retailCRM Documentation

Integration with CDEK

Important: For working with delivery it is necessary to set VAT rates. These rates are being specified when creating delivery type, legal entity and in the item.

CDEK integration settings

Integration settings in the system are situated in section Administration > Integration > Deliveries.

Select CDEK delivery service and let’s get closer to the settings.

Main

Let’s have a look at the main settings of CDEK integration. Don’t forget to set the mark “Activated” to activate the integration. Insert your secret code to the “Login” field. The login and the password for CDEK personal account cannot be used here. The personal account and the secret code are given by CDEK after the email request to integrator@cdek.ru.

The field «Number of receipt copies per sheet when printing the way-bill» allows to change the number of bills for printing on a single sheet of paper. The CDEK way-bill is available for group printing:

The parameter «Send item article when creating delivery» allows to transfer or not to transfer information about items articles to CDEK. If Your system has products or product offers of the same article and they can get into one order it is recommended to choose “No”.

The mark «Pass schedule for delivery/collection of dispatch» is needed to detect which side needs to coordinate delivery date and time with the recipient. From CDEK integration documentation:

 The contract with an e-shop determines who exactly (e-shop or CDEK) requests the scedule for dispatch delivery/collection from the recipient.

If the mark «Pass schedule for delivery/collection of dispatch», is set, the shop itself calls the recipient and gets approval for the delivery date and specifies it in the order, otherwise it is done by CDEK.

The mark «Hide the cities without cash on delivery» appeared here because there is a limit for the cash on delivery in some cities. If you tick this box, the cities, where you cannot order cash on delivery will not be displayed in the list of cities.

The mark «Hide item name» is useful in those cases when the customer doesn’t want any third persons to know about the parcel content. In case if the box is ticked, the names of items will not be shown in the CDEK way-bill.

The field «Delivery cost» allows to select two variants: The first Calculated automatically - in this case the cost will be sent to the system from CDEK automatically if you select the corresponding delivery and save the order. The second one is Set in system - in this case the delivery cost will need to be calculated manually or sent through the API.

The field «Payer» is specified by your scheme of work with CDEK. Possible variants:

The mark «Hide field in order card» allows to display informtion about the payer in the order card. If the box is not ticked - you can select the side in the order, if it’s ticked - the default setting is selected, that is written above.

Note: If the field “Payer” is specified as “Receiver”, you cannot change the delivery cost in the order card.

In «Add insurance cost to delivery cost (0.75%)» field you can choose whether to include insurance to delivery cost in amount of 0.75% of item cost.

Calculation example: item price is 200 USD. Insurance cost of CDEK will be 200*0.0075 = 1.5 USD independently of delivery cost.

In «Add COD commission to delivery cost» field you can choose whether to include COD commission to delivery cost. Commission amount is being specified in the next field.

Calculation example: For instance, COD commission is 2% of order sum. i.e. if item price is 200 USD and delivery cost is 12 USD, CDEK commission will be (200+12)*0.02 = 4.2 USD

In «COD commission value %» field you can specify the amount of COD commission in percentage, which are being calculated of order sum.

Totally, if item cost is 200 USD, CDEK delivery cost is 5 USD and delivery for customer is 12 USD, then CDEK net cost is 1.5 USD (insurance) + 4.2 USD (COD) + 5 USD (delivery cost) = 10.7 USD.

The last date and time of delivery statuses update, that is made once every 3 hours, is displayed in the field "The date of last delivery statuses update".

Payment types

The second tab contains a simple configuration of available payment types for CDEK delivery type. The mark in the column “Cash on delivery” means, that this payment type allows to send order with cash on delivery.

Note: cash on delivery sum can not be more than sum to pay in the order.

Warehouses

In this tab you need only to specify cities for warehouses. The important thing is that you need to select the city from short hints by first letters in the drop-down list.

Statuses correspondence

It is also possible to set correspondence of CDEK statuses with your statuses of orders, in order to change order status in the system automatically after CDEK status change.

Default values

There is a notion in CDEK called “Additional services” that can be offered to a customer. It is possible to configure in this tab the services you want to be displayed in the order card. The cost of these services doesn’t influence the total delivery sum.

«Declared value is zero by default» sets zero declared value by default.

