FreightCenter for Magento. Installation Guide: Freight Shipping Extension

Transcription

1 FreightCenter for Magento Installation Guide: Freight Shipping Extension

2 Contents 3 Introduction 3 What You Need 4 Basic Setup Checklist 5 Step 1: Preparation 5 Site Backup 5 Cache Management 5 Step 2: Installation 5 Download Extension Files 5 Uploading Files via FTP/SSH 6 Step 3: Configuration 6 Setting Up Warehouses 8 Connecting Your FreightCenter account 11 Setting Up Products 12 Technical Support 12 Customer Service 2

3 FreightCenter Introduction FreightCenter is a full-service freight logistics company with a focus on developing web-based tools to help both businesses and individuals with their freight shipping needs. Using FreightCenter enables customers to compare rates from different carriers, book online, and track paperwork - all in one location. Our network of strong relationships with more than 100 reputable and well-known carriers allows FreightCenter customers to easily obtain deep discounts across all facets of shipping from LTL to full truckload to specialized freight needs. Based in the Tampa Bay area since 1998, FreightCenter is a leading provider of freight solutions, processing hundreds of shipping transactions daily. Our mission is to create an allin-one shipping solution service for our customers, complete with personalized attention and customer support while continuing to develop and introduce innovative web technology solutions that are unique to the industry. The Magento Freight Shipping Extension supports the pickup and delivery of packaged freight from warehouses direct to the end customer. Convert more sales by taking the mystery out of the cost of shipping oversize and heavy items. Important: Before you begin installation, you will need to set up a FreightCenter account. Registration is free and takes only a few seconds to complete. Register an account. What You Need Here s what you need to install and set up the extension: Download extension zip file A working installation of Magento Enterprise Edition or Community Edition* FTP/SSH or administrative access to your server files (ask your website administrator for assistance) *As of February 1, 2015, Magento will no longer support the free version of its ecommerce platform. Learn more. 3

4 Basic Setup Checklist Shipping Warehouses Add a new warehouse and use a unique short name for each separate location (ex: Warehouse Toledo) Enter the address, contact information and hours of operation for each warehouse that holds all or a portion of your inventory Add on any accessorials like lift gates and inside pickup that may be required to make pickup at your warehouse System > Configuration > Shipping Methods Add your FreightCenter account username and password and select sandbox (testing) or live (public) mode Adjust discounts or markups for additional packaging and handling charges Choose the types of destination locations and countries you ship to leave them all checked to maximize your shipping area Select your preferred freight carriers leave them all checked to maximize your carrier options Catalog > Manage Products Add new or edit existing products you sell in your online store Under Product Information > Freight Shipping, designate the warehouse that ships this item, and also provide required shipment details like freight class, NMFC number and packaged shipment dimensions contact your FreightCenter agent if you need assistance 4

5 Step 1: Preparation Site Backup It is recommended to always backup your site files prior to installing any extension. Cache Management Disable all Magento caches. To do this, go to Admin -> System -> Cache Management. Disabling the cache ensures that all extension files are uploaded properly without interruption. Step 2: Installation Download Zip File Download our extension from FreightCenter.com or add extension via the Magento Connect extension marketplace. Extract the zip file before uploading to your server. Upload Extension File Use an FTP client to manually upload files to your server, or contact your website administrator for assistance with placing the files on your server. For best results, upload one folder at a time as to not overwrite any important system files. Place the extension files inside the /app/ folder of your Magento installation. Do not replace the entire /app/ folder with the contents of the extension zip file. The extension files should reside in the /app/ folder along with original files. When installation is complete, refresh or enable your Magento cache(s). 5

6 Step 3: Configuration Setting Up Warehouses On the Magento dashboard, click Shipping Warehouses. Add a new warehouse and use a unique short name for each separate location (see Figure 1). Example Short Name: Warehouse Toledo Enter the address, contact information and hours of operation for each warehouse that holds all or a portion of your inventory. Add on any accessorials that may be required to make pickup at your warehouse. Lift Gate: Required for locations without a dock for loading and unloading. Limited Access Pickup Area: Required for locations that are restricted to large trailer trucks. A smaller truck will be needed to reach the pickup location. Inside Pickup: Required for shipments that cannot be placed on the curb for standard outside pickup. Call for Pickup Appointment: Receive a courtesy call from the driver to confirm a pickup time. Save warehouse(s) before exiting. 6

7 Figure 1: Add New Warehouses 7

8 Connecting Your FreightCenter Account On the Magento dashboard, click System and then Shipping Methods in the left sidebar. Select the FreightCenter Shipping Module (see Figure 2). Add your FreightCenter account username and password and select sandbox (testing) or live (public) mode. Adjust discounts or markups for additional packaging and handling charges. Choose the types of destination locations and countries you ship to. Select all destination types and countries to maximize your shipping area. Select your preferred freight carriers leave them all checked to maximize your carrier options. Save your configuration before exiting. 8

9 Figure 2: Shipping Methods 9

10 Figure 3: Shipping Methods Continued 10

11 Setting Up Products On the Magento dashboard, click Catalog and then Manage Products. Add new or edit existing products you sell in your online store. Under Product Information > Freight Shipping, designate the warehouse you set up in Step 3 that ships this item. Provide required shipment details like freight class, NMFC number and packaged shipment dimensions. Each FreightCenter account holder receives a designated point of contact referred to as a Freight Agent. Your Freight Agent can assist you with determining your freight class and NMFC number, as well as assist you with any freight shipping request. Save your product before exiting. Figure 4: Set Up Products 11

12 Technical Support For questions related to installation and setup, please contact: FreightCenter App Team Toll Free: 844-FR8-APPS ( ) Customer Service For shipping-related questions or requests, please contact your designated Freight Agent. If you are unable to reach your agent, please contact FreightCenter directly: FreightCenter, Inc U.S. 19 N., 3 rd Floor Palm Harbor, FL Toll Free: Local: Fax: