WooCommerce / Purolator Small Package Plugin

/WooCommerce / Purolator Small Package Plugin
WooCommerce / Purolator Small Package Plugin2018-11-10T19:17:40+00:00

Small Package Quotes

Purolator Edition for WooCommerce

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.

Features

Provides quotes for Canadian domestic shipments from Canada to the United States, and shipments from Canada to other countries to which Purolator provides service.

Select which Purolator services to present to your shoppers.

Compatible with the Standard Box Sizes plugin for hyper-accurate rate estimates supported by step-by-step graphic illustrations of the packaging solution.

Accurately rates shipments according to Purolator’s dimensional weight rules.

Identify products that ship as hazardous materials so that quotes include the hazardous materials fee.

Support for variable products. Shipment parameters can be set differently for each product variation.

Define multiple warehouse locations.

Identify products that drop ship from vendors.

Specify that shipments should be quoted as residential deliveries.

Works intelligently with Eniture Technology’s LTL Freight Quotes plugins to identify when orders should be quoted as parcel shipments and when they should be quoted as LTL freight shipments.

Current version: 1.1.1

Requirements

WooCommerce 3.0 or newer.

A Purolator account number.

Your username and password to purolator.com.

Your Purolator Activation Key.

FAQ’S

How do I get a Purolator account number?

Call 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.

How do I get a license key for the plugin?

You must register your installation of the plugin, regardless of whether you are taking advantage of the trial period or purchased a license outright. At the conclusion of the registration process an email will be sent to you that will include the license key. You can also login to eniture.com using the username and password you created during the registration process and retrieve the license key from the My Licenses tab.

How do I change my plugin license from the trial version to one of the paid subscriptions?

Login to eniture.com and navigate to the My Licenses tab. There you will be able to manage the licensing of all of your Eniture Technology plugins. Refer to the Documentation tab on this page for more thorough instructions.

How do I install the plugin on another website?

The plugin has a single site license. To use it on another website you will need to purchase an additional license. If you want to change the website with which the plugin is registered, login to eniture.com and navigate to the My Licenses tab. There you will be able to change the domain name that is associated with the license key.

Do I have to purchase a second license for my staging or development site?

No. Each license allows you to identify one domain for your production environment and one domain for your staging or development environment. The rate estimates returned in the staging environment will have the word “Sandbox” appended to them.

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.

Installation & User’s Guide

If you are taking advantage of a trial subscription, the plugin will stop working when the trial period ends. Be sure to read the Manage Your License section to learn how to upgrade your subscription.

Overview

Setting up the plugin consists of the following steps:

Other information contained in this guide:

1. Download the Installation File

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Select a subscription package. You will be presented with a registration form. The email address and password you enter will serve as your credentials to eniture.com. Use these to gain access to your customer dashboard where you can download the plugin installation file, manage your licenses and update your payment information. When you download the plugin installation file, be sure to save it to a familiar location. You will need to navigate to the file during the installation process.

Note: If you obtained the plugin installation file from the WordPress Plugin Directory, you still need to select a subscription package and complete the registration form.

2. Install the Plugin Application File

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Login to the WordPress dashboard as the website administrator.

In the left sidebar, hover your mouse over the Plugins menu to display the sub-menu options.

Select Add New from the sub-menu options. The Add Plugins page will load.

At the top of the Add Plugins page, click on the Upload Plugin button.

upload_plugin

Controls will appear in the middle of page that will allow you to chose and install the plugin application. Choose the Choose File button, navigate to the location where you saved the installation file and select it.

choose_file

Click the Install Now button.

WordPress will display information about the installation progress at the bottom of the page. The plugin has been installed once the message Plugin installed successfully is displayed.

3. Activate the Plugin

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Once the plugin has been installed, it must be activated. If you are still on the same page that you were on at the end of Step 2, you can click the Activate Plugin link on the bottom of the page.

If you’ve already navigated away from that page, select Installed Plugins from the Plugins menu.

installed_plugins

Locate the Small Package Quotes – Purolator Edition plugin on the list and click the Activate link.

4. 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.

5. Configure the Plugin

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Select Settings from the WooCommerce menu.

woocommerce_settings

Click on the Purolator tab to gain access to the plugin configuration settings.
Use the links at the top of the page to navigate between the Connection, Quote and Warehouse settings. Start with the Connection Settings.

5a. Connection Settings

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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.
Plugin License Key The plugin license key is issued by Eniture Technology to registered users only. If you don’t have a plugin license key, click the link to the right of this field to obtain one.

When you’re done save your connection settings and then test them by clicking on the Test Connection button at the bottom of the page. A message will display at the top of the page letting you know if the plugin succeeded in establishing a connection to the Purolator servers. If you receive an error, confirm the values you entered and try again. Be particularly attentive to capitalization. Most of the information you enter on this page is case sensitive.

