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Shipping Rates (Shipping Configuration and Rates)

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Overview

The Shipping Rates function on the Shipping & Fulfillment tab of the Maintenance Menu opens the Shipping Configuration and Rates screen, where the user can instruct the program how it should calculate shipping costs, if one of the Order Manager's integrated shipping solutions is not being used. If an integrated shipping system is being used it is not necessary to configure Shipping Calculation Rates.

This screen can also be opened via the [Set Shipping Rates] button on the fourth page of the Shipping section of the Store Setup Wizard. Before attempting to configure this feature, however, it is necessary to define the shipping methods that the Order Manager will use on the third page of the Store Setup Wizard.

The Order Manager accommodates several Shipping Calculation Types from which the user can choose:

 

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Description of the Shipping Configuration and Rates Screen

Figure 1: Shipping Configuration and Rates screen - default calculation type setting of By Weight

When the program is initially installed, this screen will appear as it does in Figure 1, however, based on the calculation type that is selected, the screen's appearance will change slightly to reflect the needs of that particular type. Refer to the images in the examples at the end of this topic to see how the screen varies between calculation types.

Fields and Controls on the Shipping Configuration and Rates Screen

Shipping Calculation Type Drop-down List

Save Change Button

Shipping Setup Button

Close Button

Shipping Method Drop-down List

Minimum Weight/Maximum Weight/Shipping Charge Fields

Add Button

Data Sheet Section

Delete Button

Using the Shipping Configuration and Rates Screen

  1. Choose a Shipping Calculation Type from the drop down list.

  2. Click the [Save Change] button.

  3. Each Shipping Calculation Type has a slightly different screen for adding rates to shipping methods:

    1. By Weight: For each Shipping Method, enter amounts in the Minimum Weight, Maximum Weight, and Shipping Charge fields beside the Shipping Calculation Type drop-down list. Click Add to save the settings to the data sheet section of the screen.

Figure 2: Shipping Configuration and Rates screen - By Weight

    1. Currency: For each Shipping Method, enter amounts in the Minimum Order, Maximum Order, and Shipping Charge fields beside the Shipping Calculation Type drop-down list. Click Add to save the settings to the table below.

Figure 3: Shipping Configuration and Rates screen - Currency (order amount)

    1. Flat: Enter a "flat" amount for each Shipping Method in the Shipping Charge field.

Figure 4: Shipping Configuration and Rates screen - Flat

    1. Flat Base Each: Enter a Per Item amount and a Base Rate amount in the corresponding Shipping Charge field.

Figure 5: Shipping Configuration and Rates screen - Flat Base Each

    1. Flat Each: Enter a Per Item amount in the Shipping Charge field

Figure 6: Shipping Configuration and Rates screen - Flat Each

    1. Base: Enter a minimum Base Rate amount for each Shipping Method in the Shipping Charge field. For each product, enter a Shipping Charge amount for each Shipping Method. (Scroll down the list to enter amounts for all products listed under each Shipping Method.)

Figure 7: Shipping Configuration and Rates screen - Base

    1. Base Plus: Enter a minimum Base Rate amount for each Shipping Method in the Shipping Charge field. For each product, enter a Shipping Charge amount for each Shipping Method. (Scroll down the list to enter amounts for all products listed under each Shipping Method.)

Figure 8: Shipping Configuration and Rates screen - Base Plus

    1. None: With this option, there is no charge for shipping, so there is nothing to enter.

Figure 9: Shipping Configuration and Rates screen - None

  1. The rates are effective immediately. You will see the settings in the table in the lower half of the screen.

  2. To delete rates, click on a row in the list and click [Delete].

  3. To exit, click [Close]. The next time you open the Shipping Configuration and Rates screen, it will default to the Shipping Calculation Type that you last set.

 

Created: 4/7/11

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