Set up Delivery Manager

Set up Delivery Manager to allow the import of shipping data

If you have not used Delivery Manager before, you need to set up the warehouse, carrier configurations and allocation rules that determine how your consignments are shipped:

  1. Configuring your Default Warehouse.

    Note

    The term 'warehouse' in Delivery Manager might also refer to a store or third party logistics provider - i.e. any location from which you are shipping orders.

  2. Selecting your Carriers and Services.

  3. Configuring your Carrier Services.

    Important

    It is vital for Delivery Intelligence that the Carrier Connection Details are set up correctly, as these will allow the tracking status update files to be downloaded from the carriers.

  4. Setting up the Carrier Costs.

    Note

    Delivery Options by default orders the returned options in order of cost, with the cheapest first. It is therefore essential that the costs are set up correctly.

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

  5. Setting up the Carrier Charges (Optional).

  6. Activating your Carrier Services.

  7. Creating your Carrier 'Service Groups'.

    Note

    A 'service group' is a collection of services (e.g. 'Next Day'), and a service is an individual carrier service belonging to a group (e.g. 'Royal Mail 1st Class' within 'Next Day').

  8. Creating and Allocating a test Consignment.

Create your Allocation Rules

Delivery Manager already has a number of built-in allocation rules, but you can set your own rules that prevent carrier services from being selected under particular circumstances (refer to Carrier Allocation Rules).

Caution

You should consult Metapack's implementation team before attempting to create your own allocation rules.