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How to Set up Shipping


Default Domestic Shipping Setup

Setting up your shipping options can be a tedious process. We have designed a quick and easy step-by-step guide to get your shipping up and running. Below, you will see the best guidelines to set up domestic shipping. We will cover the following topics in this tutorial:

  • Setting up your Domestic Shipping
  • Basic shipping strategy and good default settings
  • Setting up a shipping fee
  • Dimension restrictions for each carrier (USPS, UPS, FedEx)
  • Recommended Shipping settings

 

Getting started

From the Control Panel,

  1. In the left-side menu, click on "Cart Settings" 
  2. Select "Payment, Shipping & Discounts"
  3. Select "Manage Shipping"
  4.  Navigate to the "Real-Time Methods" tab near the top of the page
  5.  Click the "Add a new real-time shipping method" button at the top of the page to create a new method
  6. Destination Region - What area do you want to provide shipping?
    Screen_Shot_2017-07-21_at_9.29.06_AM.png
  7. Shipping Carrier - Select carrier (FedEx, UPS, USPS)
    Screen_Shot_2017-07-21_at_9.32.35_AM.png
  8. Carrier Method - Select shipping method (Ground, Priority, Next Day, etc)
    Screen_Shot_2017-07-21_at_9.44.08_AM.png
  9. Allowed States - Select the individual states/provinces you want the method to be visible in, or select "All States"Screen_Shot_2017-07-21_at_9.45.51_AM.png
  10. Optionally configure the weight range for the method. It should automatically populate when you select the method, and you shouldn't go above the default value for max weight.
  11. Apply a fee on top of the method
    • We strongly recommend applying a percentage fee over the shipping carrier calculated rate. For example, if UPS quotes $10 to ship a package, adding a 15% fee would show the buyer an $11.50 shipping charge ($10 + 15%).
  12. You can optionally change the display name (what the customer will see)
  13. Make sure the method is not hidden (unless you want to hide it for whatever reason)
  14. Click "Save" to add your new method

Note: We recommend using either FedEx or UPS as your primary shipping carrier based on your preferred carrier. The reason for this is that checkout can get crowded if there are too many shipping options.

 

Setting up shipping fees

Shipping fees are used to add or subtract an additional fee to the daily pick-up rate through a percentage or fixed dollar amount.

  • Navigate to the “Real-Time Methods” tab
  • Choose either percentages or fixed US Dollar fees to add to each individual category.
  • Your shipping fees are now done!

 

Dimension restrictions for each carrier are listed below:

United States Postal Service:

https://www.usps.com/ship/can-you-ship-it.htm

FedEx:

http://www.fedex.com/us/service-guide/our-services/package-shipment/index.html#tab4

UPS:

http://www.ups.com/content/us/en/resources/ship/packaging/weight_size.html

Recommended Shipping Settings:

Still not sure how you want to set up shipping? Try this one out!

Follow the directions below:

  • Navigate to the "Manage Shipping" seciton
  • Click on "Real-time Methods" tab

Now that you are in the real-time methods. You will create 5 methods (listed below)

  • USPS - Priority (2-3 day delivery)
    • Change the name to " Standard Ground Shipping"
    • Mark the following: 48 contingent states
    • Set you desired fee
    • Mark the max weight of 10lbs
  • USPS - Priority (2-3 day delivery) -
    • Change the name to "Standard Ground Shipping"
    • Mark the following: Alaska, Hawaii, Military APO's, and desired US territories
    • Set your desired fee
    • Mark the max weight of 70lbs 
  • FedEx Ground U.S. Shipping - FedEx Ground Home Delivery
    • Change the name to "FedEx Ground Shipping"
    • Mark the following: United States and all states/province
    • Set your desired fee
    • Mark the max weights of 150lbs 
  • FedEx Ground U.S. Shipping - FedEx Ground
    • Change the name to "FedEx Ground Shipping"
    • Mark the following: United States and all states/province
    • Set your desired fee
    • Mark the max weights of 150lbs 
  • FedEx Express U.S. Shipping - FedEx Express Saver
    • Change the name to "2Day Shipping"
    • Mark the following: United States and all states/province
    • Set your desired fee
    • Mark the max weights of 150lbs 

The final product should look like this: 

Your customer will see this during checkout: 

NOTE: for UPS you will have 4 shipping methods but the steps are the same. You will replace FedEx with UPS-Ground and UPS-Express Saver

The reason we recommend this method is because it simplifies the shipping process. You get a clean look which provides your customer with three easy to read and understand options. 

