Before you can process your orders, you'll need to set up your account on the settings page.
Company address - Set up and manage your company and return addresses
Trading names - Set up and manage trading names if you trade as multiple brands
Address book - Set up and manage your address book
User management - Create and manage new users on your Click & Drop account
There are a number of other functions available in the 'Settings' page:
- Channels and Stores -If you use a marketplace or store, you can connect it to Click & Drop and your orders will download automatically
- Templates - Select the label template you'd like to use for your orders
- Services and carriers - See details of your Royal Mail shipping services and set up your favourites to make applying postage quicker
- Shipping rules - Set up and manage shipping rules to automatically apply postage to your orders
Once you've completed your Settings, you're ready to start creating orders.
How to add your company address
To start using Click & Drop, you must enter your company details first, including your main company address and return address. Watch our how-to video to find out how.
How to add trading names to Click & Drop- What they are, why they're important and how to manage your trading names in Click & Drop.
Trading names are a crucial part of any business operation. Below we detail how and why they are important within the Click & Drop environment.
A trading name is effectively the brand under which your store operates.
Why they're important
All Click & Drop users are required to have at least one trading name. You'll be prompted to enter this before labels can be generated and packages can be despatched.
Trading names are important because they provide your customers with:
- an identifying name for your store
- a trading address, detailing where your business operates from
- a return address, so customers can return damaged or unwanted goods
- customer service contact information (this is optional).
While multiple trading names can be created, it's only possible to have one instance within any given channel. (It's possible, however, to use the same trading name across both the .com and .co.uk variants of a channel.)
Howto manage your trading name
If you're an administrator, you can add and manage trading names through Click & Drop's my account section. It's possible to delete a trading name, but only if it's not associated with a store.
Please note: Editing the details of any trading name will affect all stores associated with that name.
Learn how to add or manage your trading names with our how-to video
How to manage your Click & Drop profile and marketing preferences- change your primary user or password, chooseif and how you receive news and offers from us.
To manage your Click & Drop account, click 'My account' from any page within Click & Drop. You will be presented with several tiles. Click on each to be directed to further settings and options.
My Profile
This setting allows you to change the name of the primary user associated with the account. the primary user is the email address that created your Click & Drop account.
Additionally, for OBA customers, your OBA account number and posting location number details will be displayed here for reference. If you have made any changes, click the 'Update' button to continue.
Security
This setting allows you to change your user password. Enter your current password, then your new password, and click the 'Update' button to continue.
Privacy
This setting allows control over your marketing preferences and your account data.
Use the check boxes to decide if you wish to be contacted by Royal Mail with marketing information, news, and offers.
If you select 'Yes', please select the methods of contact you prefer.
When you are ready, click on the 'Save' button in the lower right hand corner of the page.
Setting up and usingyour Address Book in Click & Drop
The Address book functionality in Click & Drop allows you to set up and manage customer address data and create a manual order. Our simple to use guide gives easy to follow step-by-step instructions.
Setting up your Address Book in Click and Drop
Click & Drop User management- includes the difference between Administrator & Standard users, how to tell which type you are and how to add and edit users on your Click & Drop account.
In Click & Drop there are 2 levels of user access, Administrator and Standard user.
Administrators
When you register an account with Click & Drop, you'll automatically be set as the administrator. This means you have full access to all areas and functions, including:
- adding other users to the account
- editing their profiles
- deleting them when necessary.
All of these actions can be easily undertaken within the 'Settings' area of Click & Drop.
Standard users
Standard users will still be able to view and proc ess orders, but will not be able to access any of the account settings.
How to tell if you're an administrator or standard user
The easiest way to identify whether you are an administrator or standard user is to check if your Click & Drop screen contains a 'Settings' link in the top right-hand corner of the screen. If there is a 'Settings' link then you are an administrator, if there isnt, you are a Standard user.
How to add and edit users on your Click & Drop account
Watch our short how-to video to learn how to add and manage users in Click & Drop.
