Configuring your Carrier Services

Having subscribed to the required services, you can now configure them in readiness for subsequent activation.

Preparation

Log into the Delivery Manager Delta environment using the Administrator Login and Password that were generated when your account was set up. Only once your configuration is working satisfactorily in the Delta environment, should you copy it to your own Production environment.

https://dm-delta.metapack.com/dm/ActionServlet?action=home

Click Setup:

Dm-Toolbar.png

Carrier Configuration

  1. Move down to the Carriers and Services panel and click the Configure Carriers button:

    Configure_Carriers.png
  2. On the Configure Carriers screen that is displayed, move down to the Carriers Overview and select the required carrier from the drop-down on the right:

    Carriers_Overview.png

    The subscribed services are displayed. The red icons next to them indicate that they are currently inactive. If you hover over the icons, you will see that depot information is missing. Therefore proceed as follows:

    1. Click the Depots button on the above screenshot, to display a screen on which you need to add accounting information for each of your warehouses.

      Note

      Even though such accounting information may not be appropriate to your particular setup (e.g. in the case of a 'virtual' warehouse), you still need to create depot information in the system for each warehouse from which the carrier service will be operating.

    2. For each warehouse, click Add account information and then, for each service, select the depot that represents its account head:

      Depots.png
    3. Complete the Client ID and Account Number for each service and depot (all the remaining fields are optional and carrier-dependent). Alternatively, if all services are under the same account head, select All services and a single depot, Client ID and Account Number.

      Note

      The fields under Depots are configurable and may vary from carrier to carrier. For example, where it says Client ID above, a different carrier may have it configured as Account Code.

    4. Click Save Changes in the top right hand corner of the screen, to return to the Carriers Overview.

  3. Now, when you hover over the red icons shown in step 2, you will see that the cost information is missing. Costs can be added per service (or for all services), per country (or the whole world). The detailed setup information is given in Setting up the Carrier Costs.

    Important

    The rules used in order to create costs require careful consideration and you should read through the Cost Rule Components and Cost Rule Examples, particularly if setting up rules by weight.

    If a carrier service has no costs associated with it, then it will never be available for allocation and will never be returned by Delivery Options.

  4. Once you have added your carrier costs, click Configure Carriers in the breadcrumbs at the top of the screen. Now, when you hover over the red icons shown in step 2, you will see that the number ranges are missing. These allow you to add barcode number ranges to be generated for the labels. Proceed as follows:

    1. Click Number ranges next to the selected carrier:

      Number_Ranges.png
    2. Click Add new number range to display the following screen:

      Number_range.png

      Caution

      It is important that all number ranges that you enter are agreed with the carrier.

    3. At the top of the screen, select the service(s) to which the number range is to apply (or leave All services selected if the range it to apply across all carrier services).

    4. Select the warehouse (or leave All warehouses selected if the range is to apply across all warehouses).

    5. Select a type of Delivery (for carrier despatch labels) or Pick-up (for returns labels). Leave All types selected if the range is to apply to both types.

    6. If you selected a single service, you can select Add another to add a further service underneath to which the number range is also to apply.

    7. Under Consignments, specify the first and last numbers in the range to be used for the consignment labels for the selected carrier service(s), and set the range to repeat if required,

    8. Click Add range as required to add further ranges.

    9. If you do not wish the same ranges to apply to parcels within the consignments, deselect Parcels: Use the same number for the consignment. Then click Add range and specify the first and last numbers in the range for the consignment parcels, and set the range to repeat if required.

    10. Click Save Changes in the top right hand corner of the screen, to return to the Carriers Overview.

  5. The icons for the services for which details have been specified are now amber, as opposed to red. When you hover over the icons, you are told that they have not yet been activated.

  6. Before activating the services, it is advisable to set up the appropriate charges for each service, so that any overheads can be returned (e.g. by Delivery Options) for passing onto the consumer. Refer to Setting up the Carrier Charges.

  7. You should also set up the Carrier Connection Details so that manifests can be uploaded over FTP, and tracking details can be downloaded. Proceed as follows:

    1. Click Carrier Connection Details (refer to the screenshot shown in step 2), to display the screen shown in the following example:

      Carrier_Connection_Details.png
    2. Complete the Status Update fields as required, choosing between ftp and sftp as the Transfer protocol.

      Note

      The File pattern refers to the names of the status update files being downloaded from the specified directory, to allow the parcel tracking system to retrieve the event mappings.

      An asterisk ('*') is a wild card representing any character or range of characters (e.g. 'D*' will cause all files starting with the letter 'D' to be downloaded). If the field is left empty, it will be populated by default with an asterisk on its own - meaning that all files from the directory will be downloaded.

      You need to take care when specifying the File pattern, as downloading unnecessary files may overload the parcel tracking system.

    3. To configure manifest upload details, click Add new manifest carrier connection and select the type (Delivery or Pick-up (returns)), Collection depot and Delivery depot, and the associated Warehouse (or All Warehouses).

      Further_Carrier_Connection_Details.png
    4. Click Add another to add a further combination of type, depots and warehouse to the current carrier connection.

    5. If you wish to configure manifest upload details for a further carrier connection, repeat from step c.

    6. Click Save Changes in the top right hand corner of the screen, to return to the Carriers Overview.

  8. Configure the warehouse Cutoffs, to allow sufficient time between ordering and despatch.

    The Web cutoffs are different from the warehouse Cutoffs. The latter are used when printing labels and default to a time 30 minutes prior to the Collection time. The Web cutoffs are used in Delivery Options to display a countdown clock of the cutoff time for placing an order.

    Each Web cutoffs must be set to a time earlier than the warehouse Cutoff. If left blank, then Delivery Options will default to using the warehouse Cutoff.

    Note

    For the use of Web cutoffs in presenting order countdowns to consumers, refer to What's new in April 2020 and Using the Web Cutoffs as Order Countdowns.

    Proceed as follows:

    1. In the screenshot at step 2, click on Cutoff Times next to the first service.

    2. Modify the warehouse Cutoff and Collection times as required.

    3. Enter the Web cutoff if you are using Delivery Options,

      Web_Cutoff_Small.png

      Note

      If you wish to enter different cutoffs and collection times for different days of the week, untick those days in the above screenshot. This then creates additional rows below the original one, on which you can enter different times for the individual, deselected, days.

      The Notification fields allow you to delay collection by a specified number of days and hours at busy times, to allow more time for picking and packing.

    4. Click Save Changes in the top right hand corner of the screen, to return to the Carriers Overview.

    5. Repeat from step A for the next carrier service.

    6. When all the services have cutoffs, move to the next step.

  9. In the Summary at the bottom of the screen, verify that everything has been configured for the current carrier (indicated by green icons), and, from the Services panel above it, that all the services are ready to be activated (indicated by amber icons):

    All_Ready_Small.png
  10. Before activating anything, repeat from the start of step 2 for the next carrier.

  11. Once all the required carrier services have been configured, move to Activating your Carrier Services.

Setup Checklist

  1. Configuring your Default Warehouse

  2. Adding Warehouses and Changing your Default Warehouse (Optional)

  3. Adding Carriers to your Account

  4. Selecting your Carriers and Services in the GUI

  5. Configuring your Carrier Services

    1. Setting up the Carrier Costs

    2. Setting up the Carrier Charges (Only required if displaying charges via Delivery Options)

  6. Creating your Carrier 'Service Groups' (Optional but recommended)

  7. Activating your Carrier Services

  8. Creating and Allocating a test Consignment

  9. Adding New Users and Locking a User to a Warehouse (Optional)