After integrating your Shopify cart with Shippit, altering a few simple settings can automate several aspects of your fulfilment and order management processes. This article will provide an overview of:
- Live quoting
- Shipping method mapping
- Automated and manual order sync, including:
- Authority to Leave
- Order sync requirements
- Pre-order management
- Automated order fulfilment
- Managing international and priority deliveries
We recommend focusing on three core areas as part of your initial setup: order sync, shipping method mapping and fulfilment.
Prior to configuration, please make sure that you have:
- Successfully installed the Shippit app in Shopify
- Completed your integration with Shippit
- Have an updated Webhook URL available within your integration settings (beginning with https://connect.shippit...)
Always make sure to click Update after altering any settings, and if you are experiencing difficulty with anything listed above please contact our team at [email protected].
The Shippit Connect app can provide live quotes during checkout (not in an open cart) for any domestic order in Shopify. Turning this feature on or off is as simple as selecting Yes or No in your Live Quotes settings:
These quotes are available for all service levels in Shippit, from Standard shipping to Priority deliveries.
Shipping Method Mapping
In order to automatically sync orders to the correct shipping service type (Express, Standard or Priority), your Shopify Shipping Zones must be mapped to the appropriate service type within the Orders tab in your Shippit Connect settings.
For example, this store provides Standard and Express shipping in Australia, with Standard shipping also available for any international orders:
These methods within the zones above can now be mapped to the correct carrier service type in Shippit. This means that all standard shipping zone orders will automatically be allocated to a standard shipping service, while all express shipping zone orders will automatically be allocated to an express shipping service.
If you choose to process a shipping method like click and collect outside of Shippit, leave that method out of your mapping and enable the option shown above with a blue checkmark. This will stop any orders that are not mapped from syncing with Shippit.
By default, Shippit will be configured to automatically import any new orders that enter your Shopify account upon payment. Within the Orders tab in your integration settings, automatic order sync can be turned off and your order sync event can also be adjusted.
Our team recommends that any retailers selling through exchanges like the Iconic, eBay, or Amazon with an existing connection to their Shopify account sync all orders upon creation. This is especially important as Shopify does not process payment for these orders.
If you would prefer to use a manual order sync (preferred by Shippit customers relying primarily on pre-orders or subscription-based orders), manual order sync can be accessed through the bulk actions in your Shopify Orders page.
Simply select all relevant orders, click Actions and then Send to Shippit. Orders can also be synced directly from their individual page:
Or from the Actions menu within the Shippit Connect App in your Shopify Apps space:
Delivery Instructions and Authority to Leave (ATL)
Our extension uses text within delivery instructions to sync Authority to Leave instructions in Shippit, so syncing these instructions is particularly important if reduced shipping rates with Authority to Leave (or ATL) are part of your rate structure.
To leverage this feature, work with your developer to add these instructions automatically to certain orders (using a check box or ATL field at checkout) or instruct customers to write either of the following in Delivery Instructions at checkout:
- Authority to Leave
Order Sync Requirements
Shippit requires an email address for all orders entering our platform, which means that an order that is missing an email address will generate an error upon attempting to sync with your Shippit store.
To avoid this error, please fill in a valid Default Email to attach to any order without a pre-populated email:
If your business operates with a mix of pre-orders and available stock, Shopify Product Tags can be used to stop pre-ordered products from syncing with Shippit.
First, consider your pre-order or product release patterns. Do you receive shipments monthly, or do you gather pre-orders for a new collection that is seasonal? Are your pre-orders product or date focused? Our team recommends tagging pre-orders with a name that corresponds with:
- #season when you are taking pre-orders for the next season's items or a seasonal capsule
- #month when you are taking back-orders for existing products due to be replenished, taking pre-orders for monthly releases, or have a subscription-based product
- #collection or #productname when you are taking pre-orders for a new collection or do not have regularly scheduled pre-orders
Next, make sure that your products are tagged appropriately in Shopify.
And add the corresponding tag to the Orders tab in your Shippit Connect settings before taking orders for this product.
As shown above, orders with other items can be partially synced to Shippit. Shopify's search filter can then be used to find partially fulfilled orders with these products at a later date, but our team recommends withholding all items purchased with pre-orders when possible.
After completing the steps outlined in our integration article, a Webhook URL should appear in the Integrations settings page, like this:
This webhook URL is a link used by our platform to share tracking details and fulfilment information with Shopify. Fulfilment details (including partial or complete fulfilment) are visible in the order's Timeline:
While tracking is easily accessed within the order summary and under More actions.
Your Shippit Connect app will also show a comprehensive history of all orders fulfilled, including the items fulfilled in Shippit, the carrier used for shipping, a link to the tracking page for any fulfilled order and any associated errors.
Automated fulfilment may also be disabled at any time in the Fulfillments tab in Shippit Connect.
Special Deliveries: International and Priority Shipments
For any International and Priority shipments, phone numbers must be mandatory in your checkout process.
To enable this, simply go to your Settings in Shopify and navigate to Checkout. Then, drill into Form options and set the phone number field to Required.
The Checkout Language settings can also be used to give an optional phone number field label.
Priority Radius and Eligibility
Using Shippit, your customers can take advantage of priority deliveries within a 3-hour window if you are based in the Adelaide, Brisbane, Melbourne, Sydney or Perth metropolitan areas. For more information on this offering, please contact our team at [email protected].