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

00:00:13:14 - 00:00:15:13
In this tutorial, we'll begin to explore

00:00:15:13 - 00:00:19:07
the available delivery
and shipping options available to Infigo.

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Users

00:00:20:19 - 00:00:24:09
will take a general
look at the general delivery settings.

00:00:24:22 - 00:00:28:18
Defining delivery methods,
inputting delivery restrictions

00:00:29:00 - 00:00:32:08
and delivery computation

00:00:32:08 - 00:00:34:12
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

00:00:45:14 - 00:00:51:18
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

00:06:04:22 - 00:06:09:10
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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Step by Step Guide

Delivery / Shipping Options - The Basics

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.

Creation Date: Sep 27, 2022
Created By: Samuel Webster

1. Navigate to the Delivery Settings on your storefront back-end

To begin, we will define some general delivery settings

Navigate to the Delivery Settings on your storefront back-end

2. Click on Delivery Settings

Click on Delivery Settings

3. Explore available delivery settings

These general delivery settings are used to define information which sit outside of the other, more specific delivery sections.

Define information such as:

  • Delivery origin details

  • Free delivery trigger price

Explore available delivery settings

4. Click on Save

Click on Save

5. Navigate to the Delivery Methods section on your storefront back-end

Navigate to the Delivery Methods section on your storefront back-end

6. Examine delivery methods

A delivery method is the user-facing side of how Infigo handles delivery. When a customer is in the 'Delivery Method' stage of checkout, they will choose one of the methods configured here, and the cost of the delivery will be handled by the 'Delivery Rate Computation' configuration against the delivery method.

As delivery methods do not handle any of the calculations, and are simply what the customer will see in checkout, they are fairly simple to configure.

First Class and Second Class delivery methods will be pre-defined within your Infigo storefront. These are controlled from a platform level and cannot be amended or deleted by a Storefront Administrator.

A Storefront Administrator does have the ability to define additional delivery methods.

Examine delivery methods

7. Click on Add new to define a new delivery method

Click on Add new to define a new delivery method

8. Type a name for the delivery method, such as "My First Delivery Method"

Type a name for the delivery method, such as "My First Delivery Method"

9. Define additional descriptions and display order

These will influence where this delivery method appears within delivery options when a customer is checking out.

Name:

This is the name of the delivery method and will appear below the delivery icon in checkout, and next to the price, allowing the user to identify what the method is. We recommend you use a simple and concise method to ensure that your users understand which method is which.

Description:

This description will appear above the delivery icon in the checkout and allows you to provide a bit more information on what the method is. As with the name, we recommend keeping this simple and concise.

Display Order:

The display order controls the order in which the delivery methods will load within checkout. The lower the method's display order number is, the sooner it will be loaded.

For example, if you were to configure delivery method A to have a display order of 0, and delivery method B with a display order of 1, then delivery method A will always load before delivery method B. However, if you were to give delivery method C a display order of -1, then delivery method C will load before both A and B.

Define additional descriptions and display order

10. Click on Save

Click on Save

11. Your new delivery method is now defined

Your new delivery method is now defined

12. Navigate to Delivery Restrictions

This section allows a Storefront Administrator to define any limitations with shipping, to ensure customers are only able to access delivery options that are relevant to them and their location.

Navigate to Delivery Restrictions

13. Click on Add new record within the Delivery options (restrictions) tab

Click on Add new record within the Delivery options (restrictions) tab

14. Type a name for this restriction, such as "Delivery Restrictions"

Type a name for this restriction, such as "Delivery Restrictions"

15. Click on Insert

Click on Insert

16. Click on Configuration

Click Configuration to define additional detail related to this restriction.

Click on Configuration

17. Explore available restrictions

From this screen, administrators are able to further define delivery restrictions, such as:

  • Delivery offset - The amount of days required for delivery after the status is set to shipped

  • Skip days - Selected days are ignored when calculating the execution time offset

Explore available restrictions

18. Click on Save

Click on Save

19. Click on Country restrictions

This tab allows administrators to define if delivery methods are unavailable in select countries.

Click on Country restrictions

20. Country restrictions

Any checked box will make that delivery method unavailable in the selected country.

Country restrictions

21. Click on Save

Click on Save

22. Navigate to Delivery Computation

Navigate to Delivery Computation

23. Delivery rate computation methods

From this screen, Administrators can define or calculate costs of delivery, along with defining the methods available to customers.

The methods displayed are a mixture of those contained fully within Infigo (such as Fixed Rate Shipping or Shipping by Weight) and those which are linked to external services via available plug-ins (such as EasyPost).

