Shipping methods are used as a way to allow the buyer user to choose a shipper while submitting an order.The shipping and handling amount on orders is calculated based on the configuration of the ship method and shipper.
Shipping methods contain one or more shippers and have various configuration settings.The shippers assigned to the ship method will appear in the shipper drop-down on the Buyer interface when buyer users are placing orders. Ship methods can be assigned at the company, group or user level on the Assign Ship Methods page.The list of ship methods can be viewed on the Shipping Methods page.
Configuration settings:
- Ship Method Name: This is used as an identifier when managing ship methods.To help manage ship methods, put an identifier in this field so that you can easily identify it on other pages.For example, if the ship method is assigned to a specific buyer company, put the name of the buyer company in this field.
- Shipper Selection: The shipper selection be set to present a drop-down to the user or to have the system automatically select the cheapest shipper.
- User drop-down: If this option is selected, the list of shippers will appear in the shipper drop-down on the Shipping page during the check-out process on the Buyer interface.
- System auto-selects cheapest: If this option is selected, the system will auto-select the shipper based on the calculated shipping and handling total (using the shipper's price breaks) and if the date needed entered by the user is less than the lead time set for the shipper.The date needed will only be used in the calculation of the shipper if the buyer user has the ability to enter in a date needed on the View Cart page of the check-out process. NOTE: This option cannot be used when using Actual Rate Shippers.
- Handling Charge: There are three different options for handling charges.
- None: No handling charge will incur.
- Fixed Price: If this option is selected, the handling charge can be entered in the value text box.The handling charge will be a flat charge that is added to the price of all shippers on the order.For example, if a different manual shipper is selected by the buyer user for each line item on an order, the handling charge will only be applied once.
- % of Order Total: If this option is selected, the percentage can be entered in the value text box.The handling charge will be the percentage of the total shipping amount and added to the total shipping amount.
- Ask Buyer for Account Number: If this setting is enabled, the buyer user will be able to enter an account number into the Shipping Account Number field on the Shipping page.This field appears just below the shipper drop-down.This is an optional field.
- Note: On the Assign Ship Methods page, a default shipping account number can be set per company, group or user.
- Shippers:All shippers that have been created but not assigned as an active shipper will appear in the available shipper text area.At least one shipper must be assigned to a ship method.All active shippers for the ship method will appear in the shipper drop-down on the Shipping page of the Buyer interface for the buyer user to choose from when ordering.
- We recommend including a shipper that is not using the third party service in every ship method that you create. If you include only actual rate shippers, it is possible that your user will not have a shipper to select if there is any missing information.
Reference Material: None
Related Articles:
New Shipper Overview
Assign a Shipping Method to a Buyer
Labels: Shipping, Admin, New Shipping Method, Shipping Method