5b. 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 WooCommerce 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 WooCommerce 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 WooCommerce shipping zone, and Purolator offers the service to that zone. Check the Purolator service guide for a description of the services offered.
Hazardous Material Fee Record the fee for shipments that contain hazardous materials. This fee is charged only once per shipment when one or more products in the shipment are considered hazardous material.
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%).
Allow other plugins to show quotes (Yes|No) Permit or prevent the display of shipping rates from other plugins.
Checkout options if the plugin fails to return a rate Choose how you want the cart to behave if the plugin fails to return shipping rates. You can allow the customer to complete the transaction, or prevent the customer from continuing. The text area below each option allows you to customize the message that will display in the cart.

5c. Define Warehouse and Drop Ship Locations

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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. You should define at least one warehouse, even if all of your products are drop shipped. This insures that quotes will be returned in the event the drop ship location was overlooked when the product entry was created.

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.

5d. Enter standard box sizes

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If your operation uses standard box sizes for fulfillment, you can achieve hyper-accurate shipping rate estimates by utilizing the Standard Box Sizes addon plugin. The packaging solution is saved as a step-by-step graphical illustration which is accessed from the Order Details page. If you have this plugin installed then you will have a Box Sizes option in the plugin navigation menu. If you don’t and would like to use this feature, click here to access a page where you can learn more and download the plugin installation file.

Below is an excerpt from the Standard Box Sizes User’s Guide to assist you with populating the associated settings. To view the full User’s Guide click here.

Auto-renew Choose a plan that best meets your needs. The credit card associated with quote plugin license will be billed immediately and the plan will become your current plan. Your choice will be retained for the auto-renew option. You can change your auto-renew selection at any time. Plans automatically renew at the end of every monthly billing cycle or upon the depletion of the current plan. To prevent a renewal, choose Disable from the list of options.
Current plan Displays information about the current plan and the start and end dates of the current subscription period.
Current usage Displays information about the consumption of the current plan. The date shown is the UTC timestamp of the last time a packaging solution was identified.
Suspend use Checking this box temporarily suspends the Standard Box Sizes plugin. It does not permanently disable the feature and if the current monthly billing cycle expires, a new plan will be activated. To disable the plugin, deactivate it or choose Disable from the Auto-renew drop down.

To add a box, click the Add Box button. A popup will display prompting you for the following information about the box:

Nickname Enter a nickname for the box. The nickname will be used to identify the box in the graphical illustration of the packaging solution.
Length The length of the box in inches.
Width The width of the box in inches.
Height The height of the box in inches.
Max Weight The maximum weight the box is rated to contain, entered as pounds.
Box Weight The weight of the box in pounds.
Available Check this box to make it available for the packaging solution calculations.

Below is a sample illustration of the step-by-step graphical illustration of a packaging solution accessible from the Order Details page.

If you elect not to use the Standard Box Sizes plugin, or it is disabled, the app will identify a packaging solution for the order by using a free built in algorithm that calculates virtual box sizes that are within the carrier’s service guidelines. The built in algrothim will be sufficient for some merchants, particularly those whose shipping charges are not determined by dimensional weight. (Learn more about dimensional weight)

6. Enable the Plugin (WooCommerce 3.0 or later only)

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Select Settings from the WooCommerce menu.

woocommerce_settings

Click on the Shipping tab and select the option for Shipping Zones.

The shipping method needs to be added to a shipping zone. If an appropriate shipping zone isn’t already defined, click the Add shipping zone button and define one.

If the zone already exists, click the Edit link.

If necessary, name and identify the zone regions. Click the Add shipping method button to add the shipping method…

…and choose the app from the list of displayed options.

Repeat this process for each shipping zone you want to the app to return quotes for. You should test each zone to make sure the geography defined by the shipping zone is supported by the app.

7. Product Settings

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The products you intend to sell and ship should have their shipping weight and dimensions recorded. Your shipping rate is based on the billable weight of the shipment, which is equal to the greater of the shipment’s actual weight or dimensional weight. The omission of weight or dimensions, or inaccuracies in the values of either, will impact the accuracy of the shipping rates displayed in the shopping cart. To learn more about determining the billable weight of a shipment refer to the current year’s service guidelines at fedex.com.

To record the weight and dimensions of a product, navigate to your product list in the WordPress Dashboard by selecting Products from the Products menu.

products_products

Select the product you want to update. Once you’re on the Edit Product page, locate the Product Data region and click on the Shipping option to access the product’s shipping characteristics.

Weight Enter the weight of the product in pounds.
Dimensions Enter the dimensions of the product in inches.
Shipping Class If you have the Small Package Quotes plugin installed and you wish the product quoted as shipping parcel, select the No shipping class option.

