Customer shipping methods can be selected during the sales order workflow on a website, retail store, or through Customer Service Center. When you add a shipping method, the default general information appears in a shipping method list. You can edit the following general information for a shipping method and the the pricing methods for the shipping method. See General Information and Method Pricing. The available shipping methods are based on the settings in the Shipping section of the External Processors - Shipping.
To select a shipping method, follow these steps:
- In Order Management Administration Settings > Providers.
- From the Providers Manager page, click the link for the company, catalog, or site level. The Object Configuration page appears.
- Select a custom profile from the drop-down list, if applicable.
- Select a shipping method from the Shipping Methods drop-down list and then click Add. The setting appears on the Object Configuration page. The shipping method is noted as active. From here you can edit the shipping method fields or delete the shipping method.
- Enter a configuration description in the Configuration Description
field, if applicable.
The shipping method appears in the shipping method list.
The following table describes the fields and buttons when selecting a shipping method.
|
Fields and buttons |
Description |
|---|---|
|
Profile drop-down |
Custom profiles where you can assign a profile to the object (company, catalog, or site) for shipping provider. See Configuring Providers. |
|
Shipping Method drop-down |
Shipping methods such as DHL Ground, FedEx 1 Day Freight, USPS Express Mail. You can add a shipping method to the list multiple times, with each entry applying to certain destination regions. |
|
Add button |
Click to accept this shipping method. The shipping method appears in the list of shipping methods. |
|
Configuration Description |
Enter a description of the shipping method. (Optional) |
|
Shipping Method listing |
Selected methods. For each method, the following can be shown.
|
|
Method Pricing |
Each shipping method might be configured to apply a pricing method. See Method Pricing. |
|
Add Individual Setting drop-down |
General shipping settings apply to all shipping methods. All of these settings are optional. |
|
Update button |
Saves the setting changes. |
|
Cancel button |
Closes the page without saving the changes. |
|
Clear Configuration button |
Clears all settings. |
General Information
When you add a shipping method, the default general information appears in a shipping method list. You can edit the following general information for a shipping method.
To edit the general information, follow these steps:
- Click the edit icon (
) to edit the general information
for a shipping method. - Enter information into the fields or by selecting options in the lists.
All fields are optional. See the table for a description of all the fields,
subfields, checkboxes, and lists.
You can click the Trash can icon (
) to delete the shipping
method.
The following table describes the general information fields and the buttons that appear when editing a shipping method’s general information.
| Fields and buttons | Description |
|---|---|
|
Name |
A customizable display name. The official name of the shipping method appears alongside it in the UI. (Optional) |
|
Terms |
A block of text that appears in the list of shipping methods when viewing the shipping provider. It's informational only. (Optional) |
|
Regions drop-down |
When you click the Edit icon ( |
|
Exclude and Include buttons |
Exclude prevents this method from being used to ship to addresses in the selected country or region. Include makes the method available for shipping to the selected country or region. You can exclude or include multiple countries and/ or regions by selecting them one at a time. (Optional) |
|
Active checkbox |
Shipping method is available for use. If it isn't checked, then the shipping method won't be used. It's checked by default. (Optional) |
|
Default radio box |
Shipping method is set as the default shipping method when an order is first entered. The first shipping method that you enter will automatically be set as the default. It can't be unset except by setting a different method as the default. (Optional) |
|
Save icon ( |
Saves or cancels the changes. |
|
Trash can icon ( |
Deletes the shipping method from the list of methods. |
) or Cancel icon (
)Method Pricing
Each shipping method might be configured to apply a pricing method. Each pricing method can be set to require handling and insurance for the selected shipping method.
To edit and configure pricing for a selected method, follow these steps:
- Click the name of the method in the list. The pricing form below the list
will be redrawn to apply to the selected method.
For example, click the UPS Ground link. The available pricing fields for UPS Ground appear.
The fields available on the form vary based on the selected pricing type. Pricing can be set based on the actual charges received from the shipping processor, a fixed amount, or a user-defined rate table. It can also be adjusted based on amounts defined for individual items included in an order.
- Configure pricing for the selected method by selecting a shipping charge type from the for method_name drop-down at the top of the form and enter information in the form as appropriate.
The method types include:
- TBD (Sets no pricing information for the shipping method. This is the default selection.)
- Actual
- Fixed +
- Fixed + Weight
- Price Points
- Quantity Points
- Weight Points
Each pricing method is described here.
Actual Pricing
Order Management will retrieve actual shipping charges from the processor. This is available for USPS, UPS, and FedEx.
Example: If the actual shipping is $5 and a markup % of 10 is entered, then the resulting total shipping is $5 + ($5 X.10)) = $5.50. A 0 markup % in the same scenario would result in a total shipping of $5.
The following table describes the field settings that are available with the Actual Pricing method:
| Field settings | Description |
|---|---|
|
Handling Fee drop-down |
Specify a handling charge as fixed or percentage. Enter the fixed or percentage amount in the text field:
|
|
Insurance over $ |
Currency amount that when exceeded would require an insurance charge. |
|
Required checkbox |
Require that insurance be purchased for orders that apply to this row. If you don't check the box, then insurance is optional and can be selected or declined at the time an order is placed. The Insurance charge is optional and can be left empty. |
|
Insurance drop-down |
Specify the amount of the insurance charge as fixed or percentage. Enter the fixed or percentage amount in the text field:
|
Fixed + Pricing Method
The shipping charge is based on a fixed amount, with potential adjustments based on item quantity.
