Thursday, August 14, 2014

Series Wrap: Plug Into Better Shipping



We've now completed our series of blogs dedicated to exploring the intricacies of our Magento extension. The blogs individually are excellent for picking up tips and tricks, however together they form an excellent body of knowledge for anyone using Temando as a part of their Magento store. As such, it seems appropriate to have a quick run-down of what we covered off in the series.

1: Choosing a Plan
In our first post we ran through the features and benefits of our various plans to outline exactly what you get at each level.

2: The Basics
Our second entry explains the ins and outs of setting up your Temando profile and account and linking these to your Magento extension.

3: Packaging Configuration
Next we went through choosing your packaging and saving the details in the system
to benefit from our packaging logic.

4: Multiple Location Management
This entry went through the steps involved in configuring multiple shipping locations within your Temando extension.

5: Rules
The ability to create smart cart and fulfilment based rules is one of the biggest strengths of our Magento shipping extension. Our fifth post went through setting up basic rules.

6: More Rules
You guessed it. As a follow on from the previous post we went and had a look at some more advanced rules you can use to add real value and personalisation to your processes.

7: Value Adding for the Social Conscious
This post explains our partnerships with The Gaia Partnership and The Footprints Network and how you can enable carbon offsetting and micro-donation options within your shopping cart.

8: Click & Collect
In part 8 we took a look at the Temando Click & Collect module and the benefits that businesses can gain by offering this approach.

9: Click & Collect Configuration
In part 9 we delved deeper into Click & Collect, specifically how to set up zones and locations.

10: Getting Orders Out the Door
Our tenth post outlines how to manage orders when they come in. Included in the post is information on booking orders and manifesting.

11: Pick Pack and Label
This post follows on from the tenth entry and goes into more detail on pick slips and consignment labels within your Temando Magento extension.

12: Managing Returns
Last but not least, we had a look at how you can manage returns effectively to boost shoppers' confidence in your business and provide an optimised customer experience.

That's it. A comprehensive run through everything you need to know to get the most out of your Temando Magento extension. As always, if you require more detail on any of these points or wish to discuss your account, please get in touch with our team.

Wednesday, August 6, 2014

Plug Into Better Shipping Series Part 12: Managing Returns



Not all purchases work out. Things don’t fit, they arrive broken and sometimes the wrong product arrives. That’s a reality of retail. These aren’t issues unique to the online channel by any stretch, however the way in which returns are managed is, by its nature, a very different beast for online businesses. The inflexibility of traditional online retailers forcing customers to ship products back to companies is always going to end in a bad customer experience. It’s expensive, it’s inconvenient and it takes a whole lot longer to get the product you actually want. Returns doesn't have to be a pain point. In fact, 82% of consumers say they are more likely to complete a checkout if a business has a frictionless returns process.

With the Temando Returns Module for Magento, you’re able to remove the friction from a historically poor customer experience and turn it into an aspect of your business that is not only functional, but can also add significant value to your business. This blog post is going to run through everything you need to know about the returns module to ensure you’re making the most out of it.

*This blog post is an educational entry about the Temando Returns Module for Magento. This module is only available for customers on the Business plan. To find out more about returns and upgrading your subscription, contact our Solutions Team.

This post will cover off two main points:
  • The customer experience
  • How to administrate returns


The Customer Experience:

It’s always important to know what your customers have to go through for any business process. Here is no different. The returns journey for a customer is very straightforward.
The process begins in one of two ways. If the customer has a log in, they will be able to view their previous orders, select the relevant one and click the return option within the order view:


If not logged in, a customer can click the ‘Orders and Returns’ link at the bottom of your website and search for the order manually using their order reference number.


Once the customer has located their order, the process is the same. Now the customer needs to fill in a Return Request form. This outlines which items need to be returned, the quantities and the reason why. It also allows for additional comments if required.



After the request has been submitted, the customer needs to await the approval of their request. Once approved, a courier will be booked to collect the item and the customer will receive an email with a consignment label to attach to the package. After the product has been returned and assessed the customer will receive the requested refund or exchange.

How to administrate returns:

To process returns, log into your Magento dashboard and under Sales > RMA, select Manage RMA.


Now you will be presented with a grid of return order requests. Click any of the orders to see more about the request. On the navigation bar on the right of the page, select ‘RMA Items’. This will display the item the customer wishes to return and the resolution that they are after. To decline the return, simply select ‘Decline’ from the status dropdown menu. To approve the order, enter the no. of ‘Requested Qty’ into the ‘Authorised Qty’ field and change the status dropdown to Approved. Then click save.







