Shipping Methods Manager

Path: Setup>Shipping Methods

Step

Action

1

From the New Shipping Method section, enter a shipping method label. This is the name of the shipping method displayed on your sales channels.

2

Click New.

3

If you are working with either third-party shipping solution and want to use that solution for this shipping method, check the box corresponding to that solution

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 Note: contact your CORESense Implementation Consultant to setup this type of integration.

3

If this shipping method is available for pickup from a store, select the Available to Pickup box. When this shipping method is selected, the shopper will be presented with a list of Warehouses that are designated as Available for Pickup. The shopper selects one of the pickup warehouse locations,  inventory is assigned from the selected warehouse location and then fulfillment can be completed on the POS or SOI at the pickup warehouse location. 

See In Store Pickup for complete details. 

4

If you want this shipping method to be available on the POS then select the Available on the POS box.

5

From the Type drop-down select the carriers type.

The following shipping types are available:

• Custom   - A non-integrated shipping carrier such as DHL, uses the weight table and flat rate cost drivers only

• UPS   - A standard UPS shipping method.

• FedEx   - A standard FedEx shipping method.

• USPS - Standard Unites States Postal Service

• LTL - Freight delivery methods

NOTE: In order to use Fedex SmartPost you must set the Fedex SmartPost Hub on the warehouse (located under Warehouse Manager > General Attributes) and you must select the Hub closest to your warehouse. 

6

Based on the Type selected, the list of available Methods   display in the   drop-down. Select a shipping method.

7

Check desired shipping method options:

7

If you need a specific handling mechanism (i.e., white glove delivery), select from the following:

• Use Global Handling Calculation Rule = This is the default applied to live rates via percentage or dollar amount entered in System Settings > Shipping > Defaults > Live Shipping Adjustment

• No Handling Charge = no charges to be applied

• Percentage-based Handling Charge = Enter a percent value in the Amount field

• Flat-rate Handling Charge = Enter a dollar value in the Amount field

8

Handling charges can also be computed according to the discounted order subtotal, based on a lookup table. These lookup values are unique to each shipping method. If the Handling Charges selector is set to "Charge by Discounted Order Subtotal" then the lookup table "Handling Charge Ranges" is used to calculate handling charges for items that ship with the selected method. If no matching row can be identified, then the handling charge will be returned as $0.00. Note that this handling charge is computed regardless of the SKU shipping driver on the item.

9

Click the Update Attributes button. The shipping method is now created and the status is automatically set to Active.

10

Continue with adding Applicable Weight Ranges as needed.

Step

Action

1

From the Shipping Methods Manager, select the Method you want to add weight ranges to.

2

The Applicable Weight Ranges section displays the following information for each weight range:

1. Weight - The total weight range.

2. Price - The shipping price.

3

To add new weight ranges, enter the number of weight ranges you wish to add, and then click Add. The Applicable Weight Ranges section refreshes to display the new rows.

Tip: It is recommended that you create weight ranges in case UPS or FedEx real-time calculations is not working.

4

For each new row, enter the Weight and Price.

 Notes: For each entered weight, you can select weight lbs, kg or oz units. Once updated, CORESense automatically performs the conversion to lbs.

Note: By entering a weight that is within an existing weight range, CORESense automatically splits the weight range and uses the entered price as the lower range. For example, if you are entering a weight of 75 lbs and for $20 and a weight range of 50 - 100 lbs for $22.50 already exists, CORESense sets a weight range of 50 - 75 lbs for $20 and 75 - 100 lbs for $22.50.

5

Click Update Weights and the ranges display.

6

To remove a weight range, click on the Delete link next the range. The system prompts you to confirm the deletion.

7

After weight table is complete, assign the SKU Driver Type of Weight Table in the SKU Shipping Driver Manager for all appropriate shipping methods and then apply it to the SKUs.

Step

Action

1

From the Shipping Methods Manager, go to the Order Subtotal Ranges box and click Add.

.

2

Enter the subtotal threshold that needs to be met in order to receive the discount.

3

Enter the Rate and then select either Dollar or Percentage from the drop-down list.

4

Click Update and the new range is listed below.

5

Repeat above steps for any additional subtotal ranges.

6

To remove a range, click on the Delete link next the range. The system prompts you to confirm the deletion.

7

If you have designated products that are excluded from shipping costs, check the "Exclude Products" box so that they are not calculated in the order subtotal.

NOTE: To setup method exclusion at product level, go to Product > Channel and select the shipping method to be excluded from the "Product Exclusion from Shipping Price Calculation" box list.

8

Select Discounted Order Subtotal for each channel you want to use the Subtotal ranges.

Note: When selecting the Discounted Order Subtotal option, you do not need to make any selections in the SKU Shipping Driver Manager. If you are switching from cost drivers to order subtotals, the system overrides any existing cost driver settings.

Step

Action

1

From the Shipping Methods Manager, click on an existing method that you want to replicate from the list.

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2

Click on the Duplicate Shipping Method button.

3

The status displays as Inactive and the Method Label is renamed as a copy of the original.

4

Enter a new name for the method in the Method Label field and any other attribute changes.

5

Click Update Attributes once all changes are made.

6

Make any changes to the Weight Ranges and click Update Weights.

7

Make any changes to the Discounted Order Subtotals Ranges and click Update.

Method

Description

SKU Shipping Cost Driver

• Weight based

• Shipping cost  = Cost Driver Calculation choice:

• Real-time

• Fixed Price

• Weight Table

Discounted Order Subtotal

• Order subtotal based

• Shipping cost  = discounted order subtotal ranges