Set up the AntsRoute module for WooCommerce

AntsRoute module for WooCommerce is available for online shop wishing to organise their deliveries themselves or for carriers who make deliveries for one or more online sales site(s). Setting up the AntsRoute module for WooCommerce is quick and easy. Just follow these few steps:

Step 1: Upload the AntsRoute plugin on WordPress

1. Retrieve the .zip file of this plugin to import on WordPress.
Note: To discover this integration during your trial period, you can download the .zip file here or contact the support team by email at support@antsroute.com or by phone at +33 (0)3 72 74 49 71.

 

2. Log in to your WordPress account.
3. Go to ‘Plugins‘ > ‘Add New‘.
4. Click on the ‘Upload Plugin‘ button located at the top of the window.

5. Click on the ‘Choose file‘ button and select the file (.zip format) to upload from the computer.
6. Once the file name is displayed, click on the ‘Install Now‘ button.
7. Click on the blue ‘Activate‘ button.

Step 2: Create the ‘Number’ and ‘Weight’ capacities on AntsRoute

These capacities will allow you to manage the quantities (number of packages and weight) that each vehicle can carry during a route.

First capacity: ‘Number’

1. Login to your AntsRoute account.
2. Go to the ‘Settings‘ module.
3. Click on the ‘Capacities‘ tab.
4. Click on the ‘Add‘ button located at the top right of the window.
5. Fill in the first capacity: Number (Name) / Unit (Unit) / Optional (Validation mode).
6. Click on the ‘Save‘ button.

Second capacity: ‘Weight’

1. Click a second time on the button ‘Add‘.
2. Fill in the second capacity: Weight (Name) / Kg (Unit) / Optional (Validation mode).
3. Click on the ‘Save‘ button.

Step 3: Determine the capacities of vehicles

1. Go to the ‘Resources‘ module.
2. Click on the ‘Vehicles‘ tab.
3. For the first vehicle, click on ‘…‘ and ‘Edit‘.

4. In ‘Capacities’, determine the quantities ‘Number’ and ‘Weight’ that can be carried by the vehicle.
5. Click on the ‘Save‘ button.
6. Click on the ‘Confirm‘ button.
7. Repeat these steps for each vehicle.

Step 4: Create the ‘Description’, ‘Price’ and ‘Reference’ extra fields on AntsRoute

Create a new category

Categories allow you to group custom fields to make information easier to read. For example, a category ‘Custom fields’ or ‘WooCommerce fields’.

1. Go to the ‘Settings‘ module.
2. Click on the ‘Custom fields‘ tab.
3. Click on the ‘Order/appointment‘ tab.
4. Click on the ‘Create a category‘ located at the top right of the window.
5. Define a name for this category and click on the’Save‘ button.

First custom field: ‘Price’

1. Make sure you are in the ‘Order/appointment‘ tab.
2. Click on the button ‘Create a field‘ located at the top right of the window.
3. Fill in the first field: Price (Name) / When scheduling order (Input) / Text type (Field type).
4. Click on the ‘Save‘ button.

Second custom field: ‘Description’

1. Make sure you are in ‘Order/appointment‘ tab.
2. Click on the button ‘Create a field‘ located at the top right of the window.
3. Fill in the second field: Description (Name) / When scheduling order (Input) / Text ype (Field type).
4. Click on the ‘Save‘ button.

Third custom field: ‘Reference’

1. Make sure you are in ‘Order/appointment‘ tab.
2. Click on the button ‘Create a field‘ located at the top right of the window.
3. Fill in the second field: Reference (Name) / When scheduling order (Input) / Text ype (Field type).
4. Click on the ‘Save‘ button.

Step 5: Get an AntsRoute API key

1. Click on the ‘API key‘ tab from your AntsRoute account.
2. Click on the button ‘Add‘ located at the top right of the window.
3. Select the site for which create an API key.
4. Click on the button ‘Create‘.

Note: Copy the API key that has just been generated and paste it in a secure document as it will be required later when setting up the plugin in WordPress. If you lose the AntsRoute API key, you can generate a new one at any time

 

5. Click on the button ‘Continue‘.

Step 6: Set up the AntsRoute module on WordPress

1. Log in to your WordPress account.
2. Go to ‘WooCommerce‘ > ‘Settings‘.
3. Click on the AntsRoute tab located at the top of the window.

SET UP THE GENERAL SETTINGS

1. Click on ‘General settings‘.
2. Choose the ‘Carrier‘.
3. Select the ‘Delivery Trigger‘ among the options.
Note : This is the WooCommerce action that triggers a delivery. For example, ‘pending payment’. As soon as this action is ‘validated’ on WooCommerce, the delivery is scheduled on AntsRoute.

 

4. Select the ‘Cancel Trigger‘ among the options.
Note : This is the WooCommerce action that triggers a delivery cancellation. For example, ‘failed’. When this action is “validated” on WooCommerce, the delivery is cancelled on AntsRoute.

 

5. Paste the ‘API Key’ created on AntsRoute during the previous step.
6. Determine the tab from which the deliveries are scheduled (‘Add in order‘) : ‘In the intervention basket’ or ‘In the module organize’.
7. Click on the ‘Save changes‘ button in the bottom left-hand corner of the window.

SET UP THE DELIVERY SETTINGS

1. Click on ‘Delivery settings‘.
2. Define the ‘Delivery deadline‘, i.e. the number of working days between the order date and delivery date.
Note: The deadlines are expressed in working days with D corresponding to the day of the order.

 

3. Define the ‘Delivery time slots‘.
Note: Check the boxes corresponding to the days for which you want to deliver to your customers. Indicate the “start” and “end” time for deliveries. For example, 08:00 – 17:00. When assigning deliveries to your drivers, AntsRoute will also take into account their working hours and breaks.

 

4. Define the ‘Delivery time‘ in minutes.
Note: Time needed to unload the goods from the vehicle and hand them over to the customer.

 

5. Click on the blue ‘Save changes‘ button in the bottom left-hand corner.

Step 7: Activate the pick-up and delivery (optional)

For companies whose deliverymen carry out several returns to the depot during their routes to reload the vehicle, it is necessary to activate the ‘Pick-up & Delivery’ features.

ACTIVATE THE FEATURE ON ANTSROUTE

1. Login to your AntsRoute account.
2. Go to the ‘Settings‘ module.
3. Click on the ‘Site settings‘ tab in the sidebar.
4. In ‘General settings‘, check the ‘Enable pickup & delivery mode‘ box.
5. Click on the blue ‘Save‘ button.

ACTIVATE THE FEATURE ON WORDPRESS

1. Go to ‘WooCommerce‘ > ‘Settings‘ > ‘AntsRoute‘ > ‘Pick-up & Delivery‘.
2. ‘Enable pick-up & delivery‘ by selecting ‘Yes‘.
3. Determine the ‘Warehouse name‘.
Note: The warehouse is the place where the goods are loaded.

 

4. Determine the ‘Warehouse address‘.
5. Determine the ‘Loading time‘.
Note: The loading time is the time necessary to load the goods into the vehicles.

 

6. Determine the ‘Loading slot‘.
Note: The loading slot is the same for each day of the week.

 

7. Click on the blue ‘Save changes’ button located in the bottom left-hand corner.