The following table describes the field settings that are available:
| Field settings | Description |
|---|---|
|
Base Fee |
The fixed amount charged for this shipping method. |
|
Handling Fee drop-down |
A drop-down list to specify a handling charge as fixed or percentage. Enter the fixed or percentage amount in the text field:
|
|
Additional Per _____ Item(s) field |
A quantity of order items that increases or decreases the shipping charge based on the drop-down and text field below it. (For example, entering ‘3’ here causes the shipping charge to be adjusted for every three items included in an order.) Leaving this field blank causes the increase or decrease to apply to every item in an order (the same behavior as entering ‘1’). |
|
Additional Per Item drop-down |
A drop-down list to specify a shipping adjustment based on additional items. Enter the amount or percentage in the text field:
|
Fixed + Weight Pricing Method
The Fixed + Weight shipping charge is based on a fixed amount, with potential adjustments based on the weight of the shipment.
Example: If a based fixed shipping amount of $5 is entered, an additional item fee per pound with a markup 10% for every 2 pounds, and the customer orders any number of the item which cumulatively weigh 2 additional pounds, then the fixed shipping fee is $5 + ($5 X.10) = $5.50.
The following table describes the field settings that are available for the Fixed + Weight pricing method:
| Field settings | Description |
|---|---|
|
Round weight to the next whole pound checkbox |
If this box is checked, the weight of a shipment is rounded up to the next whole pound. If it isn't checked, then the weight of a shipment is rounded down to the previous whole pound. |
|
Base Fee |
The fixed amount charged for this shipping method. |
|
Handling Fee drop-down |
Specify a handling charge as fixed or percentage. Enter the fixed or percentage amount in the text field:
|
|
Additional Per _____ lb(s) |
A weight in pounds (considering the entire shipment) that will increase or decrease the shipping charge based on the drop-down and text field below it. (For example, entering ‘3’ here causes the shipping charge to be adjusted for every three pounds of weight in an order.) |
|
Additional Per lb(s) drop-down |
Specify a shipping adjustment based on additional weight. Enter the amount or percentage in the text field:
|
Price Points Pricing Method
The shipping charge is calculated using a rate table based on the total pre-shipping price of the order. The price point shipping can also be set in the Fixed Shipping field in the item record.
Price points represent cumulative amounts for the sales order for which the price for shipping is set. Price points can be set as a fixed amount or a percentage of the order total. If a base fee is set, the Price Point table values are added to the Base Fee.
Example: If a based fixed shipping amount of $5 is entered, a markup % of 10, and a price of $10 at a $99 price point and the sales order is for $98, then the shipping fee is $5 + ($5X.10) + $10 = $15.50
To generate the table, do the following:
- Enter information into the following fields, which are described in the
following table.
- Base Fee
- Up to Order
- Fixed or Percent from the Shipping drop-down and enter a value in the adjacent field
- Fixed or Percent from the Handling drop-down and enter a value in the adjacent field
- Fixed or Percent from the Insurance drop- down and enter a value in the adjacent field
- Required checkbox
- Click Add Point to add the row to the table.
- Repeat steps 1-2 for each desired row of the table. The last row of the table should use an Up to Order Total of 999,999. Otherwise, any order with a price higher than that set for the highest row won't have any shipping, handling, or insurance charge applied (beyond the Base Fee, if set).
The following table describes the field settings that are available for the Price Points pricing method:
| Field settings | Description |
|---|---|
|
Base Fee |
The base shipping charge for all orders, with the appropriate amount from the table added to it. This is optional and can be left empty. |
|
Up to Order Total |
Enter a currency amount in this field. The current row applies to order unit quantities that are greater than the value entered for the previous row (or zero if this is the first row) but not greater than the quantity entered here. |
|
Shipping drop-down |
Specify a shipping charge as fixed or percentage. Enter the fixed or percentage amount in the text field:
|
|
Handling Fee drop-down |
Specify a handling charge. Enter the fixed or percentage in the text field:
|
|
Insurance drop-down |
Specify the amount of the insurance charge as fixed or percentage. Enter the fixed or percentage amount in the text field:
|
|
Required checkbox |
Check the Required box to require that insurance be purchased for orders that apply to this row. If you don't check the box, then insurance is optional and can be selected or declined at the time an order is placed. The Insurance charge is optional and can be left empty. |
|
Add Point button |
Adds the row to the table. |
Quality Points Pricing Method
The shipping charge is calculated using a rate table based on the unit quantity of the order.
Example: If a based fixed shipping amount of $5 is entered, a markup % of 10, and a price of $10 at a quantity of up to 2 items and the sales order is for 2 items, then the shipping fee is $5 + ($5X.10) + $10 = $15.50
To generate the table, do the following:
- Enter information into the following fields, which are described in the
following table.
