchical options
* Stability improvements

2.1.3

* Added Unifaun status request after checkout

2.1.2

* Added support for extra JSON shipment data

2.1.1

* Added option for including tracking links in e-mails

2.1.0

* Added support for orders with multiple packages

2.0.9

* Improved support for third-party customizations

2.0.8

* Agent info, carrier-id and service-id is now stored on order if available

2.0.7

* Selects first widget option if no option is selected

2.0.6

* Fixed bug with tax setting

2.0.5

* Improved Swedish translations in cart
* Added shipping cost total to checkout template

2.0.4

* Added Swedish translations for checkout

2.0.3

* Fixed bug where custom region selector did not show when not having title enabled

2.0.2

* Added support for custom region selector again

2.0.1

* When only using options from DeliveryCheckout, first is pre-selected

2.0.0

* Breaking changes, makes sure to upgrade in test-environment first!
* Added support for official widget
* Resolved various session bugs

1.0.42

* Added translation support for enter your zip-code

1.0.41

* Fixed potential issue with minimum weight below 1

1.0.40

* Improved debugging features
* Added button to remove order selected agent

1.0.35

* Fixed bug with parcel contents not being included

1.0.34

* Automatically flattens hierarchical shipping options from API

1.0.33

* Agents and add-ons are not displayed before custom has entered a checkout address

1.0.32

* Added option for pickup booking

1.0.31

* Added force language option

1.0.30

* Added automatic weight and unit conversions

1.0.29

* Fixed some bugs with Klarna Checkout

1.0.28

* Added support for automatic updates

1.0.27

* Only sends quickId for agent for PLAB services

1.0.26

* Added option to disable API cache

1.0.25

* Pick-up agents are displayed with address1 and city as well

1.0.24

* Changed so first agent is pre-selected

1.0.23

* Fixed bug where custom region was lost when changing country

1.0.22

* Improved inter-country custom pick up

1.0.21

* Only shows city in custom region selector when outside Sweden

1.0.20

* Improved Klarna v3 country support

1.0.19

* Added optional city selector in Klarna Checkout v3
* Added ajax spinner when loading custom shipping options
* Added more filters to customize custom pickup flags

1.0.18

* Fixed issue were methods was lost when clicking Get Options

1.0.17

* Added optional country selector to Klarna Checkout v3
* Added options for customizing pick to Klarna Checkout v3

1.0.16

* Fixed localization support

1.0.15

* Fixed bug in country code conversion from Klarn
* Added filter to enable customizing of placeholder: "mediastrategi_unifaundeliverycheckout_zip_placeholder"

1.0.14

* Added support for localizations

1.0.13

* Added support for third-party argument customization with `mediastrategi_unifaundeliverycheckout_shipment_arguments` filter
* Added support for Klarna Checkout v3 country codes

1.0.12

* Added support for shipment states

1.0.11

* Added support for free shipping coupons

1.0.10

* Added support for third-party logic for available() and shipment data with "mediastrategi_unifaundeliverycheckout_api_shipment" and "mediastrategi_unifaundeliverycheckout_shipment_available".
* Added support for address2 field

1.0.9

* Fixed tax presentation in cart

1.0.8

* Fixed bug with tax calculation on shipping fee

1.0.7

* Improved appearance of settings
* Added a request and response debugger
* Added support for WPML language codes

1.0.6

* Fixed issue were changing order items and pressing return would process order
* Made sender reference prefix optional

1.0.5

* Added support for stored shipments
* Improved order debug meta data

1.0.4

* Improved support for WooCommerce below 3.4
* Improved support for multi-site
* Better API error-handling

1.0.3

* Added information for fire-walls
* Added support for PHP 5.6

1.0.2

* Added support for sending shipments via Web-TA

1.0.1

* Hid shipping options in Cart
* Always shows pick-up locations and add-ons if available
* Improved support for older WooCommerce

1.0.0

* First release, works with Klarna Checkout and regular checkout, supports custom pick location and add-ons.