Once saved, you will see a confirmation in green at the top of the page.
In the Temando tab, enter the Manage Returns option. You should now see the order in this grid with the status ‘pending’. Clicking on the order will take you into the booking view, identical to the one you would see when managing shipments. The difference here is that the pick-up address should be listed as the customer address. At the bottom of the page you will be able to view quotes for the shipment and book your preferred option. Once booked, your customer will receive an email with the consignment label to attach to the item and to wait for the carrier to collect it.

It’s that easy. Hopefully this post has been useful in demonstrating both the benefits and the practicality behind the Temando returns module. Enabling easy returns for your customers goes a long way to providing an excellent customer experience as it takes a process that is so often a nightmare and turns it into something that gives your customers confidence in your brand.


If you’d like more information about the Temando returns module please get in touch with our Solutions team

Wednesday, July 30, 2014

The Importance of Shipping






We’re always looking to future proof your fulfilment solutions and optimise your customer’s experience. This inspired us to reach out to the delegates at Online Retailer 2014 and film their responses to the challenges of shipping in commerce. We interviewed a number of industry experts and retailers and gathered some insights into how crucial shipping is to online customers and the way they see it evolving in the future.

Shipping’s impact on customer experiences

Many of the respondents saw shipping as one of the most crucial and also least understood components of the ecommerce puzzle. Part of this confusion stems from retailers assuming that the customer’s journey with the brand finishes when the package is picked up as opposed to when it’s been delivered. “For an online retailer that is your interaction with the customer…that’s when they touch the business for the first time. It’s the most important step.” This physical element of the transaction is key to delighting customers as good and bad experiences can both effect a customer’s likelihood to repeat purchase.

The Future

We heard a range of imaginative responses to the future direction of shipping. From dispatch by drones through to crowd-sourced delivery services and delayed fulfilment. A large amount of our responders also noted the growing importance of offering same-day delivery and click and collect options. This all comes back to the important point that all of our respondents acknowledged; that consumer choice and the ability to select how a package gets to you is a crucial component of building fulfilment processes for the future. Customer expectations around online retail and shipping are only becoming more demanding and the more options you can give to a customer, the more likely they are to have a positive experience and remain loyal.

Congratulations to our winner!

Thank you to all of the delegates that took part in our video competition at Online Retailer. Josh Emblin from IE Agency won 2 tickets to the Cirque Du Soleil in Sydney for his unique perspective on crowd-sourced deliveries and the significance of meeting customer expectations. Congratulations Josh!

Tuesday, July 29, 2014

Plug Into Better Shipping Part 11: Pick, Pack and Label



In our last blog entry we took a look at getting your orders out the door. This week, to truly cap off that final stage of the fulfilment process, we’re going to pay closer attention to picking, packing and labelling. By using Temando, you are able to streamline this entire process by generating pick slips, booking shipments and printing consignment labels directly from the backend of your Magento store. Temando is also able to assist in provisioning partial shipments and distributing tracking emails to your customer. Here’s a rundown on just how easy it is to pick, pack and label your orders.

This blog will be broken up into 3 parts:
  • Printing your pick slips
  • Packing and labelling
  • Advanced Pick/Packing

Printing pick slips:

Once an order has been placed by a customer it will appear in the ‘Manage Shipments’ menu located within the Temando tab on your Magento dashboard. Clicking on an individual order from this list will present the order details. Clicking ‘Pick Slip’ in the top right corner will download the pick slip for the order.



The pick slip gives details for the order such as the order number, delivery details and most importantly, the SKUs and quantity of SKUs required to fill the order.

Packing and Labelling:

Now that the order has been picked and packed into its packaging (Satchel, Box, etc.) all that is left to do is book and label the shipment. To book, simply scroll down to the bottom of the order summary page. Here will be a list of available quotes with the Cheapest and Fastest options indicated. Simply click ‘Book Quote’ to confirm the booking.



Now in the top right, a button to ‘View Consignment’ will be available. Click the button to download a pdf file with the consignment label. Simply print this off, attach it to the package and it’s ready to go.



Advanced Process:

In addition to the above processes, Temando’s Business extension for Magento removes the need to pick, pack, book and label orders individually by enabling you to print multiple pick slips at once. To do this, simply navigate to the ‘Manage Shipments’ grid and check the shipments you wish to print pick slips for. Next, click the drop-down on the right hand side and click ‘Retrieve Pick Slip’.





