Install guide
Six short steps, each with a video under a minute and its transcript. The videos show the app's screens with sample data, silent, with Romanian captions; the transcripts here are in English.
The whole guide takes about 10 minutes, most of it waiting for the courier and invoicing credentials.
1. Installing and choosing a plan
Install from the Shopify App Store and stay inside the Shopify admin. The Free plan needs no card.
Video: 23 s
Transcript
- Step 1: installing and the plan.
- Press "Install" on the Shopify App Store. Coletly opens inside the Shopify admin on its Home page, with a four-step setup guide.
- Settings: couriers, routing rules, checkout and lockers, addresses, invoicing, returns. Everything can be changed later.
- Plan and billing: Free has 200 labels a month. Paid plans include a 7-day trial and are billed through Shopify.
- Next step: connect your courier.
2. Connecting FAN Courier
You use your own FAN Courier contract. Coletly checks the credentials on the spot and creates nothing in your account.
Video: 24 s
Transcript
- Step 2: connecting FAN Courier.
- In the guide, under "Connect a courier", choose FAN Courier and enter the API user and password from your FAN account.
- "Test and connect": Coletly only reads your pickup points and services. Credentials are stored encrypted.
- In Settings › Couriers choose the departure branch and default service. The courier pickup order is optional: send it from the app or call the courier as before.
- Next step: connect your invoicing tool.
3. Connecting SmartBill
Invoices are issued in your own SmartBill account, with your series. You choose when.
Video: 23 s
Transcript
- Step 3: connecting SmartBill.
- Settings › Invoicing: choose SmartBill (or Oblio, FGO) and enter the account e-mail and the API token from SmartBill Cloud.
- Choose the invoice series and when to issue: manually from the order, automatically when the label is created, or after the cash on delivery is collected.
- On the order you see the Invoice card: "Not issued", then series and number. A correction is always a credit note, with your confirmation.
- Next step: the first label.
4. The first label
From the "To ship" list: pick the orders, generate, get one PDF with every label.
Video: 29 s
Transcript
- Step 4: the first label.
- In "To ship" tick the orders. The Checks column shows address, weight and cash on delivery before generation.
- "Generate label": choose the pickup point and service per courier. Fix problem orders here or leave them out; the rest go.
- You get one PDF with every label, A4 or A6, sorted by courier. The order is fulfilled in Shopify.
- If a courier rejects the order you see its message on the order, with "Edit and retry" in the same place.
- Next step: cash on delivery.
5. Cash on delivery: statement and collection
Courier statements are matched to orders automatically. You see only the exceptions.
Video: 25 s
Transcript
- Step 5: cash on delivery.
- On Home you see the cash on delivery to collect: in transit, delivered and uncollected. The Ramburs page holds the statements.
- The statement is fetched from the API for FAN Courier, Cargus and DPD (from Starter) or uploaded from the file Sameday and GLS export.
- Coletly matches the lines to orders and shows only the exceptions. "Mark paid" marks the order paid in Shopify and records the collection in the invoicing tool.
- Next step: returns.
6. Returns
The buyer requests the return online, you approve it, the return label and credit note are proposed for you.
Video: 25 s
Transcript
- Step 6: returns.
- The buyer opens the returns portal from the signed link received after delivery and picks the products and the reason.
- For cash-on-delivery orders the buyer enters an IBAN for the refund. It is stored encrypted and deleted after 90 days.
- In the app you approve or reject the return. For GLS and DPD a return label is issued; on receipt, Coletly proposes the credit note and the refund.
- Done. Every other order ships the same way.
If you get stuck
Write to us on the Support page with the order number and the error text from the app. Never send passwords or API keys; we never ask for them.
The Free plan does not expire. No card.