With the shipping method Post.CH you can connect Xentral to the interface of the Swiss mail. This way, you can conveniently process shipments to Switzerland and create shipping labels for the Swiss mail directly in Xentral.
If you are not yet a Swiss mail customer and are interested in the various services offered by this shipping service provider, please check the official Post.CH homepage first.
The shipping method Post.CH in Xentral offers you the following features:
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Using the Cash on delivery service
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Selecting the desired shipping product in the shipping method settings
To use Post.CH as a shipping method in Xentral, you first create a new shipping method. Then, you activate it with your existing contract data from Post.CH. It only takes a few minutes and a few steps to be able to ship your first products with Post.CH!
Important
You need specific credentials to connect Post.CH to Xentral. Ask your Post.CH account manager for the user name, the password, the so-called Frankierlizenz and the debtor number for the SOAP webservice.
Proceed as described below to set up the shipping method Post.CH in Xentral and carry out the necessary settings.
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Use the Smart Search to search for Shipping methods,
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Click on + NEW in the upper right corner.
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Click on Post.CH.
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Carry out the settings as described in the table below.
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Click on Save.
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Setting |
Explanation |
|---|---|
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Designation |
Enter a name for the shipping method that will later be displayed in Xentral during order processing. The designation is only visible to you and your employees. Make sure that each designation exists only once in Xentral so that the shipping method can always be uniquely identified. |
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Type |
This is an internal field label that is required for mapping to your online stores and other sales platforms. ImportantDo not change this type! |
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Module |
Select the correct module from the drop-down menu. The module name must be identical to the name of the shipping method that you are currently setting up. |
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Project |
Optional: Assign a project. This assignment is required if you want to limit the shipping method to a specific sales channel or project (for example, a specific branch office). Leave the field empty in case the shipping method should be used across all projects. |
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Active |
Activate this option after you have carried all the necessary settings for the shipping method. NoteYou can deactivate shipping methods that are no longer in use later. Note, however, that deactivated shipping methods will only be displayed in receipts that have already been created. In newly created receipts and in user interfaces such as the sales order overview or in the customer data, a deactivated shipping method is no longer available for selection. You can also delete shipping methods. However, this will also delete the shipping history. Therefore, you should only delete incorrectly created shipping methods that you have not used productively. |
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No postage check |
You can use this option to deactivate the postage check in the sales order. If the postage check remains active, a red sales order traffic light icon will be displayed in case no postage item is included in the sales order. This prevents the postage item from being forgotten during manual order creation. Consider whether you want to activate or deactivate this option based on your own workflows and how you work with Xentral. If you typically create many orders manually in Xentral, it may be useful not to activate this option, so that the postage is always reliably included in the sales order, especially for high-priced products or international shipments. |
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Printer shipping label |
Select the printer you want to use by default for the shipping labels from the drop-down menu. Note that only printers that you have already set up in Xentral can be selected here. Depending on how and where the shipping process is handled in your company, you can select exactly the printer you need here - whether directly at your desk or at the packing table in the warehouse. |
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Printer export |
Only relevant for international shipping: From the drop-down menu, select the printer that should be used for customs documents (CN23) by default. |
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Shipping email to buyer |
Determine rules regarding the way shipping notifications should be sent to your customers by email as soon as the shipment is on its way. The following three options are available: Default behavior: The existing logistics settings from the project are used. You can carry out these settings in the Settings > Basic Settings > Projects > Open Project > Tab: Settings > Tab: Logistics / Shipping menu. In the Stage 1 (Pick/Order Picking) and Stage 2 (Pack) sections, you can activate the check boxes named Email to inform your customers about the status of sales order processing. No shipping mail: No shipping information will be sent by email for this shipping method. Custom text template: For this shipping method, the selected text template will be sent via email. You need to create this template in advance in the Settings > Basic Settings > Receipts > Text templates menu. Then select the desired template from the Text template drop-down menu. This selection will not use the project’s logistics settings for this shipping method. |
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Deliveries supported |
When setting up the shipping method, this option is activated by default. Once you have carried out all the other necessary settings and set the shipping method to Active, you can select the shipping method in sales orders, delivery notes and in the dispatch center. |
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Returns supported |
Activate this option to allow the creation of returns for sales orders originally created using this shipping method. |
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Preferred return shipping method |
Select a preferred shipping method for returns. If you create a return for a sales order in Xentral with the present shipping method, the shipping method selected here is automatically preselected in the return order. This setting is only relevant in cases of manual return creation. |
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User name |
Enter the user name for your account to the Post.CH SOAP webservice. |
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Password |
Enter the password for your account to the Post.CH SOAP webservice. |
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Frankierlizenz |
Enter the so-called Frankierlizenz for Post.CH. |
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Debtor number |
Enter your debtor number for Post.CH. |
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Sender contact person / Street / City / ZIP code |
Enter your company name in the Sender contact person field and enter your company's address details in the remaining fields. The information you provide here will appear as the sender address on your shipping labels. CautionThe field Sender contact person must not contain more than 25 characters. Otherwise, the shipping label cannot be printed. |
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Sender country |
Enter the ISO country code for the country you are shipping from. For Germany, the correct ISO code is DE. |
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Product |
Select the shipping product that you have booked with Post.CH that you want to use with this shipping method. ImportantBefore making a selection here, make sure that you have booked the desired product as part of your contract with Post.CH. Otherwise, errors will occur when creating the shipping label. In case you want to select the desired product during shipping label creation, select the option Im Paketmarkendialog auswählbar. |
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Format |
Select the size in which your shipping labels should be printed from the drop-down menu. The options A5, A6, A7 and FE are available, with A5 being the usual default size for most use cases. |
Once you have carried out all the settings as described above, you can test the shipping label printing in the dispatch center or in an individual delivery note. To do so, proceed as follows.
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Click on the pencil icon on the right to open a delivery note in the Delivery note module.
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Open the Details tab.
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Scroll down until you reach the Delivery note section.
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Select the Post.CH shipping method from the Shipping method drop-down menu.
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Click on Save.
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Open the Shipping label tab of the delivery note.
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Click on Print shipping label.
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Download the shipping label. Now, you can open it and check for any errors.
This is a sample Post.CH shipping label:
After your test print is complete, you can cancel the parcel label in the Post.CH Business Customer Portal.