Shipping Zones & Rules
Shipping zones and rules customize pricing by location using defined areas and set pricing rules.
Shipping Zones
Shipping zones are a delivery area. Shipping zones have 2 functions in Supply'd:
Defining the service areas for your business. Only customers within one of your shipping zones can buy your products.
Separate shipping pricing based on different delivery areas.
This document will guide you through:
To add a shipping zone click on your company name in the top right then select Settings.
Select Shipping Settings from the Settings menu.
The Shipping Zones page will open, listing any zones your have added.
You can reorder the list by clicking and dragging the three lines next to a zone to move it to your preferred position, such as placing frequently used zones at the top.
Adding a Shipping Zone
Click Add + in the top right corner, as circled above. The Add Shipping Zone form will appear.
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
Complete the fields as per the guidelines below:
Zone Details
Name* [required]
Defines the reference name for the shipping zone. For example if the Shipping zone is for servicing Victoria only you can simply name it "Victoria".
Select Zone Areas By* [required]
This defines the areas for this zone to apply. Select from the drop-down menu.
State: The rules within this zone will apply to all or selected states only. If your shipping zone will service a state in its entirety you can select the state(s) in this field. If you select the zone will apply to all customers anywhere in the state. If you don't want to service an entire state leave this blank and use the postcodes instead. You could also opt to use states in combination with postcodes if you want to service full states plus select postcodes in other states.
Postcodes: The rules within this zone will apply to a list of postcodes only. Defines specific postcodes the shipping zone will apply to. You should put 1 postcode and/or range per line. This field will accept a singular postcode e.g. 3000, or a range e.g. 3000 - 3100 per line. When a range is provided all numbers within the range will apply.
Both: The rules within this zone will apply to a combination of states and postcodes. States will have the highest priority and postcodes can be added to apply to additional regions.
Delivery Schedule
Set your delivery days for this zone for orders in this zone. Leave blank to not use delivery schedules in this zone.
Zone Shipping Rules
Editing a Zone
Removing a Zone
To remove a zone, click on the zone and, on the rules page, click the 3 dots on the top right-hand corner and select Remove Zone. Click Remove on the pop-up box to confirm removal of that zone.
Changes to the service areas based on the shipping zones may take up to a few hours to be applied to the marketplace.
Shipping Zones Order
Supply'd will automatically select the zone for orders based on their state or postcode from the zones in the order they appear on the Shipping Zones list. For example, a customer within the 3011 postcode falls in the "Melbourne Local" zone and the specific rules, delivery costs etc. will apply. For any orders not within that particular list of postcodes the "All" zone and that zone's specific rules will apply.
The Shipping Zones list can easily be reordered by simply clicking and holding on the 3 lines beside a zone and dragging it to the desired position in the list.
Shipping Rules
Shipping rules are set-up within a specific zone. Rules define the different shipping options for the customer at the checkout.
Adding a Shipping Rule
To add a rule click on your company name in the top right, select Settings, then Shipping then click on the Zone you would like to add the rule to.
On the rules page click Add Shipping Rule (or Add + in the top right corner).
The Add Shipping Rule form will open.
Fill in the fields based on the guidance below:
Name* [required]
Defines the reference name for the shipping rule. This will be what is displayed to the customer at the checkout. Examples would be: "Standard", "Express", "Next Day Delivery", "Free Shipping".
Pricing Type* [required]
The pricing type lets you choose how you would like to charge for this rule. Select one of the following from the drop-down menu:
Flat Rate
Calculated
Free Shipping
Pick-up
Shippit Quote (if integrated)
Min Spend
Defines the minimum spend of the customers entire cart before the rule appears. For example, if you wanted to set free shipping over $100, you would set the value as "$100.00".
Max Spend
Defines the maximum spend of the customers entire cart for the rule to appear. For example if you have standard shipping available, but offer free standard shipping for orders over $100, you can hide the standard shipping option at the checkout if the value is over $100. To do this you would set the value as "$99.99". You would define it 1 cent less than the min spend of the other option, otherwise if both are set to $100 if the cart value is exactly $100 both options would appear.
Send To Shippit - Test?
Toggle on to send orders from this rule to Shippit - Test.
The options in this drop down let you define whether or not orders using this shipping rule are sent to Shippit or not, and if they are, what is the default shipping type to send as. Choose the default shipping type you would like these orders sent to Shippit as.
Send Test Orders To
Where to map orders from this rule to in Shippit - Test. Select from the drop-down menu.
Send To Shippit - Test?
Toggle on to send orders from this rule to Shippit - Test.
Send Test Orders To
Where to map orders from this rule to in Shippit - Test. Select from the drop-down menu (same as above).
Send To Starshipit - My Company?
Toggle on to send orders from this rule to Starshipit - My Company.
Advanced Settings
Set-up advanced settings for this rule to set delivery schedules or define which customers have access to this rule.
Order Cut-off
A delivery cut-off defines the period of time prior to a delivery day that an order must be placed. If this time has passed the delivery day would not be available to the customer when ordering. Choose "Not Set" to not use delivery schedules.
When a time is selected an additional field, Delivery Delay, will appear.
Delivery Delay
A delivery cut-off defines the period of time prior to a delivery day that an order must be placed. If this time has passed the delivery day would not be available to the customer when ordering. Select from the drop-down menu. Choose "Not Set" to not use delivery schedules.
Available To
Whether this rule is available to all customers or just specific set of customers.
When Specific Customers Only is selected an additional field, Customer(s), will appear.
Customer(s)
The set of customers this rule is available to. Only customers in this list will be able to see/use this shipping rule. Typing in or clicking on the field will bring up a list of customers to choose from.
