Picture of Buy Shipping Instantly setting in Easypost | CI_Easypost_005

Buy Shipping Instantly setting in Easypost | CI_Easypost_005

This setting, under the General section of your Easypost configuration, allows you to determine whether Infigo send a request to Easypost as soon as the order is placed.

Tutorial Video Transcript

00:00:13:19 - 00:00:16:05
In this
tutorial, we'll be discussing a setting

00:00:16:05 - 00:00:21:19
which is in the Easypost configuration,
which is called buy shipping instantly.

00:00:22:03 - 00:00:25:15
This setting under the general section
allows you to determine

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whether Infigo sends a request to Easypost
as soon as an order is placed.

00:00:31:16 - 00:00:34:03
So when this is enabled

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and then you save your Easypost settings,

00:00:38:10 - 00:00:42:05
this will send a request to Easypost
as soon as an order is placed.

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

00:00:46:26 - 00:00:51:01
but you will also not necessarily
be able to control on an order

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by order basis the parcels and sizes
that are sent with it.

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When you have auto parcel size
calculations sets to true

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and will cover that option
in a future tutorial,

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we will send all of the calculated parcels
in the request.

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When you have auto parcel size
calculation set to false

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will send all of your predefined
parcel sizes in the request.

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And just as a side note
on where those settings are found,

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we scroll down in your Easypost
configuration settings.

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You have a parcels section which again

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will be covered in a different tutorial.

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Now, to test both

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scenarios of this
being enabled and disabled,

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I've prior to recording this tutorial,
I've sent through a couple of test orders

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on our storefront, one Buy Shipping Instantly enabled and one with a disabled.

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And we'll take a look at that
in shared print operations

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to see what the difference is.

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So when Buy Shipping Instantly is enabled,

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once we place the order
through the storefront, this bottom entry

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here, which is appeared
in blue, is what we'll be able to see.

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So the job is automatically set
to shipment created with the relevant data

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from Easypost, automatically populated
as a part of the order.

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So if I expand that particular order
and we'll take a bit of a closer

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look at it,
I scroll down to the shipping information.

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You can see
I've got all of that information

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populated along with things
such as the tracking number.

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If I click on View,

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that will take me
to some additional information.

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In this section
you have actions such as the ability

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to recreate the label
or the packaging slip

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along with viewing the postage, labels
and getting access to the tracking URLs.

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However, there's no further changes
that can be made in here.

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So next, let's
see how the workflow changes

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when Buy Shipping Instantly is disabled.

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And that can be seen with either of these
other two orders we've got here.

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So when disabled

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we will not send the request to Easypost
to create shipping labels automatically.

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Instead, if you navigate
to the shared print operations

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in admin and locate the job and expand it

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like so

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that you'll see a link under the shipping
information, which is again

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the view icon

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and this time it will take you
to a slightly different configuration

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of options.

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So what we're looking at here
is more of a manual shipment management

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rather than the automatic approach
taken by the is Buy Instantly setting.

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So it displays the carrier and the service
the customer selected

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during the checkout process.

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It also lets you define the parcels that
you want to send as part of the shipment.

00:04:06:02 - 00:04:10:21
So again, these predefined parcels,
if you do want to have predefined parcels,

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is covered in a different tutorial.

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Once you've created your parcel sizes or
selected from your predefined parcel list,

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you can create the shipment
which at this stage will

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then send the request to Easypost
and return the shipping labels.

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So just as an additional note here,
for international shipments

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that require customs information
to be sent with the shipment,

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you must assign items from the order
specifically into the parcels.

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So to do this, you click on the add
shipment information button

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and then drag each of the order items

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into the respective parcels
that you have created.

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We also do not support Buy Shipping Instantly

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for international shipments
due to the customs related information.

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These must be triggered
and handled manually.

 

Incomplete
Step by Step Guide

Buy Shipping Instantly

This setting, under the General section of your Easypost configuration, allows you to determine whether Infigo send a request to Easypost as soon as the order is placed.

Creation Date: Apr 18, 2023
Created By: Sam Webster

2. Buy Shipping Instantly

When enabled we will send a request to Easypost as soon as the order is placed. This means that you won't have to trigger the shipment manually but you will also not necessarily be able to control on an order by order basis the parcels and sizes that are sent. When you have Auto Parcel Size Calculation set to true we will send all the calculated parcels in the request. When you have Auto Parcel Size Calculation set to false we will send all your predefined parcel sizes in the request.

Auto Parcel Size calculation settings are covered in another tutorial.

Buy Shipping Instantly

3. Navigate to Shared Print Operations

With Buy Shipping Instantly enabled:

  • Place an order on your storefront using Easypost for shipping

  • Navigate to Shared Print Operations

  • Navigate to the tab containing your placed order

Navigate to Shared Print Operations

4. Expand the job

The job will automatically be set to "Shipment Created", with the relevant data from Easypost automatically populated as part of the order

Expand the job

5. Shipping information is fully populated in SPO

Shipping information is fully populated in SPO

6. Click on View to access additional resources

Click on View to access additional resources

7. Additional shipping resources

This screen provides access to additional information relating to the shipment.

You have actions such as recreating the label or packaging slip, along with viewing postage labels and tracking URLs.

Additional shipping resources

8. Next, let's see how the workflow changes when Buy Shipping Instantly is disabled

  • Disable the Buy Shipping Instantly setting

  • Place another order using an Easypost shipping method

  • Navigate to Shared Print Operations

When disabled we will not send the request to Easypost to create shipping labels automatically. Instead if you navigate to Shared Print Operations in admin and locate the job and expand it you will see a link under Shipping Information called 'Show shipping information'

Next, let's see how the workflow changes when Buy Shipping Instantly is disabled

9. Locate your order

This time, the order will come through in the "Ordered" status, as the label purchase has not yet been placed through Easypost.

Locate your order

10. Click on View under Shipping Information for this order

When you click this a popup will appear that will then let you manage your shipment request manually.

Click on View under Shipping Information for this order

11. Manual shipment management

It displays the carrier and service the customer selected in checkout.

It also lets you define the parcels that you want to send as part of the shipment.

Once you have created your parcel sizes or selected from your predefined parcel list, you can create the shipment which at this stage will then send the request to Easypost and return the shipping labels.

NOTE: For international shipments that require customs information to be sent with the shipment you must assign items from the order specifically into parcels. To do this click on the 'Add shipment information' button and then drag each order item into the respective parcel you have created. We also do not support 'Buy Shipping Instantly' for international shipments due to the customs related information - these must be triggered and handled manually.

Manual shipment management
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