Support Manual / Site Specific Help / E-Commerce How to's / Shipping Setup

In the WebsiteForge members area you can now print shipping labels right from your order in the order list.  First, you will need to configure your account with ShipEngine to be able to generate labels.

You can create a shipengine account here: https://www.shipengine.com/signup/

Once you create your free account, go to the "API Management" area and create a new key. (don't use the test key)

When you are logged into your ShipEngine account you can link any existing shipper accounts you already have such as your UPS account or USPS, that will give you your specific negotiated rates with those shippers.  Or you can use their default accounts and get those rates.

Now that you have an API key, you can go to the "ShipEngine" area in your E-commerce module and click "enable" and supply your API key there and save.

Now you are set to create shipping labels from your orders.  Just edit your order and click "create label". 

If you want your ship from address to auto populate when you are creating a label you can add your ship from address in "Shipping Sources" area of your E-commerce module.

You can make a overnight or 2 day shipment stand out on your order list page.  Here's how:

Go to your Shipping methods/Conditions area and edit the method that you wish to have a notice show for.  Check the box labeled "Highlight Orders with This Shipping Method".  Then Save.

You will now see a notice icon on your order list page letting you know of all orders that use this particular Shipping method.  You can apply this setting to as many urgent shipping methods as you like.

You can change what fields you have in the "Shipping Info Fields" area.  (Fields are what collect users info)

Click here to see a quick video related to this answer.

You can access this area here: YourDomain.com > Modules > Ecommerce: Products (mX) > Shipping Info Fields

By default these are the fields used.  The ones with the * are required fields.  There are some cases where the "country" field has been disabled, this will cause the option for international shipping addresses impossible.

If you are wanting to post a message to your customers on the page where they fill this information out.  Then you would go here:

YourDomain.com > Pages > Ecommerce: Products (mX) > Checkout: Customer Info (mX_customer_info.html) > Area A (Main) > Page Layout

see screenshot:

You can add a message to the top frame, or add a topmost frame.

Also if you add a custom Field in the Shipping Info Fields area, and you don't see it on this page.  You can choose to "Show" it here in the frame settings of the "Products:Add/Edit Customer Info Form".

(If the field isn't checked in the highlighted Column then it will not show on the page)

If you have questions about these options please feel free to Contact Support.

You can control many things regarding your shipping in the "Shipping Settings" area.  See list below.

1. Whether or not you want to show your customers the shipping source
2. Whether or not you want to show the Shipping Weight to Customers
3. Whether or not you want to Allow the Billing address to be different from the Shipping address
4. Whether or not you want to put the Company Name first on the Shipping Address
5. Whether or not you want to Enable Advanced Shipping Location Features for Customers. (This allows your customers to have multiple Ship To addresses, like "work" or "home")
6. You can configure the message Customers will see when there is not Shipping Method configured
7. You can configure the message Customers will see when there are no Shipping Methods available
8. "Use Real-Time and Table-Based calculators" will allow the system to get real time quotes for shipping from shippers like UPS or Fedex.  And "Table-Based Calculations" refer to the Flat rate methods you may setup in the table of a user defined method.
9. "Default Weight (lbs)" allows you to set a default weight, for products that don't have a weight setup.  (NOTE: it is best to put accurate weights in your products so the calculations for shipping are accurate)

This area is not to setup your Shipping Conditions or Methods you will only be able to change the settings outlined above.

For more specific help with a feature please feel free to Contact Support.

A Shipping source is where an item is shipped from.  Some customers have items shipped from several sources.  To be able to offer accurate shipping calculations it is important to use accurate Shipping sources.

You can setup your shipping sources here:
YourDomain.com > Modules > Ecommerce: Products (mX) > Shipping Sources
See screenshot:

Once you have setup your shipping sources, it is important to specify what products use each shipping source.  By default products will use the "Primary" shipping source.

You can specify a shipping source by editing your products and specifying it.

See screenshot:

If you need further assistance in setting up your Shipping sources please feel free to Contact Support

First you will need to determine where in the world you would like to ship your items.