- Base Fee
- Up to Order Qty
- Fixed or Percent from the Shipping drop-down and enter a value in the adjacent field
- Fixed or Percent from the Handling drop-down and enter a value in the adjacent field
- Fixed or Percent from the Insurance drop-down and enter a value in the adjacent field
- Required checkbox
- Click Add Point to add the row to the table.
- Repeat steps 1-2 for each desired row of the table. The last row of the table should use an Up to Order Qty of 999,999. Otherwise, any order with a unit quantity higher than that set for the highest row won't have any shipping, handling, or insurance charge applied (beyond the base fee, if set).
The following table describes the field settings that are available for the Quality Points pricing method:
| Field settings | Description |
|---|---|
|
Base Fee |
The base shipping charge for all orders, with the appropriate amount from the table added to it. This is optional and can be left empty. |
|
Up to Order Total |
Enter a quantity in this field. The current row applies to order unit quantities that are greater than the value entered for the previous row (or zero if this is the first row) but not greater than the quantity entered here. |
|
Shipping drop-down |
Specify a shipping charge as fixed or percentage. Enter the fixed or percentage amount in the text field:
|
|
Handling Fee drop-down |
Specify a handling charge. Enter the fixed or percentage in the text field:
|
|
Insurance drop-down |
Specify the amount of the insurance charge as fixed or percentage. Enter the fixed or percentage amount in the text field:
|
|
Required checkbox |
Check the Required box to require that insurance be purchased for orders that apply to this row. If you don't check the box, then insurance is optional and can be selected or declined at the time an order is placed. The Insurance charge is optional and can be left empty. |
|
Add Point button |
Adds the row to the table. |
Weight Points Pricing Method
The shipping charge is calculated using a rate table based on the total weight of the order in pounds.
Example: If a based fixed shipping amount of $5 is entered, a markup % of 10, and a price of $10 at a quantity of up to 2 pounds and the sales order is for 1 pound, then the shipping fee is $5 + ($5X.10) + $10 = $15.50
To generate the table, do the following:
- Enter information into the following fields, which are described in the
following table.
- Round weight to the next whole pound
- Base Fee
- Up to Order lbs
- Fixed or Percent from the Shipping drop-down and enter a value in the adjacent field.
- Fixed or Percent from the Handling drop-down and enter a value in the adjacent field.
- Fixed or Percent from the Insurance drop-down and enter a value in the adjacent field
- Required checkbox
- Click Add Point to add the row to the table.
- Repeat steps 1-2 for each desired row of the table. The last row of the table should use an Up to Order lbs of 999,999. Otherwise, any order with a weight higher than that set for the highest row won't have any shipping, handling, or insurance charge applied (beyond the Base Fee, if set).
The following table describes the field settings that are available for the Weight Points pricing method:
| Field settings | Description |
|---|---|
|
Round weight to the next whole pound checkbox |
Check this checkbox to have order weights rounded up to the next whole pound when applying the rate table. Leave it unchecked to not round the weight to the next whole pound |
|
Base Fee |
The base shipping charge for all orders. This is optional and can be left empty. |
|
Up to Order lbs |
Enter a quantity in this field. The current row applies to order weights that are greater than the value entered for the previous row (or zero if this is the first row) but not greater than the weight entered here. |
|
Shipping drop-down |
Specify a shipping charge as fixed or percentage. Enter the fixed or percentage amount in the text field:
|
|
Handling Fee drop-down |
Specify a handling charge. Enter the fixed or percentage in the text field:
|
|
Insurance drop-down |
Specify the amount of the insurance charge as fixed or percentage. Enter the fixed or percentage amount in the text field:
|
|
Required checkbox |
Check the Required box to require that insurance be purchased for orders that apply to this row. If you don't check the box, then insurance is optional and can be selected or declined at the time an order is placed. The Insurance charge is optional and can be left empty. |
|
Add Point button |
Adds the row to the table. |
Item Shipping Bases
In addition to the settings specific to each charge type, you can configure the use of item shipping bases for each shipping method. A Shipping Basis is an optional amount configured for an item that can be added to the shipping charge for orders including that item. For each shipping method that you configure in the Shipping provider, you specify whether to include shipping bases via the Include Shipping Basis checkbox. In addition, you can select an adjustment from the adjacent drop-down.
The following table describes the Item Shipping Bases fields.
| Field settings | Description |
|---|---|
|
Include Shipping Basis with XXXXX adjustment checkbox with drop-down and field |
Enable inclusion of an optional amount for an item that can be added to the shipping charge for orders including that item. If this isn't checked an adjustment isn't made. Select the adjustment type. Note that any option other than No opens a text field for specifying the adjustment.
|
General Shipping Settings
General shipping settings apply to all shipping methods. All of these settings are optional. To add a setting, select it from the drop-down and click Add Individual Setting.
The following table describes the fields and buttons available when setting general shipping settings.
| Fields and buttons | Description |
|
Add Individual Setting drop-down |
A drop-down list that contains available general shipping settings including:
|
|
Trash can icon ( |
Deletes the setting in the list. |
|
Help icon ( |
Provides a definition of the setting. |
)