1. Log into ShipCompliant and click on HOME
2. Click on Account Settings
3. Click on Manage Users
4. Click on Add User
5. Type "Offset" into the "First Name" field
6. Type "Webservice" into the "Last Name" field
7. Add "offset@mywinery.com" to the "Email Address" field. Replace "mywinery.com" with your actual winery URL. For example, if you are ABC Winery, and your email domain is abcwinery.com, enter offset@abcwinery.com"
For webservice users, these should not be real email. You don't actually have to create that email address in your company's email domain service, where it has an inbox that is used to access/send/receive emails. The platform just needs that email address and a password to access the ShipCompliant account via the API.
8. Select 'Web Service' User from the "Role Type" dropdown
9. Click 'Save'
Make note of these credentials as you will need them for the next steps
10. Log into Figure and Click on Settings
11. Click on ShipCompliant
12. Check the "Use ShipCompliant" checkbox
13. Enter the email from your Offset Webservices User into "API Username" field
14. Enter the password you created into the "API Password" field
Once the password is added, that will allow us to connect your commerce account to your ShipCompliant account via our API.
*When entering your password, don’t copy/paste, sometimes a space gets added at the beginning/end. Please type the password out. The password must be between 6-12 characters in ShipCompliant.
15. (Optional) Check the "Use ShipCompliant for Fulfillment"
Only select this option if your fulfillment house will be connecting via ShipCompliant rather than directly to Figure. This configuration will require further setup with your fulfillment house. We recommend reaching out to your fulfillment house for instructions on how to connect their services to ShipCompliant.
16. (Optional) Check the "Use ShipCompliant Tax Rates"
Check this option if you plan to use the ShipCompliant tax API to sync with tax rates based on the shipping zip code.
17. Choose your "Default Shipment Status"
The most confusing of those options is the “Default Shipment Status” settings. This is related to how you want the orders to “arrive for the next step” in your ShipCompliant account.
“Payment Accepted” - Holds the order in your ShipCompliant account, allowing you to change order details, fix fails, and resubmit for compliance pass before the order is sent on to your fulfillment house. This setting then requires that an admin user “releases” that order from ShipCompliant to the fulfillment house once it has passed compliance.
“Sent to Fulfillment” - This allows the order to be consumed by the fulfillment house immediately. You may not want this to happen all the time so that is why we see “Payment Accepted” as the preferred setting. Most wineries want control over when the order passes from ShipCompliant to their fulfillment house.
“Delivered” - We have seen it as only really effective in winery pickup situations only.
18. Check the box to "Enable Local Cache"
19. Click on Get Latest Zip Based Tax Rate Backup to complete the process
20. Click on Save Changes
