Show details for Parcel Settings | CI_Easypost_006

Parcel Settings | CI_Easypost_006

In this tutorial, we cover the Parcel Settings within the Easypost configuration settings within Infigo. This section determines how your parcels sizes will be calculated and sent to Easypost.

Tutorial Video Transcript

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In this
tutorial we'll cover the possible settings

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within the Easypost
configuration settings and Infigo..

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This section determines
how your parcel sizes

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will be calculated and sent to Easypost.

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So the first thing we need to do

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is to navigate to the parcel section
within the Easypost

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configuration settings,
and then we'll just go through

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a few of these settings
and exactly what they do.

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Starting off with the parcels
allocation level.

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So there are three options here.

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We've got order, order line and order
line quantity.

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This allows you to decide what inputs

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into the parcel size calculation.

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So if you set this to order,
it will consider all items in that order.

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When calculating the parcel sizes.

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When you set it to order line,
it will do a calculation for each order

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line item
so that the very least you will receive

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back is a shipping label for each order
line item.

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And this will be more if the maximum
parcel lengths or weights are exceeded.

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And then when you set this to order
line quantity,

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it will do the calculation
for every quantity of order line items.

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So here you will essentially receive
at least one parcel

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or shipping label per unit.

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The next option down is the parcel size
calculation.

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This setting essentially determines
whether or not you would like Infigo

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to calculate the number of parcels
and dimensions of the parcels

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based on a specific formula
or use a set of predefined parcel sizes.

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So again,
we'll talk through a few of these options

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when this is set to auto calculate
it will take the quantity

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and the dimensions of the items
that are being ordered

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and then along with the following
two settings.

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So the auto calculated parcel max weight

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and max size will determine

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the optimum parcel count and size for the
item that's being ordered.

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It is

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important that when using this
that all of your products have

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the mentioned values entered for weight,
height, length

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and width.

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So when we're not using auto
calculated amount

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using one of these other options
for predefined,

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we do allow you to configure your own
predefined parcel sizes

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and we'll cover exactly how to do that
in a two step.

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However, keep going through the other
options that we have available here.

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So we do have predefined parcels,

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so that will only send the predefined
parcels, dimensions and weight

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that includes the figure weight
if the setting is set

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and then we have predefined parcels name.

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So this will pass the parcel names
as well as dimensions and weights

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and supported
names can be found on the Easypost website

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within the

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API documentation.

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Now the other options in here
are combination options.

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So so think any of the options
with combinations

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we make two request the Easypost,
which means your customers will be able

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to choose from all of the services
that are returned.

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Okay, brief description on the two options
below this.

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So the auto calculated parcel size
when it's considering the max weight

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and the max size.

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So for the max weights, the setting lets
you define the maximum parcel weight

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and that will be used when determining
if multiple parcels are required

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if the maximum weight is exceeded.

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So currently this is a storefront setting,

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so will be set for all carriers
linked to your Easypost account.

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And as you can see on the units
there, this is currently done in ounces

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and then looking at the size.

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So this is the total calculated
required volume

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of the parcel using a girth algorithm
which is two times the length

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plus two times the height plus the width.

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And this, as we've talked about before, is
used when the auto parcel calculation

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is enabled.

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Okay.

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So the next section down
is the predefined parcels.

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So when you're not using the auto
parcel size calculation setting,

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we allow you to configure
your own predefined parcel sizes

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so these can be selected
when requesting a shipment,

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as we saw in a previous video,

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when buy shipping instantly
it's set to true again.

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As we saw in a previous video,
we will request a shipping label

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for every predefined parcel size
that you have configured.

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If you also have your parcel allocation
level set to order line or order

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line quantity,

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then your predefined parcels will be
requested for each of those as well.

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When buy shipping instantly is disabled

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

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will become options
for you to select from this screen

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where you request
the creation of that shipment.

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This essentially just saves you
from writing out the dimensions manually

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every single time.

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Adding a new predefined parcel is easy.

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Simply click the button.

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It creates a new line in our table here

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and we can just double click to modify
any bits of information

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within that.

