Shipment Manager App

The Shipment Manager App is owned and built by a 3rd party developer ( Treefrog Digital). 

For questions regarding orders reports, customers, setup, or support, please contact us at support@treefrogdigital.com

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The Shipment Manager App Functionality

The Shipment Manager App enables you to manage, process, fulfill and ship your orders either fully, partially, or individual items from an order. It allows for a Compliance check at the time shipments are processed and supports carriers like FedEx, UPS, USPS, GSO, and more.


Setup 

To get started with the Shipment Manager-Commerce7 integration, navigate to the app store in your Commerce7 admin panel and click on the Shipment Manager app. You need to have an Admin Owner role to see this page.

Click on the INSTALL button to install the application. After the installation is complete, the application will show up under the Store menu page from your admin panel.

You can start managing your shipments by clicking on Shipment Manager under the Store menu.

Getting to Know Shipment Manager


With the Shipment Manager app, you’ll be able to fulfill and ship your orders directly from your Commerce7 website which includes scheduling, sending to the warehouse, printing labels and packing slips, running compliance tests, and more. As such, the app has several functions, so let’s get to know some of the basic ones:


In the Shipment Manager window, you will see the general menu directly below the Shipment Manager title. This menu has 5 options:

  • Dashboard: At a glance list of order and shipment status.
  • All: List of all your orders and shipments
  • Orders: Lists all your store orders. 
  • Shipments: Lists all your orders with an assigned shipment
  • Settings: Options to configure your account

*Before you start creating shipments you’ll need to configure several settings under the Shipment Manager Settings menu.*


Shipment Manager Settings


Before you start managing or creating shipment orders, it’s imperative to set up the type of package, define the variants in which the products can be packed together, and enter the type of boxes in which the products can be shipped.


You also need to configure your shipping carriers and Sovos ShipCompliance.

All of this information is crucial for the system to work at its fullest, to determine rates, to run compliance tests, and to manage your orders for shipment. 

The Shipment Manager settings have several menu options:

  • General: Set application mode to either test or production, configure Send Grid account, Starting Shipment Number, Fulfillment Location, and a Default Shipment Declared Value.
  • Carriers: Connect your UPS, FedEx, or GSO account to ship with your own negotiated rates.
  • Sovos ShipCompliant: Enable ShipComplaint, and connect your Sovos account to check and commit compliance at the time the shipment is processed.
  • Feature Products: Add or remove Future Products from the list. 
  • Packages: Enter and configure details of your items’ packages, so that the app can automatically determine appropriate shipping containers based on the product package. Configure variants, variant groups, and packages.
  • Email Templates: Select, Edit, and Manage the content of automated emails that are sent to your customers.
  • Data Exports: View all of your data exports from the Shipment Manager
  • Print Logs: View all of your print logs from the Shipment Manager
  • Email Logs: View all of your email logs from the Shipment Manager
  • Upload Tracking Numbers: Upload tracking numbers to Shipment Manager

General Settings


Let’s start by configuring the General Settings:


In Application Mode, you can choose between using the application in test mode, or when you are ready you can change this to production. In production mode, the app is working live and any movements done will be applied in real-time to your orders. 


Currency, TimeZone, and Default Weights values are taken from the Commerce 7 general settings. 


Select Push pickup orders to Shipment Manager if you wish for pick-up orders to automatically be sent to the Shipment Manager app for fulfillment.


If you have your Send Grid account you can configure it by adding your API Key under SendGrid API Key. If you leave this field empty Shipment Manager will be using the Treefrog Digital SendGrid account and you will need to make changes to your DNS record to allow us to send emails on your behalf. 


Enable Fulfillment Location if you want to be able to change the fulfillment location for your shipments.


Enable Declare Shipping Value if you want to be able to declare a shipping value for your shipments. 


Click Save to save the changes and head back to the Settings menu. 

Carriers


As of now, you’ll be able to connect your shipping account for FedEx, UPS, and GLS. To connect an account click on the carrier logo:

A new window will open where you’ll be asked to type in your shipping accounts information such as production credentials, testing credentials, account number, User ID, and or password depending on the carrier. The information can be obtained from your shipping carrier. 


Once you have filled out all the fields, click on Save to save the changes. 


Sovos ShipCompliant


The Sovos ShipCompliant provides real-time compliance checks for US orders. To connect your Sovos account you’ll need:

  • Web Service User
  • Password 

This information can be found in your Sovos account. If you have questions about your SC account information, please contact

shipcompliantsupport@sovos.com

Several fields need to be filled. Here is what they all mean.

