Introduction

The “Edit Service” pop‑up in Couriers is your control room for bespoke delivery orchestration

Here, service names are chiselled, credentials are consecrated, and optional flourishes are applied to make dispatches swift, compliant, and consistently delightful

Where to Find It

Click Settings, then Couriers. Click your courier. Choose the service you wish to amend, such as DPD Domestic Expresspak Next Day, then tap Edit. The pop‑up presents three sections: Service Setup, Required Settings, and Optional Settings.

Settings → Couriers → Your courier → Services → Select service (e.g., DPD Domestic Expresspak Next Day) → Edit.

1. Service Setup

Purpose: Establish the visible identity and skeleton of the service.

• Service Name: The name shown throughout Helm and in operational contexts. Use plain, recognisable naming convention (e.g., “DPD Next Day” rather than cryptic codes)

Practical tips:

• Consistency: Mirror naming conventions across couriers to reduce staff confusion (e.g., “Next Day”, “Two‑Day”, “Economy”)

• Discoverability: Prefix by courier for clarity in rules and mapping (e.g., “DPD | Domestic Next Day”)

2. Required Settings

Purpose: Provide the indispensable particulars without which no parcel shall voyage

Common fields include:

• Typically preset by Helm or your courier integration (e.g., 1^32). Treat this as sacrosanct unless instructed otherwise by your integration provider

Practical tips:

• Accuracy first: Code must match exactly; one misplaced character invites a festival of failed bookings

• Environment control: Use Test accounts for rehearsal; swap to Live once your labels, manifests, and tracking flow as intended

• Validation: Save Changes, then create a dummy order and attempt a booking to confirm the configuration behaves as prophesied

3. Optional Settings

Purpose: Augment performance, clarity, and customer experience

Examples may include:

The Optional Settings cupboard contains the tasteful refinements that turn a merely functional service into a paragon of operational savoir‑faire. Each field below can be tuned to harmonise compliance, customer experience, and warehouse tempo

Customs Value

Define the declared customs value for shipments under this service. Use this to standardise declarations when orders lack a computed value or when policy prescribes a specific valuation methodology for exports

Liability Value

Set the insured or declared liability amount. This figure governs the financial coverage for loss or damage and should align with your insurance arrangements and the commercial value of the goods

Liability

Choose to enable the courier’s liability option. This typically toggles True/False, enabling either default carriage liability or enhanced coverage, ensuring parcels travel with appropriate pecuniary protection

Reason For Export

Select the commercial rationale for the shipment: Sale, Gift, Return/Replacement. Customs officers adore clarity; give them a reason, and they grant you speed

Trade Terms

Specify Incoterms (e.g., DAP, DDP, EXW, CPT) that allocate responsibilities for carriage, risk, and duties between seller and buyer. Align this with your invoices and customer communications to avoid melancholic misunderstandings

Pre Cleared

Enable if consignments under this service are pre‑cleared or travel with advance customs authorisation. When true, downstream documentation and flows should reflect the blissful absence of border bureaucracy

Pickup Location

Indicate the pickup locus: warehouse bay, counter, or satellite depot: so the courier fetches parcels from the correct terrestrial coordinates, reducing scavenger hunts and existential crises

Apply Min Weight

Apply a minimum billable weight to parcels booked via this service. Useful for envelope‑thin shipments that couriers treat as if they had dreams of greater mass

Is Lite

Designate the service as a lightweight variant with simplified handling or documentation. “Lite” services are splendid for small parcels, low‑value items, and swift egress from the warehouse stage

Invoice Type

Choose the invoice archetype (commercial, pro forma, return) appropriate to the shipment’s core purpose. The type informs customs treatment and customer expectation, so choose sagely

Disable Notifications

Suppress customer notifications for this service. Ideal for discreet shipments, internal transfers, or scenarios where the serenade of tracking emails would be considered gauche

Doorstep Return Network Code

Provide the network code for doorstep returns, mapping parcels into the courier’s return topology. This enables smooth, ritualised home‑collection for customers who prefer door‑to‑door civility

QR Code

Enable or configure QR codes on labels or notifications. QR enchantments accelerate scans at counters, lockers, and doorsteps, reducing faff and elevating technological pageantry

Drop At Shop

Permit “drop‑off at shop” workflows where consignments are surrendered at a designated point rather than collected. Unequivocally practical for SMEs and nocturnal dispatchers

Sale Type

Declare the sale taxonomy: retail, wholesale, marketplace, B2B: so reporting and operations can stratify behaviour accordingly. Different sale species warrant subtly different handling and communications

At Risk

Mark consignments as “at risk” to trigger heightened prudence: extra scans, stricter checks, or insurance minstrelsy. Use this sparingly yet purposefully for fragile, high‑value, or reputationally delicate shipments

Full Parcel Numbers

Opt to use full parcel numbers across labels and manifests, eschewing abbreviated references. Clarity prevails when every digit is present and accounted for

Target Machine ID

Set the target machine or printer identifier, directing labels to the correct mechanical scribe. This prevents labels from materialising in distant lands while packers wait in wistful suspense

Practical tips:

• Minimal friction: Pre‑select common package types and label formats to reduce click‑fatigue at the packing bench

• Customer delight: Enable tracking notifications that are warm, clear, and prompt

Working With Related Panels

• Document Rules: Ensure your commercial invoices and packing slips reflect the courier’s needs: barcodes, service names, and reference numbers arranged with juridical elegance

• Order Rules: Offer this service only when the order qualifies (destination, weight, value), avoiding cruel teases

• International Shipping: For exports, confirm your split‑group logic and item cost apportionment are consonant with customs expectations so clearance proceeds without lamentations

Testing and Troubleshooting

• Dry runs: Book a test label and cancel before collection; observe tracking creation, label quality, and manifest generation

• Permissions: Confirm the user role can edit Services; otherwise seek solace in your Admin’s good graces

• Logs: If mischief occurs, consult Request Logs and Channel Logs for diagnostics; they provide the authoritative trail to decode integration woes

Operational Etiquette

• Labelling discipline: Keep names short, unambiguous, and courier‑prefixed for rapid recognition under pressure

• Save prudently: “Save Changes” is your wand: wave it after each logical tranche of edits, then perform a quick booking test

Conclusion

With a few adjustments in Service Setup, the iron‑clad precision of Required Settings, and the tasteful embellishments in Optional Settings, your courier services become reliable, legible, and eminently operable: dispatches leave the warehouse on schedule, documents sing in harmony, and customers receive their parcels with gratifying alacrity