CDEK Integration for MoySklad

website·Indexed 33 days ago

https://cdek-ms.yooogi.org

Documentation for the CDEK integration app for MoySklad. Features include automated waybill creation, courier call requests, API key configuration, shipping cost calculation via widget, and synchronization of CDEK statuses. Supports SMS/Email notifications via Bytehand and SMTP, and offers different service tiers including a 'Plus' tariff for advanced filtering, registries, and payout tracking.

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What's inside CDEK for MoySklad

  1. Overview of CDEK and MoySklad Integration

    The integration between CDEK (a courier service providing door-to-door and pickup point delivery in Russia and internationally) and MoySklad (a cloud-based trade and warehouse management service) is designed to reduce the time and effort managers spend on creating and monitoring CDEK waybills, lowering shipping costs and increasing profitability.
  2. Overview of the CDEK application widget

    The CDEK application widget provides an interface for managing shipping logistics within 'Customer Order' (Заказ Покупателя) and 'Shipment' (Отгрузка) documents. It allows users to edit order data, create CDEK waybills, and view existing waybills associated with a document. The widget is divided into three main functional tabs: Order Data, Waybill Creation, and Waybills.
  3. Configure automatic CDEK shipping label creation

    The application allows for the background creation of CDEK shipping labels without manual intervention. This functionality is available for both Customer Order (Заказ покупателя) and Shipment (Отгрузка) documents. Configuration is managed via settings tabs for each document type.
  4. Understand application pricing and trial period

    The application is a paid service with billing managed through МойСклад. New users receive a 14-day free trial period starting from the date of installation. A 20% discount is available for users who choose an annual payment plan. The final cost depends on the specific tariff selected.
  5. Track CDEK shipment changes in the Change Log

    The Change Log section (available only for the 'Plus' plan) tracks all shipment updates received from CDEK. It specifically monitors and displays the new values for the following changes: planned delivery date, delivery mode, and delivery cost.
  6. Use Pre-alerts to accelerate cargo delivery to CDEK pickup points

    Pre-alerts are used to speed up the transfer of cargo to a selected pickup point (PVZ). This feature is available exclusively for the 'Plus' tariff. Note that using this function requires prior coordination with your manager or the specific pickup point where shipments are being delivered.
  7. CDEK and MoySklad Integration Features

    The integration between CDEK and MoySklad provides automated shipping management. Core capabilities available in both Standard and Plus plans include:

    • Shipping cost calculation and waybill creation for Russia, Belarus, Kazakhstan, Uzbekistan, Armenia, Georgia, Azerbaijan, and Kyrgyzstan.
    • Automatic data synchronization from MoySklad (customer name, phone, address, and product list).
    • Weight and dimension tracking using standard or custom fields in MoySklad.
    • Delivery and return status synchronization between CDEK and MoySklad.
    • Automated waybill creation triggered by MoySklad events.
    • Cash-on-delivery (COD) payment tracking and automatic creation of incoming payments in MoySklad.
    • Custom SMS and Email notifications based on CDEK status changes.
    • Courier request functionality for consolidated pickups.
    • Support for multiple CDEK contracts and shipping points across different cities.
    • Delivery rules for applying markups or discounts based on geography or order value.
    • Transmission of 'Chestny Znak' marking data to CDEK waybills for decommissioning.
    • Syncing delivery dates, estimated arrival, and shipping costs into MoySklad custom fields.
  8. Automate CDEK shipping label creation in background mode

    The application supports the automatic creation of CDEK shipping labels (waybills) in the background without manual user intervention. This functionality is available for both 'Customer Order' (Заказ покупателя) and 'Shipment' (Отгрузка) documents.

    Because this process runs in the background, there is no dedicated user interface; it is managed via the automatic creation settings and monitored through error logs if a label fails to be created.

    The general workflow for background creation is as follows:

    1. A trigger occurs (e.g., creating a document, changing a document status, modifying an additional field, changing order composition, or posting).
    2. Based on the configured automatic creation settings, the application requests a shipping label from CDEK.
    3. Once created, the label is available for download in the 'Waybills' (Накладные) section and within the application widget.
  9. CDEK and MoySklad Integration Capabilities

    The integration between CDEK and MoySklad provides automated shipping management and logistics synchronization. Key capabilities include:

    • Shipping & Waybills: Calculate shipping costs via the app widget and create waybills for Russia, Belarus, Kazakhstan, Uzbekistan, Armenia, Georgia, Azerbaijan, and Kyrgyzstan. Waybills can be printed directly from the Customer Order or Shipment card.
    • Data Automation: Recipient details (name, address, phone, email) and item lists are automatically pulled from MoySklad. The system supports weight and dimension tracking for price calculation.
    • Status Synchronization: Automatically update document statuses in MoySklad based on CDEK shipment statuses, including return waybills and waybills created outside the integration. The app can also create 'Events' in MoySklad documents when a CDEK status changes.
    • Order Management: Edit created waybills, automate waybill creation based on predefined scenarios, and manage delivery agreements (changing addresses, delivery times, or pickup points) via the widget.
    • Logistics & Fulfillment: Access an up-to-date list of pickup points (Pvz) via map or list, request courier pickups (including scheduled consolidated pickups), and manage multiple CDEK accounts for different cities or contracts.
    • Inventory & Packaging: Support for serial and marked goods. Users can define custom box sizes and weights; the app automatically calculates the required number of boxes and distributes items accordingly.
    • Financials & Reporting: Create incoming payments in MoySklad upon payment of cash-on-delivery (COD) shipments. Detailed payment registries are enriched with MoySklad data.
    • Customization: Set delivery markups or discounts based on the buyer's region and configure custom recipient notifications via email or SMS.
    • Integration Tools: A real-time widget in Customer Order and Shipment cards that updates delivery prices when order contents change. Ability to filter which items from a MoySklad document are transferred to the waybill (e.g., only unshipped or available items).
  10. Manage payments for CDEK shipments in MoySklad

    The 'Payments' (Выплаты) section is available exclusively for the 'Plus' plan. It displays only delivered shipments (statuses 'Delivered' or 'Partially Delivered') with cash-on-delivery (COD) for which CDEK has processed a payment. This section allows users to track the actual cost of services provided and the calculated payment amount (the amount received from the customer minus CDEK service fees).
  11. CDEK 'Parcel' (Посылка) tariff details

    The 'Parcel' tariff is designed for online stores and remote trade platforms.

    • Contract Type Requirement: Only available for 'Internet Store' (Интернет-магазин) contracts.
    • Weight Limit: Up to 30kg.
    • Delivery Regions: Russia, Kazakhstan, Belarus, Armenia, Uzbekistan.
    • Starting Price: From 100 RUB.
  12. Filter and sort CDEK shipping labels

    In the Накладные (Shipping Labels) tab, users can manage labels created via the widget or automatic creation. Labels can be filtered by the following criteria:

    • CDEK delivery status
    • Document status in MoySklad
    • Label creation date
    • Shipment point
    • Recipient call status
    • General field search

    Sorting is available for every column, and column widths are adjustable.