  • Enable Ship Complaint for it to be ‘Active’Mode: Toggle to ‘Production’
  • Web Service User: This is the username you set up for your web services account in SC
  • Password: This is the password you set up for your web services account in SC
  • Email for SC Single SignOn
  • Shipment Status: This is the status for the order when it hits SC. If you want orders to flow automatically to Fulfillment, choose ‘Sent to Fulfillment’ from the list. If you have questions about the Shipment Status that works best for your contact, shipcompliantsupport@sovos.com
  • Order Prefix: This is optional. Could be used if you have more than one brand using the same ShipCompliant Account as a way to identify orders.
  • Fulfillment House: Choose your fulfillment house from the list. Note: This list only shows SC fulfillment partners. If you have questions about whether or not your fulfillment house is an SC partner, contact shipcompliantsupport@sovos.com
  • Fulfillment Account: This is optional, you can type in your fulfillment account. 

Future Products


Future Products are SKU’s that are not available to ship or need to ship in a future shipment. You can configure future products by adding a specific product to the list. 


Click on Add/Remove Future Products

Select whether you’re adding a product or removing it. Type in the products SKU’s and select an available date. 


Then click on Save.

Packages


Packages dictate product presentation, variation, and type of box for shipment. 


Adding Variants


Start by configuring the variants of your products. Variants refer to the presentation or type of product you carry (i.e. 350ml, 750ml).


Click on Add Variant


Type in a name for your variant; for this example, we are setting up a variant for all products in which the presentation is a bottle of 350 milliliters. 


In number of items in variant type in how many items are in this variant (i.e. this presentation is only 1 bottle, so we type in 1)


Lastly, Display Order refers to the priority of how far down or up you want to see this variant in the list of variants. (i.e. if the first item you want to see in the list is the 350 milliliter option, type in the number 1). 

Then click on Save, and repeat this step as many times as necessary until you have all your product presentations listed as a variant. 

NOTE: Variant is in correlation to the product Variant Title. When you set up a product inside Commerce7 there is a small section titled Variants where you can set up a variant title for the product, price, weight in lbs, volume in ml, among other fields. 

If the name of the variant on the product page is not listed on the list of variants inside the Shipment Manager Package, it can cause an error in the system. Since the system won’t recognize the type of variant of the product and won’t know what package to assign to it for shipment.


Configuring Variant Groups


After you have added all variant types, you’ll need to configure Variant Groups. In Variant Groups products shipping groups are defined. This is to specify which type of product presentation can be shipped together.


Click on Add Variant Group

Start by typing in a Variant Group Name. This should be something you can easily identify if needed. For this example we are naming the group 375ml, 500ml, 750ml; in this group we will specify that all product variations of 375ml, 500ml, and 750ml can be shipped together. 

Select the product variants you want to group from the list, then scroll down to the bottom of the list and click the Save button. Repeat this step as many times as necessary for each Variant Group.


Adding Packages


The last step is to configure the Packages. This is where you specify the type of shipping boxes, dimensions, and how many products can fit the box depending on the variation itself.


Click on Add Package


Type in a name for the Package, then select the Variant/Group Variant for this box. For Package Order, this again refers to the order in which you want to view this package in your package list. 


In Dimensions type in the length, width, and height of your box, and in Weight type in lbs the weight of the box itself (this will be how much your box weighs without anything). You can type in 0 if you don’t wish for this weight to be added to the total on the shipping label.

NOTE: The weight specified in the package refers to what the box itself weighs without any products inside. This weight will be added to the sum of the item's weight in an order.


Lastly in Max Qty, specify the total number of products your box can fit. (i.e. for variants 375ml, 500ml, and 750ml the smallest box fits 9 bottles in total of any of those variations, so the max qty will be 9) and in Max Weight the total weight in lbs that your box can hold.


Click on the Save button and repeat this step as many times as necessary for each package option.


Email Templates


One other option you may want to consider configuring before you start creating shipments is the Email Templates. 


Here you can manage and configure the content for automated emails to customers.


You can click on any emails notification listed to make changes to the email content or you can set up your own by clicking on Add Email Template

Type in a name for this email notification, which email will it be sent from, and the name of the sender, as well as the email subject.

For the email content, there are some default variables listed at the bottom of the page that you can use to personalized your emails such as:


Available variables: {{customerFirstName}}, {{customerLastName}}, {{shipToFirstName}}, {{shipToLastName}}, {{shipToCompany}}, {{shipToFullAddress}}, {{scheduleShipPickupDate}}, {{orderNumber}}, {{productItems}}, {{locationTitle}}, {{locationFullAddress}}, {{locationPhone}}, {{shippingCarrier}}, {{trackingNumbers}}


Select if this notification will be enabled or not and if it should be used for shipping notifications or pickup notifications.


Finally, click Save to save the changes.


Assuming you have already configured your general settings, Sovos, Carrier, and Package, you’re ready to start creating shipments.