For a quick video overview of this area please go here

Next you will need to go here: YourDomain.com > Modules > Ecommerce: Products (mX) > Shipping Zones

see screenshot:

You can see here that in this example there are 2 zones setup(United States & Canada).  NOTE: setting up a zone DOES NOT setup any form of shipping to that zone.  That will be done in the "Shipping Conditions and Methods" area after this is done.

Setting up multiple zones allows you to create separate shipping methods for each zone. If there are any countries which you do not ship to - then they should be left out of any zones that you create.

To create a zone, first type in a zone name:

(it is best to name the zone something that will be relevant to the area that you can easily identify later.  Customers will not see this name)

In the example above I want to create a zone that just ships to Guam, Puerto Rico, and the Virgin Islands.  That is what I named the zone.  And have selected those areas under "US States".

Once the areas are selected click on "Add Item"

Once the areas are added to the "Selected Items" column, you can click "Add" to add it as a newly created zone.

Please feel free to Contact Support if you have any questions.

Bongo is a 3rd party company that does international shipping.  They Require membership with their services to use them.  You can read more about the pricing and services offered by Bongo Here

to see a quick video on this setup please go here

You would enable Bongo services by Contacting Support and letting them know that you want to enable the Bongo service for your site.  (This would be done after you have obtained a membership with Bongo)

Once the Support Department enables bongo for your site you will see it in your list under "Ecommerce".

see screenshot:

You will see this screen on the right, once you click on Bongo Settings:

Once you click "enable" you will see the options for "Bongo Connect" or "Bongo Checkout".  Choose which reflects the account that you have with Bongo.

Then you will need to enter your Partner Key.

You can choose to "Submit Products but Don't Use Bongo Calculator"

You can then choose the Bongo Location Address

The countries that you will ship to are in the next drop down.

The terms that you use are in the last option here.

If you use "Bongo Checkout" you will have a place to enter the "Checkout URL".

Shipping Conditions are like filters for your orders to determine what method is best for your order to use.  The method is the means in which you will ship. (like UPS Ground, FEDEX Ground, USPS Priority Mail Etc...)

Go to your Shipping Conditions and Methods Area first

YourDomain.com > Modules > Ecommerce: Products (mX) > Shipping Conditions/Methods

See screenshot of the left area:

Screenshot of the right area:

NOTE: in the "available shipping services" area only enabled (checked) Services will offer options to buyers.  Even if there is a method setup for a service that isn't checked.

First you should understand what a Condition is, and what a method is.

A Condition is like a filter.  You can setup the Condition/Filter to determine if the items in the order should use this condition or not.  For example.... You can have a Condition specify that an order needs to be over $100 in total to be able to use this condition and these methods.  Or the order may have a certain Quantity or weight requirement.

NOTE: Each condition needs at least 1 method

A Method is the actual means in which cost for shipping is calculated and a shippper like UPS or USPS is chosen.

So let's take a look at the Condition settings:

Naming the Condition is something only you will see internally.  Customers do not see this name.  I recommend naming the condition based on the settings.  For example if this applies to a certain buyer group, then you should name it accordingly. (shipping for bulk customers) etc...

Placing.  This is important because when an order goes to calculate shipping it starts at the top of the condition list and works its way downward.  so if an order meets the filter of the condition on top it will use the methods in that Condition before checking any of the other Conditions.

Item Quantity Range You can specify a range of items.  So if you wish to require customers to have at least 5 items in the order before getting a special shipping rate, you would put 5-999999.

Order Total Range You can specify a order range here.  For example if you want to give a flat rate or special rate of shipping for orders over $100 then you would put 100-999999. (NOTE: you don't actually specify the shipping discount here, only the filter of what orders will get this special shipping attention.  You will setup the rate in the Method)

Weight Range You can specify a weight range.  IF you have heavy items and wish to use flat rate or special rates for large shipments you would specify how heavy the range should be here.

Destination Zone This is where you can choose what zone you are shipping to.  You can specify what areas are covered in a zone in here: YourDomain.com > Modules > Ecommerce: Products (m7) > Shipping Zones

Source If you have multiple shipping sources, then you can specify a source here.  For example: If you want to only use 1 shipper from a certain shipping source then you could specify the source here and the shipper in the method.

