Note: Please ensure you have the Shipping permission group added to your Warehouse User Account roles before continuing with the steps below.
If you require a new courier or courier service on your Mintsoft database, please follow the sections below, the process is split into five parts.
Activating a Courier
The first step is to activate the courier by doing the following:
Click Shipping Management then click Couriers.
Click Show All Couriers and find the courier you're missing.
If you cannot find the Courier, you require, please review the Adding a Courier section.
Click Edit then turn Active to ON.
Click Update.
If services aren't appearing for a particular courier when creating an order, the reason could be because the courier has been marked as Inactive.
Activating a Service
Once the courier is active, the next step is to activate the services you require by doing the following:
Click Shipping Management then click Couriers.
Find the courier who's missing the service.
Click ManageCourierServices then click Show Inactive.
Find the service you're missing then click Edit.
If you cannot find the Service, you require, please review the Adding a Service section.
Turn Active to ON then click Update.
Adding a Courier
To add a new courier to your database, please do the following:
Click Shipping Management then click Couriers.
Click Add New Courier.
Enter a Name.
Contact details are optional.
Make the courier Active.
Click Create.
Adding a Courier Service
Once a courier exists on your database you can add new services to it by doing the following:
Click Shipping Management then click Couriers.
Find the courier who's missing the service.
Click ManageCourierServices.
Then use the CourierServiceType drop-down to select a type (Usually Standard or Express).
Enter the service name in the Name field, then enter the Tracking URL.
If applicable, enter a Fuel Surcharge.
This is a percentage so type zero if it doesn't apply or a number if it does for example 4 then 4% is added to the Clients Parcel Cost when it comes to invoicing the client.
Transport Mode: Select the type of transport used for this courier service. This is utilised with Dangerous Goods.
Switch Active to ON then click Add.
Once you have added the service it will need to be mapped.
Adding Courier Services in bulk
To add courier services in bulk to Mintsoft, please do the following:
Click Shipping Management then Extras.
Next, click Uploads.
Download the CourierServices template.
Populate the spreadsheet with the following -
Courier: What courier does the services relate to (Case Sensitive).
CourierServiceType: Enter the courier service type you want to assign (Standard, Express, etc).
Name: The name of the courier service you want to add.
TrackingURL: The tracking URL for the courier service.
FuelSurcharge: If applicable, enter a Fuel Surcharge, this is a percentage so type zero if it doesn't apply.
Active: Enter TRUE or FALSE depending on if you want to make the new services live.
Once finished, click.
Back on Mintsoft, select CourierServices as the type to upload.
Browse for the CSV.
Finally, click Upload.
Once you have added the service it will need to be mapped.
Courier Pricing
Once you've added a courier service it is advisable to add courier pricing.