Shopfiy / Purolator Small Package

/Shopfiy / Purolator Small Package
Shopfiy / Purolator Small Package2018-11-10T19:25:35+00:00

Small Package Quotes

Purolator Edition for Shopify

Purolator is headquartered in Mississauga, Ontario and is Canada’s premier courier company. If you don’t have a Purolator account number, contact them at 888-744-7123, or register online.

Basic Plan $15/month

Live negotiated carrier rates returned to the checkout process.

Supported origins: Canada.

Supported destinations: All destinations Purolator provides service to.

Select which services to present to your shoppers.

Identify standard box sizes so that rates accurately reflect dimensional weight rules. (Optional feature)

Define multiple warehouse locations.

Identify products that drop ship from vendors.

Assign products and variants a shipping weight and dimensions.

Basic option for residential delivery.

Embed a handling charge in the displayed rates to recover the cost of packaging materials or other shipping related expenses. The handling charge can be specified as dollars and cents, or as a percentage of the quoted rate.

Dynamic presentation of parcel and LTL freight rates with the installation of compatible apps from Eniture Technology

Standard Plan $20/month

Everything in the Basic Plan, plus…

Do not display rates if a post office box is detected

Support for products that ship hazardous material.

Advanced Plan $40/month

Everything in the Standard Plan, plus…

Limit when Ground service is offered based on transit time.

Offer options for in-store pick up and local delivery.

Current version: 2.0

Requirements

A Shopify account with the Real-Time Carrier Shipping feature enabled. The feature is standard on the Advanced Shopify subscription package. It can be added to other packages by contacting Shopify customer service.

A Purolator account number.

Your username and password to purolator.com.

Your Purolator Activation Key.

FAQ’S

How do I get this application?

This application can only be installed from the Shopify App Store. Click here to locate the app in the Shopify App Store and then click the GET button to install the app. You must have the Shopify store owner credentials to perform the installation.

How do I get a Purolator account number?

Contact them at 888-744-7123, or register online.

Where do I find my purolator.com username and password?

Contact Purolator customer service at 888-744-7123, or try to recover it online.

Where do I get my Purolator Activation Key?

Obtaining a Purolator Activation Key is done on purolator.com and requires a few steps. Refer to the Documentation tab on this page for detailed instructions.

Why were the shipment charges I received on the invoice from Purolator different than what was quoted by the application?

The rates will be the same if the shipment parameters used to obtain the quote are exactly the same as those that were used for the invoice. Compare the shipment parameters in the application with those on the invoice. Pay close attention to product weight, dimensions and various accessorial fees like residential delivery. Consider making changes as needed. Remember that the weight of packaging materials is included in the weight of the shipment and that your use of box size may also have an impact on the shipment’s billable weight. If you are unable to reconcile the differences call Purolator for assistance.

Why do I sometimes get a message that a shipping rate estimate couldn’t be provided?

There are several possibilities:

The city entered for the shipping address may not be valid for the postal code entered. A valid City+State+Postal Code combination is required to retrieve a rate estimate and Shopify does not perform this level of address validation. Contact us by phone (404-369-0680) or email (support@eniture.com) to inquire about solutions to this problem.

Purolator has restrictions on a shipment’s maximum weight, length and girth which your shipment may have exceeded.

There wasn’t enough information about the weight or dimensions for the products in the shopping cart to retrieve a shipping rate estimate.

The Purolator web service isn’t operational.

Your Purolator account has been suspended or cancelled.

Your subscription to the application has expired because payment could not be processed.

There is an issue with the Eniture Technology servers.

There is an issue with the Shopify servers.

 

User’s Guide

To use these instructions you must be logged into Shopify as the store’s administrator, or with a login that has administrative privileges.

Setting up the application to retrieve Purolator quotes consists of six steps:

Other information contained in this guide:

 

1. Prepare Shopify to use the application.

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You must have the Real-Time Carrier Shipping feature on your Shopify plan to have live carrier quotes displayed in the checkout process. It is standard on the Shopify Advanced plan and can be added to other Shopify plans by calling Shopify Customer Service.

Navigate to the Settings>Shipping page. Scroll down to the Zones and rates section. If you don’t have a domestic shipping zone defined, click on the Add shipping zone link and then enter a zone name (i.e. “Domestic”).

add-shipping-zone

If you already have a domestic zone defined, click the Edit link to the right of the zone name.

