User Guide for Smartposti models including: Opencart 3.0 Module, Module
Smartposti Opencart 3.0 module installation instructions
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DocumentDocumentSmartposti Opencart 3.0 module installation instructions Module functionality: - Parcel delivery service to Smartposti parcel shop pickup points (hereinafter referred to as "pickup point") located in Finland, Lithuania, Latvia, Estonia; - Parcel delivery by the courier within the European Union; - Parcel collection from Smartposti parcel shops in Lithuania; - It is possible to print out either parcel labels and manifest from the e-shop's administrative environment; - It is possible, from the administrative e-shop environment, to call the courier for parcel collection; - COD (cash on delivery service). Server requirements The module is compatible with 5.6 and higher PHP versions. Before installing the module it is important to find out whether 5.6 or higher PHP version is installed in the server. Installation procedure Before installing the Smartposti Shipping module make sure you have the login credentials (username and password) for the Smartposti API. Installing the Smartposti Shipping Module Before installing the Smartposti Shipping module you need to download and unzip the previously mentioned module ZIP folder containing the directory named itella-shipping-opencart.ocmod.zip. - After logging in to the Website administrative environment in the menu bar, on the left side of the page, in its' Extensions section Installer should be selected; - At the right side of the page click the button named Upload - When the window for module uploading opens upload the itellashipping.zip archive into the previously mentioned window or to click "select file" then navigate it to the mentioned ZIP archive and select it. Module installation using FTP access - A module can be installed through ftp access as well. In order to successfully install the Smartposti Shipping module you need to unzip the ZIP folder of the previously mentioned module. It will have a directory named itellashipping. - Connect to your e-shop server; - In the e-shop root directory the above-mentioned directory of the Smartposti Shipping module, named "itellashipping", must be loaded into the directory named Upload in the root directory of the e-shop. - After all steps described above administrator permissions should be provided. In order to do that in System section find Users and choose User Groups. In User Groups window open Administrator in the edit mode by choosing a button on the right side of the table. In the opened window will see two Access and Modify permission blocks. For both mentioned blocks need to click select all option and press save button located in the top-right corner of the page. The explanation of the settings window value and functionality In Extensions block choose Extensions section. In the input select Shipping and will see a list of shipping methods below. Smartposti will be visible on the list. In order to install the module, on the right side of the table, press green button. After installation, the previously mentioned button will turn red with its ability to delete a module. Blue button is intended for editing settings. In the settings window will see 8 tabs: API tab The information in API tab is required to be entered in order to generate and print labels. API User Username API Password Login password API Contract Contract number is a pricing intended for automatic taxations Will see two fields with separate Product credentials. 2711 products are associated with parcel shops/ pickup points whereas 2371 products with the courier. Note: Below each tab table will find blue save button. Do not forget to press it when finished editing necessary information. Tax class Geo zone Status Sort order Methods title General tab A tax class created by Opencart. Don't use it if do not want to apply any tax Geo zone created by Opencart. This setting will limit for which countries new prices can be created (more information in Price tab section) Intended for specifying if Smartposti module is active or not (enabled/ disabled) Sorting order by its priority. Can specify the name of the delivery method for each website language. Name Street Postcode City Country Mob. phone E-mail Sender tab The name of the sender company/ shop The street where the sender shop locates the shop location postal code the city of the store location The country where the shop is phone number of the store the email of the store Price tab In mentioned tab different prices can be set for parcel shops and courier according to a country. In order to set a price need to choose the country and edit the price or from which amount 0 price will be applied (leave it blank if the price is always paid). If negative price is edited for a concrete country, during checkout the selection between parcel shops and courier won't be visible, for example, if want for a concrete country to apply only courier services. Press Add Price button to add a price into the table located below. Blue button on the right side of the table is intended for editing/ correcting information whereas red button is for deleting. Status COD tab Enables or disables recognition COD options Need to check which payment methods are related with COD BIC Bank Identifier Code (required if COD is enabled) IBAN International Bank Account Number (required if COD is enabled) In this