Why do we rename the methods to be more generic? This allows you to not be locked in to a shipping method. For example a customer chooses "Standard Shipping," you can ship in a flat rate box! This gives you more freedom and flexibility to ship.


EVERYTHING BELOW THIS BLOCK IS MANAGE-ONLY CONTENT.

This text will not appear on the finished article.

 

How to get to the Shipping Settings page

  1. First, log into your account on manage.revolutionparts.com.
  2. Click on the "gear" icon on the top-right corner to go to your account settings.
  3. Click on "Store Settings" at the bottom of the left-side navigation menu.
  4. Click on the name of the store you want to configure.
  5. Click on "Shipping" to open the Shipping Settings page.

Here's a quick example of what your shipping page might look like:

Screen_Shot_2017-07-05_at_8.16.34_AM.png

 

Shipping Settings

At the top of the Shipping Settings page are the global shipping settings for your store.  These settings include Handling Fee, per-item Hazmat Surcharge, signature required minimum, and more.  Use these options to configure your store as desired, then click the blue "Save Changes" button on the top-right corner to lock everything in.

 

Shipping Regions and Zones

Shipping method setup is broken down into sections known as "Zones."  Each Zone represents different countries, including the United States, Canada, the "rest of the world," etc.  Within Zones are "Regions," which include the different state/province options available in that Zone.

For example, "United States" is a Zone, and "Nevada" is a Region within that Zone.

Conversely, "Europe" is a Zone, and "United Kingdom" is a Region within that Zone.

To add a new shipping method, you first have to define the desired Zone and Region.

• Click the green "Add New Zone" button to add a new zone.

• In the popup that follows, select the desired zone, then click, "Add Shipping Zone."

Screen_Shot_2017-07-05_at_9.27.08_AM.png 

Once the zone is added, you'll see it on the Shipping Setup page.

Screen_Shot_2017-07-05_at_9.30.35_AM.png

But, there still aren't any shipping methods, since we now need to create a Shipping Region, then define the shipping methods!  To create a new Shipping Region:

• Click the "Add New Region" button under the newly created Shipping Zone.

• Choose the Shipping Region you'd like to add.  (Choosing "Custom" will allow you to select individual states.  Simply Control+click (Command+click on Mac) to select multiple states.)

Once the Shipping Region is added, you'll see it under the Zone.

Screen_Shot_2017-07-05_at_2.39.44_PM.png

 

Adding Shipping Methods

Once the Zone(s) and Region(s) are configured, it's time to add shipping methods!  To add a new method:

• Click on the "Add Method" button.

• Select the method type.

There are four types of shipping methods you can add:

Carrier Calculated

This method type allows you to select from a list of common shipping methods offered by FedEx, UPS, and USPS.  Choose the desired method (the "speed" should update automatically when you select the method).  In the "Method Criteria," you can choose the weight range for which you want this method to apply, whether or not this method allows hazmat shipments, and whether or not this method requires a minimum order subtotal.  You can then add a fee on top of the Live Rates calculated by the carrier before saving the method.

For example, if UPS Ground quotes $10 to ship a package, and you add a 15% fee, the buyer would see $11.50 to ship via UPS Ground ($10 + 15%).

Fixed or Flat

This method type allows you to fix the shipping price of an order based on a flat rate, the order subtotal, or the order weight.  First, set the shipping "speed," enter the weight range the method will apply to, then choose the calculation method.  When you've configured the method to preference, click the "Add Method" button.

Local Pickup

This method type allows your buyers to pick up their order in-store.  The only options available for Local Pickup is an order subtotal and a fixed pickup price (designated as "Fee Amount").  When you've configured the method to preference, click the "Add Method" button.

Freight (Oversized items over 150lbs)

This method only appears on orders/items that qualify as "oversized," which are oversized items weighing 150lbs or more.  You can choose to base the method on "Fixed" (for which you can set a base price and an additional fee per item), or "Based on Weight" (for which you can set a base price and an additional fee per pound).  When you've configured the method to preference, click the "Add Method" button.

 

When you're done adding Shipping Regions and methods, your shipping setup might look something like this:

Screen_Shot_2017-07-05_at_3.29.08_PM.png

And once you're done adding different Zones and configuring those Regions and methods, your final setup might look something like this:

Screen_Shot_2017-07-05_at_3.32.38_PM.png

(Note that you don't need to click the "Save Changes" button on the top-right when adding new Zones, Regions, or Methods.  Those automatically save when added, and the button at the top is for the general Shipping Settings at the top of the page.)


If you have any questions, feel free to reach out to us by emailing
support@revolutionparts.com or calling 480-779-7278!

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