Scroll down to the Carrier-calculated rates section. Click the Add rate button. Choose the carrier from the Select a carrier drop down. Click the Done button.

add-carrier-rate

You may see a message underneath the app name in the Carrier-calculated rates section afterwards, informing you that there are no available services for the countries you’ve selected. Don’t be concerned. You’ll set this up in the app preferences.

The app will return rates for the following types of shipments:

  • – Canadian domestic shipments
  • – Shipments from the United States to Canada
  • – Shipments from Canada to the United States
  • – Shipments from Canada to countries serviced by Purolator

Define additional shipping zones as needed using the same steps described above.

 

2. Obtain a Purolator Production Key.

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To successfully connect the app to Purolator, in addition to a Purolator account, and purolator.com username and password, you also need a Purolator Production Key. If you don’t have one, sign into purolator.com and navigate to Purolator E-Ship Resource Centre.On the left hand side of the page, locate and click on the button to register for Purolator E-Ship Web Services.

purolator-eship-registration-button

You will be presented with three choices. Choose the Corporate Account Holder option.

purolator-eship-registration

Complete the Profile Information form and click the Submit Registration button.

You will receive an email from Purolator containing a link to use to complete the registration process. Click on it and log back into the E-Ship Resource Center. A message will appear informing you that your registration is complete.

purolator-eship-registration-complete

Now you’re ready to request your Production Key. Sign back into the Purolator E-Ship Resource Centre. You will be presented with the main Purolator E-Ship Resource Centre page. Click on the Ready for Production tile.

purolator-eship-dashboard

Select the Corporate option.

purolator-eship-prod-key-request

Complete the form and click the Submit button. The Production Key you receive will be inactive until Purolator verifies the request. A Purolator representative may contact you for security purposes before the Production Key is activated. If you intend to use the app’s multiple warehouse and/or drop ship feature, ask the Purolator representative to remove the sender address restriction.

Once the Production Key is activated you can connect the Purolator Small Package Quotes app to the Purolator E-Ship Web Service by following the instructions in Step 3.

3. Choose the desired plan.

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Begin by selecting Apps from the Shopify menu. Locate the entry for the Purolator Small Package Quotes app and click on the app name to access the app preferences.

purolator-installed-apps

The Plans page is used to confirm the plan you are currently subscribed to, see the features offered on each plan, and to perform upgrades or downgrades according to your needs. The plan you’re currently subscribed to will have This is your current plan above the monthly subscription rate. To change plans, click on the desired plan’s monthly subscription rate. You must be signed into Shopify with the Store Owner credentials to change plans.

 

4. Connect the application to Purolator’s E-Ship Web Service.

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The Connection Settings page is used to establish the app’s connection to Puroloator’s web services. Enter the information prompted for, then click Save Settings. After the settings have been saved, click the Test Connection button. You will see a success message if your credentials validated. If not, correct them and try again.

Billing Account Number Your billing account number. If you don’t have one please contact Purolator at 888-744-7123.
Registered Account Number The account number used to register for the Production Key. Often this will be the same as the Billing Account Number.
Registered Address Enter the City, Province and Postal Code associated with the Registered Account Number.
Production Key Enter the Production Key you received as a result of Step 2.
Production Key Password Enter the password associated with the Production Key you received as a result of Step 2.

 

5. Identify your warehouse and drop ship locations.

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Purolator accounts and/or Production Keys are often set up to only support shipments originating from the account’s registered address. If you have warehouses with other addresses, or you intend to define drop ship locations, you may need to contact Purolator (888-744-7123) to ask that the sender address restriction be removed from your web services production key.

Click the Add button in the appropriate sections to add warehouse and drop ship locations. Warehouses should have a complete inventory of all products not otherwise identified as drop shipped items. If you have more than one warehouse defined, the warehouse closest to the shopper will be used to retrieve shipping rate estimates.

Drop ship locations usually represent vendors that supply items that you don’t inventory. These items are shipped directly to your customer on your behalf. When an order includes drop shipped items, the shopping cart will display a single figure for the shipping rate estimate that is equal to the sum of the cheapest option for each shipment required to fulfill the order.

