If you are using the services provided by Advanced Shipping Manager (ASM), and have purchased Shift4Shop's special integration with that service; the following article will show you how to configure your store and products.
Additional Information This article assumes that you have an active account with Advanced Shipping Manager, and have developed familiarity with the ASM product. Therefore, this article will concentrate on the following areas specific to the Shift4Shop side of things.
If you have questions or require assistance on using the specific Advanced Shipping Manager, we suggest you contact ASM directly.
Connecting ASM to your Store Back to top
Once you have acquired and set up your account with Advanced Shipping Manager, the first step in the Shift4Shop process is to tie the account to your Shift4Shop store.
- Log into your Shift4Shop Online Store Manager
- Using the left hand navigation menu, go to Settings >Shipping
- Next, click on the "Enter Settings" button under Shipping Settings
- Look to the right hand side to the Carriers section where you will see an area for Advanced Shipping Manager.
- Click on the Show Credentials link in the ASM row and enter your Advanced Shipping Manager Store ID.
Tip In all likelihood, your store ID will already be there. However, please be sure to verify that it is correct to your ASM account before proceeding with the rest of this article.
Configuring your ASM product Variables Back to top
The next step in the Shift4Shop process is to specify the Advanced Shipping Manager options that will be used by your individual products.
While still logged into the Shift4Shop Online Store Manager:
- Go to Products >Product List
- Locate the product you'd like to configure and click on its thumbnail image, name or ID to open it.
- On the Product's Information Tab, scroll down to the Shipping Options section
- Click on the "ASM Options" provided.
In a secondary popup window, you will see a form with various ASM settings. Here is where you will set up the standard ASM options for the product such as dimensional information, weights, markups, etc. Once complete, click "Save" and your product is set.
Additional Information Some of the fields require specific formatting that is dictated by Advanced Shipping Manager. For details on the proper formatting to use, please refer to Advanced Shipping Manager's support teams
CSV Import Back to top
Rather than updating each product individually, you can also set these same options via a CSV export/import.
To do this, go to Products >Product List. Once there, look along the top right and click Export/Import
- In the "Export" section, you will see an option to Export Data specific to Advanced Shipping Manager.
- Within the "Import" section, you will see an option to Import a CSV specific to your Products' Advanced Shipping Manager data.
The CSV export/import section will help you save time by allowing you to specify your ASM Options for multiple products in one upload.
Tip A good suggestion would be to configure ASM options for 2 or 3 products manually. Then, export your ASM options CSV to see what each header corresponds to. Then use this same CSV to populate options for the rest of your products.
Adding your ASM Shipping Method Back to top
The final step in the Shift4Shop process is to add the Advanced Shipping Manager Method to your store. This will in effect display selectable shipping methods to your customers when placing orders, but the displayed rates and services will be provided directly from your Advanced Shipping Manager service - based on whatever rules and options you have configured on ASM.
While still logged into your Shift4Shop Online Store Manager:
- Log into your Shift4Shop Online Store Manager
- Using the left hand navigation menu, go to Settings >Shipping
- Next, click on the "Select Methods" button under Shipping Methods
In the Shipping Methods section, locate ASM and click the "Add New" button next to it.
Specify your Shipping country/state restrictions as desired. These will dictate whether the Shipping Method will apply to the order in the first place.
For example, if the ASM shipping method is to be restricted to show up only for customers in a specific country, you would specify that country in the setting. However, if it is allowed to show up for ALL locations, the "Shipping Country" and "Shipping State" options may be left as ALL.
- After you are done configuring the Shipping Method options, click Add Method.
After the method is added, you will be able to further refine it by editing its markup and weight range settings. Furthermore, if you click on the Action Wheel and select "Advanced Settings" from the menu, you can edit Customer Group and Regional Settings for the method.
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