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Global Deployment Pack | v5 APEC
DHL Express | Excellence. Simply delivered.
DHL Express Commerce
Introduction
Features & Compatibility
Customer On Boarding
Platform Integrations
Advanced Configuration
Support
Certification
CONTENTS
DHL Express Commerce
Presentationtitle | Location | Month 201X
3
ESS COUNTRY TRAINING
INTRODUCTION
What is…?
IT’S A SHIPPING SOLUTION,
DESIGNED FOR E-COMMERCE SHIPPERS.
DHL Express Commerce is a shipping tool. What makes
it different is that it fully integrates with the major e-
commerce platforms and marketplaces, the heart of an
online merchants business.
WHY IS INTEGRATION IMPORTANT?
An e-commerce business has many moving parts,
shipping is only one small part. Solutions that make up
an e-commerce business must be integrated to ensure
its long term competitiveness.
DHL Express Commerce
DHL Express Commerce
Sell everywhere,
ship in one place.
E-commerce Integrated | Quickly connect to the leading platforms
Live Checkout | DHL products and rates at your checkout, instantly
Automated Shipping | Online orders imported, labels printed, orders updated
Multi-Channel | Sell everywhere, ship DHL Express from one place
DHL Express products and
rates are displayed in your
e-commerce checkout by
DHL Express Commerce.
Checkout
New orders appear in your
eCommerce platform, market
place, or integrated platform
Order Received Import
DHL orders are imported
automatically into
DHL Express Commerce
Validate
The order can be validated
and adjusted before
shipping
Label Print
Print your DHL shipping label,
packing slip & invoice.
Order Closed
After printing, the tracking
number is added to the order
and closed.
Pickup
Order Tracked
A pickup request can be
created if needed.
DHL Express Commerce tracks
the order until delivery.
“How does DHL Express Commerce work
with an e-commerce business?
E-commerce
Merchant
“DHL Express Commerce is exactly what I need…
Can I have it?....
How much does it cost…?
…How do I get setup?”
WHO CAN HAVE DHL EXPRESS COMMERCE?
Anyone with a DHL Express account and a supported
eCommerce platform or marketplace.
DHL Express Commerce has been designed for DHL
Express account customers to ship their DHL Express
shipments.
A list of currently supported eCommerce platforms can
be requested from your DHL Express account manager
or our Customer IT support.
HOW MUCH DOES IT COST?
It’s free to DHL Express customers for
DHL Express shipments!
Solutions like this can be quite costly, adding additional
monthly subscriptions to an
e-commerce business.
DHL Express Commerce provides advanced
e-commerce features without extra costs, keeping your
business efficient and competitive.
HOW DO I GET SETUP?
Your DHL Sales contact will arrange this with our
dedicated Customer IT professionals.
Our local Customer IT representative will first contact
you to give you an overview of DHL Express Commerce
and your user account.
DHL Express Customer IT will then assist you with
integrating and getting the most out of DHL Express
Commerce for your business and customers.
E-commerce
Merchants
Presentationtitle | Location | Month 201X
8
ESS COUNTRY TRAINING
FEATURES & COMPATIBILITY
Products
EXPRESS WORLDWIDE
ECONOMY SELECT
EXPRESS 0900
EXPRESS 1030
EXPRESS 1200
DOMESTIC EXPRESS
DOMESTIC EXPRESS 0900
DOMESTIC EXPRESS 1200
GLOBALMAIL BUSINESS
MEDICAL EXPRESS
BREAKBULK EXPRESS
EXPRESS EASY
EXPRESS ENVELOPE
Services & Features
Insurance
PLT
DTP
Saturday Delivery
Pickup Request
Dangerous Goods
Signature Required
Authority To Leave
Returns
ODD Shipment Planned
Customer Logo
Rates at Checkout
Landed Costs Planned
ODD at Checkout Planned
Platforms
Shopify
Magento
WooCommerce
SquareSpace Planned
Prestashop
OpenCart Planned
Wix
Quantum Planned
BigCommerce Planned
SalesForce Planned
NetSuite Beta
eBay
Amazon
Etsy Beta
DHL Express
Commerce
Features & Compatibility
*As of April 2020
(1) Line item data transfer PLT via XMLPI
(2) Data Staged return label printed with Export label
(3) Ability to specify ODD option at label creation
(6)
(6)
(6)
(6)
(6)
(7)
(7)
(3)
(2)
(1)
(4) Calculation at the Checkout of the customer store
(5) Options displayed in the customers checkout
(6) Integrations developed. Availability date TBC
(4)
(5)
(7) Available now through a hidden link on request.
Presentationtitle | Location | Month 201X
10
ESS COUNTRY TRAINING
CUSTOMER ON BOARDING
Request Contact Creation Configured Live
Send a standard on
boarding request to your
local ESS team. Request
DHL Express Commerce for
your Customer.
Local ESS will contact your
customer in 24 hours and
verify their requirements.
Once verified, access to DHL
Express Commerce will be
created and shared with the
customer.
ESS will assist the customer
with connecting DHL
Express Commerce to their
store. On average <1 hour
to complete.
DHL Express Commerce is
now setup and ready for
use!
“My e-commerce customer is using a
supported platform and would love
DHL Express Commerce. What do I do…?”
“Great, send a request to your local
ESS team and they’ll contact and setup
your customer!”
Sales
ESS
DHL Express Commerce
For Internal Use Only
Access & Integrate
Support
Advanced Configuration
Contact the customer and verify their requirements.
Is the customer using a supported platform?
Are they already using a 3PV solution?
Create a ‘basic’ user account for the customer.
Add their DHL account and the products they need.
E-commerce platform integration follows in a later stage
Arrange a follow up contact with the customer.
Provide them with their credentials.
Support the customer connecting DEC to their store to ship.
Having concluded the order integration functionality with the
customer…
Support the customer to add features like Rules and Rates.
Ensure throughout your contact with the customer, that they
know how to contact DHL quickly and easily. Either through the
Support page in DEC or local contact methods.
ESS
“My local ESS team has received a request to provide a
customer with DHL Express Commerce….
What do we do…?”
Initial Contact
Basic Setup
For Internal Use Only
Create DEC User
Account
Set DHL Account &
Products
Set Options
& Settings
Provide
Credentials &
Consult
Support Platform
Integration
Set Other Features
“What does the DHL Express Commerce
technical setup process look like…?
DEC ESS
Expert
For Internal Use Only
Business rules, rates, multi
location
Setup a new DEC account
for the customer.
Apply their DHL Express account
number and set the DHL
products they require
Set standard options like their
time zone, weight, currency etc.
Contact the customer and share
their new credentials. Consult
with the customer on their
integration.
Support the customer and assist
with connecting DEC to their e-
commerce store(s)
Summary:
Initial contact phase with the customer after receiving a request from Sales.
Verify that DHL Express Commerce is exactly what the customer needs
Describe the full setup process.
Initial Contact
Important Points
- If the customer uses many carriers, a multi-carrier 3PV solution may be best
- If a 3PV solution is already in place, confirm DHL Express is supported
- DEC works alongside other shipping solutions (other carrier or 3PV) if needed.
- DEC supports, Shopify, Magento M1 & M2, WooCommerce, Amazon and eBay
- DEC can also support CSV import. More platforms also coming soon.
- Steps: 1. DEC access username, 2. Platform Setup, 3. Advanced Features
- Report interest in new platforms to your Regional DEC lead.
1. Confirm the customer is an e-commerce customer.
2. Confirm its for their e-commerce shipments and for use with their e-commerce store.
3. Check if the customer already has a 3PV shipping solution. If so, that may be a better solution
4. Confirm if the customer is using a supported e-commerce platform.
5. Give the customer an overview of the steps and timelines to fully setup DEC
Initial Contact Checklist
For Internal Use Only
DHL Express
Commerce
Demo
DHL EXPRESS COMMERCE URL
http://dhlexpresscommerce.com
Create your own Shopify Store
http://developers.shopify.com
Summary:
1. Create user access to DHL Express Commerce.
2. Configure their DHL account and required products.
3. Default configuration and other settings
Basic Setup (1/3)
Step 1. | Create User Access to DHL Express Commerce
1. Set New User | Customer login and password creation for DEC
a. Log in to DEC | An Admin needs to complete these steps.
b. Admin > Groups Tab > Select your country group
c. Groups > Select Add Users To Group
d. Username | set to the users email address
e. Email Address | users email address
f. Password | set a standard password. Instruct user to reset to their own
g. Save | You’ve now created a new user on DHL Express Commerce.