5a. In-store pick up settings

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The Advanced Plan is required to use this feature. If you aren’t on the Advanced Plan the words Advanced plan required will appear adjacent to the settings header, and the fields associated with the feature will be inaccessible.

Click on the text Advanced plan required to upgrade your plan and gain access to the feature. You must be signed into Shopify with the Store Owner credentials to perform the upgrade.

In-store pick up can be offered as an option in the checkout process based the shopper’s postal code or proximity. It will only be offered if the feature is enabled and only one stocking location (warehouse or drop ship location) is involved in providing a quote. The settings for In-store pick up are visible on the page used to add or edit a warehouse or drop ship location.

Enable in-store pick up Check the box to enable the in-store pick up feature.
Offer if address is within (miles) The distance in miles within which you’d like to offer in-store pick up. The distance is route miles (driving distance). Leave blank if you don’t want to use distance to determine if in-store pick up should be offered. If both distance and postal codes are used as evaluation criteria, in-store pick up will display if either is satisfied.
Offer if postal code matches The postal codes to which you’d like to offer in-store pick up. Enter only the five digit ZIP Code for US addresses. Leave blank if you don’t want to use postal codes to determine if in-store pick up should be offered. If both distance and postal codes are used as evaluation criteria, in-store pick up will display if either is satisfied.
Checkout description The description to use to identify the option in the checkout process. The most obvious candidate is In-store pick up, but you can make it anything you’d like.

5b. Local delivery settings

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The Advanced Plan is required to use this feature. If you aren’t on the Advanced Plan the words Advanced plan required will appear adjacent to the settings header, and the fields associated with the feature will be inaccessible.

Click on the text Advanced plan required to upgrade your plan and gain access to the feature. You must be signed into Shopify with the Store Owner credentials to perform the upgrade.

Local delivery can be offered as an option in the checkout process based the shopper’s postal code or proximity. It will only be offered if the feature is enabled and only one stocking location (warehouse or drop ship location) is involved in providing a quote. Local delivery can display as a free option or have a charge associated with it. Other shipping options provided by the app can be suppressed when local delivery is to be offered. The settings for Local delivery are visible on the page used to add or edit a warehouse or drop ship location.

Enable local delivery Check the box to enable the local delivery feature.
Offer if address is within (miles) The distance in miles within which you’d like to offer local delivery. The distance is route miles (driving distance). Leave blank if you don’t want to use distance to determine if local delivery should be offered. If both distance and postal codes are used as evaluation criteria, local delivery will display if either is satisfied.
Offer if postal code matches The postal codes to which you’d like to offer local delivery. Enter only the five digit ZIP Code for US addresses. Leave blank if you don’t want to use postal codes to determine if local delivery should be offered. If both distance and postal codes are used as evaluation criteria, local delivery will display if either is satisfied.
Checkout description The description to use to identify the option in the checkout process. The most obvious candidate is Local delivery, but you can make it anything you’d like.
Local delivery fee Enter the amount to charge for local delivery. Leave blank to offer local delivery for free.
Suppress other rates Check the box to show only the option for local delivery when the criteria for doing so (distance or postal code) is met. Leave unchecked to have local delivery offered in addition to the shipping options normally displayed by the app.

 

6. Choose the desired quote settings.

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On this page you’ll choose the settings that will affect every Small Package Quote your shopper sees. Enter the information prompted for, and then click the Save Settings button at the bottom of the page.

Canadian Domestic Services Check the boxes of the Purolator services you want to display for domestic Canadian shipments during checkout. Selected services will be displayed only if the destination is included in a corresponding Shopify shipping zone, and Purolator offers the service to that zone. Check the Purolator service guide for a description of the services offered.
Canada to U.S. Services Check the boxes of the Purolator services you want to display for shipments from Canada to the United States. Selected services will be displayed only if the destination is included in a corresponding Shopify shipping zone, and Purolator offers the service to that zone. Check the Purolator service guide for a description of the services offered.
International Services Check the boxes of the Purolator services you want to display for shipment to international destinations. Selected services will be displayed only if the destination is included in a corresponding Shopify shipping zone, and Purolator offers the service to that zone. Check the Purolator service guide for a description of the services offered.
Ground transit time restrictions The Advanced Plan is required to use this feature. If you aren’t on the Advanced Plan the words Advanced plan required will be displayed. Click on the Standard plan required text to upgrade your plan and gain access to the feature. You must be signed into Shopify with the Store Owner credentials to perform the upgrade.

