If you choose to configure more than one carrier, you’ll be able to select the carrier to use for each shipment in many ways.
Company wide preferred carrier
You can set any carrier as your default shipping provider for all orders. To do so, you first need to install the shipping Add-On of the shipping carrier you wish to use and then visit Settings → Business Setting , under Order Management → Preferred shipping carrier to set your preference.
Note that if you choose ‘Cheapest cost’, Troly will calculate shipping fees with each shipping carrier to select the cheapest available.
Customers preferred carrier
You can set a customer preferred carrier. To do so, locate your customer record and update their Preferred Delivery method ▼ under Addresses and Payments
The customer setting will ensure that parcels always go through their chosen carrier. This overrides the company setting and allows you to select ‘Will pickup member cases’, ‘Default shipping carrier’, ‘Manual Shipment’ or any installed shipping account.
Preferred carrier for each order
You can also change any order to use a specific shipping carrier. To do so, select the order from the Shipments section under Operations → Orders or from the customer’s activity feed under Customers → Search for customer and click on the specific order.
This overrides both the company and the customer setting, and applies for that order only.
You should also know
Shipping process stages
- Costing: the fees associated with shipping an order (products + empty carton weight) are calculated
- Labelling: generation of a carrier compliant label for this order
- Manifest: creation of shipping summary document as/if required by the carrier
- Notification: automated SMS or email notification for the carrier to arrange pickup of parcels
The table below indicates if and what type of documents are generated through the different stages of the shipping process by the supported carriers.
|Manual/Offline Shipments, Couriers Please||N/A||✓||✓||N/A|
|FastWay (Troly’s Account)||✓||✓||✓||SMS|
|AusPost (Troly’s Account)||✓||✓||✓||N/A|
|GSO (by Troly)||✓||✓||N/R||@|
Troly allows you to ship parcels using the optimal carton configuration, based on product units per order and unit allowance per case. E.g. ship 18 bottles as 12 + 6 bottles in two different cartons, instead of two 12 bottle cartons.
We always selects the lowest shipping rate for you when processing an order. Enabling several carriers allows those rates to be even more competitive. The Shipping Configuration add-on also gives you the possibility to charge your customers for shipping.
Labels layout format
Please read our Printing shipping labels article for more information about labels layout format, bar-codes and format.
Order tracking number
A tracking number is assigned to each order. When this information is available to Troly, it will be automatically populated. Alternatively, you may fill this manually. Refer to your carrier specific Add-on for specific details.
Manifest summary report
Troly generates manifests for each order to be shipped. Not each carrier requires a manifest and some manifests may have a different format. For further information on manifests, refer to your carrier specific Add-on.
At dispatch time, we do our best to notify carriers that a pickup is required via SMS or email. However, notifications cannot be automatically generated for some of the carriers and you may need to notify them directly to arrange parcel pickups (.e.g. phone call required). Please refer to respective carrier add-on article for all the details.
The parcels pickup address used by all shipping carriers is the one that you provided from Settings → Company details
Billing and reports
The billing for your usage of the group carrier accounts usage is included in your monthly Troly invoice. The complete breakdown is available under Operations → Reports and Transaction ▼ → Fees – Shipping charges.
You only pay for orders that have been dispatched. Generating labels does not incur a charge.
Troly doesn’t charge for using your own account within the platform. You’ll need to refer to your separate carrier invoice for the fees breakdown and details.
Reports – Document Centre
All .PDF generated documents are available in Operations → Documents centre.