For Internal Use Only
1
2
3
4
Summary:
1. Create user access to DHL Express Commerce.
2. Configure their DHL account and required products.
3. Default configuration and other settings
Basic Setup (2/3)
Step 2. | Configure DHL Account & Products.
1. Override Into Customer Login | To fully configure their DEC setup.
1. Log in to DEC | An Admin needs to complete these steps.
2. Admin > Users > Look up users | Override into the user account.
3. If successful, the Customers Username and ‘OVER:(xxxxx)’ is now in the top left corner
1. Set DHL Account Number | Default export Account
1. Settings > Couriers > DHL Express Settings > Enable DHL. | Set the account, Save.
2. Set DHL Products | The DHL Express products a customer may use.
1. Settings > DHL Express Settings > Add Product Codes
2. Add an existing product code. | Select Products from the drop down. Add.
3. Products are still validated at shipment creation time via XMLPI.
For Internal Use Only
Summary:
1. Create user access to DHL Express Commerce.
2. Configure their DHL account and required products.
3. Default configuration and other settings
Basic Setup (3/3)
For Internal Use Only
Step 3.1 | Default configuration and other settings
1. Set Pickup Address | Used as the shipper address for each shipment.
1. Settings > Pickup Address | Enter a valid Shipper Address.
2. Set Weight Unit | Default weight unit for shipments
1. Settings > Options > Weight | Set either ‘kgs’ or ‘lbs’
3. Set Currency | Default currency for shipments
1. Settings > Options > Currency | Set currency
4. Set Time Zone | System time zone. Used where time stamps are applied
1. Settings > Options > Display Time Zone | Set the customers time zone
Summary:
1. Create user access to DHL Express Commerce.
2. Configure their DHL account and required products.
3. Default configuration and other settings
Basic Setup (3/3)
For Internal Use Only
Step 3.2 | Default configuration and other settings
1. Set Default Description | Content description for shipments
1. Settings > Options > Default Item Description
2. Set Default Country of Manufacture | Default for customs when not imported
1. Settings > Options > Country of Manufacture
3. Printing | Default Printing Option
1. Settings > Printing | Select A4 or Label format printing. Both are PDF.
4. PLT | Set PLT On. This will send the line item data within the shipment request to DHL.
1. Settings > Couriers > DHL Express > Settings > Advanced > Paperless Trade
5. Other DHL Settings | Dangerous Goods, DTP Default, EORI, Return Account No. etc.
1. Settings > Couriers > DHL Express > Settings > Advanced
Summary:
1. Contact the customer and provide their DHL Express Commerce credentials.
2. Assist the customer with integrating their e-commerce store.
3. Advise the customer where and how to find additional support and information.
Access & Integrate
Step | Customer Access, Store Integration & Additional Support
1. Customer Access | Provide the new credentials and URL to the Customer.
1. Credentials | Securely pass the username and password combination to the customer.
2. URL | https://dhl.starshipit.com (*Will be updated to a DHL URL shortly)
2. Store Integration | Assist the customer with integrating their store.
1. Where possible, complete this in real time with the customer. It’s a simple task.
2. Provide them with the link to the appropriate support page for their e-commerce platform.
3. Assist by shadowing only
4. Warning: Do not access, edit or control the customers e-commerce site. The e-commerce store is the customers
business. Incorrect configuration could result in loss of business for the customer.
3. Additional Support | Show the customer where to get additional support.
1. Provide the customer with the location of the Support Page within DHL Express Commerce.
2. Share your local ESS Support information with the customer.
3. Discuss and address any additional requirements or arrange an additional session to support.
For Internal Use Only
In development,
available soon.
ESS COUNTRY TRAINING
PLATFORM INTEGRATION
CONTENTS
DHL Express Commerce
Platform Integration | Shipping
WooCommerce
Shopify
Magento 1
Magento 2
Summary:
The following steps describe how to integrate a customers WooCommerce store
with DHL Express Commerce.
These steps cover shipment import only, not Rates at Checkout.
Step 1. | Generate a WooCommerce API Key
These steps are carried out in the customers WordPress admin panel.
The customer should complete these steps. Do not work on a customers store directly.
1. WordPress Dashboard > WooCommerce > Settings
2. Advanced Tab > Legacy API
3. Select ‘Enable the legacy REST API’ | Save Changes.
4. REST API > Add Key
5. Description | Enter ‘DHL Integration'.
6. User | Select a User.
7. Permissions | Select ’Read/Write’.
8. Generate API key.
9. Copy the Consumer Key and Consumer Secret. You will have to paste this in the DEC integration settings.
For Internal Use Only
WooCommerce (1/2)
Shipping Integration
*GIF | Switch to presentation mode to see it play.
Summary:
The following steps describe how to integrate a customers WooCommerce store
with DHL Express Commerce.
These steps cover shipment integration only, not Rates at Checkout.
Step 2. | Connect WooCommerce to DEC
When the API keys have been provided by the customer, complete the integration.
1. Log in to DEC | Customer or Admin can complete these steps.
1. Override into the customers setup if Admin
2. Settings > Integrations > Add New Integration > WooCommerce
3. Enable WooCommerce
4. WooCommerce API Version | Set to ‘Version 2’
5. URL | The URL of the customer store including ‘http’/’https’
6. Consumer Key | Enter the API key from WooCommerce
7. Consumer Secret | Enter the Secret key from WooCommerce
8. Status to Import | ‘Processing’ is the default. Confirm with the customer.
9. Other Settings | Core settings are now applied for shipping. Confirm other options with the customer.
10. Save.
11. Confirm integration is working by clicking ‘Test to ensure it works’
For Internal Use Only
WooCommerce (2/2)
Shipping Integration
Summary:
The following steps describe how to integrate a customers Shopify store
with DHL Express Commerce.
These steps cover shipment integration only, not Rates at Checkout.
Step 1. | Connect Shopify to DEC
Some of these steps are carried out in the customers Shopify admin.
The customer should complete these steps. Do not work on a customers store directly.
1. Log in to DEC | Customer or Admin can complete these steps.
1. Override into the customers setup if Admin
2. Settings > Integrations > Add New Integration > Shopify
3. Your Shop Name | e.g. If store URL is ‘https://test.myshopify.com’, enter ‘test’
4. Status to Import | Set to ‘Open’. This is the Shopify default.
1. *Import Note | Orders imported are of ‘Paid’ & ‘Unfulfilled’ status.
5. Save | You will be redirected to the Shopify Admin.
6. Shopify Plugin Install | When requested. Click ‘Install Unlisted App’.
7. Set Fulfilment Location | In order for the writeback of the waybill and order status to work, this
needs to be updated.
8. DEC > Settings > Integrations > Shopify Settings > Fulfilment Location | Click ‘Lookup’ Select the
correct location.
9. Save.
10. Confirm integration is working by clicking ‘Test to ensure it works’ For Internal Use Only
Shopify
Shipping Integration
Summary:
The following steps describe how to integrate a customers Magento store
with DHL Express Commerce.
These steps cover shipment integration only, not Rates at Checkout.
Step 1. | Create a user and role in Magento 2
These steps are carried out in the customers Magento admin.
The customer should complete these steps. Do not work on a customers store directly.
1. Create a New Role | In Magento
1. Magento Admin Dashboard > System
2. Permissions > User Roles | Add New Role.
3. Role Name | enter ‘DEC’.
4. Role Resources Tab | Resource Access dropdown. Select ‘All’.
5. Save Role.
2. Assign New Role to a User | In Magento
1. Magento Admin Dashboard > System
2. Permissions > All Users | Add New User.
3. Add New User | Enter required information. Note credentials for DEC configuration.
4. User Role Tab | Select the Integration role setup in step 1 (‘DEC’).
5. Save User.
For Internal Use Only
Magento 2
Shipping Integration (1/2)
Summary:
The following steps describe how to integrate a customers Magento store
with DHL Express Commerce.
These steps cover shipment integration only, not Rates at Checkout.
Step 2. | Connect Magento 2 to DEC.
These steps are carried out in the customers Magento admin.
The customer should complete these steps. Do not work on a customers store directly.
