About the Parcel Assistant
Parcel assistant helps you to create deliveries and define shipping rates in your sales channels. It estimates how products can be packed based on their measurements and weights. After you have defined your products' and parcels' measurements, you can set up the shipping rates more accurately.
Products' delivery information
Using parcel assistant requires that delivery information (weight, measurements, packing method) is set to all of your products.
Go to the Products section.
Open the product's details by clicking its name.
Set the information (see list below) on the Shipping section.
You can choose how the product is delivered to the customer (an envelope or a box). Choose Custom, if the product needs a package of its own (it cannot be packed into the same box with other products).
Under the delivery type selection (box/envelope), you can find measurement fields where you can set measurements for packing.
The Product may be packed on top of each other switch lets you choose whether several units of the same product may be packed on top of each other.
The Product can be packed in any direction switch allows you to choose if the product can be packed in any direction.
Into the Maximum number of products field, you can set the maximum number of products in one parcel.
Activating the Parcel Assistant in the shipping method
Go to Settings > Shipping methods.
Open the shipping method where you want to use the parcel assistant.
Click Activate Parcel Assistant on the Pricing section. (If you don't see that activation link, save the shipping method's settings once by clicking Save).
The Parcel Assistant's settings
After you have activated the parcel assistant, new fields will appear on the page where you can edit the following parcel assistant settings:
The Tax class for shipping costs.
The Base price for shipping costs (later on, you will define parcels, and they can also have different prices).
The additional cost for Multi-parcel shipping.
The Free delivery limit removes the shipping costs if the limit is exceeded.
The parcels, their measurements, and shipping costs (below you can find instructions on how to add parcels).
Notice: Here are instructions for adding new parcels. If you have already defined your parcels earlier in some other shipping method, you can copy them by clicking Copy.
Start adding a new parcel by clicking Add parcel.
Next, write a name for the parcel and choose its type (envelope/box/custom). A custom package is required if some of your products can't be packed into the same box as other products. Remember also to choose the same custom type for the product in the product's shipping section. Above you can find instructions on setting up products' delivery information.
Next, define the measurements and weight of the parcel. Use the outer measurements of the parcel and also set the thickness of the packaging material. The inner measurements will then be automatically calculated based on them.
Into the Weight on empty field, set the weight of the package itself. Parcel assistant will use that weight when it calculates the total weight of the shipment.
Into the Maximum weight field, set the maximum weight of products packed into that parcel. If the maximum weight is exceeded, the assistant will use another parcel or create several parcels.
The last stage of adding a parcel is to set the prices for it. You can set a base price for the parcel into the Base price field. If the weight affects the shipping costs, click Add. It will add a new row below where you can define a minimum weight and the price. You can add as many weight classes to the parcel as you need. Keep in mind that all the prices will be added to the shipping method's base price you defined earlier.
After you have set the prices, click Confirm. Now the parcel is created. Remember to save also the shipping method's settings by clicking Save.
It's good to add all the parcels you are using for your shipments. The parcel assistant can then consider all the different factors that might affect the way products are packed, and the shipping rates will be as accurate as they can be.