eCommerce.Help Desk

4. Plugin - Merchant Configuratie

7 min read

Plugin - Merchant Configuratie Volledige configuratiehandleiding die alle instellingen en opties dekt.

Stapsgewijze handleiding

1

1. Selecteer land

Selecteer het land waaruit uw pakketten worden verzonden.

1. Selecteer land
1.1

Select the country from which your packages are shipped.

Select the country from which your packages are shipped.

Select the country from which your packages are shipped.
1.2

Click ‘Continue’ to go to next screen

Click ‘Continue’ to go to next screen

Click ‘Continue’ to go to next screen
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2. Accepteren van Voorwaarden

De gebruiker moet de UPS-voorwaarden en de overeenkomst voor het gebruik van de plugin doorlezen en bevestigen dat de gebruiker ermee akkoord gaat. De gebruiker kan niet doorgaan naar de volgende stappen als deze voorwaarden niet zijn geaccepteerd.

2. Accepteren van Voorwaarden
2.1

User needs to read through the UPS terms and conditions as well as the plugin usage agreement, then

User needs to read through the UPS terms and conditions as well as the plugin usage agreement, then confirm that the user agreed to them. The user cannot proceed to the next steps if these terms and conditions are not agreed to.

User needs to read through the UPS terms and conditions as well as the plugin usage agreement, then
2.2

Click ‘Continue’ to go to next screen.

Click ‘Continue’ to go to next screen.

Click ‘Continue’ to go to next screen.
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3. Account

OPMERKING: Als u een bestaand UPS-accountnummer heeft, gebruik dan tijdens uw registratie op de Accountpagina het exacte geregistreerde ophaaladres (wat mogelijk anders is dan uw factuuradres).

3. Account
3.1

NOTE: If you have an existing UPS account number, while registering yourself on the Account page, pl

NOTE: If you have an existing UPS account number, while registering yourself on the Account page, please use the exact registered pickup address (which might be different from your invoice billing address) associated with this account number. Please note that the format of the postal code or zip code should exactly match the one provided in the registered pickup address. If you have any difficulties understanding which address to use, please contact your local UPS sales representative or open a support ticket.

NOTE: If you have an existing UPS account number, while registering yourself on the Account page, pl
3.2

This screen allows merchants to configure their account to use UPS Shipping service. The merchant ne

This screen allows merchants to configure their account to use UPS Shipping service. The merchant needs to fill out the required personal information to start using the plugin as instructed in the screen.

This screen allows merchants to configure their account to use UPS Shipping service. The merchant ne
3.3

After filling the personal information, user selects one of the three options that is best applicabl

After filling the personal information, user selects one of the three options that is best applicable to them and fills in the required information:

After filling the personal information, user selects one of the three options that is best applicabl
3.4

User has a UPS account with an invoice occurred in the last 90 days.

User has a UPS account with an invoice occurred in the last 90 days.

User has a UPS account with an invoice occurred in the last 90 days.
3.5

User has a UPS account without an invoice occurred in the last 90 days.

User has a UPS account without an invoice occurred in the last 90 days.

User has a UPS account without an invoice occurred in the last 90 days.
3.6

User does not have a UPS account.

User does not have a UPS account.

User does not have a UPS account.
3.7

Any incorrect information will result in incorrect configuration. All information has to be entered

Any incorrect information will result in incorrect configuration. All information has to be entered correctly by the merchant to activate the plugin. If merchant is unsure, they can open a support ticket for information prior to activation.

Any incorrect information will result in incorrect configuration. All information has to be entered
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4. Verzenddiensten

Informatie over verschillende verzenddiensten die beschikbaar zijn voor het specifieke gebied wordt hier weergegeven. De verkoper kan selecteren welke geschikt is voor zijn/haar e-shoppers.

4. Verzenddiensten
4.1

Various shipping services information, which are available for the particular area would be displaye

Various shipping services information, which are available for the particular area would be displayed here. Merchant can select which one is suitable for his/her e-shoppers.

Various shipping services information, which are available for the particular area would be displaye
4.2

This shipping service list is automatically loaded from UPS database, depending on the country chose

This shipping service list is automatically loaded from UPS database, depending on the country chosen in the first screen.

