To integrate Shippo online, Shipping option must first be added to a Customer's Online Ordering setup, and then Shipping Box/Weight has to be setup on the Online Ordering Template. 

Adding the Shipping option to customer profile

Step      Action

  1.        Select {CRM} to open the Customers tab. Select a customer by clicking on the customer 

             name under the Name column.

   The selected customer's edit page will open.

  2.       Select {Actions} and then select {Edit} from the drop-down.

  The Customer edit modal will open.

  3.      Select {Shipped} under Online Ordering.

  4.     Select {Save}. 

How to set Shipping on an Online Ordering Template

  1.    Select {Settings} and then select {Products} under the Online Ordering section.

  2.    Hover mouse over the Number and select to open the selected Online Ordering Product 

         Template view page.

  3.    Select {Actions} and then select {Edit} from the drop-down. The Online Ordering Template Item 

         view page will open.

  4.       Select {Online} to open the Online tab.

  5.       Complete the fields.




Shipping - Box

1. Select {New} under Shipping - Box. A New Shipping Box modal window will open.
2. Select a Box option from the drop-down menu and then enter a Quantity Per box.
3. Select {Save}.

Shipping - Weight

1. Enter a Weight under Shipping - Weight.
2. Select Mass Units from the drop-down menu.
3. Enter a value Per.

  6.       Select {Save}.

Once the Shipped option has been added to a Customer's Online Ordering setup, and the Shipping Box/Weight has been setup on the Online Ordering Template, the integration of Shippo online is complete. 

When a customer is ordering online, and goes to checkout, they would need to select 'Shipped' under the Shipping Type. The rates will appear for the options you have setup with Shippo. They can then select which carrier they would use. If you've added a % or $ Handling Fee on the Portal, that will then calculate into the Shipping & Handling cost on the order.     

Note: If you have not already done so, make sure you have registered for a free Shippo account and have been granted an authentication token that has been entered for Integration (see Creating a Shippo Account - Integrations - Shippo)