How do I setup Smart Send?

To use the Smart Send freight aggregator with Neto, you must have a Smart Send account. Your account must be enabled for API. To do this, simply contact Smart Send to enable.

Setting up Smart Send is broken down into four steps

1. Setup a shipping service
2. Setup carrier labelling
3. Create a shipping method
4. Advanced configuration

Setup a shipping service

  1. Navigate to Setup & Tools > Shipping. Click Shipping Services & Rates.

  2. Click the Add New button on the top right.

  3. Name the method Smart Send.

  4. Set the charge type to Third Party Shipping Rate.

  5. Set the tracking URL to Smart Send.

  6. Change the status to Active.

  7. Configure any levies and allowances to be applied to the shipping method.

  8. Press the Continue button down the bottom.

  9. Under the 3rd Party Calculators heading, select Smart Send in the calculator field, then choose the service from the the service name field. If nothing appears, simply click the Save button at the bottom and this will populate the drop-down menu.

    The service you want to select here relates to the carrier you want use Smart Send with.

  10. Under Api Account, click the configure button and add your Smart Send API credentials.

  11. Select whether you require a TailLift service. (A charge where heavy lifting, often with a forklift, is required)

  12. Add a Backup Shipping Rate in case the API goes offline and users can still checkout.

  13. In the Breakdown Weight, add the maximum weight of the service you selected.

  14. Scrolling down to the Shipping Rates Table section. Choose shipping zones. Selecting the “Australia” zone will make the option available throughout the country, and the API will exclude any areas not serviced by the courier. You are able to configure custom zones or limit zones if you prefer.

  15. Save & close.

Setup Carrier Labelling

  1. Navigate to Setup & Tools > Shipping. Click on Carriers & Labels. Click Add New button and select Smart Send.

  2. Enter your Smart Send credentials (same details that are used for the Smart Send dashboard).
  3. Complete the “Carrier & Account Details” section:

  4. choose a name (typically the same as the name of the shipping service, for ease of use)
  5. choose a “ship from” location. This field is populated by addresses stored in your Smart Send address book. If no options are available, you will first have to add one.
  6. Complete the “Manifest & Label Settings” section

  7. options should be configured as per the example. You can choose to increase the max number of consignments and articles if you wish.
  8. select the “shipping service” to map to. In this example it’s “Smart Send - IPEC Road Express”
  9. Select “No” under “Print Labels on A4 Paper” if you are using a thermal printer, and “Yes” if you are using a laser printer.
  10. 5. Save & close.

Create a Shipping Method

  1. Navigate to Setup & Tools > Shipping and click Shipping Methods. Click Add New button and click Add New Method.

  2. Populate the method details. Typically the method name would be the same as the service name, but this information is see by your customers, so you may wish to name it differently. The method must be set to “Active”, and the method visibility configured. You may also configure the method further, according to your requirements.

  3. Map your shipping category to your shipping service. Most clients will just be using the “default” shipping category, but if you have additional categories, you can use the “Add Shipping Category” button.

  4. Save & Close

Advanced Configuration

  1. Navigate to Setup & Tools > All settings & tools. Click on the Other tab and click Advanced Configuration.

  2. In the Name section, type SmartSend and click Apply filter button. Click on the result and update the username and password fields.

Check Your Setup

  1. Navigate to Setup & Tools > Shipping. Click on Shipping Matrix Overview to view all shipping methods currently setup in the system.

    You can view the “active” and “visible” status from this screen. If you have correct setup all elements of the matrix, then your shipping option should display a green tick on the right hand side. If there are errors, these will be highlighted in yellow, and will display a link to what needs to be fixed.

  • Last Modified: 17/01/2017 Neto Version: 6.6