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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.
