This guide explains how to manage couriers and courier services in Mintsoft. Whether you need to activate existing options or create new ones, you'll find step-by-step instructions for both individual entries and bulk uploads.
Important: You need the Shipping permission group added to your Warehouse User Account roles before you can follow these steps.
Activate a courier
If a courier already exists in your database but isn't available, you need to activate it.
Click Shipping Management then click Couriers.
Click Show All Couriers and find the courier you're missing.
If you cannot find the Courier, you require, please review the Adding a Courier section.
Click Edit then turn Active to ON.
Click Update.
Note: If you can't find the courier you need, see the section on adding a courier below. If services aren't appearing for a courier when you create an order, it's likely because the courier has been marked as inactive.
Activate a service
Once your courier is active, you need to activate the specific services you want to use.
Click Shipping Management then click Couriers.
Find the courier who's missing the service.
Click ManageCourierServices then click Show Inactive.
Find the service you're missing then click Edit.
If you cannot find the Service, you require, please review the Adding a Service section.
Turn Active to ON then click Update.
Note: If you can't find the service you need, see the section on adding a service below.
Add a courier
If the courier doesn't exist in your database, you need to create it.
Click Shipping Management then click Couriers.
Click Add New Courier.
Enter a Name.
Contact details are optional.
Make the courier Active.
Click Create.
Add a courier service
Once a courier exists in your database, you can add new services to it.
Click Shipping Management then click Couriers.
Find the courier who's missing the service.
Click ManageCourierServices.
Then use the CourierServiceType drop-down to select a type (Usually Standard or Express).
Enter the service name in the Name field, then enter the Tracking URL.
If applicable, enter a Fuel Surcharge.
This is a percentage so type zero if it doesn't apply or a number if it does for example 4 then 4% is added to the Clients Parcel Cost when it comes to invoicing the client.
Select the Transport Mode. This indicates the type of transport used for the courier service and is used with Dangerous Goods.
Switch Active to ON then click Add.
Once you have added the service it will need to be mapped.
Add courier services in bulk
You can upload multiple courier services at once using a CSV file.
Click Shipping Management then Extras.
Next, click Uploads.
Download the CourierServices template.
Populate the spreadsheet with the following -
Courier: What courier does the services relate to (Case Sensitive).
CourierServiceType: Enter the courier service type you want to assign (Standard, Express, etc).
Name: The name of the courier service you want to add.
TrackingURL: The tracking URL for the courier service.
FuelSurcharge: If applicable, enter a Fuel Surcharge, this is a percentage so type zero if it doesn't apply.
Active: Enter TRUE or FALSE depending on if you want to make the new services live.
Once finished, click.
Back on Mintsoft, select CourierServices as the type to upload.
Browse for the CSV.
Finally, click Upload.
Once you have added the service it will need to be mapped.
Next steps
Once you've added a courier service, we recommend you add courier pricing.