section can set COD (cash on delivery) to be recognised automatically. Pickup Points tab Exclude outdoors In the Checkout page dont show pickup points that have "Outdoors" parameter This section holds information about pickup points/ parcel shops location according/ related to the concrete country. Shows when was the last time when locations were updated. CRON URL - a unique link which can be used together with cron for periodical locations update. The blue button, located in the bottom right side of the page, is intended for instant manual location update. Status Tracking URL Email tab Enables or disables email Email subject Title of the email Email template The content of the email, which can use the variables specified below the field In this section you can set up a letter to be sent to the customer with the shipment tracking number. Advanced Settings tab Order information part To view all available orders in a dashboard select Sales -> Orders. The orders performed with Smartposti will be marked with Smartposti logo in the list of orders. The order list can be sorted, filtered as well as the required orders can be found. Press View button in order to view a concrete order in edit mode. Module instructions for use When viewing the order in edit mode will see the Smartposti table in which additional services can be applied (orders related with the courier) or change the pickup point. The following information is filled in the order editing section: Packets select how many packages are per order Weight the weight of the package C.O.D selected if cash on delivery service will be used C.O.D amount the amount of C.O.D is written Carrier allows to select the shipping type of the order (Pickup Point or Courier) Pickup point if a pickup point is selected then the specific address of the pickup point is selected as well Shipment comment the comment is written on a label Note: when changing Carrier, for example, from pickup point to courier, the delivery price won't change. If want to recalculate given price it can be changed while editing the concrete order. Print button - only active when the order has already generated tracking number. Save button - press after entering the required order information. Important: after saving the changes the tracking number (the label) must be generated again. Generate label button - generates the tracking number (the label) based on existing data. If successfully generated - Print button will become active. The table below is related with the Courier carrier (2317 product). In the Carrier section selecting the Courier as value opens additional service fields that are optional (all additional services have their own prices): Oversized Call before delivery Fragile It should be emphasised that in the Packets input if the selected value is more than one then the order is automatically assigned to the multi parcel category. In this case, in the Extra services section, the multiparcel field will appear which cannot be unchecked. Manifest generation part Select Extensions Smartposti Manifest in order to view manifest generation window where all Smartposti orders can be viewed. In order to assign the shipment tracking number to the specific order it must be successfully registered in Smartposti servers. In order to make sure that the order is successfully registered in the system it is necessary to ensure that the process of generating the label goes smoothly. You can check it by clicking the Generate labels button (no error should occur in the process). In each order status will see if the label was successfully generated. The following information will be seen: ID an unique order id that is assigned when the new order is saved for the first time. Customer the ordering customer who formed the order Tracking # tracking number received after registration of the shipment (obtained when the Generate label button was pressed in the order part) Status order status Date added the date when the order was placed/ formed Date modified the date when the concrete order was edited Actions generate label action can be performed Generate labels button - intended for label generation when actually tracking number is assigned to each order. Print labels button - is intended to print selected labels Generate manifest button - generates whole manifest After successfully generating the prepared orders they will be seen in the Smartposti generated manifest window: ID manifest id Total orders how many orders are in total in the manifest Date added the date when the manifest was generated/ formed Actions can either Print the manifest or Call courier Press Call courier button and will see the window with following information where the courier will be called to: Name the name of the shop Address store address Contact mob. phone phone number of the store (located in sender information settings) Manifest ID to attach manifest ID If sure that the visible information is correct press Call Courier button by which the courier will collect the shipment. The button is intended to confirm the courier call. Note: if the manifest has the order with an error it will be marked with a red colour: When fixing an error open the order and see what error is displayed in the table. After correcting the error in the order click Save button to update the information (in case of the order, the error text will be removed only when page is refreshed after saving)Microsoft Word for Microsoft 365