Shiptheory settings
After you have connected your Shiptheory integration to Cin7 Core, you can customize how Cin7 Core and Shiptheory interact. You can decide if you want to export your sales order to Shiptheory or generate the labels in Core. There are many settings that control how you will print labels, when and how you will export data to Shiptheory, and even more!
You can find the Shiptheory settings in your Shiptheory integration Setup tab.
Prerequisites
Shipping Services → Shiptheory user permission enabled to access the integration settings.
If you have multiple shipping services, select Set default to make Shiptheory your primary. Label printing will be done through Shiptheory.
Shipping service settings
Integrate with Shiptheory
Decide how you want your Shiptheory integration to connect to Cin7 Core.
Export sale orders to Shiptheory
Print shipping labels and fulfill orders in Shiptheory. Cin7 Core will automatically export all orders (including ecommerce orders) to Shiptheory. Shiptheory will then sync shipping information and stock movements back into Cin7 Core. You must manually approve exported orders from Cin7 Core in Shiptheory.
We recommend this if you are using ecommerce integrations with Cin7 CoreGenerate shipping labels in Cin7 Core
Print shipping labels and fulfill orders in Cin7 Core. You can decide to fulfill the order in Cin7 Core or export it to Shiptheory for fulfillment. The shipment information is then synced with Shiptheory to generate shipping labels. You can then print those Shiptheory shipping labels from Cin7.
Send notification on shipping label generation
This setting will appear if you select Generate shipping labels in Cin7 Core. Enable to trigger an internal notification on the generation of a shipping label.
Currency in Shiptheory
This sets the currency to be used in Shiptheory. This must match the Base currency in your Cin7 CoreGeneral settings.
Use as document number
Orders are passed from Cin7 Core to Shiptheory with a reference number which is printed on Shiptheory shipping labels. Select whether to use invoice number or sale order number as the reference number.
Submit recipient TAX number
When enabled, the recipient for the parcel (often the customer) will have their tax number sent to Shiptheory. If you have this disabled, Shiptheory will not receive the tax number.
Print shipping labels
Enable this to print shipping labels with Shiptheory.
Preferred carriers/services
This searchable dropdown field lists all available carriers and services passed from Shiptheory to Cin7 Core. Select a carrier from this list to add it as a preferred carrier. Simply press X to remove a preferred carrier from the list. When selecting a carrier for shipping, preferred carriers will be displayed first.
Export for sale order setup
These settings appear if you select Export Sale Orders to Shiptheory for the Integrate with Shiptheory setting.
Export sales fulfilled externally
This setting controls whether Cin7 Core should export Amazon sales fulfilled via FBA to Shiptheory. This only affects FBA sales fulfilled through Cin7 Core's native integration with Amazon FBA - sales fulfilled through Amazon FBA NOT integrated with Cin7 Core will not be affected.
Capture ship to company as
When labels are printed in Shiptheory, Ship to Company and Ship to Contact are passed with the sale order. If Ship to Company is left blank, you can:
Leave blank when when Ship to Company is not specified: The field is left blank on the Shiptheory shipping label when Ship to Company is not specified.
Use customer name when ship to company not specified: Customer name is printed on Shiptheory shipping label when Ship to Company is not specified.
Sale order export filter
Sale orders can be excluded from export to Shiptheory. This is configured from the Setup tab. Sale orders excluded from export will be added to the Shipment log with status Skipped.
The following Parameters can be used to filter sale order fields:
Sales channel
Reference
Sales representative
Comments
Invoice memo
Carrier
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Ship To
Contact
Company
City
State
Postal Code
Country (Two-letter country code - e.g. United States = US)
E-mail
Phone
Enter an alphanumeric string into the Value field to filter the selected fields. Condition (Equals, Contains, Not Contain, Empty, Not Empty) selects how the filter is applied to the value.
There is no limitation to the number of filters. Multiple filters are applied by the Join (And or Or) selected by the user. And will join groups of filter and Or will differentiate between groups of filters.
Example 1: We have the filters set up as follows:
Country / Equals / US / And
Customer / Equals / John / Or
Customer / Equals / Peter
This will exclude all orders being shipped to the US, with either John or Peter as a customer.
Example 2: We have the filters set up as follows:
Country / Equals / US / And
Customer / Equals / John / Or
Customer / Equals / Peter / And
Company Name / Equals / ABC
This will exclude all orders being shipped to the US with John as a customer, and all orders being shipped to the US with Peter as a customer where company name is ABC.
Notifications
Notifications can be sent either via email or internally when sale order export succeeds, sale order export fails, or when an exported order has shipped. This is configured from the Setup tab.
You can decide how you want to notify recipients for successful order exports, failed order exports, or shipping of an exported order. You can either:
Select a mailing list to send a notification by email to the users on the list. Notification emails will include a list of orders, and also a .csv file attached with the order list.
Enable Internal notification to send an internal notification to all members of your organisation via the internal notifications dialog. Internal notifications include a link to a list of all included orders.
Disconnect from Shiptheory
If you stop using Shiptheory, it is easy to disable the integration. Go to Integrations → Shiptheory, click Disconnect to disconnect Shiptheory from Cin7 Core.