Shipping options

Introduction

With the ‘Shipping options’ module, you can provide your customers with a variety of shipping options.

The module allows you to generate a setup slip directly from the shop administration with the drop-off location and the drop-off time of the parcel.

In addition, franking can be created automatically with the given options. For example, the postman knows that the goods in the parcel are fragile.

To get started, you need

• Identity Provider module (pre-installed)
• PDF print module
• Shipping options light module
• Optional WSBC shipping options module (see section “Further setting options Shipping options (Pro)")
• Franking licence number (business account with Swiss Post)

Step 1: Registration

To be able to use the Swiss Post functions, you need a business account and a Secret ID and Client ID. You will receive these directly from Swiss Post. Please complete the following form: Kontaktformular Plug-ins The data will be sent to you within a few days.

Step 2: Configuration of the Identity Provider module

As soon as you have received the access data, switch to shop administration.

1. click on Modules in the tab on the left.
2. open the identity provider.
3. enter the Secret ID.
4. enter the client ID. Assignment is as follows Secret ID (Post) = Client ID (Peppershop) / Token ID (Post) = Secret ID (Peppershop).
5. click on ‘Save’ at the bottom.

Step 3: Configuration shipping options module

1. click on Modules in the tab on the left.
2. open the ‘Shipping options’ module.
3. tick the ‘Active’ box.
4. tick the box next to ‘Use WSBC/franking?’.
5. enter your ‘Franking licence number’.
6. enter a sender address.

These are the basic settings you need to make. All other fields are optional and can be selected as required.

Important. As soon as you tick the ‘Go live’ box, you will be charged for generating a shipping label.

Step 4: Customer attributes

In the shop administration, go to “Settings” -> “Customer attributes” in the menu on the left.

The following attributes must have at least one tick next to ‘Use’:

1. first name
2. surname
3. street
4. house number
5. POSTCODE
6. town
7. country

Step 5: Define shipping method

To create shipping methods, go to your shop administration and click on ‘Settings’ -> ‘Delivery countries / Shipping’ in the menu on the left.

1. edit the desired country group.
2. click on the ‘Create new shipping method’ button.
3. give your newly created shipping method a name and additional information in which the shipping method is described in more detail. Please note: This information is displayed to the customer when selecting the delivery method.
4. tick the ‘Activated’ box.
5. further settings are optional.
6. select the shipping option module settings .
7. define the shipping costs at the bottom.
8. save the settings.

Step 6: Print shipping label

1. now switch to your shop.
2. buy an item with the new shipping method.
3. switch to the shop administration under Customers/Orders -> Customer management.
4. click on the PDF symbol.
5. click on ‘Setup form’.
6. the setup slip including the franking opens.
7. print out the franking and stick it on the parcel.

Homologation and activation (optional)

The homologation phase concerns the barcode web service. When the web service is activated, a ‘Specimen’ imprint is automatically added to each address carrier for the corresponding franking licence. As long as this appears, address carriers may not be used for productive use. The ‘Barcode’ web service can be set up and tested by the customer in this test status. Once the dispatch option module has been set to ‘Productive’, the labels are ‘armed’.

Post CH Ltd offers customers the option of homologating the shipping labels. If you would like homologation, please carry out the steps described below:

Homologation process

• You create five sample addresses with an integrated consignment barcode on the original address carrier
• You send the sample addresses directly to one of the following addresses. For the homologation of parcel, express or courier consignments or solutions (Direct, VinoLog), also send the completed customer sheet in Chapter 7, Appendix 1.
• The Competence Centre for Packaging and Address Quality or the contact person for letter barcodes will check the design
• If not all requirements are met, Swiss Post will contact you to discuss the necessary corrections and the next steps
• The competence centre notifies the ‘Barcode’ support web service directly of the approval of the address carrier. This then activates the ‘Barcode’ web service
• The ‘Barcode’ support web service informs you by e-mail that the activation has been completed. You can then use the ‘Barcode’ web service

The following recommendations will help you to quickly achieve the required quality for homologation:

• The format size of the address carrier corresponds to the specified dimensions
• There is good print contrast
• Good paper quality is used for the shipping label to achieve a clean print
• The printer is in normal mode (e.g. not in economy mode with the ‘toner arm’ effect)

Further setting options Shipping options Light

General settings

• Don’t show dispatch today: Should the customer be informed that dispatch with the selected delivery method is no longer possible today?

• Display shipping day selection?: The dispatch days can be displayed for customers using a calendar. This is necessary for time slot selection

Web service barcode generation

• Layout: A5 is highly recommended, as most information can be printed in this format.

• Franking on setup slip: You can print the franking directly on the 1st page of the setup slip. Otherwise the franking is a separate sheet.

• Return franking: You can generate a return franking. Either Economy or Priority.

Franking access data

• Franking licence number: You will receive this number directly from Swiss Post if you have a business account.

• REST interface: The REST interface does not require a separate barcode user name & password. If you are using the old WSDL solution, you can uncheck the box. (Not recommended)

• Use pick@home: Should the Pick @Home service be available for customers?

Control options for customers without Post-Login

These are settings that can be made for non-registered Swiss Post customers.

• Deposit delivery: Should customers without a Swiss Post login be able to control that the delivery is deposited?

• Delivery to neighbour: Should customers without a Swiss Post login be able to control delivery to a neighbour?

