Shopify Integration – Guide

Shopify Shipping App by Transdirect

Transdirect Shipping for Shopify gives you access to Australia’s largest courier and freight companies, and allows your clients a seamless checkout process.

*Please note: This documentation is updated in accordance with the latest Transdirect Shopify App.

Main Features

  • Free to use

  • Simple configuration

  • Great shipping rates from Fastway, Couriers Please, Toll Priority, Northline and more

  • Seamless checkout process for your clients

  • Order Sync Functionality

Requirements

  • Shopify Store with Real time shipping services enabled or an Advanced Shopify Store

  • Shopify store with basic plan can only access the order sync method

  • An active Transdirect Member account. You can sign up for an account at www.Transdirect.com.au

Installation

Note: Please make sure you are logged in with your shopify store for easy installation.

  1. Search for “Transdirect App” or Click Here for Transdirect Shipping Shopify App.

  2. Click the Get Button

  3. Click Install App Button.

  4. Log in to your Transdirect member account or use the auto create account option of the app.

For more information please see:

Transdirect Shopify App Installation

The entered dimensions will be used for the rates of the items to be shipped.

Note: Shopify Basic plan cannot fully utilize the Transdirect plugin as it needs Real Time Shipping enabled on your account. Learn more at Shopify Help.

Note: Shopify Basic plan cannot fully utilize the Transdirect plugin as it needs Real Time Shipping enabled on your account. Learn more at Shopify Help.

*Transdirect Shopify App: New Feature*

Users can now add product variants dimension to each product for more accurate rates.

For more information please click on:

Transdirect Shopify App Product Dimension

The entered dimensions will be used for the rates of the items to be shipped.

How to get this feature?

  1. For the last previous version a request button will appear in the Transdirect App Dashboard. This will request a permission to read/write details to your products/product variants and use it for calculating the rates.

2.For the latest versions users need to reinstall the the Transdirect App or contact Transdirect support to assist through the upgrading process.

Module Setup

Warehouse Address Section

Add Warehouse Address

  1. Select ‘Add’ button to enter your pickup postcode. This will be the default postcode address for the courier quote calculations based on shipment origin;

  2. Select if the type of location is “Commercial” or “Residential” based on where your warehouse/pickup point is located.

Enable Multi Warehouse Pickup tick box

  • This option will let you add multiple Postcode and Type (Business or Residential) for the desired pickup Warehouses;

  • You can assign multiple products to a warehouse by selecting ‘Add/View Products’ link on Action column;

  • You can add the same product to different warehouses. The nearest warehouse will be used in quoting;

  • You can use ‘Edit’ link to change details such as the Postcode, Type (Commercial or Residential), and the products assigned to each warehouse;

  • Select ‘Delete’ action link to remove a configured warehouse.

Rules Section

Rules enable you to add conditions to quotes based on the Rule type selected such as Postcode, State, Weight, Cost, or Product SKU;

Rule Types

  • Postcode

A List or a Range of postcodes can be set on Postcode Rule;

  • State

Set the State rule by selecting from the drop down list(ACT, NSW, NT, QLD, SA, TAS, VIC, or WA);

  • Weight

A weight rule can be added by selecting a condition from the Action drop down list: Equals, Less than, Greater than, Less than or equals, Greater than or equals to the Total Weight set on the text box;

  • Cost

A fixed amount, free shipping, or an additional fee can be added or deducted to a quote as you set the condition for the Total Cost on the cost rule;

  • Product SKU

A rule can also be set on a specific product by entering the Product SKU and the action to be applied;

  • Quantity

By selecting Quantity Rule, you can set the number of items on text box and select its corresponding condition whether it is Equals, Less than, Greater than, Less than or equals, Greater than or equals to the item quantity;

In Couriers column, you can manage couriers by ticking or selecting specific couriers where rules will be applied. If no couriers are selected the rule will be apply to all couriers.

Priority column is being used in cases where multiple rules were created on the same Rule Type and Triggers. Our system will execute the rule which was created first. The priority sequence can be arranged through the up and down (arrow) buttons.

Click the Question mark icon to read instructions on how to add/create a rule.

There are three sections you will need to fill out to create a rule:

  • Rule Type

    • Single rule application

    • Multiple rules application

  • Trigger

  • Action

Single Rule Type Application

  • Start with selecting a rule type by ticking the box on the left side.

  • Set the Trigger conditions.

  • Create an action.

