Show details for Placing shipments automatically using Easypost | CI_Easypost_005b

Placing shipments automatically using Easypost | CI_Easypost_005b

In this tutorial, we will learn how to configure Easypost and the Easypost plugin within Infigo, to automatically place a shipment order, when a customer completes the checkout process on a storefront.

Tutorial Video Transcript

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In this

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tutorial we learn how
to configure Easyposts and the Easypost

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plugin within Infigo
to automatically place a shipment order.

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And this is when a customer completes
the checkout process

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on one of your storefronts.

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So a use case for this.

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So we use case for automatic shipment
orders.

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Let's say an online store that ships
a large number of identical items

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can use an instant label purchase system

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for fast and efficient shipping.

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As the items are predictable in size
and weights, the label can be generated

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automatically without the need
for a human eye to verify it.

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This system is particularly useful
when there are no customs involved

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or the courier is not overly strict
around the accuracy of the label.

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Additionally,
if production offsets are used,

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the label can be generated immediately
for the correct shipment date.

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Streamlining
the shipment process even further.

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So the first thing we need to do to set up

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this process is to enable
the buy shipping instantly option.

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So this is within our Easypost
configuration settings.

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Down to the general section.

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And then by shipping instantly.

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And then make sure you save that
to confirm the settings.

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So when enabled,

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this option will send

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a request to Easypost
as soon as an order is placed.

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This means that you won't have to trigger
the shipment manually,

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but you will also not necessarily
be able to control on an order

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by order basis things such as the parcels
and the sizes

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that are sent.

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Just a quick note
on some associated settings here.

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If I scroll all the way down
to the parcel section

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on the same screen

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when by shipping

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instantly is set to true,
we will request a shipping label

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for every predefined parcel size
that you have figured.

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If you also have your parcel allocation
level set to order

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line or order and quantity,
then your predefined

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parcels will be requested
for each of those as well.

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And we go into the parcel settings
in a bit more detail,

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in a different tutorial video.

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Next, we'll go ahead and place
an order on our storefront.

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Selecting a carrier
which provides rates via Easypost.

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So with this order
now placed, we're going to verify

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that the shipment order has been placed
within our Easypost account

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from within Easypost, click on shipments.

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Make sure you've got
the correct environment selected.

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So at the moment,
by using our test environment

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and this is where it shows
you all the orders that have come through

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our latest

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shipment order can be seen
with an Easypost and we can click

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the details tab on the right hand side
to access some additional information.

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So this includes details on the order,
origin and destination,

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as well as tracking information, access
to the shipping label

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and a receipt.

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Next, we'll take a

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look in our shared print operations
area with it Infigo to verify

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that the information from Easypost
has been passed back to our Infigo system.

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So here's

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the latest order
that we've just put through.

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If I expand those order details
and go down to the shipping information,

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we can see that all that information
has already been populated for us,

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which shows
that it's been fed back from Easypost.

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Tracking information

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can also be directly accessed
from this location,

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and we can click the view button
in the shipping information section

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to get additional information

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on that shipping order.

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This shows additional commands
such as allowing you to download and view

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different elements of that shipment order,
such as recreating the shipping label.

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We can view the postage label,

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packaging, slip

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information for the job and tracker
URLs.

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All this is accessible from within Infigo,

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but it's information
provided via Easypost.

 

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