This guide explains how to use the Purolator shipping integration available to InkSoft users based in Canada. It covers the setup process, key shipping features, and how the integration helps automate shipping tasks and provide accurate rates, making it easier to manage order fulfillment and deliver a smoother experience for customers.
To get to your Shipping Settings click on:
- Hover over Settings
- Hover over Shopping Cart Settings
- Click on Shipping
To add Purolator as a shipping account:
- Click on the drop-down "Select Shipping Account" - Select Purolator
- Active: Check Yes to make this shipping option available in the shopping cart
- Sort Order: Here you can choose the order in which shoppers will see your shipping carriers and methods available
- Automated Integration: Check Yes to use your Purolator account credentials and API Key+API Key Password to generate real-time shipping rates.
- Click Save
Getting your accounts Activation Key:
Sign in or sign up - If you already have a Purolator username and password, sign in to the Purolator website.
Fill out the Activation Key Form, click here for a link!
For more information on generating your Activation Key, click here!
Next, you will need to configure your account using either Real-Time Rates (based on Purolator's rates), or Full Price Control.
Method 1: Creating a Shipping Method with Real-Time Rates
- Click Purolator Accordion
- Click Shipping Method
- Click Add New Shipping Method.
Fill out the following information (Below is the most important information needed for this method to be active for your shoppers):
- Name: The name of the new shipping method (example: Ground)
- Production Time: Number of days required to process orders
- Days In Transit Min: The minimum number of days required to transport the shipment
- Days In Transit Max: The maximum number of days required to transport the shipment
Note: Process days added to the max shipping time will be the estimated shipping time (business days).
Example. 7 process days and a Max Transit of 5, which would give an estimated shipping time of 12 days.
- Active: Allow customers to use this Shipping Method
- Sort Order: The order this shipping option will show up in the shipping list on the cart
Note: Most business owners choose to display shipping methods in order of least to most expensive.
- *Purolator Method: This coincides with your Account Credentials. This has to match with the method you want to pull for pricing (i.e. Shipping Method Name is Ground - You will want this to be Ground Home Delivery)
- Store: Assign this shipping method exclusively to any single store or all stores
- Permitted Shipping Destinations: The first 4 are allowances. You are allowed to ship to unknown addresses, residential addresses, commercial addresses, and PO boxes (recommended to have all 4 checked)
- Click Save
Successfully Created a Shipping Method
After you create your shipping method(s), it will appear as seen below. To manage the newly created method(s):
- Click the Method Name to edit (opens up the settings/form as seen above)
- Click Trash Can to delete a method
NOTE: InkSoft utilizes real-time rates that we negotiated on behalf of our customers. These rates are automatically applied to your account once you have successfully configured a real-time rate integration. There are no other actions needed to be taken to get the real-time rate pricing.
Method 2: Creating a Shipping Method with Full Price Control
- Click Purolator Accordion
- Click Shipping Method
- Click Add New Shipping Method.
Fill out the following information (Below is the most important information needed for this method to be active for your shoppers):
- Name: The name of the new shipping method (example: to Ground)
- Production Time: Number of days required to process orders
- Days In Transit Min: The minimum number of days required to transport the shipment
- Days In Transit Max: The maximum number of days required to transport the shipment
Note: Process days added to the max shipping time will be the estimated shipping time (business days). Ex. 7 process days and a Max Transit of 5, would give an estimated shipping time of 12 days.
- Active: Allow customers to use this Shipping Method
- Sort Order: The order this shipping option will show up in the shipping list on the cart (this can also be overridden within any individual Store's settings from Store Admin > Store Settings > Shipping Methods)
Note: Most business owners choose to display shipping methods in order of least to most expensive.
- Stores: Assign this shipping method exclusively to any single store or all stores
- Permitted Shipping Destinations: The first 4 are allowances. You are allowed to ship to unknown addresses, residential addresses, commercial addresses, and PO boxes (recommended to have all 4 checked)
- Click Save
Update Pricing
After saving your method details:
- Click Shipping Method
- Click $ icon to configure pricing
- Here you can enter pricing breaks for the selected calculation method (weight, Item total, or item count) Example below:
0.0LBS -- 4.9LBS = $5.00
5.0LBS -- 9.9LBS = $7.50
10.0LBS -- & above = $12.00
Note: There cannot be any conflicts between ranges.
- Plus Sign (+): This will allow you to add another break to your shipping price
- Click Save
Successfully Created a Shipping Method
After you create your shipping method(s), it will appear as seen below. To manage the newly created method(s):
- Click the Method Name to edit (opens up the settings/form as seen above).
- Click $ Icon to edit your pricing structure
- Click Trash Can to delete a method
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