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  • Shipping Methods Case Study

Setting up Shipping Methods

After setting up Shipping Groups, it is now time to set up the actual Shipping Methods that will be applied to the various Shipping Groups. A Shipping Method consists of a Shipping Method name, the Shipping Group that it applies to, and the actual rate(s).

The interface for editing Shipping Methods and creating new Shipping Methods is virtually identical, and is handled in four steps. To create a new Shipping Method, type in the name of the Shipping Method and the Description for the Shipping Method.

 

 Note: Your customers will see the Name and Description. Many CommerceCM Administrators use terms like “Standard” and “Express” to name their rates, and use specification like “6-8 Business Days” for the description.

Clicking on the Next button will take you to Step 2 of 4 and a page that looks like the following:

shippingmanager12.jpg

If you have more than one Language configured in CommerceCM, you will have to type in the Name and Description for each language. Clicking on the Next button will you to Step 3 of 4 and a page that looks like the following:

shipping manager13.jpg

In Step 3, you must select the Shipping Group(s) for which the Shipping Method will apply. You will need to use the shipping manager11.jpg buttons between the two lists to control which Shipping Groups are to use the Shipping Method. The list on the left shows the list of all available Shipping Groups and the list on the right show the list of all Shipping Groups that are currently set up to use the Shipping Method. Note: if a Shipping Group is being used by the Shipping Method (i.e. if it is a part of the list on the right), it will show up in the list on the left in red text.
Clicking on the Next button will you to Step 4 of 4 and a page that looks like the following:

shipping manager14.jpg

This is the step in which you will specify the actual rate(s) for the Shipping Method. You must first select the type of rate that will be applied using the combo box, and also the Rate Calculation method via the Radio Buttons. There are three valid combinations:

 

Order Value – Currency

This option allows you to specify shipping rates based on the total dollar amount of the order. You can create a series of dollar amount ranges by successively clicking on the More button. A sample rate series is shown below:

shipping manager15.jpg

Note the use of the word “max”. This convention will ensure high dollar amount orders will still be assigned a rate.

Order Value – % of Value

This option also allows you to specify shipping rates based on the total dollar amount of the order. However, in this case the rate is a percentage of the total order value. You can create a series of dollar amount ranges by successively clicking on the More button. In many cases, one range will suffice using this setting, as per the sample rate shown below where shipping will always be 5% of the order sub-total:

shipping manager16.jpg

Per Item Range This option allows you to specify shipping rates based on the number of items in the order.
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