This will generate a single PDF document with pick slips for all of the selected orders. Then, when you’ve packed the orders you can book shipments and print consignment labels from the same dropdown menu. Once they’re labelled it’s just a matter of waiting for collection!


This edition of our Plug into better shipping blog series has hopefully demonstrated the benefits that Temando provides with regards to pick, pack and labelling. By generating pick slips and booking shipments directly from the Manage Shipments grid of your Magento dashboard, Temando removes manual entry and guesswork from the fulfilment equation. This reduces the chance for human error and can provide significant time savings to your operation.


To find out more about picking and fulfilling multiple orders with our Business extension, get in touch with our Solutions team.

Wednesday, June 25, 2014

Plug into Better Shipping Part 10: Getting Orders Out The Door




In previous blogs we’ve spoken about optimising your rules and preferences for delivery. Now that the back end has been customised, it’s time to go through what happens when customers order from you and what you need to know to get those products out the door and into your customers’ hands.

A consistent approach to fulfilment and implementing a streamlined process will ensure that you’re meeting your customers’ expectations the majority of the time. By maintaining a quick turnaround time for order fulfilment, you can ensure that you are meeting delivery deadlines and giving your customers a positive buying experience. The average delivery time for online orders in Australia is 2.8 days and understanding how to process your orders in the back end of Magento is key to ensuring you can match or better that.

Benefits:

  • Temando allows you to Book shipments, print consignment details and push tracking details to the customer
  • Full access to change order details and select different quotes
  • As there is no manual entry required to fulfil your orders, the chance of human error is minimised
  • The ability to batch process multiple orders at once


How to Process Single Bookings:
Once you’ve logged into your Magento Dashboard, navigate to the Temando tab and select ‘Manage Shipments:




Next you’ll see a list of orders that have been placed. To ship an order, simply click ‘view’ on the relevant row:



Now you’ll be presented with the order details of that specific order. Here, you are able to make any changes to the order that may be required. At the bottom of the page, the quotes generated for the order will be visible, with the fastest and cheapest options indicated in the ‘notes’ column:



Click ‘Make Booking’ next to the quote that best suits your requirements to confirm the booking. Now at the top of the page you will see confirmation that the shipment has been booked:



The orange button at the top of the order details will now read ‘View Consignment’ which you can click to download the consignment note and shipment label to print and attach to the package.


How to Process Multiple Orders:
If you are on a Temando Magento Extension Business plan you have the added ability to process multiple orders at once. In order to do so, follow the same process as above to navigate to the Manage Shipments page. When you’ve reached the page, you will be able to select your pending orders and using the dropdown menu on the right hand side of the screen, select ‘Book Shipments’:



Once you have booked the relevant orders, click ‘Retrieve Consignment Label’ to download a pdf document with the labels for all selected orders.
Now all you need to do is pack and label your packages and await pickup.


Temando in Magento also offers a range of fulfilment options for business that have larger order volumes or more specific fulfilment needs such as:

  • Alternate routing options by fulfiling from multiple warehouses
  • Manifesting for businesses that have permanent pickups in place
  • The ability to fulfil your orders from ERP and warehouse management systems 

Minimising the time from when a customer places an order through to its fulfilment is vital to surprising and delighting your customers. By providing one place to book shipments, print labels and push tracking information to your customer, Temando lets you streamline your process and get your customer their product as soon as possible.


Next week’s blog will be in a similar vein to this one, we’ll be having a look at the specifics of picking, packing and labelling your orders ready for collection. 

Wednesday, June 18, 2014

Plug Into Better Shipping Part 9: Click & Collect Configuration




Continuing on from our last post, Click & Collect which walked through the Click & Collect experience for the user, this week we show you how to configure and manage your Magento admin to offer Click & Collect on the front end. There are 3 parts to this post:

1. How to configure the basics

2. How to set up locations and zones

3. Store user experience


How do you configure the basics of Click & Collect in your Magento admin? 

1. Select Click & Collect settings from the Temando Click & Collect tab in the top nav

Select Click & Collect Settings

2. In the general information tab you will need to configure the following:
Sections to configure in the Click & Collect module

Rate Configuration: If you would like to add a price to the Click & Collect option. This value will be displayed to the customer. 
Options: Enabling 'Show Estimate Shipping on Product Page' will include Click & Collect as a delivery option among the other options you have enabled.
Store Map: Enable the store map to appear for customer selection. You can edit details such as the size, icon and name in this section.

