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Get started with DeliveryMatch

These steps are guidelines for configuring the web services for DeliveryMatch. To ensure the configuration is correct, perform the initial setup in collaboration with CloudSuite.

Prerequisites​

Before you start, make sure of the following:

  • The DeliveryMatch Component has been activated in the storefront of the webshop checkout.
  • Access to the CloudSuite App with the correct permissions.
  • An active account with DeliveryMatch and valid API credentials (API key and login details).
  • A Service Product created to handle shipping costs.
  • A Customer (Party) exists for each carrier.
    • The system uses this Party to store the selected drop-off address in the order.
    • This Party is only used in CloudSuite and does not need to exist in the ERP.

Configuration checks​

Verify the following settings before you start:

  1. In Shops > Order Settings > General, set Grouping the basket to No.
  2. In Shops > Order Settings > Stock, make sure that the check box for Allow Backorders is not checked.
    • Backorders may require additional shipments (split shipments). DeliveryMatch sends shipping options and costs based only on the current order.
  3. Make sure Use External ERP interface retrieving order costs is disabled. When enabled, the ERP determines shipping costs.
  4. In Webservice for order export, make sure the selected profile does not override shipping data.
  5. Make sure when using Sale Type Cost Rules to not include delivery services, since DeliveryMatch calculates and returns delivery costs.

Set-Up DeliveryMatch Configurations​

Configure the web service​

Configure the Web Service using your DeliveryMatch credentials. This connection allows the platform to communicate with the TMS.

  1. In the CloudSuite App, go to Other settings > Web Services
  2. Click New
  3. Next to Type of Service, select Delivery Match API.
  4. In the User/Client ID field, enter the user name provided by DeliveryMatch.
  5. In the Password/Key field, enter the authentication key provided by DeliveryMatch.
  6. Select your shipping Service Product to link it to the shipping line item.
    • The system adds this product as the shipping line in the order.
    • The Product Name is set when creating the Carrier (Step 2).

Configure carriers​

  1. In the CloudSuite App go to Order Management > Configuration > Carriers (add link)
  2. Add a new carrier for each service used in DeliveryMatch.
  3. Add the Code Carrier as returned by DeliveryMatch.

General​

  1. Enter an internal Name Carrier, e.g. DPD (DeliveryMatch).
  2. URL Track & Trace can be left empty. DeliveryMatch provides tracking information.

External Transport System​

  1. Select the Party for this Code Carrier.
    • The system uses this to store delivery or drop-off address data.

The following fields override the description of the shipping costs in the checkout, emails, and sales order.

  • Product name Delivery - used for home delivery
  • Product name Drop off - used for delivery to a drop-off point
  • Product name Pickup - used for pickup in store

You can translate these values per language.

Enable the DeliveryMatch feature for the shop​

Link the web service to your shop and define how the delivery options appear for the customers.

  1. In the CloudSuite App, go to Stores > Shops.
  2. Double click on a Shop name to see its details.
  3. Go to the tab Order Settings and then the tab General.
  4. In Webservice for Carrier delivery Options, select the DeliveryMatch profile you created in Step 1.
  5. Click OK.
  6. Set the preferred Carrier Sort mode to determine the default delivery option (Dropoff or Delivery) by selecting the preferred order.
    • If no sort mode is set it will by default show Delivery first in the checkout component.

Checkout Configuration​

Make sure the checkout contains a Shipping step.

  • Product Detail Page (PDP)
  • Checkout
  • Customer account
  "step-2": {
            "actions": [
                "shipping"
             ]
            "name": {
                "default": "Delivery method",
                "de_DE": "Liefermethode",
                "es_ES": "Método de entrega",
                "fr_FR": "Moyen de livraison",
                "it_IT": "Metodo di consegna",
                "nl_NL": "Verzending",
                "pt_PT": "Método de entrega"
             }
        }

Restrictions on using DeliveryMatch​

In some cases, the use of DeliveryMatch may not be possible or may lack certain standard features due to your shop's configuration.

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