How does EasyRoutes work with your Shopify setup and third-party apps?
While EasyRoutes allows you to plan optimized delivery routes, manage your drivers and share delivery updates with your customers all in one place on Shopify, it's also compatible with the rest of your Shopify store, apps, and integrations for running your business. Below is a description of how we work with different aspects of your Shopify setup.
Shopify Orders
EasyRoutes is designed to let you plan routes for any type of Shopify order in your system that has a shipping address. Whether it's someone checking out from your storefront, your POS, or whether you are using a draft order, you can use those orders for route planning. If you have orders without a shipping address (e.g. Shopify Local Pickup orders) you can also add these to EasyRoutes for routing once you add a shipping address to those orders. EasyRoutes will also pull information directly from these orders and you can configure what you see in your orders table and routes in your settings. As well, you can learn more about how EasyRoutes works with Shopify Local Delivery here.
Offering Local Delivery
EasyRoutes does not provide checkout or cart options for local delivery directly, but we're designed to work with the most popular apps in the Shopify App Store that help you with this task, or Shopify's own Local Delivery settings as as well.
More info:
- You can learn more about how Shopify's Local Delivery settings work here.
- You can learn more about how EasyRoutes works with Shopify Local Delivery here.
- You can use any of the third-party apps listed here.
Other Stops
EasyRoutes also supports the addition of orders or stops from outside of your Shopify orders via Draft Orders, CSV Import, or by adding a manual stop.
Subscription Orders
EasyRoutes will read the latest fulfillment from a subscription order created by apps using the Shopify Subscriptions API (e.g. Bold Subscriptions, Recharge Subscriptions, Seal Subscriptions, etc.) when it becomes available. Legacy Subscription Apps (e.g. legacy versions of Recharge and Bold) will recreate new orders in your Shopify setup as they become available— read more about how we work with Subscription Orders.
Customer Notes and Tags
Do you keep track of delivery instructions for a customer or do you have tags in your workflow that you want to display for a particular customer, no matter the order? EasyRoutes can help with that! You can persist information for a customer using the Customer note and tag feature on Shopify in your customers section in your admin. If you want to show these details in EasyRoutes, you can enable your orders or routes to show this data in your Settings.
Metafields
EasyRoutes does not currently support metafields. Instead, we suggest using order notes, order tags, and/or order attributes to display additional information for your drivers.
Printing Packing Slips and Labels
You can print customized packing slips and labels in sorted route order right from the route that you have planned. For Shopify orders, EasyRoutes also works with Shopify's native printing labels, as well as the Order Printer and Order Printer Pro apps. Learn more.
Local Delivery, Pickup Orders and Scheduling Delivery Dates
Do you need to help your customers decide if their order is a pickup order or a local delivery order? EasyRoutes can help you plan orders whether you are using Shopify's native local pickup, local delivery option or any of the popular pick up/delivery apps from the Shopify App Store. Some of these will support delivery zones and rates, usually through an extra plugin.
We currently have a setting for our orders page (e.g. "Delivery Date") that you can enable to show delivery dates collected from the most popular date picker apps from the Shopify App Store. Once this is enabled, you can use a filter designed for these delivery dates. If your app is not yet supported, you can always view data made by these kinds of third party apps by enabling "Order Tags" and "Order Attributes" in your settings for the order and route display options. You can also use this data when filtering for these orders.
We currently have a setting for our orders page (e.g. "Time Window") that you can enable to parse time window data collected from most popular date picker apps and you can use this for planning routes. We have more on this topic here.
Product Options (e.g. Item Properties) in Order Items
Do you use product properties options (e.g. through third-party apps such as Bold Product Options or Infinite Options) for capturing specific details for orders that you are delivering? (e.g. a gift note, a delivery date, a specific detail that isn't captured in a variant). You can turn on the "Item Properties" setting in your order or route display options.
Bulk Actions, Syncing Order Data or Exporting Data for Workflows
On a route, we can link to all of your orders for a route using the "View in Orders Page" action, after which you can perform bulk actions (e.g. fulfillment, tagging, archival, etc.). If you make changes directly to an order, sometimes the up-to-date information may not appear in existing routes that have been created. To re-sync your data, click the " Update Order Data" action found in the Order Actions menu.
You can also copy stop or route data into your favourite spreadsheet to export for any processing needs.
Shipping Rates
In general, EasyRoutes allows you to plan routes for any Shopify order, regardless of the shipping rate or delivery method that's used.
If you're looking to create custom shipping rates for your products, you can use Shopify's native Local Delivery features, or you can use a third party app in your cart, alongside with custom shipping rates/profiles:
- Looking to set up local delivery as a shipping method using Shopify Local Delivery? Review documentation for Shopify's Local Delivery
- You can use your own shipping rates (e.g. create an appropriate shipping profile that works for your own delivery), here is the help doc for setting up shipping rates for reference.
- You can use a third-party application for managing your shipping methods (e.g. apps that can help with calculating availability and prices based on postal codes, zip codes, zones, distance and radius).
- For example, you can use an app like Parcelify to provide a more customized pickup/local delivery rate together in your shipping setup.
- Note: for the third party rates/apps, you'll need access to Shopify’s Carrier Calculated Shipping API. This service costs $20/month, or comes for free with Advanced Shopify. You may need to get in touch with Shopify Support for help on getting access to this.
You can also show the shipping price for a particular order or for your route by enabling the "Shipping Price" setting on a route.
Fulfillments
You can fulfill your orders for delivery using EasyRoutes, or you can provide fulfillments that EasyRoutes uses for your deliveries. Learn more.
Tracking Links
EasyRoutes provides a Customer Tracking Link when we create a fulfillment on your order that helps communicate the latest delivery status, ETA and proof of delivery.
Notifications
To keep your customers informed of delivery events, you have the option of sending notifications using our brandable and customizable email and SMS delivery notifications, or you can use Shopify's built-in notification templates that you may have customized. If you use a third-party app for communicating with your customers, you can configure EasyRoutes to send relevant delivery updates in conjunction with your setup. Learn more about how we work with notifications. You can also link and show Proof of Delivery photos in your Shopify notification templates.
Integrations with Shopify Apps
Because of our deep Shopify native integrations, you can generally integrate EasyRoutes with the most popular Shopify apps (Flow, Klaviyo, Gorgias, etc.) through directly integrating with your Shopify setup or the Shopify API. The above generally provides a summary on how we interact with Shopify to help with this. It's also possible to integrate directly with EasyRoutes using the EasyRoutes API.