Shipping Methods
Shipping methods are used to set shipping rates. You may require different rates for different circumstances. For example, a standard shipping rate for all Australia and a discounted shipping rate for a particular customer.
Important: It is essential that shipping methods are configured correctly. Therefore, it is highly recommended that shipping methods are set up by your organisation’s IT department.
1. Add shipping method
In the Manage menu, select Commerce > Shipping Methods. The Shipping methods page is displayed.
Click the +Add Shipping Method button. The Add Shipping Method page is displayed.
Complete the fields in the table below.
| Field | Action |
| Name | Enter the name of the shipping method. |
| Plugin | Select ‘Flat rate’. |
| Default package type | Leave the default package type selected. |
| Rate label | Enter the name of the shipping method. |
| Rate description | Enter a short description of the shipping method, if required. |
| Rate amount | Enter the amount inclusive of GST. |
| Shipping Product ID | This information is populated from Salesforce. Do not edit. |
| Shipping Pricebook Entry ID | This information is populated from Salesforce. Do not edit. |
| Conditions | Conditions apply restrictions to the application of the shipping rate. Conditions can be applied to the:
Examples of customer conditions: |
| Condition operator | Select:
|
| Enabled | This checkbox is ticked by default. Deselect this checkbox prior to saving, as you will need to set the shipping method order of operation first. See Order of Operation and Set Order of Operations. Remember to tick this box after you have set the order of operations and are ready to save the shipping method. Note: You should also deselect this checkbox if you want to disable the shipping method. |
Click Save.
2. Order of Operation
If your organisation has more than one shipping method, the system will check whether an order meets the conditions of the first shipping method first. If it does, the system will apply that shipping method. If it does not meet the conditions of the first method, then it will check the second and so on.
Therefore, it is critical that the shipping method order of operations is configured correctly to ensure the customer is charged the correct shipping fee.
Generally speaking, the more specifically applied shipping methods should be higher in the list than the more generally applied shipping methods.
For example:
Your organisation has a standard flat rate which applies across the board. In this shipping method, you have added a condition to apply the rate to all customers who reside in all states in Australia regardless of postcode.
You also have a discounted rate for ABC Widgets. In this shipping method, you have added the condition to restrict the application to customers with ABC Widgets’ account ID.
The system should first check if the customer meets the conditions for the discounted rate.
If the customer meets this condition (i.e. they have ABC Widget’s account ID), then the discounted rate will apply.
If the customer does not meet this condition, then the standard flat rate.
3. Shipping Methods Page
The Shipping methods page lists all your organisation’s shipping methods both enabled and disabled. It also shows the order in which the shipping methods should be applied.
In the example below there are two enabled shipping methods: SAPN Discounted Shipping and Flat Rate Australia. SAPN Discounted Shipping is higher in the list than Flat Rate Australia. This means it will be checked first and applied to the customer who meets the conditions.
4. Set Order of Operations
In the Shipping methods page, select the appropriate weight for the shipping method in the WEIGHT column.
The weights range for -10 to 10. Lower values will be listed above higher values, e.g. -10 is the lowest weight and so will always be executed first.
Click Save.
5. Save the shipping method
Click the Edit button next to the shipping method you have set up.
Scroll to the bottom of the page.
Tick the Enabled checkbox and click Save.