Show details for Placing shipments manually using Easypost | CI_Easypost_005c

Placing shipments manually using Easypost | CI_Easypost_005c

In this tutorial, we will learn how to configure Easypost and the Easypost plugin within Infigo, ready to manually place a shipment order.

Tutorial Video Transcript

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In this tutorial we'll

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learn how to configure Easypost
and the Easypost plugin within.

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Infigo, ready to manually place
a shipment order.

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Use cases for placing

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manual shipment orders
might include, let's say, for example,

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a small business that ships
items of varying sizes and shapes.

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They can use a manual label
purchase system.

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A dispatcher will be boxing the orders
order by order

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in a different size box that fits
what specifically was ordered.

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Therefore, they need to punch

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in the parcel dimensions
and the number of parcels used accurately

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before requesting the shipping label
and creating the shipment.

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This system is more accurate
but requires human

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intervention to ensure
that the correct information is entered.

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The manual system is particularly useful
for complex packages that need a human eye

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to be passed over it and to configure
the contents of each parcel accurately.

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Now, to

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begin this process, we need to make sure
that the buy shipping instantly option

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has been disabled as part of all Easypost
configuration settings.

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So it's inside the general section
settings.

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Turn off the checkbox
and make sure that we save those changes.

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When disabled,
we will not send the request

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to Easypost to create shipping labels.

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Automatically.

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Instead, if you navigate to shared
print operations in administrator

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and locate the job and expand it,
you will see a link

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under shipping information
where you can accomplish this task.

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Before we leave this screen,
however, I do want to point out

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another couple of associated settings,

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and these are the parcel settings.

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Now there's another tutorial video
which goes through these in a little bit

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more detail.

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However, when the buy shipping instantly
option is disabled

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and you are requesting your shipments
manually, then these predefined parcels

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that you can create here
will become options for you to select

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from when
requesting the creation of your shipment.

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And what this essentially does is saves
you from writing out

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each of the dimensions manually
every time you want the parcel.

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So next, let's go forward and place
an order on our storefront,

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making sure that we select a carrier
with rates provided via Easypost.

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So I've just got one here
where I've put an item into my basket

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and will quickly go through the checkout
process.

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With this order placed,
will go ahead and view it within

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Infigos shared print operations.

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We can immediately
see that the status of the order

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is set to ordered
rather than shipment created.

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As we saw
for the Automat version of this process.

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So if I just expand the order
that we've just put through

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and we'll scroll down a little
to reveal the shipping

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information,
now we can see that there's not

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as much information has been input here
as we saw on the automatic approach.

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So there's no tracking information.

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For example, we do have information
on the shipping method, the description

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and some dispatch and delivery information

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based on other settings
that we have configured.

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However, we haven't actually placed
the order with Easypost at this stage

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to do this process.

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We go and click the View Icon.

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This will load up access
to the manual shipment management.

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So let's take a look
at some of the options in here.

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To begin with, we have parcel definition
in this section here

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and allows us to manually define parcels
and add them to the shipment.

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And this includes dimensions and weights.

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So it's simply a case of clicking
add new parcel.

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You get a new row on this field

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and then you can double click
to fill in any of those fields.

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You can also access
your list of predefined parcels,

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which have not been very creatively
named in this particular setup.

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And that saves you
from entering those details

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every time.

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We also have

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the ability here
to add shipment information.

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So for international shipments
that require customs information

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to be sent with the shipment,
you must assign items

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from the order
specifically into different parcels.

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So we do this by clicking on that add
shipping information button,

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and then we can simply drag
and drop the order lines into

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the relevant parcels.

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Once we've

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created the parcel sizes and selected
from the predefined parcel lists,

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you can go ahead and 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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Once we've gone through the carrier

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types and rates stage,

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so if I click on Create Shipment,

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that will now return me a list of rates

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I can select from.

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I can select the appropriate service.

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And then the order is placed
within Easypost

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with the order placed in Easypost
and then return to Infigo.

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You can download the associated data
from within shared print operations.

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So the same as we saw
with the automatic approach.

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Now we can get the label information,
tracking URLs and various other

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useful bits of data.

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Next, we'll

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just go ahead and confirm
that the order has actually been placed

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via Easypost
and it's present in the system.

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So if I just navigate
to our Easypost account,

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go to my shipments and make sure I'm

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looking at the correct environment.

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What we'll find in

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there is the order that we just put
through with the correct costs.

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But click on details.

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It will show me all of the
associated details with the order,

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including the ability to access
that supplementary information such as

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tracking labels and receipt.

 

Incomplete
Step by Step Guide

Placing shipment orders manually using Easypost

In this tutorial, we will learn how to configure Easypost and the Easypost plugin within Infigo, ready to manually place a shipment order.

Use case for placing manual shipment orders:

A small business that ships items of varying sizes and shapes can use a manual label purchase system. A dispatcher will be boxing the orders order by order in different size boxes that fit what was ordered. Therefore, they need to punch in the parcel dimensions and number of parcels used accurately before requesting the shipping label and creating the shipment. This system is more accurate but requires human intervention to ensure the correct information is entered. The manual system is particularly useful for complex packages that need a human eye to pass over it and configure the contents of each parcel accurately.

Creation Date: Apr 19, 2023
Created By: Sam Webster

1. Begin by disabling the Buy Shipping Instantly setting and clicking Save on the plugin configuration settings

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

Begin by disabling the Buy Shipping Instantly setting and clicking Save on the plugin configuration settings

2. Click on Parcels Allocation Level:…

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.

When Buy Shipping Instantly is disabled, and you are requesting your shipments manually, then these predefined parcels will becoming options for you to select from when requesting creating the shipment (saving you from writing out the dimensions manually each time).

Auto Parcel Size calculation settings are covered in another tutorial.

Click on Parcels Allocation Level:…

3. Next, we will place an order on our storefront, selecting a carrier with rates provided by Easypost

Next, we will place an order on our storefront, selecting a carrier with rates provided by Easypost

4. With this order placed, we will view it in Infigo's Shared Print Operations.

We can immediately see the status is set to "Ordered", rather than "Shipment Created" as is seen with the automatic method.

With this order placed, we will view it in Infigo's Shared Print Operations.

5. Expand the order details to reveal the Shipping Information

Expand the order details to reveal the Shipping Information

6. Click on View to access Manual Shipment Management

Click on View to access Manual Shipment Management

7. Parcel definition

Manually define parcels to add to this shipment, including dimensions and weights.

You can also access your list of pre-defined parcel specifications, saving you from entering the details each time.

Parcel definition

8. Add Shipping Information

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.

Add Shipping Information

9. Create 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.

Create Shipment

10. Select from the list of carriers and rates

This information is drawn from Easypost

Select from the list of carriers and rates

11. With the order placed in Easypost and returned to Infigo, you can download associated data from within Shared Print Operations

With the order placed in Easypost and returned to Infigo, you can download associated data from within Shared Print Operations

13. Click on highlight

Click on highlight

14. Go to www.easypost.com

Next, we will confirm the order has been placed via Easypost and is present in their system

15. Click on 2023-04-19 13:36…

Click on 2023-04-19 13:36…
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