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Couriers-Vouchers

Instructions for installing and setting up the Speedex Voucher for WooCommerce plugin

5 minutes to read

To install the Speedex Voucher for WooCommerce plugin you will need to contact with Speedex courier to obtain the required Web Services in order to function the plugin. Then, after you complete the purchase of the plugin by us, you should proceed to the following steps:

Installation and activation

  1. You log in to your website with administrator rights.
  2. From the control panel select “Plugins” and then “Add New Plugin”.
  3. At the top of the page select “Upload Plugin”.
  4. From the box that will appear, click on “Select file” and in the pop-up window, select the .zip file that was downloaded from our website, during your purchase.
  5. Click “Install Now” from the dialog box.
  6. After the file is successfully uploaded, you will be presented with the “Activate Plugin” option, which you select.

Plugin settings

Next, you will need to configure your plugin by assigning, among other things, the details (Username, Password, Agreement ID, Customer ID) sent to you by Speedex after your communication. More specifically:

  1. Where “Username”, “Password”, “Agreement ID” and “Customer ID” the data from the courier company e-mail.
  2. The “Default Weight” field sets the default package weight value when not specified when ordering. In case the weight sizes of the products are determined, it is calculated automatically. Note that the voucher version cannot be completed for zero weight order.
  3. The next field, “Test Mode“, is left off. This field activates the test environment for the voucher version, print, and delete test and, therefore, the correct operation of the plugin.
  4. The “Auto issue” option allows the voucher version to complete the order, without the manual creation.
  5. Then, in “Disable on Specific Payment Gateways” selected the payment methods” select, if you have, payment gateways for which vouchers will not be automatically issued.
  6. Similarly, in the “Disable on Specific Shipping Methods” you select shipping methods that will be excluded from the automatic version.
  7. Then, in the “Auto Issue Paper Size” you choose if by default you want the vouchers to be printed in booklet size A4, A5, A6 or dimensions 10x21cm.
  8. In the last two fields you fill in your e-mail and the API you received by purchasing the plugin, in order to ensure its correct operation and automatically receive updates of new versions.
  9. Click save changes to complete the settings.

For your convenience there are some additional functions below the form with the plugin settings fields. More specifically, in case you have kept a voucher number, you are given the possibility to quickly print or cancel it, without looking for it on the orders page:

  1. Fill in the voucher number in the “Print Voucher” and “Cancel Voucher” fields to print or cancel it.
  2. Export orders” enables, through the WooCommerce Order Tracking plugin, to export to a CSV file a list of the vouchers of the orders you want.


Test voucher

Speedex requires testing the functions of issuing new voucher, printing and deleting it. To carry out the test, the following is sufficient:

  1. From the control panel select WooCommerce and then “Orders”.
  2. You select a pending/processing order and click on its ID to open it.
  3. After the order details have loaded, from the options on the right of the window, click “Create voucher”. Once the creation is completed successfully, the voucher number will appear at the top of the right column. Then the buttons for printing or canceling the specific voucher will become available.
  4. Click the “Print” button to display the test voucher in a PDF file and save it.
  5. To complete the test scenario, click the “Cancel” button.
  6. After completing the above steps, you inform the courier company of the successful completion of the test scenario. In the communication e-mail you will attach the PDF file with the test voucher. Wait for them to send you the production codes, which you fill in in the same way as described above.

Instructions of the Speedex Voucher for WooCommerce plugin

Useful information
  • After the successful installation of the plugin, when opening an order on the right side of the screen, the column with the voucher options appears. The first part of this column shows the voucher number, its status and shipping status, if a new one has been issued. The voucher status is either open or closed and indicates if the voucher created is active, while the shipping status indicates at what stage of the shipment the parcel is located and is informed by the courier company automatically.
  • Then, in the next box there are the fields “Parcels”, “Weight”, “Cash on Delivery price”, “Pickup Date”, “Saturday Delivery” and “Comments”, which attribute the properties that accompany the voucher. Specifically, in the first field of this box, the total number of parcels that accompany the specific order is entered and has as default the number one. In the second field, the weight of the order is entered in case it cannot be calculated automatically. If left blank, the weight will be set as the default value selected from the plugin settings.
  • In case the customer has chosen cash on delivery as a method of payment, below the weight field, an additional field appears, “Cash on delivery”, in which you can modify the amount. Then there is the option to deliver on Saturday. Also, you can change the pickup date. In the last field, any accompanying order comments are entered.
  • It should be noted that through the Web Services the vouchers are directly printed by the respective courier company. However, Speedex allows you to change the sender details. You can change them through the hook we offer on the plugin page under the “Developers” tab.
  • To select several services press control + click on the ones you wish to appear on the voucher. The cash on delivery service will appear automatically if the customer chooses cash on delivery as a payment method. In the event that they has chosen another payment method, then no service will be chosen and the parcel will be considered paid.
  • For any problem that may arise, there is at the end of the column the cancellation of the voucher that has been created. However, before proceeding with this action, it is mandatory to contact with Speedex.
Manual voucher creation

To issue a new voucher, after filling in the necessary information, click on the “Create voucher” button and the details will automatically appear in the first box of the column.

Then, with the successful completion of creating a new voucher, the following options are activated, Print and Cancel voucher. Before selecting print you can choose the size between A4, A5, 10x21cm and A6.

At the end of the column there is the option to cancel the voucher that has been created. However, before proceeding with this action, it is mandatory to contact with Speedex Courier.

Create/ print bulk vouchers

In addition, it is possible to issue vouchers in bulk by following the steps below. From the settings of the plugin, you activate the option “Auto issue”, if you have not already activated it. Then, from the “Orders” option of WooCommerce, select as many orders as you want and then, from the bulk editing options at the top left of the list, select “Change status to completed”. In this way, the selected orders are converted into complete ones and the vouchers are issued automatically, after the corresponding option of the plugin is activated.

Also, the possibility of mass printing vouchers is offered. More specifically, from the Jobs in Control Panel, you can select the orders whose vouchers you would like to print and at the top of the page, from the drop-down list of actions, select “Print Jobs (Speedex)” and “Apply” .


Order tracking

To add shipping to your online store, you can create a new page and paste the shortcode [webexpert_speedex_track_form].

 

Track & Trace

You can see the comments on the shipping status of each order by clicking on the question mark.

To see the progress of the order, you can click on the voucher number.


For more information please look up to FAQ and Developers tabs on our plugin’s page.

For any problem or question that arises, do not hesitate to contact us at support@webexpert.gr