This section describes the operation of the WooCommerce Shipping Plugin for Myfreight/Myparcel from the perspective of the online store administrator and warehouse/freight manager.
When the customer completes a purchase in the online store, the order appears in the WordPress administration area under the WooCommerce Orders list ...
Clicking into the order details will show a Shipping section (within the Item box) which contains the transport carrier and pricing details, and if the order status is "Processing" (i.e. the customer has paid) there will also be a Tracking section in which the shipping Consignment ID will also be shown ...
A Note About Order Status
If the order is paid by credit card using a real-time payment gateway, the order status will immediately show as "Processing". However, if the order is paid with a deferred method such as bank transfer or cheque, or if the order details are being adjusted for any reason, the order status will temporarily appear as "On hold". The status is manually changed by the administrator to "Processing" when payment is cleared in the bank account or the adjustment to the order is finalised.
Generally, when ordered products are shipped to the customer the order status is changed to "Completed". Some plugins add a custom status of "Dispatched" for this purpose. There is an option for Myfreight to automatically set the WooCommerce order status to "Completed" when the consignment is despatched via Myfreight.
A shipping consignment is automatically generated by the WooCommerce Shipping Plugin for Myfreight/Myparcel when the following are true:
- The plugin setting is configured to "Enable Auto Consigning", and
- The order status changes to "Processing".
Therefore, shipping consignments will be generated immediately upon credit card payments, although not despatched/booked at this stage. The Consignment ID appears in the order Tracking section only after a consignment is generated. If a consignment is generated more than once (e.g. due to a change to a product ordered or a part shipment of the goods), then each Consignment ID will be displayed.
Additionally, a consignment can be regenerated manually at any time via the "Order actions" section at the top right of the order details page. From the "Choose an action...." dropdown menu select "Regenerate shipping consignment" ...
This will be required after changing an address or when part shipping an order (as a consignment will be required for each part shipment). However, other changes to order details will automatically regenerate a consignment when the order status is returned from "On hold" to "Processing", so no manual regeneration is required.
Once a consignment is created, it can be viewed, modified, despatched or cancelled in Myfreight or Myparcel (depending on which one you use). To view the consignment in Myfreight or Myparcel, there are two methods:
- Within the WooCommerce order detail page, click on the Consignment button in the Tracking section
- In the WooCommerce order list page, click on the truck icon in the Actions column ...
If the Actions column is not visible, open the "Screen Options" at the top of the page, then tick the "Actions" tickbox. The Actions column should appear.
If you are a Myfreight customer, the following Myfreight Open Consignment page will open when either of the WooCommerce links above are clicked and you are logged into Myfreight ...
All the fields are pre-populated with the customer, goods, carrier and shipment details from WooCommerce.
From here you can print the shipping label(s), despatch the consignment and print the manifest when the goods are ready to ship to the customer. If necessary you can also change any shipping details (e.g. if multiple items are packed into a carton for shipping) or cancel the consignment.
If your warehouse and online store administration operate independently, the warehouse can operate entirely from the Myfreight console and a list of WooCommerce orders provided to them. The Myfreight search function can find consignments awaiting despatch based upon many different search criteria, including the WooCommerce order number.
If you are a Myparcel customer, the following Myparcel shipment booking page will open when either of the WooCommerce links above are clicked. It is recommended that you log into Myparcel first ...
All the fields are pre-populated with the customer, goods, carrier and shipment details from WooCommerce, except the credit card field ...
From here you can book the shipment, print the shipping label(s) and print the manifest when the goods are ready to ship to the customer. If necessary you can also change any shipping details (e.g. if multiple items are packed into a carton for shipping) or choose to not book the shipment.
Myparcel also supports an alternative method of managing shipment bookings, which may better suit some administrators compared to linking from WooCommerce administrator pages. Login to Myparcel and go to the Myparcel Member Dashboard then scroll to the bottom of the page to find the "Order Shipments Pending" list ...
This list reflects all WooCommerce orders with a status of "Processing".
When the goods for each order number are ready to ship, click the BOOK button for that order and go through the Myparcel booking process as usual. All the fields are pre-populated with the customer, goods, carrier and shipment details from WooCommerce, except the credit card field.
Then, after the order shipment is booked (or picked up), click the UPDATE button to open the corresponding order details in WooCommerce and set the order status to "Completed". The order will no longer appear in the Myparcel "Order Shipments Pending" list.