Logistics and delivery

AlterCPA provides ample opportunities for integration with logistics services. You can outsource the tasks of calculating prices, sending parcels, printing documents and tracking delivery to your operators. They just need to press a couple of buttons, the rest will be done by CRM.

Delivery service features

You can set up several delivery services that will be available to your operators. Each delivery service has its own settings. Nevertheless, some common features can be distinguished in all of them.

Delivery options in order processing form

The call center specialist can choose the delivery service in the form of the order composition (1). There is also the setting of the price and delivery cost. There is a button for calculating the cost of delivery so there is no need to invent price tags on your own.

A block for special delivery settings is located below the form (2). Most often it is empty. But different features of some services, for example, the choice of a pick-up point for the order, can be shown there. Typically, this is the only setting available to operators. Therefore, there is almost zero chance of making a mistake when sending an order with incorrect sender data.

In the editing form of the order, the name and telephone number of the recipient, the delivery address, or only the city and region in the case of using a pick-up point are set. In the same form, you can specify the track code for tracking the parcel (3).

Delivery control buttons (4) are located to the right of the editing form in the order information block. Most often, here you can find a button for sending a parcel to a delivery service and several buttons for printing documents for a parcel, for example, labels or invoices.

If the parcel has a track code, you can manually update the tracking information here. The parcel tracking history is shown under the order form.

Setting up a delivery service

Delivery methods are configured in the "Delivery Settings" subsection of the "Control" section. To add a delivery method, you should specify its name and select the logistics service in the drop-down list. This service will be attached to the logistics service that you have chosen.

Adding new delivery service

The list of available logistics services is indicated in the format "Country code: service name" for ease of search. The special "Generic" delivery stands out. With its help, you can start delivery methods that are not connected to any service.

Each delivery method has a number of important settings:

Depending on the used delivery service, there can also be additional settings. Most often, there is a setting for the method of sending the parcel, its basic estimated weight, the method of delivery to the recipient or pick-up point. You should check all these parameters with your personal manager in the delivery service.

Calculation of delivery costs

There are two buttons for working with the delivery in the order editing form: "Calculate" and "Auto set". When you click on the "Calculate" button, the system will show you the cost and delivery time and ask whether to substitute them in the form. When you click on the "Auto set" button, the values will appear in the form themselves. It is convenient if you trust your shipping calculator.

Price and delivery cost are set by three parameters:

If a fixed delivery price is set, that will be used. The calculated price, mark-up and tax (cash settlement percentage) are not taken into account. Note that zero means no fixed price, not free shipping. To make delivery for free, you can use a simple life hack: specify -1 in the fixed cost field.

If a fixed price is not specified, it will be requested from the delivery service. The total cost will be calculated taking into account the mark-up and the percentage of cash settlement services according to the formula:

Shipping cost + Markup + ( Order value by invoice x Tax percent )

Most delivery services add a percentage for cash on delivery automatically. So there is no need to specify the tax percentage to calculate the cost. But you can always add an extra percentage to calculate the delivery cost for the buyer.

An interesting feature: when calculating the cost of delivery, an additional percentage for processing cash on delivery can be taken into account. Therefore, for the correct calculation of the cost price, it may be necessary to press "Auto set" twice in a row with a break of several seconds in order to first calculate the full amount of cash on delivery, taking into account the delivery price, and after that, on its basis, calculate the real cost of delivery.

Parcel tracking

Parcels in AlterCPA are tracked automatically. You should specify the track code of the parcel in the selected delivery service and the status checking will start.

In addition to status, additional tracking information can be available to you:

All tracking information is shown on the order page in the "Parcel delivery history" section. To update information about the delivery of a parcel without waiting in line, you should use the "Update tracking" button in the order editing form.

Parcel tracking status change history

Usually the status of the parcel is automatically changed according to the information from the delivery service. When the statuses "Transfer", "Delivered", "Paid" and "Return" are reached, the package is automatically transferred to the corresponding statuses. You can turn off automatic status change in the delivery service settings.

Available delivery services

In the list of delivery services we use the following conventions:

We currently support the following shipping services:

Your own delivery service

Your favorite delivery service may also appear among those available inside AlterCPA. There are two connection paths available to you.

On the one hand, you can develop your own API integration model using the "Built-in" delivery type and our documentation from the "Logistics" article.

On the other hand, we can prepare for you a delivery module built into AlterCPA. To do this, contact us in any convenient way. Please note that we need or may need the following data for development:

If you are a representative of the delivery service, the process is greatly simplified — you have all the data we need. No, you don't have to pay an enormous amount of money to integrate. No, we do not need a commission from every sent parcel. Only intelligible documentation and reasonable technical specialists.