Checkout Options

Checkout Options

Shipping Checkout Options

The Shipping Checkout Options in UltraCart allows you to fine-tune how shipping behaves during your customers' checkout experience. This includes enabling features like customer-selected delivery dates, managing address types, and controlling shipping estimate displays.


Navigation

To access the Shipping Checkout Options:

Navigate

Main Menu > Configuration > Checkout > Shipping > Checkout Options

  1. From the Main Menu, navigate to Configuration.

  2. Then, select Checkout, navigate to Shipping.

  3. Finally, select Checkout Options from the menu.


Configuration Options

Below are the various settings available on the Checkout Options configuration.

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Below is a short list of the available configuration option with a short description of what each does.

Field

Description

Field

Description

Allow customer to select ship date

Enable this feature to allow customers to specify a desired ship date during checkout.

Allow customer to select delivery date

Enable this feature to allow customers to specify a desired delivery date during checkout. UltraCart will check if the chosen shipping method can meet this date and notify the customer if it cannot.

Default Shipping to Residential Address

If you provide customers with the option to specify if their shipping address is residential or business, enabling this feature will set the default selection to Residential Address. Customers can still change it to Business if applicable.

Force Shipping to Residential Address

Enable this feature to remove the option for customers to select "Business Address" during checkout. This is useful for merchants who prefer not to ship to business addresses due to potential additional costs.

Loose P.O. Box restriction check (default is strict)

By default, UltraCart's strict PO Box check looks for "P" at the beginning and "box" within the address. Checking this option changes the strictness: the system will consider the address not a PO Box if it contains "box" and also has an entry in Address Line 2. This helps prevent issues with carriers like UPS and FedEx, which typically don't deliver to true PO Boxes.

Hide Estimates on View Cart

By default, UltraCart displays shipping estimates in the shopping cart. Enable this feature to prevent these shipping estimations from appearing during checkout.

Display Estimates by Carrier and then Cost

Check this box to group shipping estimates first by carrier name (e.g., "UPS", "FedEx") and then by the associated cost for each carrier.

Send no shipping methods email

Enable this feature to send an email notification to the merchant if UltraCart cannot find any available shipping methods for a customer's order. The email includes the Item ID(s), quantity, and shipping address, which helps with troubleshooting your shipping configuration.

Hide Special Instructions

During checkout, a text box is typically provided for customers to enter special instructions. Enable this feature to hide this text box.

Disable U.S.P.S. Address Standardization

When unchecked (default), UltraCart queries the USPS shipping API to validate the format of the City, State, and Zip Code combination only. Enable this feature to suppress this address standardization process during checkout.

Hold Split Shipments in Accounts Receivable

If an order incorrectly indicates a split shipment (meaning items are not configured to ship from multiple distribution centers), enabling this feature will place the order on hold in Accounts Receivable. This provides an opportunity to adjust distribution centers and shipping costs before payment processing.

Prevent attempt to single source order from one distribution center

By default, UltraCart tries to source all items from a single distribution center, even if some items are physically closer to the customer in another DC. This often results in lower shipping costs. Enabling this setting will discourage UltraCart from attempting to ship everything from a single DC. Understand the potential implications on your shipping costs before enabling this.

Maximum Address Line Length

Set the maximum number of characters allowed in the shipping address fields. The default is 32 characters, with a maximum supported value of 50 characters.

Insurance Percentage if COGS not specified

In the Item Editor, if the Cost of Goods Sold (COGS) field is left blank, the percentage entered here will be applied for insurance calculation purposes.

Use Geo-Location

This optional feature leverages a third-party database to estimate shipping costs more accurately by mapping the customer's IP address to a physical location. Consider enabling this to reduce customer "sticker shock" from shipping estimates and potentially increase conversion rates. There is no additional charge for this feature.

Default initial country on shopping cart

When selected, the country in the shopping cart will automatically default to the country identified by the customer's geo-located IP address. Enable this if you want the checkout process to pre-fill the country based on geo-location.