This tutorial will walk you through the steps to set up filters like type of shipping methods and locations in your Shopify/WooCommerce integration to pull only the corresponding orders into an Detrack account for fulfillment.
This section will also cover the settings for the delivery date. If you are using an outsourced courier / 3PL, please work with them to set up the delivery date details with them as the actual shipping date is usually decided by the courier / 3PL company.
Setting Up Shipping Methods Filter
Go to Settings > Shipping Methods > Add Shipping Methods.
Enter the corresponding shipping method Name that you have used for your Shopify / WooCommerce storefront.
Enter the number of Add On Days and click Save when done. The Add On Days refers to the day the job will be scheduled for delivery in Detrack after the order has been received. For instance the Shopify / WooCommerce order is sent to Detrack on the 1st and 2 processing days are required before the actual delivery date, in this case, you will enter the number 2 as Add On Days.
Repeat if you have a different processing time for each shipping method.
Go to Connection > Jobs Filter > Check the shipping method/s that you wish to enable and click Save when done.
Custom Location Filter
This section will guide you to set the filtering of jobs according to the location of the address.
You can choose to fill up either the Address or Blocked Address section.
Address - This Connection will only create jobs whenever the addresses of the orders matches the provided input.
For example, if you want only the deliveries in the states of New Mexico and New York to be sent to a specific Detrack account, then fill in under State as shown below.
Blocked Address - This Connection will exclude orders if the orders contain addresses from certain locations.
For example, if you are an international seller, and wishes to exclude orders with Algerian and Andorran addresses; you may select Algeria and Andorra as shown below.
Setting Up Delivery Dates in Detrack Connect
By default, the Delivery Date of the job will be the same date as the Ordering Date (Shopify) or date_modified (WooCommerce). If you want the delivery to happen on a later date or you want the non-working days to be factored in, you may set up certain rules in Detrack Connect. Note that if you are using Shipping Methods in Settings as a filter, it will take precedence over the filters here.
How The Delivery Date Is Calculated In Detrack Connect
The Add On Days from Detrack Connect (Settings > Shipping Methods) as well as the specific Excluded Working Days and Cut Off Time will be used to calculate the actual delivery date. If the delivery date is a non-working day or Excluded, the delivery will be set for the next available working day.
Date when the order is being placed through the storefront.
Date when the job is being created in the Detrack account.
Date/s when the courier/logistics company is not performing delivery.
No shipping method filter without special conditions -
Without any conditions included, the delivery date will be set as the next working day.
No shipping method filter with excluded working days -
With every Wednesday set as non-delivery date, orders made will be sent on the next working day, which is Thursday.
No shipping method with cut off time -
Entering the Cut Off Time will cause the delivery date to be shifted to the next working day if the order comes in after the cut off timing.