This feature is commonly used by merchants who have perishable products and need to prevent Ground service from displaying as an option when the shipment transit time exceeds a certain number of days.

In the box provided, enter the maximum number days your products can be in transit. Leave blank to disable this feature.

Pick the option to Restrict by the carrier’s in transit days metric to apply the rule based on the carrier’s in transit days estimate. Carriers cite the in transit days as business days. Choose this option if you will hold an order until a ship date occurs upon which the order can be shipped and not be delayed by weekends or holidays.

Pick the option to Restrict by the calendar days in transit if you want the determination of whether or not to display Ground service as an option to account for weekends and holidays. Choose this option if you always ship orders at the first opportunity to do so.

Residential Delivery Check this checkbox if you want your rate estimates to include the residential delivery fee.
Do not return rates if the ship to address appears to be a post office box The Standard Plan or higher is required to use this feature. If you aren’t on the Standard Plan or higher the words Standard plan required will be displayed. Click on the Standard plan required text to upgrade your plan and gain access to the feature. You must be signed into Shopify with the Store Owner credentials to perform the upgrade.

When enabled the app will not return rates when it detects that the address is a post office box. The identification of a post office box is performed by text string matches to “PO Box”, “P.O. Box” and a number of other probable representations. This method is not infallible or guaranteed. It will not interfere with the presentation of shipping methods by other apps.

Only quote ground service for hazardous materials shipments The Standard Plan or higher is required to use this feature. If you aren’t on the Standard Plan or higher the words Standard plan required will be displayed. Click on the Standard plan required text to upgrade your plan and gain access to the feature. You must be signed into Shopify with the Store Owner credentials to perform the upgrade.

Check this box if you only want ground service quoted in the event that one or more of the products in the shopping cart is identified as hazardous material.

Ground Hazardous Material Fee The Standard Plan or higher is required to use this feature. If you aren’t on the Standard Plan or higher the words Standard plan required will be displayed. Click on the Standard plan required text to upgrade your plan and gain access to the feature. You must be signed into Shopify with the Store Owner credentials to perform the upgrade.

Enter in the amount that should be added to the ground rate estimate in the event that one or more of the products in the shopping cart is identified as hazardous material. The fee will only be added once per shipment.

Air Hazardous Material Fee The Standard Plan or higher is required to use this feature. If you aren’t on the Standard Plan or higher the words Standard plan required will be displayed. Click on the Standard plan required text to upgrade your plan and gain access to the feature. You must be signed into Shopify with the Store Owner credentials to perform the upgrade.

Enter in the amount that should be added to the air service estimates in the event that one or more of the products in the shopping cart is identified as hazardous material. The fee will only be added once per shipment. A special agreement/contract may be required to use air services to ship hazardous materials.

Handling Fee / Mark Up Increases the amount of each returned quote by a specified amount prior to displaying it/them in the shopping cart. The number entered will be interpreted as dollars and cents unless it is followed by a % sign. For example, entering 5.00 will cause $5.00 to be added to the quotes. Entering 5.00% will cause each quote to be multiplied by 1.05 (= 1 + 5%).

 

7. Define and enable your standard box sizes (Optional).

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The Box Sizes tab allows you to identify your standard box sizes so they can be used to calculate a packaging solution that mirrors what should occur during order fulfillment. Enabling this feature will result in a charge of 3 cents per calculation. We highly recommend this feature if your operation uses standard box sizes. It ensures that your customers will receive the most accurate rates possible, and the packaging solution is saved with the order so it can be viewed while the order is being packed.

Example of packaging solution graphic
The standard box size packaging solution is accessed from the Order Details page. It provides an illustration of the final solution, and step by step illustrations on how each item should be oriented and placed in the box.

If you decide not to use this feature the app will use a free proprietary algorithm that assumes that an infinite number of box sizes are available and identifies what can be thought of as an optimal packaging solution. This is a suitable alternative for companies that don’t inventory standard box sizes and can still be subject to dimensional weight rules. If you will be relying on the optimal packaging solution algorithm you can skip to the next section of the user’s guide.

