WooCommerce (WordPress) - Sherpa Delivery Plugin Quick Start Guide

From your online store direct to your customer’s door, Sherpa’s FREE WordPress plugin for WooCommerce makes same day delivery to your customers easy.

This quick start guide will help get you up and running with the Sherpa Delivery WordPress plugin quickly.

Direct link to WordPress plugin: https://wordpress.org/plugins/sherpa-on-demand/

Before you start:

• Sign up for a Sherpa customer account at sherpadelivery.com

• Note your sign in details as you’ll need them to connect to your WordPress store

• If you'd prefer to use a test account first, signup on our QA server here
• You must have WooCommerce installed on your site first

1. Install the plugin

• From your WordPress dashboard select Plugins > Add New
• In the plugin search bar, type Sherpa
• Locate Sherpa Delivery for WooCommerce plugin from the search results and click Install Now
• Once the plugin is installed click Activate

2. Enable the plugin

• Once installed the plugin needs to be enabled
• Select enable plugin from the prompt at the top of the screen
• Alternatively navigate to WooCommerce > Settings > Shipping > Sherpa
• Select Enable this shipping method
• Fill out the details for the location that items will be picked up from (Shipper details)
• Select which Delivery Services you wish to offer your customers
  • Today - allows customers to select delivery times on the same day the order is placed
  • Schedule for later - allows customers to select delivery times on other dates in the future
• Click Save changes

3. Connect to your Sherpa account

• Once the plugin is enabled, from the WordPress dashboard, navigate to WooCommerce > Sherpa Delivery
• Under Sherpa Account Details input the credentials you use to log in to your Sherpa account (this may be a live account or a test account)
• If you are using a Sherpa QA account, set Test Account to Yes
• Select Test & Save. You should see a confirmation message "Connected successfully & settings saved" in green. If this doesn't appear, please check your Sherpa credentials again and ensure you don't have the Test option selected incorrectly.

4. Configure your delivery settings

• Once you have saved your account details, scroll down to Delivery Settings
• Set Create shipment on order placement to Yes (if you do not do this, your customers will see Sherpa rates at checkout but deliveries will not be logged with Sherpa)
• Decide if you want to add the Sherpa Tracking link to your customer order emails
• Set Enable for All Products to Yes
• Set a label for Deliver today (this will show at checkout)
• Set a label for Schedule for another day (this will show at checkout)
• Select Edit options to edit the text labels for the delivery options displayed at checkout page

5. Set your delivery rates

• Scroll down to Delivery Rate & Distance
• Select the Delivery Rates drop down to choose how you wish rates to be calculated at checkout
  • Sherpa rate: Rates are automatically calculated by Sherpa based on distance between pickup and delivery address
  • Flat rate: Set prices for each service based on delivery radius - you can combine using flat rates and Sherpa rates by setting Outside radius to Use standard Sherpa rates for each delivery option
  • Margin: Add a percentage markup to Sherpa calculated rates

6. Add your business details

• Scroll down to Business Details
  
• Add your Store Name
• Select the Business days you wish to offer Sherpa for delivery (these should be days you are in attendance)
• Select the Operating hours for your business - these should be hours you are in attendance for the driver to pickup
• Select Preparation time for your products - the time it takes to prepare an order after it has been placed
• Add Pickup instructions - Include information drivers should know when they pickup at your location

7. Specify your delivery preferences

• Scroll down to Delivery Preferences
  
• Choose the vehicle suitable for delivering your products (note a motorbike can only deliver up to 5km from pickup location)
• Select the delivery flags your orders need. For instance, if your order contains alcohol, the ‘Alcohol’ flag must be selected to ensure Sherpa driver follows Responsible Service of Alcohol regulations. Flowers should be marked as ‘Fragile’
• Select Save Settings

8. Test the plugin on your site

• Ensure the plugin is enabled (see step 2)
• Add a physical item to your cart
• Visit your checkout page (note that Sherpa doesn't currently show as a shipping method on the cart page)
• Add an address within the delivery radius's you have set
• Under shipping you should see Sherpa delivery options showing for the Sherpa delivery services you have configured
• Place a test order (make sure you have set Create shipment on order placement to Yes)
• Note that Sherpa orders will not be logged if for Cash on Delivery or non-instant payment methods
• Log in to your Sherpa Delivery account (or Sherpa Delivery test account) and view current deliveries to check that the order has gone through