• Requested day: Should customers be able to control the day on which the delivery should arrive without a Post-Login?

• Forwarding: Should customers without a Post-Login be able to control the delivery address retrospectively? Attention with this setting customers can bypass credit checks.

Further setting options Shipping options (Pro)

General settings

• E-mail Same Day Delivery: Enter an e-mail address to which the notification of orders that must be delivered on the same day (same-day delivery) will be sent. It makes sense to enter an e-mail address that you can access at all times.

• Same-day delivery only for items that are available for delivery today: Should same-day delivery be switched off as soon as there are items in the shopping basket that are not immediately available due to low stock levels?

• **Use AZS, DIRECT if possible: **Should the dispatch type with Same Day Delivery ‘AZS, BKS’ be automatically switched to ‘AZS, DIRECT’ if this is possible?

Notification service

With the notification service, the sender and recipient are automatically informed of the status of a consignment via e-mail or SMS as soon as the desired consignment event takes place. The notification service costs CHF 0.10 / message from Post CH Ltd.

• Edit free texts: You have the option of creating so-called free texts, which are displayed to the customer/recipient in the e-mail or SMS.

• Use SMS if possible: Tick this box if the recipient is always informed about the shipment via SMS. Provided the recipient has entered a mobile phone number. If not, they will receive an e-mail.

• Notification to shop operator: Enter your own e-mail address and mobile phone number if the notification is addressed to the shop operator.

The following information can be communicated:

• ‘Order confirmation’ notification:

  • This message informs your customers that you will be handing over the order to us.
  • They can track the consignment on the Internet using the consignment number.

• Notification ‘Delivery information’:

  • This message informs your customers on which day the order will be handed over to them.
    • Saturday delivery’ message:
    • Announcement of a consignment for the next Saturday
    • Evening delivery’ message:
    • Announcement of a consignment for evening delivery (same day or the following day)

• Notification ‘Pick-up information’:

  • This message is aimed at recipients who receive consignments in a P.O. box or post office warehouse and informs them that their consignment is ready for collection.

• ‘Reminder to recipient’ notification

  • This message reminds your customers that they have not yet collected their consignment.

• Avisation “Handover status to shipper ’

  • This message is sent to the shipper and informs them of the status of the consignment
  • (e.g. delivered, ready for collection, another delivery attempt has been made).

Additional services tab

Swiss Post’s comprehensive range of additional services ensures that your consignment reaches the recipient in the way and under the conditions you specify. The prices of the individual additional services can be found on the Swiss Post website.

When selecting the various additional services, it is possible that some services are not compatible with each other.

Example: the additional services ‘deposit consignment’ and ‘hand delivery’ cannot be used together as they contradict each other. However, you will immediately receive an error message if your two additional services are not compatible.

• Cash on delivery: ‘Goods against cash ’: The consignment is only handed over to the recipient against payment of the full cash on delivery amount and against signature.
• Hand delivery: The parcel is handed over to the recipient in person. Authorisations are invalid.
• Bulky goods: Bulky goods are parcels whose dimensions exceed the largest possible standard parcel.
• Manual processing: These are parcels that cannot be sorted automatically due to their shape or packaging. They must therefore be processed manually by Swiss Post.
• Fragile: These consignments contain sensitive and/or fragile goods. They are handled with particular care by Swiss Post.
• Additional insurance: Valuable goods should be sent with the additional Assurance service. This increases the amount of liability and you also receive formal proof of receipt.
• Delivery against signature: Parcel carriers will only hand over the parcel against signature and record the name of the person receiving it
• Delivery notification by telephone: The recipient is notified by telephone before the goods are delivered. This additional service is very common on construction sites.
• Deliver contents, take away box: This service is aimed at senders of individual reusable containers. This means that the returnable container is immediately returned to the sender.
• Unsuccessful delivery: return consignment on the same day as Priority: If the parcel carriers are unable to deliver a parcel, we will return it to the sender immediately. This instruction is particularly useful for perishable goods such as medicines and food.
• Deposit parcel: The recipient of the goods can select this delivery instruction themselves. A free text is available in which he can mention where the consignment may be deposited.
• Note delivery information in the document pouch: This allows you to leave special instructions for the delivery courier (e.g. fill in delivery note).
• Exchange/return: As a shipper, you request an exchange or return of devices or goods from your customers. Your customers will be informed in advance via SMS and/or e-mail that we will exchange or take back their device.
• No delivery to a drop box or neighbour; no deposit: With this delivery instruction, you ensure that we only deliver your consignments to authorised persons in the addressed household
• Deliver parcel directly to the recipient on the floor: The parcel is delivered directly to the recipient on the floor on which they live. In French-speaking Switzerland in particular, Swiss Post has many codes for locked stairwells. Alternatively, the postman knows who to ring to get the door into the stairwell.

Further help

Do you need further assistance? PepperShop provides you with various options.

• It often helps to click on the question mark icon in the top right-hand corner of the administration. Here you can get direct help on the topic in question.
• You can find various answers in the FAQ. These can also be accessed in the shop administration via Help&News -> Help archive. Or via our homepage https://www.peppershop.com/de/services/support/faq/
• We are also happy to help you by e-mail or telephone (CHF 195./h) support@glarotech.ch or +41 71 923 08 58