Enable checkbox Check this box to enable the standard box sizes feature. While enabled a charge of 3 cents for each calculated packaging solution will be incurred unless the capped amount for the billing cycle has been reached. If the capped amount has been reached you can re-enable the feature by increasing the capped amount.
Current usage Shows the usage of the feature at the time the page loads.
Capped amount The amount entered into this field is the maximum you can be charged for the standard box size feature in a billing cycle. If this amount is reached the feature will stop working and the optimal packaging solution algorithm will be used instead. This may effect the accuracy of your shipping rates. You can increase the capped amount to re-enable the feature.
Notification email address An email will be sent to the email address entered when the usage of the standard box sizes feature is 80% of the capped amount. Taking action to increase the capped amount immediately after receiving the email will mitigate the risk of the feature being disabled which can otherwise lead to less accurate shipping quotes.
Save button Clicking the save button will save changes made to the fields located above the button provided the changes pass the field level validation..
Add Box button Clicking this button will display a form for use to capture the box parameters.

Nickname Enter a nickname for the box. This will be used to identify the box in the graphical representation of the packaging solution.
Length Enter the length in inches.
Width Enter the width in inches.
Height Enter the height in inches
Max Weight Enter the maximum weight, in pounds, that the box can hold.
Box Weight Enter the weight of the box in pounds.
Available Select this checkbox to make the box available to the algorithm that calculates the packaging solution.

 

8. Enter the product shipping parameters.

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Now that the application settings have been established, it’s time enter the product settings. Repeat these instructions for every product that you want to ship via a small package service. Select Products from the Shopify menu. Locate the product on the list and choose it by clicking on it. You’ll be delivered to the product’s details page. Click on the More actions button located at the top right hand corner of the page and select the app.

You’ll be delivered to a page on which you’ll enter the product’s shipping parameters. Enter the information prompted for, and then click the Save & Return button at the bottom of the page to return to the product’s Shopify product details page.

purolator-product-settings

The image above and the instructions below are for a single product. If you have product variants, each variant will have its own settings. When product variants are present, copy buttons will appear. Use the buttons to copy the settings of the first product variant to the remaining product variants. Afterwards the product variant settings may still be edited. The copy buttons are provided to eliminate the entry of redundant data.

Quote as a parcel shipment Check this box to indicate that the product or product variant will ship as a parcel shipment.
Quote as an LTL shipment This option will be visible if you have one of Eniture Technology’s LTL Freight Quote apps installed. Checking this box will indicate that the product or product variant will ship LTL freight.
Weight Enter the weight in pounds. Fractions should be rounded up to the next whole number. It should include the weight of any packaging materials that may be required to ship the product, such as cardboard, bubble wrap and styrofoam peanuts.
Length Enter the length in inches. Fractions should be rounded up to the next whole number. It should include any incremental inches added by packaging materials that may be required to ship the product.
Width Enter the width in inches. Fractions should be rounded up to the next whole number. It should include any incremental inches added by packaging materials that may be required to ship the product.
Height Enter the height in inches. Fractions should be rounded up to the next whole number. It should include any incremental inches added by packaging materials that may be required to ship the product.
Allow item to be rotated vertically when placing it in a box This setting requires the optional Standard Box Sizes feature to be enabled.
Enabling this setting allows the item to be rotated while identifying a packaging solution involving standard box sizes. This setting provides the most flexibility for arriving at a solution.
This item ships in its own packaging This setting requires the optional Standard Box Sizes feature to be enabled.
Enabling this setting prevents the item from being combined with other items into one of the standard box sizes. The item will be included in the shipment as its own package with the weight and dimensions specified.
Hazardous Material The Standard Plan or higher is required to use this feature. If you aren’t on the Standard Plan or higher the words Standard plan required will be displayed. Click on the Standard plan required text to upgrade your plan and gain access to the feature. You must be signed into Shopify with the Store Owner credentials to perform the upgrade.

Check this checkbox if this item must be identified as hazardous material. If so, when the item is included in the cart, the hazardous material fee identified in the quote settings will be added to the rate estimate.