This shipping service list is automatically loaded from UPS database, depending on the country chose
4.3

The user being able to select an account from the drop down list on the Shipping Services page

The user being able to select an account from the drop down list on the Shipping Services page

The user being able to select an account from the drop down list on the Shipping Services page
4.4

Saturday Delivery (as a selectable option) is only available for users in Europe. If selected, the s

Saturday Delivery (as a selectable option) is only available for users in Europe. If selected, the service is shown in the checkout screen when the delivery address, pick up address and pick up date/time combination is eligible for a delivery on Saturday.

Saturday Delivery (as a selectable option) is only available for users in Europe. If selected, the s
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5. Betaling bij levering (COD)

De UPS-verzendplugin detecteert automatisch of de OpenCart-website van de gebruiker de COD-module heeft geïnstalleerd en toont die status in de sectie 'COD-optie'.

5. Betaling bij levering (COD)
5.1

UPS Shipping Plugin automatically detects whether user’s OpenCart website has installed the COD modu

UPS Shipping Plugin automatically detects whether user’s OpenCart website has installed the COD module, and displays that status in the ‘COD Option’ Section.

UPS Shipping Plugin automatically detects whether user’s OpenCart website has installed the COD modu
5.2

If user wishes to use COD service, he/she could go to Opencart’s market place to install the COD mod

If user wishes to use COD service, he/she could go to Opencart’s market place to install the COD module by OpenCart and activate that module.

5.3

If user wishes to disable COD service in UPS Shipping Plugin, he could deactivate the COD module of 

If user wishes to disable COD service in UPS Shipping Plugin, he could deactivate the COD module of OpenCart. UPS Shipping Plugin will automatically update accordingly.Page Break

If user wishes to disable COD service in UPS Shipping Plugin, he could deactivate the COD module of 
5.4

Click ‘Next’ to go to the next screen.

Click ‘Next’ to go to the next screen.

Click ‘Next’ to go to the next screen.
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6. Pakketafmetingen

De gebruiker kan beslissen of hij/zij tarieven wil laten berekenen en weergeven op basis van: Basis – (Het aantal artikelen in de bestelling bepaalt de pakketgrootte) – Deze optie is het beste wanneer u een enkel producttype verkoopt en de grootte van het pakket voor verzending alleen verandert op basis van het aantal producten in de bestelling van de klant.

6. Pakketafmetingen
6.1

The user can decide if they want rates calculated and displayed based on: Basic – (The number of ite

The user can decide if they want rates calculated and displayed based on: Basic – (The number of items in the order determines package size) – This option is best when you sell a single product type and the size of the package for shipping only changes based on the number of products in the customer’s order

6.2

Enter at least one default package size for 1 item in the order

Enter at least one default package size for 1 item in the order

6.3

Enter additional default package sizes based on the number of the items in the order that force a la

Enter additional default package sizes based on the number of the items in the order that force a larger average package size

6.4

The package size entered for the highest number of items in the order will apply for all orders equa

The package size entered for the highest number of items in the order will apply for all orders equal to or greater than that number of items

6.5

In the example below, an order of 1-2 items will rate based on a 12 x 12 x 12 package at 3 lbs, an o

In the example below, an order of 1-2 items will rate based on a 12 x 12 x 12 package at 3 lbs, an order of 3-4 items will rate based on a 20 x 20 x 12 package at 6 lbs and every order with 5 or more items will rate based on a 24 x 24 x 24 package at 10 lbs

6.6

Figure 11 – Package Dimension Configuration – Default package weights and dimensions

Figure 11 – Package Dimension Configuration – Default package weights and dimensions

6.7

Advanced – (Weights and dimensions of products in your customers order, determine the package size) 

Advanced – (Weights and dimensions of products in your customers order, determine the package size) – This option is best when you sell different products ranging in size and weights and the size of package changes based on which and how many products are in the customer’s order To use this option, you must enter product weights in the product settings of your shop.

