Shipping with Shipping and Fulfillment Services

Integrating shipping services in DEAR (Currently supported: ShipStation, Shippit, Shiptheory, StarShipIT) allows you to estimate shipping rates and print shipping labels for a variety of carriers. Products must have dimensions and weights specified in order for shipping rates to be calculated accurately. 


NOTE: Ensure that the currency, weight and dimension units specified in the shipping service integration settings match those of the shipping service. 


NOTE: StarShipIt can only be used for shipping addresses within Australia and New Zealand.


Prerequisites


Table of Contents


Setup

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There are some steps to setup before you can start using shipping services to calculate rates. These can be skipped if you have done them already.


Setup addresses in DEAR

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To correctly calculate shipping rates, you must first define where you are shipping from. Add addresses to all of your locations to make sure your shipping rates are accurate.


To setup addresses in DEAR:

  1. Go to Settings -> Reference Books -> Stock -> Locations & Bins.
  2. You can add more locations with + or Add more items.
  3. Enter a name and address for each location.
  4. Save your changes.



Setup product dimensions

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To correctly estimate shipping rates using shipping services, the correct dimensions must be added to the product in DEAR. See Product and Service Management for more information about setting up products.


To setup dimensions in DEAR:

  1. Go to Inventory -> View All -> Products.
  2. Select the product in question and at the bottom of the page, select the Dimensions tab.
  3. Enter the dimensions and dimension units of measure and Save the product. 



Using Shipping Rate Estimates

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Once the setup steps are complete, you can begin to estimate shipping rates on sale orders. This takes place at the quote/order stage of a sale. The rate is based from the location specified in the document to the customer's shipping address. Shipping rate quotes can only be generated for real addresses and for products which have dimensions and weight listed. 


Using Shipping Rate Estimates in DEAR

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Shipping rate estimates in DEAR can be calculated at the Quote or Order stage of a sale order. 


To get shipping rate estimates in DEAR:

  1. Create a sale order using Simple Sale or Advanced Sale.
  2. Add products to the order.
  3. Click Get Shipping Rates.
  4. Select a shipping service from the dropdown menu.
  5. A dialogue box will appear where you will need to select CARRIER and SERVICE type then click OK. Carriers and Services details are imported from the shipping service. The estimated shipping rate is shown next to each service.

  6. Select a service and click OK to add the shipping rate estimate to the additional charges section. You can now continue with the sale process until the Ship stage, where you will generate and print the shipping label.


NOTE: Make sure the shipping service currency is specified correctly in the Integration Settings. The shipping rate is imported into DEAR and, if necessary, a currency conversion applied to convert the shipping rate to the sale order currency. 


Using Shipping Rate Estimates in B2B Portal

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Only one shipping service can be selected to use with the B2B portal. 


To get Shipping Rate Estimates in B2B Portal:

  1. Go to Integrations -> DEAR B2B Portal.
  2. In the Setup tab scroll down to Shipping Service and select the shipping service you wish to use from the drop down. Click Save.

  3. During CHECKOUT the shipping methods from the selected shipping service will be automatically shown for customer's selection in Step 3: Shipping Method



Print Shipping Labels

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At the Ship stage, you can use the shipping service to generate a shipping label for the carrier and receive a tracking number. 


NOTE: Label Printing is not available for international shipping. The countries in the Shipping From and Shipping To addresses must match.


NOTE: ShipStation integration can be connected as a Shipping Service or as Custom Store. Only one of the types should be enabled, or double labels will be printed.


To generate shipping labels using a shipping service:

  1. Use the normal sales process to create a sale order. 
  2. In document header enter the shipping address.
    • NOTE: Make sure the shipping address field and location address is correct as it will be used by external integration for address verification.

  3. In the Ship tab, click Shipping Label.



  4. Enter all the required fields marked with the red asterisk and click Generate Label.



  5. The carrier info will then be automatically filled in including the tracking number.

  6. The Shipping Label will be generated automatically via PDF and saved to the Attachments tab. You can also print the label by clicking on Shipping Label, and using the dropdown menu to select which shipment to print the label for. 

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