This tutorial will focus on the methods internal to Infigo.

Delivery rate computation methods

24. Click on Configure of Fixed Rate Shipping

Fixed Rate Shipping will be enabled by default. Next, we will configure our shipping costs.

Click on Configure of Fixed Rate Shipping

25. Define Fixed Rate Shipping costs

Here, administrators can define shipping costs which are fixed in value.

One value is specified for each shipping method, which will be used for every order where the method is selected. There is no variation for size, weight or otherwise when using this method.

Define Fixed Rate Shipping costs

26. Enter new fixed rate shipping costs and click Update

Enter new fixed rate shipping costs and click Update

27. To view these changes on our storefront front-end, click on Public store

28. Navigate to basket, checkout and fill out any required data

You will be taken to a delivery method page.

Your fixed rate shipping costs will be displayed and customers will be allowed to select between them.

Navigate to basket, checkout and fill out any required data

29. Return to Delivery Computation Methods and click on Edit next to Fixed Rate Shipping

Next, we will explore Shipping by Weight.

For simplicity, we will first deactivate the Fixed Rate Shipping method.

Return to Delivery Computation Methods and click on Edit next to Fixed Rate Shipping

30. Uncheck IsActive

Uncheck IsActive

31. Click on Update

Click on Update

32. To activate Shipping by Weight, click on Edit

To activate Shipping by Weight, click on Edit

33. Check IsActive and click Update

Check IsActive and click Update

34. To configure the Shipping by Weight method, click on Configure

To configure the Shipping by Weight method, click on Configure

35. Shipping by Weight configuration options are now displayed

One of the shipping options which Infigo offers is weight based shipping. This allows you to set weight tiers for each country on your storefront, meaning that if a customer is ordering a particularly heavy order line, you could restrict them to only have certain methods available, and charge them different costs for different weight tiers.

The very first part of this configuration page is the table of Shipping by Weight records, and this is because this is the most relevant part of the configuration as Shipping by Weight is controlled entirely by records in this table.

To add a record, you will need to use the form shown below the table, and fill out the fields, which are explained below:

Country

This is the country the record will apply to, allowing you to set completely different tiers for different countries. If you would like to make a tier that will affect all countries, however, then simply select the "*" option from this dropdown menu (selected by default).

Delivery Option(s)

The delivery option(s) are what the user will see during the checkout process if they meet the requirements for the record. For example, if you created a record which used the "First Class" delivery option, then if a user met the requirements for that record, they would see the "First Class" delivery option in checkout.

The list of delivery options loaded is populated from the Delivery Methods menu found under Configuration > Delivery > Delivery Methods.

Order weight from & Order weight to

These fields are used to set the weight boundaries for this tier's requirement. If the user's order's total weight falls within the boundaries set with these settings, then they will qualify for this record/weight tier and be able to choose it during the checkout process. Please note that the user will only need to qualify (and should only qualify) for one of the weight tiers configured for the delivery option in order for it to appear.

All weights are calculated in kilograms (kg).

Use percentage

If this setting is enabled, then the cost for selecting this delivery method will be a percentage of the order subtotal instead of a flat rate.

Charge percentage (of subtotal)

If the "Use Percentage" setting is enabled, then this setting will be the percentage of the subtotal charged for delivery.

Charge amount

If the "Use Percentage" setting is not enabled, then this setting will be used to set the fixed rate which will be applied when the user selects this option.

Limit delivery options to configured ones

If this setting is enabled then the only delivery methods that will load during the checkout process will be the ones configured within weight based shipping.

Shipping by Weight configuration options are now displayed

36. Complete fields and click on Add record

In this example, we will define shipping costs based on weight for our "My First Delivery Method" shipping option.

Complete fields as below to apply a £8 charge to orders <10kg.

Click on Add record to confirm this entry.

Complete fields and click on Add record

37. This record is now defined

This record is now defined

38. Add 2 additional Shipping by Weight records

Define two additional records covering:

  • Packages between 10kg and 20kg at a charge of £12

  • Packages over 20kg at a charge of 15% of the subtotal (shown in the screenshot below)

Add 2 additional Shipping by Weight records

39. All three records should now be defined

All three records should now be defined

40. Check Limit delivery options to configured ones

This option ensures that only the delivery options defined by records on the Shipping by Weight page will be utilised.

Check Limit delivery options to configured ones

41. Click on Save

Click on Save

42. View the public store and view these changes

43. Navigate through the basket and checkout. Your delivery cost will now be calculated based on defined weight

Navigate through the basket and checkout. Your delivery cost will now be calculated based on defined weight
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