6.8

If you DO NOT enter product dimensions for each product in your product settings and wish to show ra

If you DO NOT enter product dimensions for each product in your product settings and wish to show rates based on order weight only, the select “No” for “Include product dimensions in rating”

6.9

If you DO enter product dimensions for each product in your product settings and want more accurate

If you DO enter product dimensions for each product in your product settings and want more accurate rates with dimensions considered, the select “Yes” for “Include product dimensions in rating”

6.10

Enter the sizes of the packages you use to fulfill orders.  Note, the plugin will create a custom pa

Enter the sizes of the packages you use to fulfill orders.  Note, the plugin will create a custom package size if your customer order is larger than the packages you enter

6.11

Enter at least 1 “Back up” rate and service.  This will ensure the consumer receives a rate if there

Enter at least 1 “Back up” rate and service.  This will ensure the consumer receives a rate if there’s a rating error cause by products missing weights, weights being greater than UPS limits, incorrect units of measure, etc.

6.12

Note, units of weight must be entered in kilograms and centimeters. Entering ounces or grams will re

Note, units of weight must be entered in kilograms and centimeters. Entering ounces or grams will result in an error and the “Back up” rate showing

6.13

In the example below, the user has entered 3 package sizes for their orders, elected to include prod

In the example below, the user has entered 3 package sizes for their orders, elected to include product dimensions in rating and will show “Back up” rate of $15.55 for UPS Ground to the consumer if there is a rating error

In the example below, the user has entered 3 package sizes for their orders, elected to include prod
6.14

Figure 12 – Package Dimension Configuration – Product dimensions for rating

Figure 12 – Package Dimension Configuration – Product dimensions for rating

6.15

Click ‘Next’ to go to the next screen.

Click ‘Next’ to go to the next screen.

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7. Afreken Verzendtarief

De gebruiker kan hier de leveringskosten definiëren die aan de e-shoppers worden aangeboden.

7. Afreken Verzendtarief
7.1

User can define the delivery rates offered for the e-shoppers here.

User can define the delivery rates offered for the e-shoppers here.

7.2

The shipping services that user selected in the Shipping Service screen will be automatically loaded

The shipping services that user selected in the Shipping Service screen will be automatically loaded to this screen.

The shipping services that user selected in the Shipping Service screen will be automatically loaded
7.3

User can configure the rates for each shipping service separately. Each shipping service can be conf

User can configure the rates for each shipping service separately. Each shipping service can be configured with two rating options: Flat rates: all the orders will be categorized based on order value. If that value is smaller than a defined Order Value Threshold, the corresponding Delivery Rates will be applied. The order with the value higher than the highest Order Value Threshold will enjoy free shipping (Delivery Rate = 0). Example: a user configures the delivery rates for UPS Standard with following rules: Order Value Threshold: $50   | Delivery rate: $5: all the order with value under $50 will be charged $5 for delivery.Order Value Threshold: $100 | Delivery rate: $3: all the order with value higher than $50 but under $100 will be charged $3 for delivery.

User can configure the rates for each shipping service separately. Each shipping service can be conf
7.4

Real time shipping rates: the delivery rates are calculated based on shipping rates quoted by UPS. U

Real time shipping rates: the delivery rates are calculated based on shipping rates quoted by UPS. User can configure to charge e-shoppers any percentage of that quotation.

Real time shipping rates: the delivery rates are calculated based on shipping rates quoted by UPS. U
7.5

Click ‘Save’ to save the delivery rates configuration.

Click ‘Save’ to save the delivery rates configuration.

7.6

Click ‘Next’ to go to the next screen.

Click ‘Next’ to go to the next screen.

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8. Voltooi Configuratie

Dit scherm toont aanvullende richtlijnen voor de gebruiker om de diensten van UPS te ervaren.

8. Voltooi Configuratie
8.1

This screen shows additional guidance for user to experience UPS’s services.

This screen shows additional guidance for user to experience UPS’s services.

8.2

User can also search for UPS Access Point and print COD and Pickup Registration form.

User can also search for UPS Access Point and print COD and Pickup Registration form.

8.3

Click ‘Complete Configuration’ to complete the configuration step.

Click ‘Complete Configuration’ to complete the configuration step.

Was deze gids nuttig?