1. Log in to DEC | Customer or Admin can complete these steps.
1. Override into the customers setup if Admin
2. Settings > Integrations > Add New Integration > Magento 2
3. Enable Magento 2
4. URL | The URL of the customer store including ‘http’/’https’.
5. Username | The username setup in Step 1.
6. Password | The password of the new user setup in Step 1.
7. Save.
8. Confirm integration is working by clicking ‘Test to ensure it works’
For Internal Use Only
Magento 2
Shipping Integration (2/2)
Summary:
The following steps describe how to integrate a customers Magento store
with DHL Express Commerce.
These steps cover shipment integration only, not Rates at Checkout.
Step 1. | Create a user and role in Magento 1
These steps are carried out in the customers Magento admin.
The customer should complete these steps. Do not work on a customers store directly.
1. Create a New Role | In Magento
1. Magento Admin Dashboard > System
2. System > Web Services > SOAP/XML-RPC > Roles | Add New Role.
3. Role Name | enter ‘DEC’.
4. Role Resources Tab | Resource Access dropdown. Select ‘All’.
5. Save Role.
2. Assign New Role to a User | In Magento
1. Magento Admin Dashboard > System
2. System > Web Services > SOAP/XML-RPC > User | Add New User.
3. Add New User | Enter required information. Note credentials for DEC configuration.
1. Note, the API key will work as the password you enter in DEC.
4. Set account to Active.
5. User Information Panel > User Role | Assign the user created in step 1.
For Internal Use Only
Magento 1
Shipping Integration (1/2)
Summary:
The following steps describe how to integrate a customers Magento store
with DHL Express Commerce.
These steps cover shipment integration only, not Rates at Checkout.
Step 2. | Connect Magento 1 to DEC.
These steps are carried out in the customers Magento admin.
The customer should complete these steps. Do not work on a customers store directly.
1. Log in to DEC | Customer or Admin can complete these steps.
1. Override into the customers setup if Admin
2. Settings > Integrations > Add New Integration > Magento
3. URL | The URL of the customer store including ‘http’/’https’.
4. Username | The username setup in Step 1.
5. Password | The password (API key) of the new user setup in Step 1.
6. Save.
7. Confirm integration is working by clicking ‘Test to ensure it works’
8. Set Writeback | This needs to be manually activated in Magento 1
1. DEC > Settings > Integrations > Magento Settings > Writeback Settings | Enable Writeback.
For Internal Use Only
Magento 1
Shipping Integration (2/2)
ESS COUNTRY TRAINING
ADVANCED CONFIGURATION
Summary:
Now that the customer has access and a basic integration setup, you should
discuss more advanced features…
Rates at Checkout, Business Rules, Reporting etc.
Steps:
1. Basic Setup Review | Review of standard label printing and integration functions.
1. Ensure the order integration and write back function is working ok.
2. Ensure the needed products and services are available and working as needed.
2. Rates at Checkout | Discuss if DHL Products and Rates are needed at the customers Checkout.
1. This should have also been discussed during initial setup.
2. Review this requirement again with the customer.
3. Business Rules | Discuss if the use of rules could speed up or automate the processing of orders.
1. There are many rules that can be applied, review the conditions with the customer.
2. One practical rule would be to only import DHL Express orders. Condition: ‘Shipping Method’
3. Another might be to automatically set Dangerous Goods based on SKU. Condition: ‘Item SKU’
Advanced Configuration
For Internal Use Only
Summary:
The DHL Express Commerce element of Rates at Checkout configuration.
Steps:
1. DHL Express Commerce Configuration | Rates Activation
1. Settings > Checkout Rates > Settings
2. Enable Advanced Configuration > DHL Express > Contract Rates > Enable
International Rates Table Rates: allow you to specify fixed pricing, not real time
lookup – see Support pages for more information
2. DHL Express Commerce Configuration | Product Configuration
1. The product list is based on the ones selected when setting up DHL Express
2. Select the products you wish to be displayed at the checkout of your store
3. Set a display name i.e. ‘Express Shipping’
4. Click Save.
5. Note: The products that have been selected will only display at the checkout if
they’re valid. A capability check will take place to see what products are available.
Rates at Checkout (1)
Note: Real time rates at checkout is not a mandatory feature.
Generally, a fixed shipping rate is considered a best practice from a consumer perspective. It’s a better shopping experience.
Fixed or free shipping rates should be configured within the e-commerce platform, not via DHL Express Commerce.
For Internal Use Only
Steps:
1. Shopify Rates Configuration | DEC powered Zone.
1. Shopify Store Admin > Settings > Shipping
2. Shipping Rates at Checkout > Shipping Zones
3. Configure or Edit a shipping zone where you want DHL Express Rates to show
4. Within a Zone configuration, navigate to Calculated Rates
5. From the drop down, select the ‘DHL Express (Rates provided by App)’
6. Set any additional pricing options with Percentage or Flat fee
7. Done.
8. DEC will now be queried by Shopify when the conditions of the Zone are met.
Note:
The origin for the rate calculation is based on the DEC pickup address.
Transit times don’t currently appear in the checkout. CR for future version.
- Generic transit time could be added to the Display Name in DEC.
Live rates at checkout in Shopify requires the Shopify Advanced Plan
Alternatively you may request this feature from Shopify as an 'add-on' for an additional monthly fee.
Summary:
The store (Shopify) element of Rates at Checkout configuration.
Rates at Checkout (2)
For Internal Use Only
Steps: WooCommerce Rates Configuration
1. Install the plugin
Download the WooCommerce plugin. (Click here to get plugin. Do not download any plugin from StarShipIT web site)
Go to your WooCommerce dashboard, select Plugins, then select Add New.
Click Upload Plugin.
Click Choose file, and upload the extension file from your computer. Make sure you activate the plugin.
Click Install Now.
2. Generate your API key
In your account, go to Settings, then select API.
If the API Key field is blank, click Regenerate, then click Save.
Copy the API key. You will need to enter this in WooCommerce.
3. Add your API key in WooCommerce
Go to your WooCommerce dashboard, select WooCommerce, then select Settings.
Select the Shipping tab, then select StarShipIT Shipping Rates.
Paste the API key, and select Enable rates at checkout.
Click Save changes.
Your courier rates should now display in your WooCommerce checkout.
Note:
The origin for the rate calculation is based on the DEC pickup address.
Transit times don’t currently appear in the checkout. CR for future version.
- Generic transit time could be added to the Display Name in DEC.
Summary:
The store (Shopify) element of Rates at Checkout configuration.
Rates at Checkout (3)
For Internal Use Only
Summary:
Now that the customer has access and a basic integration setup, you should
discuss more advanced features…
Business Rules.
Rules – Additional business rules can be applied when orders are imported in DEC.
A Business rule can include multi-conditions and one action, an infinite number of rules can be created.
Important notes: two rules can share the same conditions (e.g if Destination country is Australia Assign to Another Account and if Destination country is Australia,
signature required = true) however if you have 2 rules sharing the same action the first created will be applied first
After setting up your business rules, click on the button Run Rules Now.
The new rule will be applied to all your Unshipped orders. You can check if the rules had the expected effect on you Unshipped orders.
Advanced Configuration
For Internal Use Only
List of conditions:
All Orders
Destination Country Name
Destination Country Code
Destination Post Code - AU
Destination Post Code - NZ
Destination State
Destination Street
Item SKU
Order Value
Order Weight
Shipping Method
Shipping Description
Store Identifier (Magento)
List of the actions:
Assign To Another Account
Import Order
Do not Ship
Send Notification
Disable Notification
Set Authority To Leave
Set Carrier & Service Code
Set Carrier When No Fastway Services
Set Order Value
Set Signature Required
Split Packages By Order Item Quantity
Split Packages By Order Weight
Summary:
Now that the customer has access and a basic integration setup, you should
discuss more advanced features…
Business Rules.
Rules – Split packages by order weight
You can use business rules to split your order into 1kg boxes
As an example, the total weight of your order is 14kg, so DEC will create 14 labels.
How to set up Split packages by order weight
Go to Settings > Rules > Add new.
Select All orders.
Select Split packages By order weight.
Enter the maximum weight.
Save.
After setting up your business rules, click on the button Run Rules Now.
The new rule will be applied to all your Unshipped orders. You can check if the rules had the expected effect on you Unshipped orders.
Advanced Configuration
For Internal Use Only
Summary:
Now that the customer has access and a basic integration setup, you should
discuss more advanced features…
Business Rules.
Rules – Split packages by item quantity
If you don't need to repack your items because they're already packaged up separately, you can set up a rule to print a label for each package.
How to Set up Split order by Item quantity
Go to Settings > Rules > Add new.