It is possible to display default text in the field “Order comment” when selecting “CDEK” delivery type.

To insert such text you need to go to category Administration -> Integration. Select “CDEK” in the “Delivery” line. Go to “Default values” tab and insert the needed text in the field “Order comment”.

Creating CDEK delivery type

To be able to use CDEK delivery services in the order, firstly you need to create CDEK delivery type. Go to section Administration > Databooks >Delivery types and press “Add” button.

After that you need to configure the newly created delivery type:

After saving the newly created delivery type, a new tab “Cost” appears, where you can specify the cost and the net-cost by default for this delivery type. If the field “Delivery cost” in CDEK integration settings is set as "Set manually", the fields are available for editing. If “Calculated automatically by the delivery service” is selected, or the delivery integration doesn’t allow to insert the delivery cost manually, the corresponding message appears.

You can read more about delivery cost condition settings in this article.

Important: After saving the delivery type, the field “Integrate with” is no longer available for editing and cannot be changed. If current delivery is no longer used, you can deactivate it, unchecking the “Activity” box.

Work with CDEK delivery type in the order card

Let’s have a look at the order, where SDEK delivery type is selected. The fields mandatory for filling are: Shipment warehouse, Weight and Dimensions.

The field “Do not send data to delivery service” allows not to transfer data to the delivery service if it is already selected. If you check this box, all the mandatory fields become non-mandatory when registering the delivery. This functionality is useful in those cases, whenorder items are firstly made or batched and only after that the order is sent to the delivery service. Then you need to uncheck the field “Do not send data to delivery service” and fill the necessary parameters for CDEK.

The checkbox “Do not send data to delivery service” is active by default. It is needed for the case, when an order is changed in future (For example, the customer asked to postpone the delivery date).

Note: the access to this field is also open in triggers.

It is necessary to specify the city, selecting it from the hints by the first characters. Region, which this city belongs to, will be selected automatically.

The field “Dispatch number” displays CDEK dispatch number. It is filled in automatically when registering the request in the CDEK side. It is also possible to change this number manually. For it you need to press the field “Change dispatch number”.

Attention! If the dispatch number is incorrect, delivery status tracking will not work for this order.

Note: the demo-version of the system doesn’t support postal dispatch tracking.

Also, if CDEK integration settings do not have the checkbox “Hide field in the order card”, the payer needs to be selected in each order individually.

Note: If there is “Receiver” specified in the “Payer” field, you cannot change delivery cost in the order card.

After that select the delivery type.

After selecting the delivery type (for example delivery collection point) an additional information on the collection point will appear in the order card.

It is possible to specify the declared value for each item in the order; the declared value can be different from the actual item cost in the order. When clicking the sum of the declared value, opens a window that displays the declared value for each good separately. In this window you can edit the declared value.

Note that the declared value equals to the amount of goods by default (if the option “Declared value is zero by default” is not enabled).

You can also change the delivery date and time. If there is no check in the integration settings box “Pass schedule for delivery/collection of dispatch”, there will be no delivery date and time fields in the order. You can specify additional parameters in section “Additional services”, for example enclosure examination or weekend delivery.

If you need to send several parcels in one order, you can add a packing. By default the whole order is considered as one package with weight and dimensions equal to weight and dimension of entire order.

If you press the link, a window will appear, where you need to specify weight, dimensions and the item for every parcel.

You can add several packagings right here.

Note: it is possible to add a packaging for each item separately.

If “To the door” delivery was selected, it is necessary to add the exact address of the receiver.

The field “Payment type” is necessary to fill for “SDEK” delivery type. Do not forget to specify how the customer is going to pay for the purchase, otherwise an error about blank field will appear when saving.

After filling all the fields and when the checkbox “Delivery cost is set by the shop” is not active, the integration settings will get a calculated cost from CDEK in the fields “Cost” and “Net cost”.

Important: The order will not be sent to delivery service, if it is in the “Cancel” status group.

Problems that appear often

Ошибка при указании параметров 0 места

This error appears if you have specified 0 in the fields of weight and/or size of the package. You need to specify the value above zero.

There can be also an error "CDEK API error: Интернет-магазин не идентифицирован: Account=Р", meaning that login and/or password in module settings are invalid.


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Page last modified on September 06, 2018, at 11:10 AM