PUDO Shopify

How to Log into the New System

Step 1: Logging into the New System

To log into the new system, follow these steps:

1. Go to the login page at:
   Testing: https://sandbox.pudo.co.za
   Live: https://customer.pudo.co.za
2. Enter your username and password.
3. Click the "Log In" button.

Step 2: Generating a New API Key

Once logged in, follow these steps to generate a new API key:

1. Navigate to Settings.
2. Click on the API keys section in your account settings.
3. Click on the "Create API Key" button.
4. Copy the generated API key and store it securely.

Table of Contents

• First Install
  • 1. Install the PUDO App
  • 2. Configure General Settings
  • 3. Configure Address Settings
  • 4. Select PUDO Source Locker
  • 5. Enter Company Address
  • 6. Enter Contact Details
  • 7. Select Locker Size
  • 8. Optional Settings
    • 8.1 Add Carrier Rates to Shopify on Save
    • 8.2 Enable PUDO Locker Confirmation
  • 9. Save Settings
  • 10. Finishing Steps
    • 10.1 Shipping Address Phone Number
    • 10.2 Shipping Address Email
    • 10.3 Flat-Rate Shipping Methods
    • 10.4 Locker Confirmation Checkout Script
    • 10.5 Order Confirmation Email Template
• Testing the Configuration
  • 1. Prime Checkout
  • 2. Select PUDO Method
  • 3. Complete PUDO Destination Selection
  • 4. Enter OTP and Confirm

First Install

1. Install the PUDO App

Install the PUDO app on your Shopify site by clicking here. Click the "Install" button. If you have multiple Shopify sites linked to your account, select the relevant website first. Once your dashboard appears, click the "Install" button again. After installation, you will be redirected to the PUDO settings page.

2. Configure General Settings

Under the "General" tab, fill in Company Name, Account Code, and Account Key. The other fields in the general tab are optional.

3. Configure Address Settings

Expand the "Address" tab and choose a preferred value for the “PUDO Source” dropdown (either Locker or Street Address).

4. Select PUDO Source Locker

In the “Locker Number” field, select your preferred PUDO source locker. This is required so clients can choose Locker -> Door or Locker -> Locker at checkout.

5. Enter Company Address

Fill in your Street Address, Suburb, City, Province, and Postal Code. The “Country” field is restricted to “South Africa.”

6. Enter Contact Details

Fill in your Contact Name, Email, and Phone.

7. Select Locker Size

Under the “Lockers” dropdown, choose the locker size that all orders will be restricted to (Extra Small, Small, Medium, Large, Extra Large). You can only have one locker size attached to your Shopify website.

8. Optional Settings

8.1 Add Carrier Rates to Shopify on Save

Available only for Shopify Advanced Plans. It adds dynamic rates to your shipping.

8.2 Enable PUDO Locker Confirmation

This notifies the merchant on the submission page whether the customer has selected a locker. Once submitted, the customer's selection is pre-populated on the Submission page.

9. Save Settings

Click the Save Settings button to save your configuration.

10. Finishing Steps

These finishing steps help to ensure the plugin is configured correctly.

10.1 Shipping Address Phone Number

Click the notification for Shipping Address Phone Number to load a popup with Shopify checkout settings. Ensure that the phone number for shipping addresses is required.

10.2 Shipping Address Email

Ensure that the Customer contact method is set to 'Email'.

10.3 Flat-Rate Shipping Methods

If you are on a Basic Plan or don't wish to use Carrier Rates, create 2 flat-rate shipping methods for your South African shipping zone, ensuring they include “PUDO Locker” in their names (e.g., PUDO Locker D2D or PUDO Locker to Door).

10.4 Locker Confirmation Checkout Script

If Enable PUDO Locker Confirmation is checked, go to Settings -> Checkout and add the following code to the Order status page additional scripts field:

<script>
function getShippingMethodFromOrderDetails() {
  return Shopify.checkout.shipping_rate.handle;
}
let selectedShippingMethod = getShippingMethodFromOrderDetails();

if (selectedShippingMethod.includes('PUDO') && selectedShippingMethod.includes('Locker')) {
  const URL = "https://shp.pudo.co.za/otp_confirmation?shop=" + Shopify.shop + "&orderID=" + Shopify.checkout.order_id;
  Shopify.Checkout.OrderStatus.addContentBox('<h2>PUDO Locker Destination</h2>', '<p>Please select your locker destination in the link below: <a href="' + URL + '">Click here</a></p>');
}
</script>

10.5 Order Confirmation Email Template

If Enable PUDO Locker Confirmation is checked, select the Order Confirmation Email template -> edit code and paste the code from below the shipping info table (+-line 854 in the unedited template). Save your changes.

{% if shipping_method and shipping_method.handle contains 'PUDO' and shipping_method.handle contains 'Locker' %}
{% assign shopName = shop.domain %}
{% assign orderID = order.id %}
{% capture URL %}
  https://shp.pudo.co.za/otp_confirmation?shop={{ shopName }}&orderID={{ orderID }}
{% endcapture %}
<p>Please select your locker destination in the link below: <a href="{{ URL }}">Click here</a></p>
{% endif %}

Testing the Configuration

1. Prime Checkout

Navigate to the front end of your Shopify store, add a product to your cart and navigate to the Checkout page.

2. Select PUDO Method

Add your shipping address and select the PUDO method (Confirm PUDO Locker on the next page) at checkout. Ensure you have access to the email used at checkout, as it will receive the OTP pin required to submit your shipment.

3. Complete PUDO Destination Selection

On the Thank You page, navigate to the PUDO Destination Section and click Click here.

4. Enter OTP and Confirm

Navigate to your email to retrieve the OTP, enter it, select your Locker destination, and click Continue. Alternatively, this process can be done via the order confirmation email.