Select All orders.
Select Split packages By Item Quantity.
Save.
After setting up your business rules, click on the button Run Rules Now.
The new rule will be applied to all your Unshipped orders. You can check if the rules had the expected effect on your Unshipped orders.
Advanced Configuration
For Internal Use Only
Summary:
Now that the customer has access and a basic integration setup, you should
discuss more advanced features…
Business Rules.
Rules – Rules based on order value
You want to add an option to use a specific service based on the order value e.g. Order value is grater than 100 $ select Signature Required.
How to Set up rules based on order value
Go to Settings>Rules
Select Order Value
Select Greater Than
Enter the value where you want to start the action.(If Order value is Greater than 100)
Select the type of action (Signature Required = TRUE)
After setting up your business rules, click on the button Run Rules Now.
The new rule will be applied to all your Unshipped orders. You can check if the rules had the expected effect on your Unshipped orders.
Advanced Configuration
For Internal Use Only
Summary:
Now that the customer has access and a basic integration setup, you should
discuss more advanced features…
Business Rules.
Rules – Rules based on destination country
You want to add an option to create return shipments only for specific destination countries. e.g. Destination country code contains SG;AU;NZ set creature
return label.
After setting up your business rules, click on the button Run Rules Now.
The new rule will be applied to all your Unshipped orders. You can check if the rules had the expected effect on your Unshipped orders.
Advanced Configuration
For Internal Use Only
How to Set up rules based on destination country
Go to Settings>Rules
Select Destination Country Code
Enter the Country or the list of countries. Each country have to be
separated by a semi-colon
Select an action to do (Set Create Return = TRUE)
Summary:
Now that the customer has access and a basic integration setup, you should
discuss more advanced features…
Business Rules.
Rules – Rules based on Item SKU (stock keeping unit)
You want to set shipments as dangerous goods based on the item SKU. e.g. Item SKU contains “Battery;Lithium;ion;alkaline” set contain Battery.
After setting up your business rules, click on the button Run Rules Now.
The new rule will be applied to all your Unshipped orders. You can check if the rules had the expected effect on your Unshipped orders.
Advanced Configuration
For Internal Use Only
How to Set up rules based on Item SKU
Go to Settings>Rules
Select Condition Item SKU
Enter the Item SKU or the list of Item SKUs. Each Item SKU have to
be separated by a semi-colon
Select an action to do (Set Contains Battery = TRUE)
Summary:
Now that the customer has access and a basic integration setup, you should
discuss more advanced features…
Child Accounts.
Child Accounts - There are four types of child accounts (Child DEC ID): Multi-workstation, Multi-location, Multi-3PL, and Full access.
Multi-workstation
Use this when you have two or more printers set up at different workstations and you're using a print client. Each workstation needs its own login to access the print
client. All settings are inherited from the parent account except for the printer settings (DEC > Settings > Printing).
Mirrors parent account settings and orders. Only allows to configure another printer settings. Useful for customers with high volume and would like to print directly on
multiple printers in parallel.
Multi-location
Use this when you are shipping from two or more physical locations. Your multi-location child account has access to all courier accounts, print settings, and sender
addresses. Customer integrations are inherited from your parent account. Rules can be used to assign orders from your parent account to the child account. Orders
which are fulfilled on these child accounts will write-back via the parent account.
Allows an additional pickup address, different DHL Account and DHL settings. Orders are imported from parent account (not allowed to setup new integration in child
account). Useful for customers having multiple pickup locations and wants to use multiple DHL accounts.
Multi-3PL
Use this when you are shipping from one location but you have multiple client accounts with their own settings. The parent account ships orders from all child
accounts by overriding the accounts. Pricing is hidden on each child account and the user will not be able to access courier settings.
Child account can have their own integration for eg. Parent account integrated with Shopify and child account integrated with Amazon. Can not change courier
settings that means will not be able use multiple DHL accounts.
Full access
Each child account has full access to their settings. We don't recommend using this option.
Advanced Configuration
For Internal Use Only
ESS COUNTRY TRAINING
SUPPORT
Summary:
The customer will need support in the future.
There are the traditional methods of contacting your local helpdesk directly.
DHL Express Commerce also has a Support page for information and to contact
Options:
1. Traditional Support Channels | Local helpdesk phone and email.
1. Its perfectly fine to advise users to use these methods.
2. These methods can be shared in welcome emails or any other communications.
2. Support Page: Contact | A contact form build into DHL Express Commerce
1. Within the Support tab of DHL Express Commerce a user can navigate to a Contact form.
2. The Contact form is designed to route queries to the local country ESS helpdesk.
3. Support Page: Information | Setup and Support information located directly in DHL Express Commerce.
1. https://dhlexpress-commerce.com/templates/admin4/Support.aspx
4. DEC Resources Web Site - https://esharenew.dhl.com/sites/DEC/SitePages/Home.aspx
Support
For Internal Use Only
Presentationtitle | Location | Month 201X
44
ESS COUNTRY TRAINING
CERTIFICATION
CERTIFICATION
DHL Express Commerce
Sell everywhere, ship in one place.
Power up your e-commerce business with
seamless shipping integration from checkout
to anywhere in the world.
1. Create a free developer Shopify store
https://developers.shopify.com (*Not a paid subscription)
2. Add a product for sale
Basic product with a price, no images needed
3. Configure Shopify shipping zones
https://help.shopify.com/en/manual/shipping/setting-up-and-managing-your-shipping/setting-up-shipping-zones
4. Configure for Rates at Checkout and Shipping
https://dhlcommerce.zendesk.com/hc/en-gb/articles/360036286611-Rates-at-checkout-for-Shopify
Test to check DHL Express fully functional
5. Add Rajendra Sawant as a user to Shopify to validate. Email once complete.
6. You will be given access to DEC.
7. Login to DEC. Complete DHL settings with a test account number using the steps provided.
8. Integrate with your Shopify Store. Create an order in your store.
9. Open the order In DEC and generate label. Check the order status in your shopify store.
10. Go to Settings -> Rules. Create at least one business rule. Check if the rule is applied to the orders.
An understanding of e-commerce is critical before starting with DEC.
This prepares you for that and also acts as your test e-commerce environment.
DHL Express
Commerce
DEC Soft Launch Current Status
Training for all APEC countries have been completed.
CFIT staff in each country is being certified and provided admin access to on-board customers on DEC.
Below is a list of CFIT leads certified till now.
