Shipping Settings Quick Guide
Shippers
The landing page of the Shipping module is your Shippers tab. This is where you enable the shipping methods that you will be using. Check the box next to each method. A new tab will appear for each courier so that you can enter your account credentials.
This is also where you can enter an Important Notice. This is a message that will appear on the checkout screen of your webstore and can alert customers to potential shipping delays.
Touch and Components
Touch Costs and Components are ways to charge customers for handling fees.
A Touch Cost can be created if you need to charge customers a special handling fee. Here you will enter the dollar amount for each touch. In the Catalog Manager, you will then specify the number of touches for that product in the Touch Qty field.
Components refer to the packing materials that are used to ship orders. Your business can create your own components and set a specific price for each one. Components charges are for Wine Club releases. On step 3 of the wine club you will select a component and an additional fee will be added to the shipping cost. This only adjusts the shipping Price in Wine Club release orders.
When the Touch and Component cost are included, they will be added to the S&H line item.
(Components cost is only added during a wine club release. Touch Cost will be included in every order.)
The "Packages" section of fulfillment is just for reporting. It won't adjusts the price of shipping.
Handling Fees
The Handling Fees tab is where you can set up a flat handling fee instead of using touch and component costs. You can enter a dollar amount in each field to equal the flat rate you want to charge. When a customer makes a shipping purchase, this amount will be added on top of the shipping charge. The shipping and handling will show as a single charge.
Couriers
OrderPort integrates with the following couriers: USPS, UPS, FedEx and GLS. If you want to calculate live rates in OrderPort, enable the courier tab and enter your credentials. These credentials will be provided by the courier. In the example at right, we are looking at our UPS integration information. The integration allows UPS to provide live shipping rates to customers when placing an order.
This is also where you will set your shipping label type. Ensure that you have the correct label format selected so that you don’t run into trouble printing labels for orders. See OrderPort’s hardware page to see the printers that are currently supported.
Custom Zone - Rates
Custom Zone Shipping Rates are flat rates that your winery can use in place of live rates. You create rates based on a product’s size, quantity and its destination. If your winery partners with a third-party shipper, they have likely provided you with a spreadsheet that covers their rates. First you set up zones that cover different parts of the country you ship to. Then you set up your shipping types, which are the methods you will be using to send the orders (FedEx Ground, UPS 3 Day, etc.). The last step is to set up your rules, which is how OrderPort will determine the rate charged to a customer. Rules for alcohol products are set up by volume, whereas non-alcohol items and collections are based on weight.
Custom Zone - Rates
Click Add new rule to begin. You will be prompted to fill out the following fields and click Save. In this example, we are setting up a rule that covers 750ML bottles. This rule will charge customers $30 to ship 6-12 bottles if they live in our West Coast zone. Note that if we need to ship a quantity that is less than 6 or more than 12, we must make another rule that applies. Otherwise, shipping will not be able to be calculated.
Once you have created your rule, test it in the Admin Cart to ensure that it is working correctly.
Custom Zone - Rates
In the image at right, we have rules set up for the West Coast and the state of Washington specifically. Each rule covers covers a certain quantity of items as well as volume size. For example, there is a rule for the West Coast that lists a $10 cost for shipping 1-3 750ML bottles. If you need to ship larger quantities, either edit this rule or add another. There is also a rule for the West Coast that covers 12 bottles at $0. This is because this business offers free shipping for a case or more.
Shipping Settings
• For further information, contact the
OrderPort Support team by phone at 206-464-1151 or by email at helpdesk@orderport.net