If you have the LTL Freight Quotes plugin installed and you wish the product quoted as shipping LTL freight, select the LTL Freight option.

Freight Classification This option will only be visible if the LTL Freight Quotes plugin is installed.

Select the freight class for the product from the list of options. If you utilize both small package (parcel) and LTL freight shipping methods, you should identify the freight class for all products, even those that normally ship small package (parcel).

The last option in the list of freight classifications is Density Based. In most cases this is an industry accepted alternative for identifying the freight class of an item or shipment. Validate the returned quotes if using this setting. There are exceptions in the NMFC Freight Classification Directory that can render the density calculator results invalid for particular commodities. To be used successfully the product must have its weight and dimensions populated in the Shipping sub-panel.

Enable Drop Ship Location This option will only be visible if there are drop ship locations defined. Refer to step 5c: Define Warehouse and Drop Ship Locations for instructions on how to define drop ship locations.

Check this box if this product ships from a drop ship location.

Drop Ship Location This option will only be visible if there are drop ship locations defined. Refer to step 5c. Define Warehouse and Drop Ship Locations for instruction on how to define drop ship locations.

If the product is drop shipped, select the drop ship location from the list of options.

Allow vertical rotation This option will only be visible if Standard Box Sizes plugin is installed. Refer to step 5d. Enter standard box sizes for instructions on how to define drop ship locations.

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 packaging solution.

Ship as own package This option will only be visible if Standard Box Sizes plugin is installed. Refer to step 5d. Enter standard box sizes for instructions on how to define drop ship locations.

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.

If your product is a Variable Product, be sure to set the weight and dimensions for each product variation on the Variations page.

When you are done click the Update button located in the Publish widget located at the top right of the page.

What Your Customer Sees

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To facilitate the successful conclusion of an online purchase the plugin always attempts to return an estimate of shipping charges. If multiple products are in the shopping cart and some are missing weight, dimensions or both, the plugin will use what is available to obtain the shipping rate estimates. For example, if you have two products in the shopping cart and the first has weight and dimensions and the second does not, the shipping rate estimate will be based solely on the first product. The plugin will fail to return shipping rate estimates only when none of the products in the shopping cart have weights or dimensions recorded. Please note shipping rate estimates will be increasingly inaccurate the more omissions there are to the weight and dimensions of products in the shopping cart.

The shopping cart won’t display shipping rate estimates the first time the shopper views the shopping cart because it isn’t aware of the ship to address. The user will be prompted to click on the Calculate Shipping Cost link to provide this information.

Appearance of shopping cart when viewed by a shopper who is not logged in to the website. Appearance of the shopping cart after the user clicks on the Calculate Shipping link.
cart_1

After the user provides the ship to information, the shopping cart will display the shipping rate estimates based on the settings entered in for the plugin.

Appearance of shopping cart when viewed immediately after the ship to information is provided. Not all of the available Purolator service options shown.

If the plugin is unable to display shipping rate estimates, the shopper will be directed to call in for a quote. Typical reasons why quotes may not be displayed include: 1) Insufficient data on the products in the shopping cart, such as weight or dimensions; 2) Invalid credentials due to a password change, an expired license, or a suspended Purolator account; 3) An invalid or incomplete ship to address was provided; or 4) The Purolator web service is not operational.

Appearance of shopping cart when the plugin is unable to display shipping rate estimates.
cart_5_speedship

Managing Your License

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You can manage your license by signing into eniture.com with the email address and password you entered when you registered for the plugin. After you sign in, My Account will be added to the navigation menu. Click on it to access the Dashboard for your account.

my_account

The most common uses of the Dashboard are to upgrade a trial subscription to a paid subscription, change the URL registered to a license, or to identify the URL of a staging or development site.

Upgrade to a paid subscription

If you fail to upgrade your trial subscription to a paid subscription before the trial expires, the plugin will stop working. To upgrade, click on the My Licenses tab, locate the license, and click the Pay Now button.

Choose one of the subscription packages and then enter the information for your payment method. Your plugin will be automatically renewed at the end of each subscription period unless you return to the Dashboard and cancel the subscription.

Change the URL registered to a license

The plugin license allows you to use the plugin on a single website. To use the plugin on additional websites, you must purchase additional licenses. You can change the URL registered on a license at any time. To do so, click on the My Licenses tab, locate the license, and click the Edit button. Enter the new URL into the Licensed Domain field and then click the Update button.

licensed_domain

Identify a staging or development site

The plugin license will allow one staging or development site. Quotes returned to this site will have the word “Sandbox” appended to them. To identify a staging site, click on the My Licenses tab, locate the license, and click the Edit button. Enter the new URL into the Staging Domain field and then click the Update button.

staging_domain