Ctry User Name Certified Y/N Ctry User Name Certified Y/N
BD kamal ahmed Y PK Adam.Rana.Masud@dhl.com Y
BD Adam.Rana.Masud@dhl.com Y PK Asif.Raza@dhl.com Y
HK alvin.leung@dhl.com Y PK M.Yasir.Khan@dhl.com Y
HK bonnie.mok@dhl.com Y PK WaleedBin.Khalid@dhl.com Y
JP Ayako.Baba@dhl.com Y PK Yasir.B.Jaffer@dhl.com Y
JP Toru.Sakuma@dhl.com Y PK Zafar Khan Y
KH Sarath Kheng Y SG dennis.koh@dhl.com Y
KH Taikour.Pen@dhl.com Y SG Jermyn Lim Y
KR JiHo.SHIN@dhl.com Y SG Omar.Shariff@dhl.com Y
LK Krishan Y TH Nantabhop.linlawan@dhl.com Y
LK lakshan.karunaratne@dhl.com Y TH suthichote.jirapongsakul@dhl.com Y
MY Justin.Tan@dhl.com Y TW aileen.ling@dhl.com Y
MY NurLiyana.Anuar@dhl.com Y TW Anderson.Chiu@dhl.com Y
MY Rajamani.Thialan@dhl.com Y TW anna.chen@dhl.com Y
NZ Hunt Lai Y TW Dale.Wang@dhl.com Y
NZ Marc Sammons Y TW Edward Lin Y
PG Jacinta Kasou Y TW justin.ys.chen@dhl.com Y
PH genrose.encarnacion@dhl.com Y TW peggy.pc.lin@dhl.com Y
PH Willy Y
DHL Express
Commerce
DEC Soft Launch Current Status
53 Active customers on-boarded until May 2020.
HK, 7
ID, 6
JP, 4
KR, 24
MY, 4
NZ, 1
PH, 5
SG, 1
TW, 1
Country Breakdown
HK
ID
JP
KR
MY
NZ
PH
SG
TW
Amazon, 1
CSV Import, 18
eBay, 1
Etsy, 1
Magento, 1
Shopify, 26
WooCommerce,
5
eCommerce Platform Breakdown
Amazon
CSV Import
eBay
Etsy
Magento
Shopify
WooCommerce
DHL Express Commerce
Self-registration
Public plugins – Shopify, WooCommerce, Magento
Landed Cost
eReturns
On Demand Delivery at checkout
Non-account shippers – credit card handling
Other DHL business units
Other carriers (tbd)
Strategic Roadmap
Presentationtitle | Location | Month 201X
49
THANKS

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DHL_Express_Commerce_Deployment_Pack_v05_APEC.pptx

  • 1. Global Deployment Pack | v5 APEC DHL Express | Excellence. Simply delivered. DHL Express Commerce
  • 2. Introduction Features & Compatibility Customer On Boarding Platform Integrations Advanced Configuration Support Certification CONTENTS DHL Express Commerce
  • 3. Presentationtitle | Location | Month 201X 3 ESS COUNTRY TRAINING INTRODUCTION
  • 4. What is…? IT’S A SHIPPING SOLUTION, DESIGNED FOR E-COMMERCE SHIPPERS. DHL Express Commerce is a shipping tool. What makes it different is that it fully integrates with the major e- commerce platforms and marketplaces, the heart of an online merchants business. WHY IS INTEGRATION IMPORTANT? An e-commerce business has many moving parts, shipping is only one small part. Solutions that make up an e-commerce business must be integrated to ensure its long term competitiveness. DHL Express Commerce
  • 5. DHL Express Commerce Sell everywhere, ship in one place. E-commerce Integrated | Quickly connect to the leading platforms Live Checkout | DHL products and rates at your checkout, instantly Automated Shipping | Online orders imported, labels printed, orders updated Multi-Channel | Sell everywhere, ship DHL Express from one place
  • 6. DHL Express products and rates are displayed in your e-commerce checkout by DHL Express Commerce. Checkout New orders appear in your eCommerce platform, market place, or integrated platform Order Received Import DHL orders are imported automatically into DHL Express Commerce Validate The order can be validated and adjusted before shipping Label Print Print your DHL shipping label, packing slip & invoice. Order Closed After printing, the tracking number is added to the order and closed. Pickup Order Tracked A pickup request can be created if needed. DHL Express Commerce tracks the order until delivery. “How does DHL Express Commerce work with an e-commerce business? E-commerce Merchant
  • 7. “DHL Express Commerce is exactly what I need… Can I have it?.... How much does it cost…? …How do I get setup?” WHO CAN HAVE DHL EXPRESS COMMERCE? Anyone with a DHL Express account and a supported eCommerce platform or marketplace. DHL Express Commerce has been designed for DHL Express account customers to ship their DHL Express shipments. A list of currently supported eCommerce platforms can be requested from your DHL Express account manager or our Customer IT support. HOW MUCH DOES IT COST? It’s free to DHL Express customers for DHL Express shipments! Solutions like this can be quite costly, adding additional monthly subscriptions to an e-commerce business. DHL Express Commerce provides advanced e-commerce features without extra costs, keeping your business efficient and competitive. HOW DO I GET SETUP? Your DHL Sales contact will arrange this with our dedicated Customer IT professionals. Our local Customer IT representative will first contact you to give you an overview of DHL Express Commerce and your user account. DHL Express Customer IT will then assist you with integrating and getting the most out of DHL Express Commerce for your business and customers. E-commerce Merchants
  • 8. Presentationtitle | Location | Month 201X 8 ESS COUNTRY TRAINING FEATURES & COMPATIBILITY
  • 9. Products EXPRESS WORLDWIDE ECONOMY SELECT EXPRESS 0900 EXPRESS 1030 EXPRESS 1200 DOMESTIC EXPRESS DOMESTIC EXPRESS 0900 DOMESTIC EXPRESS 1200 GLOBALMAIL BUSINESS MEDICAL EXPRESS BREAKBULK EXPRESS EXPRESS EASY EXPRESS ENVELOPE Services & Features Insurance PLT DTP Saturday Delivery Pickup Request Dangerous Goods Signature Required Authority To Leave Returns ODD Shipment Planned Customer Logo Rates at Checkout Landed Costs Planned ODD at Checkout Planned Platforms Shopify Magento WooCommerce SquareSpace Planned Prestashop OpenCart Planned Wix Quantum Planned BigCommerce Planned SalesForce Planned NetSuite Beta eBay Amazon Etsy Beta DHL Express Commerce Features & Compatibility *As of April 2020 (1) Line item data transfer PLT via XMLPI (2) Data Staged return label printed with Export label (3) Ability to specify ODD option at label creation (6) (6) (6) (6) (6) (7) (7) (3) (2) (1) (4) Calculation at the Checkout of the customer store (5) Options displayed in the customers checkout (6) Integrations developed. Availability date TBC (4) (5) (7) Available now through a hidden link on request.
  • 10. Presentationtitle | Location | Month 201X 10 ESS COUNTRY TRAINING CUSTOMER ON BOARDING
  • 11. Request Contact Creation Configured Live Send a standard on boarding request to your local ESS team. Request DHL Express Commerce for your Customer. Local ESS will contact your customer in 24 hours and verify their requirements. Once verified, access to DHL Express Commerce will be created and shared with the customer. ESS will assist the customer with connecting DHL Express Commerce to their store. On average <1 hour to complete. DHL Express Commerce is now setup and ready for use! “My e-commerce customer is using a supported platform and would love DHL Express Commerce. What do I do…?” “Great, send a request to your local ESS team and they’ll contact and setup your customer!” Sales ESS DHL Express Commerce For Internal Use Only
  • 12. Access & Integrate Support Advanced Configuration Contact the customer and verify their requirements. Is the customer using a supported platform? Are they already using a 3PV solution? Create a ‘basic’ user account for the customer. Add their DHL account and the products they need. E-commerce platform integration follows in a later stage Arrange a follow up contact with the customer. Provide them with their credentials. Support the customer connecting DEC to their store to ship. Having concluded the order integration functionality with the customer… Support the customer to add features like Rules and Rates. Ensure throughout your contact with the customer, that they know how to contact DHL quickly and easily. Either through the Support page in DEC or local contact methods. ESS “My local ESS team has received a request to provide a customer with DHL Express Commerce…. What do we do…?” Initial Contact Basic Setup For Internal Use Only
  • 13. Create DEC User Account Set DHL Account & Products Set Options & Settings Provide Credentials & Consult Support Platform Integration Set Other Features “What does the DHL Express Commerce technical setup process look like…? DEC ESS Expert For Internal Use Only Business rules, rates, multi location Setup a new DEC account for the customer. Apply their DHL Express account number and set the DHL products they require Set standard options like their time zone, weight, currency etc. Contact the customer and share their new credentials. Consult with the customer on their integration. Support the customer and assist with connecting DEC to their e- commerce store(s)
  • 14. Summary: Initial contact phase with the customer after receiving a request from Sales. Verify that DHL Express Commerce is exactly what the customer needs Describe the full setup process. Initial Contact Important Points - If the customer uses many carriers, a multi-carrier 3PV solution may be best - If a 3PV solution is already in place, confirm DHL Express is supported - DEC works alongside other shipping solutions (other carrier or 3PV) if needed. - DEC supports, Shopify, Magento M1 & M2, WooCommerce, Amazon and eBay - DEC can also support CSV import. More platforms also coming soon. - Steps: 1. DEC access username, 2. Platform Setup, 3. Advanced Features - Report interest in new platforms to your Regional DEC lead. 1. Confirm the customer is an e-commerce customer. 2. Confirm its for their e-commerce shipments and for use with their e-commerce store. 3. Check if the customer already has a 3PV shipping solution. If so, that may be a better solution 4. Confirm if the customer is using a supported e-commerce platform. 5. Give the customer an overview of the steps and timelines to fully setup DEC Initial Contact Checklist For Internal Use Only
