Buy Shipping Instantly
This setting, under the General section of your Easypost configuration, allows you to determine whether Infigo send a request to Easypost as soon as the order is placed.
Infigosoftware
1. Navigate to the configuration settings for Easypost
2. Buy Shipping Instantly
When enabled we will send a request to Easypost as soon as the order is placed. This means that you won't have to trigger the shipment manually but you will also not necessarily be able to control on an order by order basis the parcels and sizes that are sent. When you have Auto Parcel Size Calculation set to true we will send all the calculated parcels in the request. When you have Auto Parcel Size Calculation set to false we will send all your predefined parcel sizes in the request.
Auto Parcel Size calculation settings are covered in another tutorial.
3. Navigate to Shared Print Operations
With Buy Shipping Instantly enabled:
Place an order on your storefront using Easypost for shipping
Navigate to Shared Print Operations
Navigate to the tab containing your placed order
4. Expand the job
The job will automatically be set to "Shipment Created", with the relevant data from Easypost automatically populated as part of the order
5. Shipping information is fully populated in SPO
6. Click on View to access additional resources
7. Additional shipping resources
This screen provides access to additional information relating to the shipment.
You have actions such as recreating the label or packaging slip, along with viewing postage labels and tracking URLs.
8. Next, let's see how the workflow changes when Buy Shipping Instantly is disabled
Disable the Buy Shipping Instantly setting
Place another order using an Easypost shipping method
Navigate to Shared Print Operations
When disabled we will not send the request to Easypost to create shipping labels automatically. Instead if you navigate to Shared Print Operations in admin and locate the job and expand it you will see a link under Shipping Information called 'Show shipping information'
9. Locate your order
This time, the order will come through in the "Ordered" status, as the label purchase has not yet been placed through Easypost.
10. Click on View under Shipping Information for this order
When you click this a popup will appear that will then let you manage your shipment request manually.
11. Manual shipment management
It displays the carrier and service the customer selected in checkout.
It also lets you define the parcels that you want to send as part of the shipment.
Once you have created your parcel sizes or selected from your predefined parcel list, you can create the shipment which at this stage will then send the request to Easypost and return the shipping labels.
NOTE: For international shipments that require customs information to be sent with the shipment you must assign items from the order specifically into parcels. To do this click on the 'Add shipment information' button and then drag each order item into the respective parcel you have created. We also do not support 'Buy Shipping Instantly' for international shipments due to the customs related information - these must be triggered and handled manually.