  • Click "Create Rule".

Multiple Rule Type Application

  • Start with selecting one rule type, set the trigger for it.

  • Tick another rule type and set the trigger after (multiple rule type and trigger).

  • When you are done selecting rule types and its specific trigger, you can now set the action for the multiple selections created.

  • Click "Create Rule".

Import Bulk Rules

Import bulk rules by selecting ‘Upload your rules in bulk using import’ link.

Download CSV template and read bulk Import Rule from link https://www.staging.transdirect.com.au/members_new/api/526/import_rule

Show on Cart

You can customize the Shipping Calculator Title and set the default delivery address type (Residential or Commercial) to be displayed on cart.

Default Item Size

Enter in default package dimensions. Default package dimensions will be used if you do not input custom package dimension for a specific product.

Insurance

If enabled, the Transdirect plugin will add insurance value in quotes calculations.

Order Sync Setup

If enabled, the Transdirect plugin will upload order information to your transdirect members area as your customers checkout, allowing for easy booking of your orders.

If the first checkbox is selected then only orders with Transdirect as shipping method are synced and if the second checkbox is checked, then all orders will be synced.

Module Display Mode

  • If Full Calculator Mode is selected then the calculator will appear on your checkout page.

  • If Simplified Mode is selected then the calculator will be hidden and the quotes will automatically be generated depending on the buyers address.

  • If No Display Mode is selected then no quotes will be generated but your orders will still be synced to your Transdirect account.

Quote Display

Select type of Quote to display, These options will control what quotes are displayed to your clients:

  • Display All Quotes – This will display all quotes sorted by cheapest to most expensive;

  • Display Cheapest – This will only show a single quote which is the cheapest;

  • Display Cheapest & Fastest – This will display two quotes, the cheapest quote, and the fastest quote;

    Note: Please keep in mind that all of these options are applied after more advanced options available below are applied.

Tailift

Items that exceed 25kgs must be securely packaged on a forklift able Skid, Pallet or Crate.Select checkbox if Tail lift is required at the Pickup location or at the Delivery location. A surcharge will be included in the quote.

Apply General Surcharge

This adds a fixed $ amount or a % into the final quotes that displayed, this can be used to cover handling expenses.

Disabling Couriers

If you would like to disable quotes from a particular courier service, then you can uncheck the box on the left of the row, if not selected, quotes for this courier will not be calculated.

Rename / Group Couriers

The rename feature allows for you to hide the name of the courier, and allow something more user friendly to be displayed in the front end, eg. “Air Express” or “Road Courier”

You can also use this option to Group couriers, if you call multiple services by the same name, then only the cheapest option will be used and displayed. For example, you could call all the same day services “Same Day” and all road services “Road Express”, and your client would get presented with only 2 options during the checkout process.

Surcharge/Fixed Price on a courier

You can add a $ amount or a % surcharge on a particular courier. Or you can set a fixed price on every enabled courier on the list.

Multipickup Options

Multipickup Tiers allows bookings to be booked via batches.

Each batch is picked up from a given location and you can have distinct batches to be picked up from distinct locations.

Each batch will also be booked on a given date and you will able to complete the booking once you have assigned the minimums shipments amounts for each batch.

Multipickup bookings gives you access to cheaper Courier rates since this process reduces the operational costs for Couriers, which will be able to pickup multiple shipments from a given location on a given day.

Set Up

  • You can setup in the Module Setting to always return the Multipickup Tier price instead of the Everday Price.

  • When you enable a Tier Price option, the quotes returned by the API will always be from Tier prices.

Please note that currently, only Couriers Please and Fastway offer Multipickup.

Order Boxing

You can add up to 5 boxes to be used for packing your items -The system will calculate the most efficient and cheapest boxes for the items

This feature is intended for customers who might have a large number of small items to be boxed before dispatching and want to achieve better rates.

Multiple packages will be consolidated in boxes and computed based on the total dimension and volumetric weight. Afterwards, these items will be placed in the smallest box size capable of supporting the amount of items.

Note: This is an advanced functionality - do not enable this if you do not fully understand the implications that this will have on quoting.

  • Minimum fill: allows you to individually quote items outside boxes if they don’t fill a given last box (if multiple boxes in a shipment) by a certain percentage;

  • Box dimension fields: You may input a maximum of 5 boxes that can be used. Order Boxing functions will select the best combination of boxes to fit your items;

    Note: This request is generated as part of a Quote request.