What is Click & Drop on Demand?

Click & Drop on Demand is designed to replace the functionality of Despatch Manager Online On Demand, and will provide a variety of options on how to use Click & Drop's Scan & Print, Royal Mail Print Assist, and Dropbox integration functionality. It allows you to process your postage labels almost instantly without having to type anything on screen. 

 

What are the advantages of Click & Drop?

Click & Drop's features allow you to:

  • Use spreadsheets generated by your own systems - no file conversion needed.
  • Fulfil your customers' orders from multiple workstations, and send your labels to any printer you choose.
  • Scan your own paperwork, or Click & Drop's own despatch notes, to print your labels as you need them.
  • Instantly record tracking numbers for each consignment
  • Generate an end of day report of all your despatched orders containing dates, tracking numbers, packaging sizes, and customer details.
  • Edit and manage your orders with ease.

 If you have not already done so, you will first need to integrate your Dropbox account with Click & Drop. For more information, please see this guide: How to Import orders with your Dropbox account.

 

How does it work?

Click & Drop allows you to import your customer and product details and generate you postage labels quickly and easily by following the steps below:

  1. Create a spreadsheet containing your customer, order, and postage details.
  2. Drop your spreadsheet into a Click & Drop folder in your Dropbox account.
  3. Your customer details will be converted into Orders within Click & Drop.
  4. Your labels will be automatically sent to your printer by our Royal Mail Print Assist software.

 

What file formats does Click & Drop produce?

Click & Drop labels are produced in .PDF file format

Click & Drop reports are produced in .CSV spreadsheet format

Please note that our CSV files are designed to be easily converted into your preferred format if you choose. 

 

Contents

1. How to set up your printers

2. How to configure Dropbox and set up your workstations

Then choose one or more of the following options:

a) How to scan your despatch notes and trigger label printing from Click & Drop

b) How to trigger label printing from your own system

 

1: How to set up your printers

Royal Mail Print Assist is an optional feature that allows automatic printing of labels within Click & Drop. If you have Print Assist configured, labels will print to your designated printer within seconds after each label is generated.

To install and configure Royal Mail Print Assist, please see this guide: How to connect Royal Mail Print Assist

Please note that you do not need to install Royal Mail Print Assist in order to access Click & Drop's other features.

 

2: How to configure Dropbox and set up your workstations

If you operate from more than one computer or device, you can set up multiple workstations with different printers connected. Your settings for each computer or device will be remembered so that no matter where you are logged on, your labels will always be sent to the correct printer.

Please note that you will need to install Royal Mail Print Assist on each of your workstations. To install and configure Royal Mail Print Assist, please see this guide: How to connect Royal Mail Print Assist.

 

To begin, click the 'Settings' link within Click & Drop to open up your 'Settings /Overview' menu. From the options, select 'Channels and stores'. 

Next, click anywhere within your Dropbox integration to expand the data. You will be presented with several options:

Configure_Printers.png

Trading name: Select your trading name from the drop down box. This is the trading name that will appear on your labels. 

Integration name: This is the name given to your Dropbox integration and is for your own reference. 

Order per printout limit: Use this option to impose a limit on how many labels can be printed at once.

Print labels automatically after import: If you have Royal Mail Print Assist installed, check this option to print your labels automatically once your orders have been imported. 

Upload labels to Dropbox: Check this option if you would like your generated labels to be saved to your Dropbox folder. This allows labels to be generated at one workstation, and printed at another. 

Ensure you have checked the 'Print labels automatically after import' option, and the 'Configure printers' button will become available to click. 

Once you have clicked the button, a new window will appear with previews of your labels and/or documents.

If you wish to change your label template, please see this guide: Choosing your label template.

Configureworkstations.png

To configure a workstation, click the 'Add workstation' button.

From the drop down menus, select the workstation you are currently on, and the particular printer you would like to use for each type of label/document:

Workstationconfigured.png

Click the 'Save' button when ready.

To configure a different workstation, log into Click & Drop on that particular workstation, click the 'Add workstation' button again, and repeat the process.

Important note: Every time you configure a new workstation, a new folder will be created for that particular workstation within the Click & Drop folder in Dropbox.

Whenever you would drop your spreadsheet into the Dropbox, please ensure you instead drop it into the correct workstation folder

 

a) How to scan your despatch notes and trigger label printing from Click & Drop

In order to scan your documents and print your labels automatically from Click & Drop, you will need to ensure that you have configured both Dropbox, and Royal Mail Print Assist in your Click & Drop Account. 

For every order you have imported, Click & Drop allows you to print despatch notes which show both the products the order contains, the packaging type required, and the recipient. These despatch notes also contain barcodes that can be scanned with the Scan & Print feature, as explained below.

To install and configure Royal Mail Print Assist, please see this guide: How to connect Royal Mail Print Assist

 

How to generate despatch notes

Once you have imported your orders via Dropbox, you will need to apply a postage service to them. This can be done manually, or automatically by using shipping rules. For more information on shipping rules, please see this guide: How to create shipping rules.

From your 'Orders overview' page, select all of the orders in 'Postage applied' status that you would like to generate the despatch notes for. From the drop down menu, select 'Generate despatch notes', and click the 'Go' button, as shown below:

3.png

Your despatch note will be generated as a .pdf format file. An example despatch note is shown below:

4.png

 

How to scan your barcodes 

The next step is to hover over the 'Orders' link within Click & Drop, and from the drop down menu, click 'Scan & print'.

5.png

You will be taken to the 'Scan & print' page. From here, simply scan the barcodes on your despatch notes and the order number will be entered into the field.

If you do have Royal Mail Print Assist configured, the label will print instantly.

For more information on the Scan & Print feature, please see this guide: Scan & Print.

6.png

 

How to view your despatched order report

After your labels have been generated, a new CSV format spreadsheet will have been added to the 'Results' folder within the Click & Drop folder in your Dropbox account.

If you have configured separate workstations, each workstation will have its own folder within the 'Results' folder.

This document will display full details of your imported and printed orders.

orderreport.png

 

b) How to trigger label printing from your own system

No matter which processes, methods, or technologies you use to get your order data, it is easy to trigger the printing of your labels. Before you begin, please ensure that you have:

  • Configured your workstations in Dropbox (See step 2 above)
  • Installed and configured Royal Mail Print Assist.

Once your data has been collected and you are ready to begin shipping your letters or parcels, simply place the file in the Click & Drop folder within your Dropbox account. 

Alternatively, if you have configured multiple workstations, drop your file in the folder of the particular workstation that you would like the labels to be printed from. 

Workstations_configured.png

In our example, there are three different workstations configured inside the Click & Drop folder. Either manually drop, or arrange for your system to transfer your order data spreadsheet into the correct folder. 

 

Labels will only print automatically if the orders are in 'Postage applied' status. There are multiple ways to ensure your orders import in the correct status.

a) Include and map serviceweight, and package size fields in your spreadsheets - so orders that import into Click & Drop are automatically assigned

For more information, please see this guide: How to import orders with your Dropbox account.

b) Design shipping rules to automatically apply postage to your new orders.

For more information, please see this guide: How to create shipping rules.

 

How to view your despatched order report

After your labels have been generated, a new CSV format spreadsheet will have been added to the 'Results' folder within the Click & Drop folder in your Dropbox account.

If you have configured separate workstations, each workstation will have its own folder within the 'Results' folder.

This document will display full details of your imported and printed orders.

orderreport.png