Shipping

by admin, January 24, 2011

Add/Edit a Ship Company

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Add a shipping carrier, ship methods and charges.

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Instructions
Add a new shipping company. Then enter charges for various ship methods.

NOTE: These instructions only apply to orders that are manually entered into Channergy.  Any orders that are downloaded via the MCM are not affected by the shipper settings here.  The ship methods and ship amounts from your channel accounts are imported directly into Channergy and they are not altered by these settings.

  1. To access the shipping setup click on the settings on top and click on Shipping Methods & Charges in the Channergy explorer38
  2. This will open the Shipping Company screen.
  3. To Add a new shipper, click on the New button button at the top toolbar.
  4. This will open the Shipping Company detail screen.  Note: The shipping charges are cumulative for each tab in the Shipping Company detail screen.  If you set up shipping charges for all of the tabs (Flat Charges, By Order Total, By Weight, and By Zone)  The total shipping for each order will be the sum of all the charges that meet the criteria under each tab.
    1. Enter in the following information in the Shipper tab.
      1. Shipper-Enter a name for your shipper type.  This can be 30 characters long, but as of build 1121, only the first 10 will be stored in the Order table.  For example UPS Ground.
      2. Description- Enter a detailed description of the ship method.  This can be up to 30-characters in length.
      3. Carrier-(Optional) Select the carrier from the drop down list.
      4. Service-(Optional) Select the service type from the drop down list.
    2. Select the Flat Charges  Flat Charges tab.  This will open up the following screen.Enter in your shipping charges based on your business model.
      1. NOTE: As is the case above the charges are cumulative.  If you set up a per order charge of $1.00 and a per item charge of $2.00 then an order with two items will have a total shipping charge of 1.00+2*2.00=$5.00
      2. Click the Ok Button button to save your changes.
    3. Select the By Order Total By Order Total Tab tab.  This will open up the following screen. Add the shipping charges in the following manner.
      1. Enter in the order total price ranges in sequential order from lowest to highest.
      2. Do not include any gaps in the price range, for instance if your highest range for one price level is $9.99 then the next level must start with $10.00
      3. Charges by Order Total are calculated based on the Subtotal of items (excluding Sales Tax) and are charged in addition to Flat Charges, Weight Charges and Rates and Zones charges you specify for each shipping method. You can also use the By Order Total to create charges above a specified order amount. For example, enter a From of $200.01 and a Charge of $50 (no To is needed) and only orders above $200 will be charged $50.
      4. NOTE: Any pricing information you add to this tab, or any of the other tabs, is cumulative.  If you have set up flat charges in addition to By Order Total, the shipping will be the sum of the flat charge rates plus the By Order Total rates.
      5. If  you want to use only the Order Total or the Weight tables, you can change this in the Preferences under the Data Entry Tab.
        1. Select Tools->;Preferences from the text menu.
        2. Select the Data Entry tab
        3. Select the Shipping Charge Ranges download.
          1. The default option is By Both Order Total and Weight
          2. The other options are:
            1. By Order Total Only
            2. By Weight Only
      6. Click the Ok Button button to save your changes.
    4. Select the By Weight Tab tab.  This will open up the following screen. Add the shipping charges in the following manner.
      1. You will first need to enter weights for each of your products.
        1. Click here to add weights to your products.
      2. Enter the weight ranges in sequential order from lowest to highest.
      3. Do not include any gaps in the weight ranges.  For example if the To value for a range is 10.0 then the next weight in the From field should be 10.1
      4. Charges by Weight are calculated based on the combined weight of items added to the order. You can enter each item’s weight in the Product screen Weight field. Charges by Weight are added to Flat and Order Total charges you specify. As in the by Order Total method, you can create charges that are applied only when an order exceeds a value you specify. For example, enter a From of 100.01 pounds and a Charge of $75 (no To is needed) and only orders weighing more than 100 pounds will be charged $75.
      5. NOTE: Any pricing information you add to this tab, or any of the other tabs, is cumulative.  If you have set up flat charges in addition to By Order Total, the shipping will be the sum of the Flat Charge rates plus the By Order Total rates in addition to the By Weight rates.
      6. If  you want to use only the Order Total or the Weight tables, you can change this in the Preferences under the Data Entry Tab.
        1. Select Tools->;Preferences from the text menu.
        2. Select the Data Entry tab
        3. Select the Shipping Charge Ranges download.
          1. The default option is By Both Order Total and Weight
          2. The other options are:
            1. By Order Total Only
            2. By Weight Only
      7. Click the Ok Button button to save your changes.
    5. Select the By Zone Tab tab.  This will open up the following screen. This screen is to be used for setting up your shipping costs based on your shippers rates and zones tables.  For more details on setting up your rates and zones click here.

UNDER THE HOOD: The shipping setup uses the following tables Shipper,ShipChg, ShipCost, Shipper and ShipZone.  In addition, the Shipper value is stored in the ShipMeth field in the Orders table for orders that are manually entered.  If the order originates from a channel download the ShipMeth field is populated directly from the channel and it does not need to be set up in the shipping tables.The basic shipper information is stored in the Shipper table.  The primary key in the table is the Shipper field and this is the value that is populated in all of the shipping related tables.  The value of the Shipper, Description, Carrier and Service fields come from the Shipper tab in the Shipping Company details screen.  When data are added to the Flat Charges, By Order Total and By Weight tabs are added to the ShipChg table.  When data are first added in any of the shipper tables (ShipChg, ShipZone or ShipCost) the Shipper field is populated into the Shipper value in the table.  The ShipChg table has room for ten Order Total ranges and ten Weight ranges.

The ShipZone table contains the zone information for the rates and zones setup.  When a new zone is added to the table the Shipper is populated from the Shipper table and the ShipZoneNo is incremented by one.  The countrycode is populated from the Country table.  For the United States the countrycode is 240.   It is important to know that the FromZip and ToZip fields must be continuous, in other words, the FromZip value must be one more number than the ToZip field in the previous row.

The ShipCost table contains the weight and cost information for the  rates and zones computation.  The shipper field is populated from the Shipper table and is the foreign key link to the Shipper table.  The Zone is populated from the ShipZone table and the weight ranges are populated from the Rates and Zones setup screen.  As is the case with the ShipZones table, there can be no gaps in the weight ranges.  Depending on your shipper, the FromWeight in one row must be one unit more than the ToWeight in the previous row.  Any gaps in the sequence will cause the rates and zones calculations to break.

When an order is taken in Channergy and a shipping method is selected, the ship amount is computed as the sum of all the criteria that are set up for the selected shipper.  If you have a shipper that has Flat Rate Charges, Charges by Weight, Charges by Order Total and Rates and Zones, the computed ship amount will be the sum of all shipping criteria that are met.

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