Senaste manualen till nShift Web-TA (WooCommerce)

nShift Web-TA
WooCommerce extension
Manual

for nShift Web-TA extension version: v1.2.40

Note: We have a swedish instruction-video with english subtitle here: 
https://www.youtube.com/watch?v=G32T2BKGt8A

Before we start

nShift Web-TA Base or Professional

Note: To be able to use this plugin you will need a nShift Web-TA (Base or Professional). If you don’t have any nShift Web-TA Account today, sign up using the one of the links below.

Base: https://service.apport.net/spa/public#/register/web-ta-base/wizard/step1

Professional: https://service.apport.net/spa/public#/register/web-ta-pro/wizard/step1 

Questions and support regarding nShift Web-TA

Questions or support regarding nShift services or settings at Unifaunonline.com, please contact nShift directly. Use e-post: [e-mail] or phone: [phone].

Regarding this manual and instructions

This manual does not cover all possible angles of the extension, just the basics. Since many options and add-ons is depending of your choice of carrier you may have to contact us or nShift for further instructions. If you have any questions about this plugin, please feel free to contact us. 

Configuration

After you have installed this plugin the same way you normally do with a standard WordPress/WooCommerce-plugin) you need to configure it by doing the following steps.

Login to the WordPress/WooCommerce admin

1. Click WooCommerce in the main menu
2. Click settings
3. Click Shipping
4. Click nShift Web-TA

      5. Choose Connection Type: WebService is most common.
      6. Enter API Username: The username you receive from nShift.
      7. Enter API Domain: The company-id you received from nShift.
      8. Enter API Password: The password you received from nShift.
      9. Choose Print Type: Label is most common.
     10. Choose Print Format: PDF is most common.
     11. Scroll down and fill out the rest of the fields according to this list, then click “Save changes”.

Consignor Address Id: Leave with a single dot (.) in most cases

Consignor Address Name: Your company name, ex Mediastrategi Sverige AB

Consignor Street Address: Your company address, ex Sturegatan 13

Consignor Address ZIP/Postcode: Your company zipcode, ex. 724 79

Consignor Address City: Your company city location, ex. Västerås

Consignor Address Country Code: Your company code, ex. SE (for Sweden)

Consignor Communication Contact Person: Your contact person

Consignor Communication Phone: Your company phone number

Shipping zones

Now you need to create or edit shipping zones, it’s a standard WooCommerce procedure read more here: https://docs.woocommerce.com/document/setting-up-shipping-zones/

1. Go to “Shipping zones”.
2. If you don’t have any shipping zones at all or want to create a new one... click “Add shipping zone”.
3. If you have one, click on the “Zone name”, ex Sweden in the image below.

 

Add Shipping zones

1. Add a “Zone name”, ex. Sweden.
2. Add “Zone regions”, ex. Sweden.
3. Click “Add shipping method” and choose nShift Web-TA, then click “Add shipping method” to add the new shipping method.
4. Now you have created a new shipping method called nShift Web-TA, now click to edit this method.

Configure shipping method

After you click on the shipping zone called nShift Web-TA. Follow this steps. 

1. Click “Enable” (check box) to enable nShift Web-TA as shipping method
2. In “Method title”, enter your prefered name of the shipping method, ex. DHL SERVICEPOINT
3. Click “Automation enable” (check box) to enable automation (booking of transport and making of shipping label by auto)
4. IMPORTANT! About the Automation orders status. If you enable automation (step 3) you need to set which status the order will need to be processed by automation. This is depending on the payment method, so please check this closely. 
5. Tax status, Taxable shipping cost or not.
6. Continue to fill out the fields below.

Cost: Your shipping cost.

Weight: If you have weight based shipments. Values that can be used ex. -10 (up to 10), 10-20 (between 10-20), 20- (20 and above). Else leave blank (standard).

Width: If you have width based shipments. Values that can be used ex. -100 (up to 100), 100-200 (between 100-200), 20- (200 and above). Else leave blank (standard).

Height: If you have height based shipments. Values that can be used ex. -100 (up to 100), 100-200 (between 100-200), 200- (200 and above). Else leave blank (standard).

Depth: If you have depth based shipments. Values that can be used ex. -100 (up to 100), 100-200 (between 100-200), 200- (200 and above).

Volume: If you have volume based shipments. Values that can be used ex. -100 (up to 100), 100-200 (between 100-200), 200- (200 and above). Else leave blank (standard).

Cart Subtotal: If you have shipments based on order value. Values that can be used ex. -500 (up to 500), 500-1000 (between 500-1000), 1000- (1000 and above). Else leave blank (standard).

Template name: Name of your nShift Web-TA template that will be used for this shipment method. Ex. DHL SERVICEPOINT IMPORTANT!: The name of the template must be typed exactly the same as in your nShift account, ex. “DHL SERVICE POINT” won’t work if the name your template is “DHL SERVICEPOINT”.

E-mail notification: If box is checked an e-mail notification will be sent to customer if shipment method and carrier supports it.

Mobile notification: If box is checked a SMS-notification will be sent to customer if shipment method and carrier supports it.

Package type: Choose your package type that will be used with this shipment method..

Cash on delivery: Not checked as standard, use only if carrier and shipment method supports it.

Cash on delivery payment method: Use only if Cash on delivery is used.

Cash on delivery account number: Use only if Cash on delivery is used.

Extra shipment data in JSON format: Blank as standard. A field used only in special cases.

Shipping class costs: These costs can optionally be added based on the product shipping class in WooCommerce. Read more here: https://docs.woocommerce.com/document/product-shipping-classes/

Then click “Save changes".

Orders and printing

We recommend that you turn on Automation when you configure your shipping method, it will make printing shipping labels easier. If you have automation turned on. Follow this steps below.

1. As you receive an order, booking of shipment and shipping labels are created by auto. But you still need to print the labels.
2. To print shipping labels, mark the orders.
3. Choose “Bulk Actions” and “Download shipping labels”. It will create a PDF-document with all shipping labels.
4. If you want to download and print just one order, click the “Label”-link under the nShift Web-TA column.
5. If you want to track an order, click the Tracking-link in the nShift Web-TA column.

If you don’t want to use Automation follow this steps to create a shipping label and booking.

1. When you receive an order. Click the “Process”-button or go into the order and click “Process”-button up in the right corner.
2. When you click the “Process”-button it will create a booking and shipping label.
3. Choose “Bulk Actions” and “Download shipping labels”. It will create a PDF-document with all shipping labels.
4. If you want to download and print just one order, click the “Label”-link under the nShift Web-TA column.
5. If you want to track an order, click the Tracking-link in the nShift Web-TA column.