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Shipping Services in PocketShop

Purpose and scope

As a merchant, you may have complex delivery charges that you wish to apply to your customer's Cart. The Shipping Services feature offers you control and flexibility in how to set up and manage shipping charges. Shipping services are configured in Management Interface. Once activated, they apply immediately to orders placed in PocketShop.

The purpose of this feature guide is to describe what Shipping Services are and how it works.

Remember

  • By default, a newly created Shipping Service is set to Inactive. Set to Active once you are happy with its configuration.

  • Click Save once you make changes to any settings in Management Interface. The changes apply immediately in PocketShop.

Benefits

Key benefits of delivery charges:

  • Supports your business processes by providing different delivery charge options. 

  • Greater flexibility and control over creating and managing rules around your shipping charges.

  • Automatically applies the selected delivery charge when either your customer checkouts or updates their cart.

Introducing terms and concepts used in this article

Term

Definition

Charge rule

A charge rule consists of three elements:

  • metric, which the item that shipping calculations are performed on. Supported metrics are: 

    • Cart net total
    • Cart gross total
    • Delivery country
    • Shipping zone - a defined group of countries
    • Customer code
    • Customer group - a defined group of customers
    • Delivery postcode
    • Cart contents based on product code
    • Pricing properties that have been imported from your ERP and mapped to the pricing table on our platform
  • rule type or operator, which is used to compare the base item against the amount. Each metric has a set of allowable operands. The operands displayed are based on the metric type; strings will typically operands like "one of" while numbers will typically have operands like "greater than or equal to".

  • value, which is the metric used to compare against.

Charge type

defines how shipping charges are calculated against the total value of all products contained in the cart. The following charge types are supported:

  • ERP pricing: a ‘shipping product code’ with an associated fee is configured in your ERP. It is imported as part of the regular product catalogue import from your ERP.
  • Flat fee: a flat rate delivery amount is entered, and added to the cart as a shipping fee.
  • Cart net percentage (%): the shipping charge is calculated as a percentage of the cart’s net total.
  • No charge: no shipping charge is applied to the cart’s total

Flat rate delivery charge

a shipping product type that indicates the cost of delivery. The same delivery charge is applied regardless of the value of the order.

Pricing property

Context: for use with Shipping Service configuration

a metric that has been imported from your ERP, mapped to the pricing table in our platform and available for use to configure a charge rule.

Shipping product code

a product code that has been assigned for use as a shipping code.

Shipping service

a shipping method comprising of a set of service rules and service charges.

Service charge

service charge consists of four elements:

  • product code, which is set to a product type of shipping. It is active and visible in the product catalogue.

  • charge type, which is the method used to calculate the shipping amount due for the cart contents. Supported charge types are:

    • Flat fee
    • Cart net percentage (%)
    • ERP pricing
    • No charge
  • an amount, which defines the shipping cost.

  • priority which allows you to define the order in which charges are applied when calculating shipping fees.

Fitting it all together

Shipping services are configured in Management Interface, and apply across our product suite, such as PocketShop. A full description of how the Shipping Service feature works is described here.

Briefly, each shipping service has one or more service charges. Each service charge has one or more charge rules.

You can configure charge rules at two levels:

  • Shipping service - these rules apply in all scenarios. For example, apply a specific delivery charge to all customers from a specific postcode regardless of the quantity or cost of the order they place.

  • Service charge - these rules apply when all the rules within a service charge apply. For example, apply a specific delivery charge to customer who spend a certain amount and belong to a specific customer group.

Additionally, you can configure charge rules based on properties that have been imported from your ERP and mapped to the pricing table on our platform. These charge rules allow you to configure more complex delivery charges to meet your business needs. For example, you could configure a charge rule to determine a delivery charge based on product code provided that the product code property has been imported from your ERP and mapped to the pricing table. 

Tasks

How do I configure Shipping Services for use in PocketShop?

Configure

Shipping Services are configured in Management Interface. Click here for a full description of how to configure Shipping Services.

How are shipping charges applied to my customer's PocketShop order?

Apply

Delivery charges, based on your Shipping Services configuration, are applied automatically to your customer's order when they checkout.

Typically, delivery charges apply if the order is being delivered. Orders that are collected by your customer do not typically have delivery charges.

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