UN Number Header Displays only when the Hazardous Material checkbox is checked.
Select a UN number Header from the list of options.
UN Number Displays only when the Hazardous Material checkbox is checked.
Enter the UN number for the item.
Hazmat Class Displays only when the Hazardous Material checkbox is checked.
Select a hazardous material class from the list of options.
Emergency Contact Phone Displays only when the Hazardous Material checkbox is checked.
Enter the emergency contact phone number for the shipment.
Packaging Group Displays only when the Hazardous Material checkbox is checked.
Select a packaging group from the list of options.
Shipping Mode Displays only when the Hazardous Material checkbox is checked.
Select a shipping mode from the list of options.
Drop ship this product Check this box if this item is drop shipped from a location other than your warehouse.
Drop ship location Displays only when the Drop ship the product checkbox is checked.
Select the drop ship location from the drop down. These locations are defined on the Warehouses tab in the app settings that was described in step 4.

 

What your customer sees.

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Once you’ve completed the three preceding steps, your Shopify store is ready to begin quoting Purolator services. To ensure the best possible outcome, it is highly recommended that weight and dimensions be entered for every product you sell.The exact presentation of the rates in the checkout process will depend on the options selected in the Quote Settings. The illustration below shows an example with multiple service options enabled.

purolator-checkout

 

What you see.

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The app populates shipping related information in the Additional details widget on the Order Details page. The content varies on whether or not the optional Standard Box Sizes feature is enabled. Content falls into two categories: 1) Shipment Origin & Services; and 2) Shipment Content.

Shipment Origin & Services

This information block will identify the shipment origin, the selected carrier service and a list of any additional services (such as residential delivery) associated with the shipment. A separate Shipment Origin & Services information block will appear for each shipping location that will participate in fulfilling the order. This is particularly useful for stores with multiple warehouses and drop ship locations.

Shipment Content

A Shipment Content information block is presented beneath each Shipment Origin & Services information block. It identifies the products that will ship from that location.

If the optional Standard Box Sizes feature is enabled, a separate Shipment Content information block will be present for each box in the shipment. Each information block will identify the box’s nickname, its dimensions and its contents. This information is available graphically by clicking on the More Actions button at the top of the Order Detail page and selecting the Packaging Solution option.

A graphic will be presented illustrating the packaging solution. Each box will have an illustration of it fully packed and step by step illustrations on how each item should be placed in the box.

 

Updating products with the Import CSV Utility.

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You can use the app’s Import CSV utility to enter or update the product shipping parameters. This method can be more time efficient than navigating in and out of the app’s user interface, particularly if you have a lot of products.

(View the 5 minute instructional video)

Navigate to the Import CSV tab in the app preferences.

Click the template link to download the CSV template file and open it in Excel or a similar application. Each row of the spreadsheet represents one of your products or product variants. The first two columns of the spreadsheet contain the Product ID and Variant ID. Do not remove these columns, they are crucial to the import process.

Eniture Technology publishes apps that provide quotes for Small Package (parcel) and LTL Freight. The file contains a column with the heading “Quote Method”. For each row in the file, input an “S” to quote the product as Small Package (parcel) or “L” to quote the product as LTL Freight.

If you have the LTL Freight Quote app installed, populate the Freight Class and Weight fields.

If you have the Small Package Quote app installed, populate the weight. Although populating the dimensions is not required, it’s highly recommended if the billable weight of your parcel shipments is frequently determined by dimensional weight. You should also populate the Freight Class field if you also have the LTL Freight Quote app installed. Doing so will improve quote accuracy when an LTL rate estimate is returned for an order that contains a mix of products.

Delete the rows representing products or product variants you don’t want updated.

Delete the columns you don’t want updated. For example, if you only want to update weights and your downloaded CSV file contains both weight and dimensions, remove the dimension columns to protect them from being affected by the import process.

Importing a blank cell in a column has the same effect as erasing the data that exists there.

Save the file as a CSV or Comma Separated Value file. Navigate back to the Import CSV tab in the app preferences. Click the box to indicate that your file has a header row, and then click the Choose File button. Select the file and click the Next button.

Use the drop down lists on the right to map the column headers in your file to the shipping parameters listed on the left. When the mapping is done, click next to begin the import.

When the import is done you’ll see a list of IDs representing the products that were updated. Beneath it you will see the list of products that didn’t. You can use your CSV file to locate these products and their product names. The removal of a product from Shopify after the CSV file is downloaded is the most common reason for an update failure.