Show details for Delivery/Shipping options - the basics | ID:BG_025

Delivery/Shipping options - the basics | ID:BG_025

In this tutorial, we will begin to explore the available delivery / shipping options available to Infigo users. We will look at: General delivery settings, Defining delivery methods, Inputting delivery restrictions, Delivery computation Infigo have numerous plug-ins available, linking to global delivery / shipping companies. We will briefly discuss the plugins available during this tutorial, however they will be covered in more detail during other tutorials.

Tutorial Video Transcript

A transcript of our tutorial video, ensuring you can find exactly what you need, when you need it.

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In this tutorial, we'll begin to explore

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the available delivery
and shipping options available to Infigo.

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Users

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will take a general
look at the general delivery settings.

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Defining delivery methods,
inputting delivery restrictions

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and delivery computation

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Infigo have numerous plug ins available

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linking to global
delivery and shipping companies.

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We will briefly discuss those available
plugins during this tutorial.

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However, they will be covered in their own
dedicated

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areas and sections.

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So to begin with, we're going to navigate
to our delivery settings

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so I could get to it through our list down
here.

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However, sometimes it's easier
just to start typing the area

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that you want in this search menu here.

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So go for delivery

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and I can access our delivery settings.

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So these general delivery settings
are used to define information which sit

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outside of other,
more specific delivery sections.

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Information
you can define in here includes things

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such as the delivery origin details.

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So you can specify

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where your
delivery is actually being shipped from

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and whether or not you want to
sort of trigger a free delivery price.

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So for example, if you want free delivery
over a certain value of order,

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you can specify that in here as well.

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So there's other options in here as well,
such as estimated delivery

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and any delivery restrictions

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which are set up in a different type.

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Once you've made the changes you want to
those settings, you just click on save

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and then we'll navigate
to our delivery methods.

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So delivery methods
is the user facing side

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of how Infigo handles delivery.

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When a customer is in the delivery method
stage checkout, they're going to choose.

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One of the methods that are configured
within this screen here,

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and the cost of the delivery
will be handled by the delivery

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rate computation configuration
against this delivery method,

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as delivery

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methods do not
handle any of the calculations themselves

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and are simply what the customer will see
in the checkout.

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They're going to be fairly simple
to configure.

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So first class and second class delivery

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methods are predefined on all of Infigo
storefronts.

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These are controlled from a platform level
and cannot be amended or deleted

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by the storefront administrator. A

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However, storefront administrator

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does have the ability
to define additional delivery methods.

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So if I go to add new

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on the top left corner,

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that will bring me to a new screen

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which is allowing me
to define a new delivery method.

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And as we mentioned in the introduction
there, it's very basic.

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It's just

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defining what that delivery method
is going to be.

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And all of the calculation behind that
delivery method will be done elsewhere.

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So if I put something very creative
like my first delivery

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method, I can enter a description

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if I wish to do so
and I can control the display order.

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Now, we've seen that numerous times
in other locations.

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It's just where it appears
in the list of similar options.

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So if we're
looking at a list of our delivery options

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on the storefront, we can control
where that appears in the list

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and I'll save that.

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And that's our delivery method
defined thus.

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That's about it, to be honest.

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Next, we're going to navigate
to delivery restrictions.

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So this section allows
a storefront administrator to define

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any limitations
with any of your shipping methods.

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This is to ensure that customers
are only able to access delivery options

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that are relevant to them
and to their locations.

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So for example, if I go to add new record

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and specify

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something in here,
I'm just going to make it

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delivery restrictions.

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You can have numerous sets
of delivery restrictions.

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However, we'll just create
one for now and insert

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we can define

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define some additional details
by clicking the configuration

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button.

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This is allowing us to further
define delivery restrictions.

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So it could be an offset
so you can set a delivery offset

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where this is the amount of days
required for delivery after

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the status
is set to shift elsewhere Infigo

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or we can set particular dates.

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So selected days are ignored when
calculating the execution time offset.

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So for example, if we want to say it's
three day standard delivery

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and we don't want to include Saturdays
and Sundays within that three days.

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So it's working days only

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that we can be selective like this.

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We also have the ability
to utilize calendars

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that we've defined within our storefront.

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We won't be covering that
in this particular tutorial, but

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if you have defined a calendar elsewhere,
you can utilize it for this purpose.

