How to use your carrier integration | ParagonERP

How to use your carrier integration

A carrier integration with Shippo can be purchased from our website. After purchasing a carrier add-on you'll be able to send shipment information to a carrier in order to receive tracking information as well as a label. This document will explain how to make sure this functionality is set up correctly and how to make use of it.

Step 1: Setup your carrier

Your first step will be to ensure that the carrier you'll be using is correctly setup.

Go to the settings page by clicking on the settings button located in the top right corner of your window.


Under the add ons card, select shipping carriers.


In the list on the left-hand side, find your carrier and select it.


Hit the edit button and then enter all relevant information such as your carrier account number, carrier customer number, carrier account ID and the carrier account password. Also, verify that the carrier attribute is showing the correct carrier. If need be, add your carrier to the list in the attribute setup.


You can activate the carrier using the green action button.


Make sure that both your company and your customer account are setup with valid a e-mail address and phone number. This is mandatory. You can set this up in my company.

Step 2: Create a shipment

Create shipment with your selected carrier. If the attribute is not setup for this transaction, be sure to add it to the screen setup for shipments.

 

Step 3: Input box details

You must enter all box dimensions and weight in order for the functionality to work. The reason is that this information will be forwarded to your carrier who will then use it to generate and provide the tracking and label information.

First hit the more tab.


Then input your box dimensions and weight.


If you created your shipment from a packing list, you may also input the box dimensions there.

Step 4: Select your carrier service level

When you have finished creating your shipment, hit the action button and issue it.


Hit the action button again and select carrier. If the carrier option is not available, it is because no carrier was selected in your shipment attributes.

 

Once you hit the carrier button, a modal will appear with options for the service carrier level.


Select your shipment option and hit the accept button.

You can also choose your service carrier level by selecting it as an attribute in the more tab.

First, add an attribute carrier service level.


Then select your desired carrier service level. Please remember that you may only select a service level that is available to you.


Once selected, you will have to issue the shipment.

Your label URL and shipment tracking number will then be created. To view, hit the more tab again.

 


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