Shipping Method Configuration
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Shipping method configuration is broken down into seven different pages of options:
Tab | Description |
|---|---|
Cost | Controls the cost of the shipping methods |
Estimated Delivery | Controls the estimated delivery dates displayed to customers. |
Handling Charge | Provides all the various ways of marking up the carriers shipping costs to cost handling costs |
Insurance | Determines when and how packages are insured |
Other | Various other options such as the display name of the method |
Packages | Controls which boxes the system will use with calculating a packing solution for this method |
Restrictions | Restricts when the shipping method is available to the customer. |
| Tax Codes | Tax Codes for UltraBooks-Quickbooks integration. |
Cost
The Cost tab allows you to set the shipping calculation method for this shipper. You can select one of the five methods shown below.
Cost Calculation Methods
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There are a number of was to configure free shipping within UltraCart, below is one way this can be done within the shipping method itself.
Below is a list of the different options and a description of each.
Field Name | Description | |||
|---|---|---|---|---|
Qualifies for | If checked this is telling the system that this method can be used to provide free shipping to the customer. Optional: if weight - If configured the method can only provide free shipping if the weight condition is met. | |||
Order Subtotal | If the amount provided in the field is exceeded then the customer is given free shipping for this method. | |||
Order Subtotal - Continental US | This option will only provide free shipping if both the amount provided is exceeded and the customer is also within the continental United States. | |||
Item Count | If the item count within the cart exceeds the number provided then the customer is given free shipping.
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Cheapest Method | If checked the system will look to see if this is the cheapest method provided to the customer. If this is true then it becomes free shipping. |
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| Free shipping if any subscription item | If the customer has any item in their order that is a subscription (auto order), the shipping method will be free. This will also apply to the rebills of that subscription. |
| Warning |
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If you decide to DISCONTINUE use these features keep in mind that the fields should be returned to blank fields and not 0's as this will provide multiple conditions for free shipping. |
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Force To Distribution Center
If you need to force an order to route to a particular distribution center when this shipping method is selected, pick the distribution center code from the list below. Please note this will not cause the cost of shipping to recalculate since this routing takes place after the shipping method has been selected. This option is primary used with customer pickup methods.
Item Restrictions
This section offers the ability to restrict shipping methods when certain items are present in an order. Only the first 500 items will appear in this list.
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Option | Description |
|---|---|
Maximum Package Count | If the shipment is over this number, then this method will be removed from the selection list presented to the user. |
Maximum Weight | If the shipment is over this weight, then this method will be removed from the selection list presented to the user. |
Limit Package Weight | This restricts the package weight. For example FedEx: Home Delivery shipments you would want to set to 70Lbs. |
Comment | Displayed to the right of the shipping method name during the checkout. |
Display Name | Changes the way the method is displayed to the customer during the checkout. |
QuickBooks Code | The accounting code used when downloading orders that use this method into your QuickBooks |
Allow 3rd Party Billing | If checked, allows the customer to enter their shipping account number. The approved customers only box is provided to restrict access to this feature to certain wholesale customers. |
Filter other methods when this one is available | If this method is available, no other methods will be presented to the customer. |
No real-time charge | If this box is checked, then any order that uses this method will drop into Accounts Receivable for review. This option is typically used for LTL Freight shipments that require detailed estimation after the order is placed. |
Suppress buySAFE | Turns off buySAFE on the order automatically if this shipping method is used. |
Lift Gate Option | Checking this box will allow the customer to specify during the checkout if a lift gate is needed to make the delivery. This is typically for LTL freight shipments to residential customers or businesses without dock doors |
Least Cost Routing
Least cost routing allows you to adjust a shipping method to another method based upon the actual costs. Let's say that you have a method called Standard Shipping that is $4.95 at checkout, but before you transfer the order to the fulfillment house you need to determine what is the actual shipping method that should be used. Least cost shipping allows you to configure which methods should be rated to change the order to. Keep in mind that it selects the least costly method, but the customer does not see a cost change on their order.