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And this is, for example,
if you've got certain days

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within your calendar month
or a specific month where

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your printing capability
is not going to be available.

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So say the machine is being serviced,
for example, you could set up a calendar

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which shows you that information
and then select that here.

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And it will include that
when calculating the delivery offset.

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So I'll save on there as well.

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We've also got the ability
to apply country restrictions.

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So that's this tab here.

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So this screen just allows us to select

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the countries in which a particular method
is not available.

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So we're going to leave first
and second class alone

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as they're controlled
from a storefront level.

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However, with our own modified
or specified delivery method,

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I can choose the countries
where that is not available.

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So let's say, for example,
that particular method is not available

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in North America.

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I could say United States and Canada.

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Save that
and then that method won't appear

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to those particular uses.

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Okay, finally,
we're going to go to shipping computation

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or delivery computation.

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So from this screen, administrators
can define or calculate cost of delivery

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along with defining the methods
available to their customers.

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The methods displayed are a mixture
of those contained solely within Infigo.

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So this is things such as fixed
rate shipping

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and shipping by weight.

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These are set up completely within Infigo
and calculated within Infigo.

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And there's also a lot of options in here
which are going to external services

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via available plugins.

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And the primary example of
that is our easy post plug in.

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Now this particular tutorial
will focus on the methods

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that are internal to Infigo.

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So what I'm going to do is locate fixed
rate shipping because that's nice, simple,

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and I'm going to hit configure.

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And what you can see here
is that administrators can define

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shipping costs which are fixed in value.

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So I was specified shipping
methods are all listed

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and then we have a fixed rate
for each of those shipping methods.

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I want to update those
values. I can just add, edit,

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change the value

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and update.

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Next, we'll explore the shipping
by weight option.

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It's crucial to

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remember that before we do utilize
this methodology that all of our relevant

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products do have weights assigned to them,
otherwise it won't accurate.

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We'd be able to calculate
the total of the weights and will

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not really effectively
be able to utilize this delivery method

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and the method for doing
that is contained in other

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tutorial videos.

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So for simplicity, well, first, going to
deactivate the fixed rate shipping method.

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So we're going to make it so that we can't

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choose fixed rate shipping and it's
going to be just shipping by weight.

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We do this by going to the relevant line

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and then over on the right hand side,
we have edit

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that just gives the ability to choose
whether a particular option

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is active or not.

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And then update

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and I'm going to do the same

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on shipping by weight,

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so I'll enable that one.

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So now let's configure
the shipping by weight method.

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So just go to the configure option
next to the relative

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relevant line.

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So the shipping by weight option
allows you to set weight

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tiers
based on each country on your storefront.

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This means that if a customer is ordering
a particularly heavy order line,

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you could restrict them
to only having certain methods available

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and you could charge them different costs
for different weight tiers.

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So that this page comes in two parts.

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The top is a table of existing

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weight tiers, which we've defined,
and then we have a series of fields

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underneath it
which allow us to define a new entry

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into this table.

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So the information is looking for
we can specify a country if necessary,

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or you can just leave it
as the default asterisk,

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which will leave it as applying
to all countries.

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You select the delivery method
that you want to apply this against,

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so we can set this against
the one we've just made.

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For example, then we specify a weight
from an A weight to

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so if it sits between these two values,
it will be a certain charge.

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So if we go from zero to say ten kilos,

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that would be, let's say £8

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in the charge amount.

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You also have the ability
to charge the delivery

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fee as a percentage of the total order
cost as well.

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And we'll do that
on one of our other tiers.

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So I can add that record,

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you see, that adds a line for me
with all that information detailed

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and I can edit it if I wish to do so.

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So I'm going to define
two more records in here.

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One is going to be
a delivery charge of £12,

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and that's if it's between ten kilos

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and 20 kilos, again, apply

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to the same delivery method.

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And then finally we'll do one,
which is a percentage.

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And that's going to be
still the same delivery method

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it's going to be
if it's above 20 kilograms.

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So we'll go with 20 kilograms.

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We'll put a really large number
in there for the maximum.

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And then
instead of putting a charge amount,

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I can put in a percentage

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and then a percentage

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value.

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Okay.

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We also have an option further down
underneath these definitions

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which allows us to limit delivery options
to configured ones.

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So this option ensures
that only the delivery options defined

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by records on the shipping to weight
page will be utilized.

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So it's up to us whether we check that

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and then save.

 

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