The Shipping step allows you to configure the shipping methods available for an instance.
For checkout instances connected to a CRM, you must have these shipping methods in your CRM to match the settings you've created in this section.
Adding a shipping method
Click Add Shipping Method to add a new type of shipping.
This will open the panel where you choose and configure the type of shipping method you want to provide to your customers.
Shipping Types
Available options:
Flat Rate: The most common type of shipping used everywhere
Weight Based: The shipping price changes according to the weight specified
Country Based: Specify a flat rate for certain countries
Real-Time Shipping Quote: Connect with shipping providers such as USPS, UPS, DHL, FedEx, etc. to provide customers with a real-time quote.
Shipping Groups
Select the shipping group or manage groups.
Managing Shipping Groups
In the management panel, you can change the order they appear by dragging the entries, add more groups, or delete.
Shipping Name
The name of the shipping method as it will appear to the customer.
Description
A description of the shipping method as it will appear to the customer.
CRM Shipping ID
The ID of this shipping option in your CRM.
Shipping Price
The price of the shipping option (flat rate only).
Min Product Value
The value set here will be the minimum value of a product for the customer to have this option. This does not include tax or shipping price.
Min Cart Value
The value set here will be the minimum value a customer’s cart must reach for them to have this option. This does not include tax or shipping price.
Shipping Weight Rules (Weight Based only)
Choose the unit of measurement, and add rules in the right pane for weight ranges and the shipping prices associated with them.
Countries (Country Based only)
Select the countries this shipping method will be applied to. This will set a flat price for an entire country. This is a multi-choice dropdown menu.
Real-Time Shipping Quote Options
Select the service provider, the service type from that provider, the zip you will be shipping from, and a handling fee. This will generate a live quote using the selected service and provider plus your handling fee. Providers available: DHL, FedEx, UPS, USPS, Canada Post
Editing a shipping method
Click on the edit icon on the right side of a shipping method to edit it. The menu to the right of the edit icon allows you to deactivate or delete a method.
Shipping Countries
These options apply to all of your shipping methods.
Restricted Shipping Countries
Customers from the specified countries will not be eligible to have their orders delivered to them.
This multi-choice dropdown adds the countries to the middle panel. Clicking a country lets you specify states/regions that are not available instead of the whole country.
Default Shipping Country
The country that is selected by default when the customer gets to the shipping step.