  • 15. DHL Express Commerce Demo DHL EXPRESS COMMERCE URL http://dhlexpresscommerce.com Create your own Shopify Store http://developers.shopify.com
  • 16. Summary: 1. Create user access to DHL Express Commerce. 2. Configure their DHL account and required products. 3. Default configuration and other settings Basic Setup (1/3) Step 1. | Create User Access to DHL Express Commerce 1. Set New User | Customer login and password creation for DEC a. Log in to DEC | An Admin needs to complete these steps. b. Admin > Groups Tab > Select your country group c. Groups > Select Add Users To Group d. Username | set to the users email address e. Email Address | users email address f. Password | set a standard password. Instruct user to reset to their own g. Save | You’ve now created a new user on DHL Express Commerce. For Internal Use Only 1 2 3 4
  • 17. Summary: 1. Create user access to DHL Express Commerce. 2. Configure their DHL account and required products. 3. Default configuration and other settings Basic Setup (2/3) Step 2. | Configure DHL Account & Products. 1. Override Into Customer Login | To fully configure their DEC setup. 1. Log in to DEC | An Admin needs to complete these steps. 2. Admin > Users > Look up users | Override into the user account. 3. If successful, the Customers Username and ‘OVER:(xxxxx)’ is now in the top left corner 1. Set DHL Account Number | Default export Account 1. Settings > Couriers > DHL Express Settings > Enable DHL. | Set the account, Save. 2. Set DHL Products | The DHL Express products a customer may use. 1. Settings > DHL Express Settings > Add Product Codes 2. Add an existing product code. | Select Products from the drop down. Add. 3. Products are still validated at shipment creation time via XMLPI. For Internal Use Only
  • 18. Summary: 1. Create user access to DHL Express Commerce. 2. Configure their DHL account and required products. 3. Default configuration and other settings Basic Setup (3/3) For Internal Use Only Step 3.1 | Default configuration and other settings 1. Set Pickup Address | Used as the shipper address for each shipment. 1. Settings > Pickup Address | Enter a valid Shipper Address. 2. Set Weight Unit | Default weight unit for shipments 1. Settings > Options > Weight | Set either ‘kgs’ or ‘lbs’ 3. Set Currency | Default currency for shipments 1. Settings > Options > Currency | Set currency 4. Set Time Zone | System time zone. Used where time stamps are applied 1. Settings > Options > Display Time Zone | Set the customers time zone
  • 19. Summary: 1. Create user access to DHL Express Commerce. 2. Configure their DHL account and required products. 3. Default configuration and other settings Basic Setup (3/3) For Internal Use Only Step 3.2 | Default configuration and other settings 1. Set Default Description | Content description for shipments 1. Settings > Options > Default Item Description 2. Set Default Country of Manufacture | Default for customs when not imported 1. Settings > Options > Country of Manufacture 3. Printing | Default Printing Option 1. Settings > Printing | Select A4 or Label format printing. Both are PDF. 4. PLT | Set PLT On. This will send the line item data within the shipment request to DHL. 1. Settings > Couriers > DHL Express > Settings > Advanced > Paperless Trade 5. Other DHL Settings | Dangerous Goods, DTP Default, EORI, Return Account No. etc. 1. Settings > Couriers > DHL Express > Settings > Advanced
  • 20. Summary: 1. Contact the customer and provide their DHL Express Commerce credentials. 2. Assist the customer with integrating their e-commerce store. 3. Advise the customer where and how to find additional support and information. Access & Integrate Step | Customer Access, Store Integration & Additional Support 1. Customer Access | Provide the new credentials and URL to the Customer. 1. Credentials | Securely pass the username and password combination to the customer. 2. URL | https://dhl.starshipit.com (*Will be updated to a DHL URL shortly) 2. Store Integration | Assist the customer with integrating their store. 1. Where possible, complete this in real time with the customer. It’s a simple task. 2. Provide them with the link to the appropriate support page for their e-commerce platform. 3. Assist by shadowing only 4. Warning: Do not access, edit or control the customers e-commerce site. The e-commerce store is the customers business. Incorrect configuration could result in loss of business for the customer. 3. Additional Support | Show the customer where to get additional support. 1. Provide the customer with the location of the Support Page within DHL Express Commerce. 2. Share your local ESS Support information with the customer. 3. Discuss and address any additional requirements or arrange an additional session to support. For Internal Use Only In development, available soon.
  • 22. CONTENTS DHL Express Commerce Platform Integration | Shipping WooCommerce Shopify Magento 1 Magento 2
  • 23. Summary: The following steps describe how to integrate a customers WooCommerce store with DHL Express Commerce. These steps cover shipment import only, not Rates at Checkout. Step 1. | Generate a WooCommerce API Key These steps are carried out in the customers WordPress admin panel. The customer should complete these steps. Do not work on a customers store directly. 1. WordPress Dashboard > WooCommerce > Settings 2. Advanced Tab > Legacy API 3. Select ‘Enable the legacy REST API’ | Save Changes. 4. REST API > Add Key 5. Description | Enter ‘DHL Integration'. 6. User | Select a User. 7. Permissions | Select ’Read/Write’. 8. Generate API key. 9. Copy the Consumer Key and Consumer Secret. You will have to paste this in the DEC integration settings. For Internal Use Only WooCommerce (1/2) Shipping Integration *GIF | Switch to presentation mode to see it play.
  • 24. Summary: The following steps describe how to integrate a customers WooCommerce store with DHL Express Commerce. These steps cover shipment integration only, not Rates at Checkout. Step 2. | Connect WooCommerce to DEC When the API keys have been provided by the customer, complete the integration. 1. Log in to DEC | Customer or Admin can complete these steps. 1. Override into the customers setup if Admin 2. Settings > Integrations > Add New Integration > WooCommerce 3. Enable WooCommerce 4. WooCommerce API Version | Set to ‘Version 2’ 5. URL | The URL of the customer store including ‘http’/’https’ 6. Consumer Key | Enter the API key from WooCommerce 7. Consumer Secret | Enter the Secret key from WooCommerce 8. Status to Import | ‘Processing’ is the default. Confirm with the customer. 9. Other Settings | Core settings are now applied for shipping. Confirm other options with the customer. 10. Save. 11. Confirm integration is working by clicking ‘Test to ensure it works’ For Internal Use Only WooCommerce (2/2) Shipping Integration
  • 25. Summary: The following steps describe how to integrate a customers Shopify store with DHL Express Commerce. These steps cover shipment integration only, not Rates at Checkout. Step 1. | Connect Shopify to DEC Some of these steps are carried out in the customers Shopify admin. The customer should complete these steps. Do not work on a customers store directly. 1. Log in to DEC | Customer or Admin can complete these steps. 1. Override into the customers setup if Admin 2. Settings > Integrations > Add New Integration > Shopify 3. Your Shop Name | e.g. If store URL is ‘https://test.myshopify.com’, enter ‘test’ 4. Status to Import | Set to ‘Open’. This is the Shopify default. 1. *Import Note | Orders imported are of ‘Paid’ & ‘Unfulfilled’ status. 5. Save | You will be redirected to the Shopify Admin. 6. Shopify Plugin Install | When requested. Click ‘Install Unlisted App’. 7. Set Fulfilment Location | In order for the writeback of the waybill and order status to work, this needs to be updated. 8. DEC > Settings > Integrations > Shopify Settings > Fulfilment Location | Click ‘Lookup’ Select the correct location. 9. Save. 10. Confirm integration is working by clicking ‘Test to ensure it works’ For Internal Use Only Shopify Shipping Integration
  • 26. Summary: The following steps describe how to integrate a customers Magento store with DHL Express Commerce. These steps cover shipment integration only, not Rates at Checkout. Step 1. | Create a user and role in Magento 2 These steps are carried out in the customers Magento admin. The customer should complete these steps. Do not work on a customers store directly. 1. Create a New Role | In Magento 1. Magento Admin Dashboard > System 2. Permissions > User Roles | Add New Role. 3. Role Name | enter ‘DEC’. 4. Role Resources Tab | Resource Access dropdown. Select ‘All’. 5. Save Role. 2. Assign New Role to a User | In Magento 1. Magento Admin Dashboard > System 2. Permissions > All Users | Add New User. 3. Add New User | Enter required information. Note credentials for DEC configuration. 4. User Role Tab | Select the Integration role setup in step 1 (‘DEC’). 5. Save User. For Internal Use Only Magento 2 Shipping Integration (1/2)
