Integration of InPost with Idea ERP – efficient management of shipments in multi-channel sales

2. Please complete the sender’s details - The address from which you physically send parcels is added to your account settings.

3. Enter the data in the Idea ERP dashboard - The keys are added to the integration settings in accordance with the system documentation.

4. Test the connection in test mode - The sandbox allows you to test data exchange without incurring any actual costs.

5. Switch the integration to production mode - Once the tests have been successfully completed, you can start sending real parcels.

Data exchange is bidirectional, and queuing mechanisms ensure operational continuity even in the event of a temporary network outage. If the connection is temporarily lost, orders are queued and resent once the connection is restored, so no order is lost. Technical details and the full API documentation can be found on the system provider’s website.

How does the automatic generation of consignment labels work?

Shipping labels are created directly in the order management panel, immediately after packing the goods, so you don’t need to log in to a separate courier website. Scanning the final item with a barcode scanner can automatically trigger the printing of a label, completing the packing process in a single step. In the Idea ERP panel, you can prepare labels individually for urgent orders or in bulk for the entire batch of shipments for a given day.

What the system prints and processes when a consignment is dispatched:

• Labels and waybills - ready to stick onto the parcel, with details taken from the order.

• Commercial documents - outgoing invoices and labels printed together on a single sheet.

• Warehouse documents - a WZ document relating to a specific consignment.

• Parcel specifications - dimensions, overall size and the insurance cover assigned to the consignment.

• Dispatch report - a collective confirmation that the parcels have been handed over to the courier.

• Tracking number - assigned to the parcel immediately after it is posted.

The choice of package size affects whether the parcel can be dispatched correctly, which is why the parcel’s dimensions are transferred from the order without the need for manual adjustments.

How does Idea ERP manage parcel statuses and handle returns?

The ERP system retrieves parcel statuses from InPost and displays them the parcel’s current location, displayed directly within the order view, so customer service doesn’t have to check anything manually. The tracking number is added to the order, and the customer receives automatic email notifications with a link to track the parcel’s journey. This means that questions such as ‘where is my parcel?’ largely answer themselves.

On the returns side Integration streamlines the entire process, from the initial notification to the re-entry of goods into stock. The seller can process a return using the RMA documentation and the return shipment instructions. The customer should return the goods via ‘Quick Returns’ without printing a label, using the return code and a Paczkomat parcel locker. Please ensure that Order statuses are linked to shipment statuses, because then you can manage complaints, exchanges and settlements all within a single, integrated view.

What details are required to set up the courier integration?

To set up the integration, you will need You can retrieve the authorisation details from your InPost account – the Access Token and Organisation ID – from the Parcel Manager. Added to this is the Geowidget key, which loads a map of collection points in the shopping basket, and the mapping of delivery methods – that is, linking the options visible in the shopping basket to specific InPost services. You also set the basic dispatch parameters: price lists, the sender’s address and the default parcel dimensions. Before you begin, check that your account is active and that you have all this information to hand.

Once the data is in place, a single connection gives you access to several InPost services at once, and the entire process – from order to label and delivery status – runs automatically. Set it up once and stop retyping addresses by hand!