Overview
When orders are imported into the system via one of the many connection options or uploaded via the spreadsheet loader, it's possible to map the courier service tag received from that channel to a Courier Service or Service Type in Mintsoft.
Mapping from an Integration
This method links a shipping tag from the source (Shopify, eBay, Amazon etc.) to a courier service within Mintsoft, to do this, first confirm the courier service tag you receive on orders. You can get this value from previous orders by viewing the order history comments, or via ExtraInfo - SourceCourierServiceName. If you want to map the Shipping Method that imports from an Order Integration, please do the following:
Click Shipping Management then Courier Service Mapping.
Next, click Create New then complete the following information:
Option | Description |
Source | The source of the orders, e.g. eBay, Amazon, Shopify. |
Client | The Client that the mapping applies to. |
Courier Service | The courier service you want Mintsoft to set these orders to, e.g. DPD Next Day. |
Name | The tag from the order source must match exactly what we receive e.g. Next Day Delivery Before 3 PM. We list all SourceCourierServiceName values here (3PLs will need to filter by Client) |
Use of special characters
When creating the courier service on the order source integration, please use alphanumeric characters only, some special characters can cause the mapping to fail.
Mapping Terms
Mintsoft has a report listing all the Courier Service Names imported from an external source (Shopify, Amazon, eBay, etc) in the last 180 days. To view this, please do the following:
Click Shipping Management then Extras.
Next, click Mapping Terms.
(3PL Only) Please filter by Client.
This report shows all the names that have been used in the last 180 days as well as the source of where the order came from. This can then be cross-referenced to existing mappings you have set up in Courier Service Mapping in case some can be removed or updated.
Courier service type mapping (shipping rules)
With this approach, you don't map the shipping method tag name to a courier service, instead, you map it to a Shipping Type e.g. Standard or Express. You can use our Courier Service Selection rules to choose how orders are shipped. Typically, this is used if your sales channel supplies a tag such as "1-2 days express delivery", but you then want the system to assign different services based on the weight or value of the order.
Example: For Express Shipping, you may want to use rules like:
0-2kg: RM Tracked 24.
2-5kg: DPD Next Day Express.
5-30kg: DPD Next Day Parcel.
To set this up:
Click Shipping Management then Courier Service Mapping.
Next, click Create New then complete the following information:
Option | Description |
Type | The source of the orders. |
Client | (3PL Only) Select All or a specific client. |
Courier Service | This must be left blank to use Courier Service Type. |
Courier Service Type | Pick the type, normally this is Standard. |
Name | The tag from the order source must match exactly what you receive. We list all SourceCourierServiceName values here (3PLs will need to filter by Client) |