How to integrate and ship order with BlueEx

TABLE OF CONTENTS

• Overview
• How to integrate your BlueEx COD account?
• How to Ship an Order with BlueEx?
  
  

Overview

Courier integration in Asaan Retail helps you automate your order fulfillment process and push delivery status to your Shopify or WooCommerce marketplace (if Order Status Sync is enabled). By integrating courier service with your Asaan Retail platform, you can ensure smooth and hassle-free sales cycles without manually changing the order status in Asaan Retail or different sales fronts.

Some of the significant features and use cases of integrating courier with your Asaan Retail account include:

• Keep order statuses synced on Shopify or Woocommerce stores.
• Send SMS and email updates of order status to customers.
• Reconcile payments and finances with the courier.
• Track order status
• Bulk booking with Couriers
• Print shipping labels & invoices in bulk

In this article we will cover:

• How to integrate your BlueEx COD account?
• How to Ship an Order with BlueEx

How to integrate your BlueEx COD account?

Step-1: Log in to the Asaan Retail portal.

Step-2: Hover your cursor to the flyout menu on the left and click the settings icon (3rd from the bottom).

Or you can access settings by typing Settings in the search bar on the top.

Step 3: In the new window, click on the Integrations tab.

Step 4: Scroll down and find the BlueEx courier panel. Click on the BlueEx courier panel.

Step 5: In the pop-up window, enter your:

• Name - Mandatory
• Email - Optional
• Mobile no - Optional
• Landline no - Optional
• Address - Optional 
• API Details (Account Details)
  • Username - Mandatory
  • Password - Mandatory

Step 6: After adding all your details and API attributes, click on Test Connection.
Note: You can get your API password from your BlueEx sales person (the person that was assigned to you by BlueEx courier when you were opening your COD account).

Step 7: If the connection establishes successfully, click on the Save button.

Your BlueEx COD account will be integrated successfully.

How to Ship an Order with BlueEx?

Step 1: Create a sales order and update its delivery status to RTS.

(Learn how to create sales order in Asaan Retail)

Step 2: Select the order(s) and click on the “Bulk Actions” button on the right. Then, click on “Book with the courier” from the drop-down menu.

Step 3: In the pop-up window, choose the courier using the name you saved as your courier account. Then, click “Book”.

Your order will be booked with the courier.

Note: If it fails to book couriers successfully, check the notification bar and download the report to identify the error(s). Fix the error(s) as directed (such as missing shipping data, missing parcel/product(s) weight, the order in the pending state, etc).

Step 4: Complete the sales order lifecycle manually or Sync with the courier.

You also book the order with a courier individually by clicking on the order number > Courier tab > Select the courier > click the ‘Select’ button.

Fill in the Shipment Details (Consignee Details and Parcel Details):

Fill in the ‘Consignee Phone Number’, ‘Consignee Email’ and other details under Consignee Details. If not available, enter ‘N/A’.

Fill in the ‘Weight (KG)’, ‘Service Type’, and ‘COD Amount’ under Parcel Details. If not available, enter ‘N/A’.

On successful booking, you will be assigned ‘Tracking ID’:

The booked order can be viewed on the Dashboard on Blue-Ex Booking App (https://beta.blue-ex.com/dashboard)

You can also check the current status of the shipment and cancel the booking by clicking on the order number > Courier tab. For instance:

Learn more about how to cancel orders in Asaan Retail