  • 27. Summary: The following steps describe how to integrate a customers Magento store with DHL Express Commerce. These steps cover shipment integration only, not Rates at Checkout. Step 2. | Connect Magento 2 to DEC. These steps are carried out in the customers Magento admin. The customer should complete these steps. Do not work on a customers store directly. 1. Log in to DEC | Customer or Admin can complete these steps. 1. Override into the customers setup if Admin 2. Settings > Integrations > Add New Integration > Magento 2 3. Enable Magento 2 4. URL | The URL of the customer store including ‘http’/’https’. 5. Username | The username setup in Step 1. 6. Password | The password of the new user setup in Step 1. 7. Save. 8. Confirm integration is working by clicking ‘Test to ensure it works’ For Internal Use Only Magento 2 Shipping Integration (2/2)
  • 28. Summary: The following steps describe how to integrate a customers Magento store with DHL Express Commerce. These steps cover shipment integration only, not Rates at Checkout. Step 1. | Create a user and role in Magento 1 These steps are carried out in the customers Magento admin. The customer should complete these steps. Do not work on a customers store directly. 1. Create a New Role | In Magento 1. Magento Admin Dashboard > System 2. System > Web Services > SOAP/XML-RPC > Roles | Add New Role. 3. Role Name | enter ‘DEC’. 4. Role Resources Tab | Resource Access dropdown. Select ‘All’. 5. Save Role. 2. Assign New Role to a User | In Magento 1. Magento Admin Dashboard > System 2. System > Web Services > SOAP/XML-RPC > User | Add New User. 3. Add New User | Enter required information. Note credentials for DEC configuration. 1. Note, the API key will work as the password you enter in DEC. 4. Set account to Active. 5. User Information Panel > User Role | Assign the user created in step 1. For Internal Use Only Magento 1 Shipping Integration (1/2)
  • 29. Summary: The following steps describe how to integrate a customers Magento store with DHL Express Commerce. These steps cover shipment integration only, not Rates at Checkout. Step 2. | Connect Magento 1 to DEC. These steps are carried out in the customers Magento admin. The customer should complete these steps. Do not work on a customers store directly. 1. Log in to DEC | Customer or Admin can complete these steps. 1. Override into the customers setup if Admin 2. Settings > Integrations > Add New Integration > Magento 3. URL | The URL of the customer store including ‘http’/’https’. 4. Username | The username setup in Step 1. 5. Password | The password (API key) of the new user setup in Step 1. 6. Save. 7. Confirm integration is working by clicking ‘Test to ensure it works’ 8. Set Writeback | This needs to be manually activated in Magento 1 1. DEC > Settings > Integrations > Magento Settings > Writeback Settings | Enable Writeback. For Internal Use Only Magento 1 Shipping Integration (2/2)
  • 31. Summary: Now that the customer has access and a basic integration setup, you should discuss more advanced features… Rates at Checkout, Business Rules, Reporting etc. Steps: 1. Basic Setup Review | Review of standard label printing and integration functions. 1. Ensure the order integration and write back function is working ok. 2. Ensure the needed products and services are available and working as needed. 2. Rates at Checkout | Discuss if DHL Products and Rates are needed at the customers Checkout. 1. This should have also been discussed during initial setup. 2. Review this requirement again with the customer. 3. Business Rules | Discuss if the use of rules could speed up or automate the processing of orders. 1. There are many rules that can be applied, review the conditions with the customer. 2. One practical rule would be to only import DHL Express orders. Condition: ‘Shipping Method’ 3. Another might be to automatically set Dangerous Goods based on SKU. Condition: ‘Item SKU’ Advanced Configuration For Internal Use Only
  • 32. Summary: The DHL Express Commerce element of Rates at Checkout configuration. Steps: 1. DHL Express Commerce Configuration | Rates Activation 1. Settings > Checkout Rates > Settings 2. Enable Advanced Configuration > DHL Express > Contract Rates > Enable International Rates Table Rates: allow you to specify fixed pricing, not real time lookup – see Support pages for more information 2. DHL Express Commerce Configuration | Product Configuration 1. The product list is based on the ones selected when setting up DHL Express 2. Select the products you wish to be displayed at the checkout of your store 3. Set a display name i.e. ‘Express Shipping’ 4. Click Save. 5. Note: The products that have been selected will only display at the checkout if they’re valid. A capability check will take place to see what products are available. Rates at Checkout (1) Note: Real time rates at checkout is not a mandatory feature. Generally, a fixed shipping rate is considered a best practice from a consumer perspective. It’s a better shopping experience. Fixed or free shipping rates should be configured within the e-commerce platform, not via DHL Express Commerce. For Internal Use Only
  • 33. Steps: 1. Shopify Rates Configuration | DEC powered Zone. 1. Shopify Store Admin > Settings > Shipping 2. Shipping Rates at Checkout > Shipping Zones 3. Configure or Edit a shipping zone where you want DHL Express Rates to show 4. Within a Zone configuration, navigate to Calculated Rates 5. From the drop down, select the ‘DHL Express (Rates provided by App)’ 6. Set any additional pricing options with Percentage or Flat fee 7. Done. 8. DEC will now be queried by Shopify when the conditions of the Zone are met. Note: The origin for the rate calculation is based on the DEC pickup address. Transit times don’t currently appear in the checkout. CR for future version. - Generic transit time could be added to the Display Name in DEC. Live rates at checkout in Shopify requires the Shopify Advanced Plan Alternatively you may request this feature from Shopify as an 'add-on' for an additional monthly fee. Summary: The store (Shopify) element of Rates at Checkout configuration. Rates at Checkout (2) For Internal Use Only
  • 34. Steps: WooCommerce Rates Configuration 1. Install the plugin Download the WooCommerce plugin. (Click here to get plugin. Do not download any plugin from StarShipIT web site) Go to your WooCommerce dashboard, select Plugins, then select Add New. Click Upload Plugin. Click Choose file, and upload the extension file from your computer. Make sure you activate the plugin. Click Install Now. 2. Generate your API key In your account, go to Settings, then select API. If the API Key field is blank, click Regenerate, then click Save. Copy the API key. You will need to enter this in WooCommerce. 3. Add your API key in WooCommerce Go to your WooCommerce dashboard, select WooCommerce, then select Settings. Select the Shipping tab, then select StarShipIT Shipping Rates. Paste the API key, and select Enable rates at checkout. Click Save changes. Your courier rates should now display in your WooCommerce checkout. Note: The origin for the rate calculation is based on the DEC pickup address. Transit times don’t currently appear in the checkout. CR for future version. - Generic transit time could be added to the Display Name in DEC. Summary: The store (Shopify) element of Rates at Checkout configuration. Rates at Checkout (3) For Internal Use Only
  • 35. Summary: Now that the customer has access and a basic integration setup, you should discuss more advanced features… Business Rules. Rules – Additional business rules can be applied when orders are imported in DEC. A Business rule can include multi-conditions and one action, an infinite number of rules can be created. Important notes: two rules can share the same conditions (e.g if Destination country is Australia Assign to Another Account and if Destination country is Australia, signature required = true) however if you have 2 rules sharing the same action the first created will be applied first After setting up your business rules, click on the button Run Rules Now. The new rule will be applied to all your Unshipped orders. You can check if the rules had the expected effect on you Unshipped orders. Advanced Configuration For Internal Use Only List of conditions: All Orders Destination Country Name Destination Country Code Destination Post Code - AU Destination Post Code - NZ Destination State Destination Street Item SKU Order Value Order Weight Shipping Method Shipping Description Store Identifier (Magento) List of the actions: Assign To Another Account Import Order Do not Ship Send Notification Disable Notification Set Authority To Leave Set Carrier & Service Code Set Carrier When No Fastway Services Set Order Value Set Signature Required Split Packages By Order Item Quantity Split Packages By Order Weight
  • 36. Summary: Now that the customer has access and a basic integration setup, you should discuss more advanced features… Business Rules. Rules – Split packages by order weight You can use business rules to split your order into 1kg boxes As an example, the total weight of your order is 14kg, so DEC will create 14 labels. How to set up Split packages by order weight Go to Settings > Rules > Add new. Select All orders. Select Split packages By order weight. Enter the maximum weight. Save. After setting up your business rules, click on the button Run Rules Now. The new rule will be applied to all your Unshipped orders. You can check if the rules had the expected effect on you Unshipped orders. Advanced Configuration For Internal Use Only
