When you have completed your initial onboarding, we like our new partners to go through a series of user acceptance tests (UATs). This is to make sure you have a seamless integration and can transition to full production with Shippit as fast as easily as possible. Your thorough testing and feedback are essential to confirm that our integration meets your business requirements.
This article provides a handy checklist for when you're ready to start with the user acceptance testing phase. If you haven't completed your onboarding import process yet, see the Onboarding import article for help.
Here are the things you need to complete during the user acceptance test phase:
⚠️ IMPORTANT: Your account manager might have sent you a specific UAT checklist to work through. If so, make sure you follow that checklist directly. If you have any questions during this process, contact your account manager, or Shippit support.
Log in to your Shippit account
When your Shippit account is set up, you receive an email that confirms you have access to your platform. Follow the instructions in the email and log in to your Shippit account.
Confirm your pickup details
Verify your pickup address, location opening hours, and preparation time settings are correct.
Confirming your pickup details
Log in to your Shippit account.
Open the drop down menu in the top right of your screen, and click Settings to open your profile.
In the Basic information section, check your store and contact details are correct.
In the Pick-up location section, check these fields:
In the Location type field, make sure you have chosen the correct type. This can dramatically change how much carriers charge you.
In the Contact name field, type the name of the person a driver should contact to resolve issues with deliveries.
In the Contact email field, type an email address for the contact person.
In the Pickup instructions field, type any additional information that can help the driver find you, and the goods you need to have picked up.
In the Pick-up location and opening hours section, complete the fields so that carriers know when they can pick up your orders.
In the Preparation time section, choose an amount of time in minutes to use to prepare click and collect or on demand orders.
Click Save to save your changes.
Verify user access to Shippit
Check that you have the correct user accounts created, and that they have the appropriate user roles. For more information about user roles in your Shippit account, see the User roles article.
Verifying user access
Log in to your Shippit account.
Open the drop down menu in the top right of your screen, and click Settings.
Navigate to User Management and check that the list of user details is correct, and that each user has the appropriate role assigned to them.
Click Update to save your changes.
Verify the login credentials for each user, to ensure that they are able to access their accounts, and the features that they require.
Check optional settings
There are a range of optional settings for you to check are configured correctly before we switch your account over. This table provides a list of things to check.
Location | Check | For more information |
Settings → Notifications | Check the notifications that are sent to your customers | |
Settings → International shipping | Configure the default values for your customs declarations, whether or not you want to use the landed cost guarantee, and your tax codes. | |
Settings → Branding settings | Check you have uploaded the correct logo, and specified your brand colour | |
Settings → Advertising settings | Configure your advertising banner for use on customer emails | |
Settings → Instant print | Make sure your printer and label settings are correct, and you can send a test label to your printer |
Review integration settings
If you have an integration to your shopping cart, ecommerce, warehouse management, or other third party system, make sure your settings are correct, and your integration is working as expected.
For more information about your specific integration, see the Integrations collection.
Reviewing integration settings
Log in to your Shippit account.
Open the drop down menu in the top right of your screen, and click Settings.
Navigate to Integrations and check that your integration settings are configured. Check the connection details are correct, and that you have mapped your shipping methods.
You might also need to log in to your integrated system to review settings.
Review carrier settings
Check you have all your carriers set up and enabled, and that you have configured your shipping options.
⚠️ IMPORTANT: You should have already chosen whether to ship with the cheapest or the fastest carrier. You can also implement additional rules for carrier allocation based on package weight, destination postcodes, or product information. For more information about setting up rules, see our Rules engine article.
Reviewing carrier settings
Log in to your Shippit account.
Open the drop down menu in the top right of your screen, and click Settings.
Navigate to Carriers and check that all of your chosen carriers are turned on.
For any carrier that hasn't been configured, click Carrier set up and follow the instructions to complete configuration.
Click Update to save your changes.
Plan to successfully go live
Document a detailed roll-out plan to ensure a smooth transition with minimal disruptions. Ensure all relevant stakeholders and action owners are informed.
Prepare a rollback strategy to quickly recover from any potential issues during implementation. Ensure all relevant stakeholders and potential action owners are aware of the strategy.
Complete end-to-end order testing
Create a test order, or series of test orders, and move it through the system to check that everything is working as expected. Here are some things to make sure you check:
Live Quoting (if applicable): After ensuring integration settings are final, try to generate a shipping quote at your ecommerce store. Remember that Shippit quoting includes all taxes, service fees, and GST, in addition to surcharges such as fuel surcharges.
Order Creation: Test order synchronisation and check if the order meets allocation expectations and data mapping requirements. Check the internal quote, package dimensions, package allocation, delivery information, and that all products are included.
Labelling: Through the same test order, review the shipping labels and check for any latency to ensure timely and accurate label generation. You should also check that the label contains all the information you expect. If you receive labelling errors, check the address and that the weight or dimensions of the parcel don't exceed carrier limits.
These additional steps are optional during UAT, as an actual booking in Shippit incurs costs:
🚨 WARNING: Booking and manifesting in your production Shippit account results in a carrier being notified and potentially a futile pick-up. Only book if you are prepared to go live, and the carrier has been adequately activated by Shippit's logistics network team.
Booking and manifesting: On your first booking, it’s important to verify all shipment details in the generated PDF manifests.
Tracking: When you start booking, check how the tracking status updates on the Track tab.
Standard Notifications: When you start booking, check how the tracking status updates your customers through delivery notifications for customers, if you have them enabled.
A Shippit representative can assist you with backend testing if required.
In your staging environment
Here are some things to make sure you check in your staging environment:
⚠️ IMPORTANT: If you need a staging or sandbox environment to conduct end-to-end order testing, contact the Configuration team and we'll get you set up.
End-to-end process including live quoting (if applicable)
Order creation
Labelling
Booking
Tracking events
Notifications
In your production environment
Here are some things to make sure you check in your production environment:
Order creation
Order allocation
Internal quoting