Everything you need to know about store and channel settings
Before you can start processing your customers' orders, you'll first need to connect your stores to Click & Drop. We've broken down the key parts of this process below.
Creating a new store
If you're an administrator, you can set up and manage stores via the channels and stores area in Click & Drop's user settings. New stores can be added at any time by selecting the add store function within the respective channel.
Currently, the marketplaces that you can integrate Click & Drop with are: Shopify, Magento, BigCommerce, Amazon eBay, Not On The High Street and WooCommerce.
There are two basic steps to creating a new store:
- Entering your store's details, including selecting a trading name and other channel-dependent options
- Connecting the store to its parent channel
Please note: All store names must be tied to a trading name from your account. Learn more about trading names.
Connecting your store to a channel
In order to download your customers' order information, you'll need to connect your store to its parent channel.
Each channel's connection process is slightly different, however, the basic connection process will ask you to:
- visit the parent channel
- authenticate the channel by using your login details for that channel
- allow the Storefeeder app access to orders placed through the channel.
Once you've completed these steps, you're ready to go. Please keep in mind, however, that not all channels allow an indefinite connection - so you may be asked to reconnect your store again at a later date. SeeConnect your channels and/or import files for easy to use guides and how to videos.
Disconnecting or deleting a store
If at any point you need to disconnect your store from a channel, you can do so manually via the store settings area of the site. Disconnecting allows a store to remain visible within the Click & Drop app, but removes the ability to download any orders that have been placed.
It's also possible to delete a store from your account. While taking this action will disconnect and remove the store from your Click & Drop list, it will not remove it from the audit trail. This means you'll still be able to see all of the actions and orders relating to the store within your reports.
If you're unsure about the connection status of your store, simply check the channels and stores landing screen for a full summary of all stores tied to your account.
Other store actions
Some stores may allow you to access other settings, giving you additional control over certain store behaviours and how its orders are downloaded. This can include:
- Downloading unpaid orders
- Downloading channel messages into Click & Drop's messaging area
- Downloading channel shipping details
- Marking the order status as despatched within a channel (when this action is taken on Click & Drop)
For a full list of additional settings available to users, please check with your store's parent channel.
How to create favourite shipping services
With Click & Drop, it's easy to see your shipping services and configure your favourites. Watch our how-to video to find out more.
Shipping rules- Creating shipping rules will save you time and effort when you're applying postage to an order. Find out what they do, what they mean when you process an order and how to create and test your shipping rules
What shipping rules do
Shipping rules automatically apply a shipping service to an order based on specific details that you create. For example:, for any orders being sent to a particular international country e.g Cyprus, you can create a shipping rule to automatically apply a particular service, for example Royal Mail International Tracked.
Shipping rules can be based on the following order details:
- Which store the order was placed in
- Service chosen on the store
- Customer shipping region/destination
- Total value of the order
- Shipping cost paid by the customer
What shipping rules mean when processing an order
If a new order meets the criteria of one of your shipping rules, the selected shipping service is automatically applied. This means that when you begin to apply postage, you'll only need to provide any other missing information, such as the package's weight or size, unless you are using shipping rules in conjunction with Products.
Once all the details are completed and the shipping service is confirmed as valid, the order status will update to postage applied.
Please note: Only one service can be applied to a rule.
Adding shipping rules
Our simple to use guide gives easy to follow step-by-step instructions.
How to test your shipping rules
In Click & Drop, once you have created your shipping rules, you can test your orders to see which of your shipping rules would apply postage to that order.
Our simple to use guide gives easy to follow step-by-step instructions.
Testing shipping rules in Click and Drop
Setting up your printer
While we can't provide technical support on printer settings, you can find guides below that may help you set up your printer. If you encounter any issues, you will need to liaise with your printer manufacturer.
Printer installation guide for Mac OSX 10.10
Printer installation guide for Zebra LP2844/GK420D- updated October 2017