Label Template
The shipping label template or integration to use for orders with this shipping rule. Select from the drop-down menu.
If choosing an integration, make sure you have ticked "Send To [integration_name]" to ensure the order is synced. If the integration orders are not sent to the integration the label will fail to print. Select None to ignore labels for this rule.
Pick Priority
The pick priority for orders placed with this shipping rule. Select from the drop-down menu.
Warehouse Location
If you have multiple warehouse locations, set the warehouse that items will be shipped from for that particular zone. Select from the list of of your warehouse location in the drop-down menu.
Save
Editing a Rule
Removing a Rule
To remove a rule, click the 3 dots on the top right-hand corner and select Remove Rule.
You will be asked to confirm.
Pricing Type Options
Flat Rate
When Flat Rate is selected in the Pricing Type field, the next section will be Flat Rate.
Flat Rate gives you the ability to set a single fixed price to be applied for the rule.
Name* [required]
Defines the reference name for the shipping rule. This will be what is displayed to the customer at the checkout. Examples would be: "Standard", "Express", "Next Day Delivery", "Free Shipping".
Price* [required]
Set the price to apply at a flat rate for this shipping rule.
Calculated
Calculated pricing allows you to set a variable price based on a base price plus a percentage of the sale value.
Base Price
Defines the base price for the shipping rule. For example free shipping would be left as "$0.00". If you offered fixed price shipping for the rule at $10 you would set the value as "$10.00". You can use the base price in conjunction with the Percentage of Sale option below. In this case it would be calculated as Base Price + Percentage of Sale allowing you to define a base of "$10.00" plus a set percentage of the cart value.
Percentage of Sale
Defines a percentage to charge based on the total cart value. Do not include the percentage sign. For example if you set the value as "5", on an order of $200 the shipping price would be 5% of the value, in case $10. You can also use this in conjunction with the Base Price field to add a fixed value in addition to the percentage of sale.
Min Price
Defines a minimum price for the shipping fee. This is useful if you are using the Percentage of Sale option and would like to ensure lower value orders still sit above a minimum cost. For example if you are using the Percentage of Sale option set as "5" (5%), on an order of $50 value the shipping price would be $2.50. In most cases this would not cover the actual cost of shipping. You can set the Min Price value to an amount such as "$10.00" to ensure if the shipping price sits below $10, we would charge $10 instead.
Max Price
Similarly to the Min Price option you can define a maximum price. This is useful if you are using the Percentage of Sale option and would like to ensure the shipping price doesn't get too much on larger orders. For example if you are using the Percentage of Sale option set as "10" (10%), on an order of $1,500 value the shipping price would be $150. This is a steep cost for shipping and would often lead to abandoned carts. If you never want your customers to pay of $50 for shipping on this rule you would define the value as "$50.00" to ensure if the shipping price sits about $50, we would charge $50 instead.
Subject To Tax* [required]
Whether or not tax applies to this shipping method. Select Yes or No from the drop-down menu.
Free Shipping
Free Shipping will not charge the customer for shipping when this rule is applied.
Pick-up
Pick-up can be used for offering pick-up from a location/warehouse. There is no amount charged for this pricing type.
Shippit Quote
Shippit Quote allows you to charge a quoted amount from Shippit. You will need to add carton dimensions and weights to products for the quoted price to be accurate. See Adding & Updating Products for details on how to that.
Shippit Integration
Select the integration from the drop-down menu.
Shippit Quote Type
Select the ervice type you'd like to quote for from the drop-down menu.
Options are:
Standard
Express
Priority
On Demand
Click & Collect
Subject To Tax* [required]
Whether or not tax applies to this shipping method. Select Yes or No from the drop-down menu.
Add Margin $
Optionally add a margin as a fixed amount in addition to the quoted amount from Shippit. This can be used help cover the cost of packaging and handling if applicable.
Add Margin %
Optionally add a margin as a percentage of the quoted amount in addition to the quoted amount from Shippit. This can be used help cover the cost of packaging and handling if applicable.
Assigning a Zone on a Customer Level
In addition to setting Shipping Zones by state or postcode, as above, Shipping Zones can also be assigned on a customer level. This will provide a subset of shipping zones that can apply to this customer. The location for the customer will still need to match the conditions within a zone and rule for it to apply.
For example, you have a regular customer who you give uses a different delivery service so you want to show an alternative set of rule to them. The zone would then be created as, for example, Vic Alt. In the rules for this zone you would add the applicable rules and rates.
To assign a specific zone to a customer, follow the guideline as follows:
From the main menu select Customers. The Customer page will open listing all your customers.
Select the customer you would like to assign the zone to from the list of customers,
Click on the 3 dots in the top right-hand corner and select Edit Customer. The Edit Customer form will open.
Click on the Shipping Zones field and select the appropriate zone.
Save
Assigning a Zone on a Product Level
Shipping Zones can also be assigned on a product level. This will override other zones and rules that would normally apply.
For example, you have some products that need refrigerated transport. The cost for this may be a little higher, may only be delivered on certain days, or perhaps you only want to deliver within a certain radius. In that case you would create a separate shipping zone with the rules for that reflecting any special conditions.
When applied if one or more of this item is added to the order/cart, only the selected zones would be available.
To assign a specific zone to a product, follow the guideline as follows:
Select Products from the main menu.
The Products page will open, listing of all your products.
Select the product you would like to assign the zone to. Click on the 3 dots in the top right corner and select Edit Product.
Scroll down to the Sell On Supply'd section.
Click on the Restrict By Shipping Zones field and select the appropriate zone.
Save
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