Example of store map that is displayed to the customer when Store Map is enabled


Checkout Calender: Allows customers to select a day they would like to collect the item.
Email Template:  Customise emails to be sent to customers. We recommend the following:
  • Ready for Pickup Template used to send “Awaiting Collection” email to customers. 
  • Reminder Template used to send reminders to customers about available pickup
  • Admin Template used to send an email to the store notifying them that they have an order to be fulfilled and collected by a customer. 
Send admin email on invoice creation: The order to collect email will be sent to the store when the invoice is created. 

*You can upload the email templates in the system section of your admin, learn more. 

How do you set up locations?
Sections to configure when setting up locations

1. Select Manage Stores from the Temando Click & Collect tab in the top nav
2. Select Add New Store
3. Enter general information

Display location hours: Enable this if you would like store hours to be visible to your customers. Setting the store hours comes later in the configuration
Location note: Allows a message about the store location to be displayed to the customer.

4. Enter the new stores address and contact details
5. Zones: select the zones this store services. You can select multiple zones by using CTRL and clicking
6. Location hours: select ‘add hours’ to add a day (under name) and start and end times. Ensure you select ‘save' when your done
7. User Permissions: select which users you would like to access this locations orders. Do this by checking the radio button and clicking ‘save’

How do you set up Zones?
Zones are postcodes within a country that are supported by a Click & Collect option. Each Store needs to have at least one Zone assigned to it. 

The zone/s assigned to a store dictates the map zoom on the front-end. E.g. If postcode range 2000:2999 is supported by a store the map will zoom out to view the image of New South Wales.
We talked in depth about setting up locations and zones in our previous post here.

You need to use the same configuration method as discussed in our part 8 blog post. But this time the zones need to be created in the Click & Collect section of the Magento Admin. 

What does it look like for the store? 

1. If enabled – the store will get an email notifying that an item has been purchased from their store
2. Log into Magento admin and head to the ‘manage collections’ under Temando Click & Collect tab
3. Any pending collections will be listed with a pending status, click on the order to view the details of the order and to access the pick slip.

List of pending and collected orders

4. When the items are ready for the customer to collect select ‘ready to collect’ this will prompt a notification email
5. Need to send a reminder to the customer to collect their parcel? Go back into the order and click send email reminder
6. Once the customer has collected their parcel make sure you enter the order number and confirm collection in the backend to keep records up to date. This will change the pickup state to order collected and the process is complete.

Click & Collect is an easy and effective delivery option that your customers will appreciate being offered. 

If you would like to offer Click & Collect in your Magento store contact our team. 



Friday, June 13, 2014

Plug Into Better Shipping Part 8: Click & Collect



The digital and physical worlds have collided. Consumers expect a consistent experience across multiple touch points. Friction, real or perceived, must be removed to increase conversions and provide a customer experience with a point of difference.



Many bricks and mortar retailers are including physical store fulfilment models, this is evident in the Australian retail landscape, simply type in 'Click and Collect' into your search engine and pages will appear of retailers who have adopted this fulfilment model.

For many SME merchants this seemingly enterprise grade functionality is only available for the top end of town. Think again. Click & Collect can easily be enabled when 2 store locations are available in your Magento platform. 



BCF offer Pickup in Store



DS Click & Collect promotional page



Benefits
- No delivery costs for your business. The ability to charge what ever amount to your customer.
- Incremental conversion attribution. 
- Increased in-store foot traffic and opportunities for customer engagement.
- Multiple store capability allows the customer to select the pick-up store most convenient to them. 

What does the customer journey look like?



Points to consider 
1. Staffing – who will manage Click & Collect in-store? Nominate an eCommerce champion to look after the process flow
2. Dedicate a computer and work station for Click & Collect orders
3. If your store is smaller, notifications can be sent by email advising in-store staff that Click & Collect has been selected as a delivery option. This allows you to prioritise fulfilment ASAP.

Remember, you can easily offer these options, but you need to make sure you have the processes and technology in place to provide a seamless customer experience. Ensure you have the Click & Collect journey down pat (dry run through recommended) – so when your customer gets to your store they've had a 'surprise and delight' experience. Who knows, maybe they'll purchase that shirt they were collecting in black as well. 


Next week we will show you how to configure Click & Collect in your admin.

Want to learn more about any of the features we talk about? Contact one of our Solution Managers or visit www.temando.com.