  • 37. Summary: Now that the customer has access and a basic integration setup, you should discuss more advanced features… Business Rules. Rules – Split packages by item quantity If you don't need to repack your items because they're already packaged up separately, you can set up a rule to print a label for each package. How to Set up Split order by Item quantity Go to Settings > Rules > Add new. Select All orders. Select Split packages By Item Quantity. Save. After setting up your business rules, click on the button Run Rules Now. The new rule will be applied to all your Unshipped orders. You can check if the rules had the expected effect on your Unshipped orders. Advanced Configuration For Internal Use Only
  • 38. Summary: Now that the customer has access and a basic integration setup, you should discuss more advanced features… Business Rules. Rules – Rules based on order value You want to add an option to use a specific service based on the order value e.g. Order value is grater than 100 $ select Signature Required. How to Set up rules based on order value Go to Settings>Rules Select Order Value Select Greater Than Enter the value where you want to start the action.(If Order value is Greater than 100) Select the type of action (Signature Required = TRUE) After setting up your business rules, click on the button Run Rules Now. The new rule will be applied to all your Unshipped orders. You can check if the rules had the expected effect on your Unshipped orders. Advanced Configuration For Internal Use Only
  • 39. Summary: Now that the customer has access and a basic integration setup, you should discuss more advanced features… Business Rules. Rules – Rules based on destination country You want to add an option to create return shipments only for specific destination countries. e.g. Destination country code contains SG;AU;NZ set creature return label. After setting up your business rules, click on the button Run Rules Now. The new rule will be applied to all your Unshipped orders. You can check if the rules had the expected effect on your Unshipped orders. Advanced Configuration For Internal Use Only How to Set up rules based on destination country Go to Settings>Rules Select Destination Country Code Enter the Country or the list of countries. Each country have to be separated by a semi-colon Select an action to do (Set Create Return = TRUE)
  • 40. Summary: Now that the customer has access and a basic integration setup, you should discuss more advanced features… Business Rules. Rules – Rules based on Item SKU (stock keeping unit) You want to set shipments as dangerous goods based on the item SKU. e.g. Item SKU contains “Battery;Lithium;ion;alkaline” set contain Battery. After setting up your business rules, click on the button Run Rules Now. The new rule will be applied to all your Unshipped orders. You can check if the rules had the expected effect on your Unshipped orders. Advanced Configuration For Internal Use Only How to Set up rules based on Item SKU Go to Settings>Rules Select Condition Item SKU Enter the Item SKU or the list of Item SKUs. Each Item SKU have to be separated by a semi-colon Select an action to do (Set Contains Battery = TRUE)
  • 41. Summary: Now that the customer has access and a basic integration setup, you should discuss more advanced features… Child Accounts. Child Accounts - There are four types of child accounts (Child DEC ID): Multi-workstation, Multi-location, Multi-3PL, and Full access. Multi-workstation Use this when you have two or more printers set up at different workstations and you're using a print client. Each workstation needs its own login to access the print client. All settings are inherited from the parent account except for the printer settings (DEC > Settings > Printing). Mirrors parent account settings and orders. Only allows to configure another printer settings. Useful for customers with high volume and would like to print directly on multiple printers in parallel. Multi-location Use this when you are shipping from two or more physical locations. Your multi-location child account has access to all courier accounts, print settings, and sender addresses. Customer integrations are inherited from your parent account. Rules can be used to assign orders from your parent account to the child account. Orders which are fulfilled on these child accounts will write-back via the parent account. Allows an additional pickup address, different DHL Account and DHL settings. Orders are imported from parent account (not allowed to setup new integration in child account). Useful for customers having multiple pickup locations and wants to use multiple DHL accounts. Multi-3PL Use this when you are shipping from one location but you have multiple client accounts with their own settings. The parent account ships orders from all child accounts by overriding the accounts. Pricing is hidden on each child account and the user will not be able to access courier settings. Child account can have their own integration for eg. Parent account integrated with Shopify and child account integrated with Amazon. Can not change courier settings that means will not be able use multiple DHL accounts. Full access Each child account has full access to their settings. We don't recommend using this option. Advanced Configuration For Internal Use Only
  • 43. Summary: The customer will need support in the future. There are the traditional methods of contacting your local helpdesk directly. DHL Express Commerce also has a Support page for information and to contact Options: 1. Traditional Support Channels | Local helpdesk phone and email. 1. Its perfectly fine to advise users to use these methods. 2. These methods can be shared in welcome emails or any other communications. 2. Support Page: Contact | A contact form build into DHL Express Commerce 1. Within the Support tab of DHL Express Commerce a user can navigate to a Contact form. 2. The Contact form is designed to route queries to the local country ESS helpdesk. 3. Support Page: Information | Setup and Support information located directly in DHL Express Commerce. 1. https://dhlexpress-commerce.com/templates/admin4/Support.aspx 4. DEC Resources Web Site - https://esharenew.dhl.com/sites/DEC/SitePages/Home.aspx Support For Internal Use Only
  • 44. Presentationtitle | Location | Month 201X 44 ESS COUNTRY TRAINING CERTIFICATION
  • 45. CERTIFICATION DHL Express Commerce Sell everywhere, ship in one place. Power up your e-commerce business with seamless shipping integration from checkout to anywhere in the world. 1. Create a free developer Shopify store https://developers.shopify.com (*Not a paid subscription) 2. Add a product for sale Basic product with a price, no images needed 3. Configure Shopify shipping zones https://help.shopify.com/en/manual/shipping/setting-up-and-managing-your-shipping/setting-up-shipping-zones 4. Configure for Rates at Checkout and Shipping https://dhlcommerce.zendesk.com/hc/en-gb/articles/360036286611-Rates-at-checkout-for-Shopify Test to check DHL Express fully functional 5. Add Rajendra Sawant as a user to Shopify to validate. Email once complete. 6. You will be given access to DEC. 7. Login to DEC. Complete DHL settings with a test account number using the steps provided. 8. Integrate with your Shopify Store. Create an order in your store. 9. Open the order In DEC and generate label. Check the order status in your shopify store. 10. Go to Settings -> Rules. Create at least one business rule. Check if the rule is applied to the orders. An understanding of e-commerce is critical before starting with DEC. This prepares you for that and also acts as your test e-commerce environment.
  • 46. DHL Express Commerce DEC Soft Launch Current Status Training for all APEC countries have been completed. CFIT staff in each country is being certified and provided admin access to on-board customers on DEC. Below is a list of CFIT leads certified till now. Ctry User Name Certified Y/N Ctry User Name Certified Y/N BD kamal ahmed Y PK Adam.Rana.Masud@dhl.com Y BD Adam.Rana.Masud@dhl.com Y PK Asif.Raza@dhl.com Y HK alvin.leung@dhl.com Y PK M.Yasir.Khan@dhl.com Y HK bonnie.mok@dhl.com Y PK WaleedBin.Khalid@dhl.com Y JP Ayako.Baba@dhl.com Y PK Yasir.B.Jaffer@dhl.com Y JP Toru.Sakuma@dhl.com Y PK Zafar Khan Y KH Sarath Kheng Y SG dennis.koh@dhl.com Y KH Taikour.Pen@dhl.com Y SG Jermyn Lim Y KR JiHo.SHIN@dhl.com Y SG Omar.Shariff@dhl.com Y LK Krishan Y TH Nantabhop.linlawan@dhl.com Y LK lakshan.karunaratne@dhl.com Y TH suthichote.jirapongsakul@dhl.com Y MY Justin.Tan@dhl.com Y TW aileen.ling@dhl.com Y MY NurLiyana.Anuar@dhl.com Y TW Anderson.Chiu@dhl.com Y MY Rajamani.Thialan@dhl.com Y TW anna.chen@dhl.com Y NZ Hunt Lai Y TW Dale.Wang@dhl.com Y NZ Marc Sammons Y TW Edward Lin Y PG Jacinta Kasou Y TW justin.ys.chen@dhl.com Y PH genrose.encarnacion@dhl.com Y TW peggy.pc.lin@dhl.com Y PH Willy Y
  • 47. DHL Express Commerce DEC Soft Launch Current Status 53 Active customers on-boarded until May 2020. HK, 7 ID, 6 JP, 4 KR, 24 MY, 4 NZ, 1 PH, 5 SG, 1 TW, 1 Country Breakdown HK ID JP KR MY NZ PH SG TW Amazon, 1 CSV Import, 18 eBay, 1 Etsy, 1 Magento, 1 Shopify, 26 WooCommerce, 5 eCommerce Platform Breakdown Amazon CSV Import eBay Etsy Magento Shopify WooCommerce
  • 48. DHL Express Commerce Self-registration Public plugins – Shopify, WooCommerce, Magento Landed Cost eReturns On Demand Delivery at checkout Non-account shippers – credit card handling Other DHL business units Other carriers (tbd) Strategic Roadmap
  • 49. Presentationtitle | Location | Month 201X 49 THANKS