Sales: Configuration: Sales Orders Config: Shipping Methods

Once there, go to CONFIGURATION > SETTINGS,  scroll down to the Shipping section to ensure the Delivery Methods option is enabled.

When you're done, click SAVE.

Create a Shipping Method

Next, either click the   Shipping Methods link, or go to CONFIGURATION > SALES ORDERS > SHIPPING METHODS. Here you'll see the different shipping carriers configured in the Sales application.

To add a new Shipping Method, click CREATE.

• Shipping Method: Allows you to give your Delivery Method a specific name for reference. 

• Provider: Allows you to set the pricing that will be used for this shipping method from various sources.

  • Fixed Price: This gives you the option to set a fixed shipping cost for all orders that this Delivery Method is applied to. 

  • Based on Rules: This will allow you to set specific rules for your shipping costs based on weight, price, quantity ordered, volume, and weight * volume. For example, you could set your rules so that, if an order contains more than 5 units and the price is over $200, then that customer gets free shipping. 

  • Provider: If you have providers installed (e.g. UPS, DHL), selecting one from the list will modify and/or expose further configuration options on the page.

    • Integration Level: This defines the action while validating the delivery order.

• Install more Providers: Takes you to a page where you can install additional logistics provider modules and Shipping Connectors. These can also be enabled in CONFIGURATION > SETTINGS in the Shipping section.

• Delivery Calendar: This calendar represents the days in which the carrier will delivery the package.

• Automatic Insurance Value: This will be used during shipping to determine if the picking value warrants insurance being added.

• Procurement Priority: Set the priority for this carrier. This will affect pickings and procurements related to this carrier.

• Company: You can restrict this to be available to a certain company. To make available to all companies, leave blank.

• Website: Restrict this shipping method to a specific website. To allow in all websites, leave blank.

• Delivery Product: Assign the service product associated to be associated with this shipping method.

• Invoicing Policy: This option will only appear if a carrier is selected on the Provider field.

  • Estimated Cost: The customer will be invoiced the estimated cost of the shipping.

  • Real Cost: The customer will be invoiced the real cost of the shipping. the cost of the shipping will be updated on the SO after the delivery.

• Margin on Rate: Allows you to set a percentage of increase over the calculated shipping rate. 
  

• Free if order amount is above: If checked, a new Amount field will be exposed where you can set an order price that if reached, will give your customers free shipping. 
  

Under the Pricing or CONFIGURATION tab, you'll see different options depend on what's selected in the Provider field above. 

Pricing

This tab will only appear if the options Fixed Price or Based on Rules on the Provider field is selected.

Fixed Price

• Fixed Price: Enter a flat dollar amount.

Based on Rules

• Based on Rules: To add a pricing rule, click Add a Line. 

This will bring up the Create Pricing Rules modal window where you'll create your pricing bands using the given options. 

• Condition: Define the condition that must be met.

• Delivery Cost: Define how the delivery cost is calculated.

When you are done click Save.

Add as many rules as you need. The first rule should represent your lowest band ( x or less) and the last rule should represent your highest band (x or more). When you'r edone, it may look something like this:

Carrier Configuration

When a carrier is selected as the provider, you'll need to obtain the proper credentials from that carrier and configure them here.