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If you need any more information

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on the measurement of package
size, click on the more info button here.

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Just to give you
an additional description.

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And don't forget, once

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you've made any of these changes, scroll
to the top of the screen and click Save.

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Otherwise, those changes
you've made won't be applied.

 

Incomplete
Step by Step Guide

Parcel Settings

In this tutorial, we cover the Parcel Settings within the Easypost configuration settings within Infigo.

This section determines how your parcels sizes will be calculated and sent to Easypost.

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

1. Navigate to the Parcels section within the Easypost configuration settings

Navigate to the Parcels section within the Easypost configuration settings

2. Parcel Allocation Level

There are three options here - Order, Order Line, Order Line Quantity. It allows you to decide what inputs into the parcel size calculations. If you set this to Order it will consider ALL items in that order when calculating the parcel sizes.

When you set this to Order Line it will do a calculation for each order line item, so at the very least you will receive back a shipping label for each order line item (more if the maximum parcel length or weights are exceeded).

When you set this to Order Line Quantity it will do the calculation for every quantity of order line items. So here you will essentially receive at least on parcel/shipping label per unit.

Parcel Allocation Level

3. Parcel Size Calculation

This setting essentially determines whether or not you would like Infigo to calculate the number of parcels and the dimensions of the parcels based on a specific formula or use a set or predefined parcel sizes.

When set to Auto calculated, we will take the quantity and the dimensions of the items being ordered and then along with the following two settings - Max Parcel Weight and Max Parcel Length - determine the optimum parcel count and size for the items being ordered. It is important that when using this that all your products have dimension values entered for weight, height, length and width.

When disabled we allow you to configure your own pre-defined parcel sizes, covered in a later step.

The following options are available in this dropdown:

Auto calculated’ will pass the sizes of the calculated parcels using the allocation level.
‘Predefined Parcels’ will only send the predefined parcel’s dimensions and weight (Infigo weight if the setting is set).
'Predefined Parcels Names' will pass the parcel names as well dimensions and weight, supported names can be found here.

Selecting any of the options with combinations, we make two requests to EasyPost which means your customers will be able to choose from all of those services returned.

Parcel Size Calculation

4. Auto Calculated Parcel Max Weight and Size

Auto Calculated Parcel Max Weight - This setting lets you define the maximum parcel weight. As mentioned above it will be used when determining if multiple parcels are required if the maximum weight is exceeded. Currently this is a storefront setting so will be sent for all carriers linked to your Easypost account. This is in ounces.

Auto Calculated Parcel Max Size - This is the total calculated required volume of the parcel using a girth algorithm (2x length + 2x height + width). Used when Auto Parcel calculation is enabled.

Auto Calculated Parcel Max Weight and Size

5. Predefined Parcels

When not using the Auto Parcel Size Calculation setting we allow you to configure your own predefined parcel sizes. These can then be selected when requesting a shipment.

When Buy Shipping Instantly setting is true we will request a shipping label for every predefined parcel size you have configured. If you also have your parcel allocation level set to Order Line or Order Line Quantity then your predefined parcels will be requested for each of those too.

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).

Predefined Parcels

6. Additional information

Click More Info to reveal additional information on the measurement of package size.

How to Measure your package size 
To measure ground packages use the following formula: 
Length + 2x Width + 2x Height 
Step 1. Determining Length 
- Measure the longest side of the package, rounding to the nearest inch. This is your length. 
Step 2. Determining Girth (2x Width + 2x Height) 
- Measure the width of the package, rounding to the nearest inch. Multiply this number by 2 
- Measure the height of the package, rounding to the nearest inch. Multiply this number by 2 
- Add these two numbers together. This is your girth 
Step 3. Add the length and the girth together. This is your package measurement 
Step 4. Weight the package to obtain its actual weight 

For the 'Use Predefined Package names' setting to work you need to add 'Predefined parcels' with a matching name that Easypost allows.
Only parcel names that you set in SPO when buying a shipment will only be sent if they match a predefined parcel configured here.
Additional information

7. Click on Save to confirm any setting changes

Click on Save to confirm any setting changes
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