Items  You can make a Condition that applies only to certain items.

Apply to Buyers/groups If you wish to apply a special set of shipping settings to a certain buyer or group you can choose the group here.

No Shipping to P.O. Boxes If you do not want to ship to P.O. boxes then you can check this box.

To see how to setup Methods Click the individual links below:

UPS

USPS

FEDEX

DHL

FREIGHTQUOTE

USER-DEFINED

Go to your Shipping Conditions and Methods area and click on "Add Method".

YourDomain.com > Modules > ECommerce: Products (Mx) > Shipping Conditions/Methods

Once you click on "add method" you will see 2 drop down boxes.  Choose the Condition you would like to apply this method to, and Choose "User Defined" in the "Service" drop down box. (click here to see more about "Conditions")

see screenshot:

Next Click "Add"

Then you will be taken to the methods details page.  This is where you can select what type of shipping method you are going to use.

see screenshot:

Next since there is no auto calculation done with a user defined method you will want to either specify "Free Shipping" or setup a calculation or flat rate in the range area in the bottom.  

You can additionally put customer notes here, and specify a markup if you wish.  Specifying the "Package Type" can change the estimates for your customers.  Try to pick the most accurate package type.  You also need to be sure each of your products reflect an accurate weight so the estimate is as accurate as it can be.

 
Shipping Charges table allows you to define a cost to ship an order based on its cost or weight (depending on Ranges by option above)

This formula is used: Shipping Charge = Flat + [Order Cost]*% of Total + [Number of Items Ordered]*Per Item + [Order Weight]*Per Lb

Flat - specify an amount using this field if you want orders to be subject to a flat shipping charge regardless of the number of ordered products or their weight or cost.
% - type in a value into this field if you want the shipping cost calculated as a percentage of the total cost of products ordered.
Per Item - specify an amount using this field if you want the shipping cost calculated based on the number of items (quantity) ordered.
Per Lb - specify an amount using this field if you want the shipping cost calculated based on the weight of products ordered.

Go to your Shipping Conditions and Methods area and click on "Add Method".

YourDomain.com > Modules > ECommerce: Products (Mx) > Shipping Conditions/Methods

Once you click on "add method" you will see 2 drop down boxes.  Choose the Condition you would like to apply this method to, and Choose UPS in the "Service" drop down box. (click here to see more about "Conditions")

see screenshot:

Next Click "Add"

Then you will be taken to the methods details page.  This is where you can select what type of shipping method you are going to use.

see screenshot:

Next Choose what type of Method you want to use from this service, in the "method" drop down box.  (NOTE when you change the method in the drop down the name will change as well.  You can change the Name that displays for the method if you wish)

You can additionally put customer notes here, and specify a markup if you wish.  Specifying the "Package Type" can change the estimates for your customers.  Try to pick the most accurate package type.  You also need to be sure each of your products reflect an accurate weight so the estimate is as accurate as it can be.

Number Of Packages Can either be set to 1 or "= Number of Items".  

Freight Class  Can be set but if skipped, all dimensions are required for LTL quote.

Shipping Markups table allows you to define a markup to be added to the value returned by the real-time shipping calculator. This is especially useful when your shipping expenses exceed the value returned by the calculator (e.g. packing, insurance etc.).

The total shipping cost formula is similar to one above: Total Shipping Cost = Real-Time Shipping Charge + [Real-Time Shipping Charge]*% of Shipping + Flat Markup + [Order Cost]*% of Total + [Number of Items Ordered]*Per Item Markup + [Order Weight]*Per Lb Markup

Real-Time Shipping Charge - shipping cost returned from the real-time shipping calculator.
Flat Markup, % Markup, Per Item Markup and Per Lb Markup are used similarly to Flat, %, Per Item, Per Lb to calculate the Shipping Charge using the formula.

Go to your Shipping Conditions and Methods area and click on "Add Method".

YourDomain.com > Modules > ECommerce: Products (Mx) > Shipping Conditions/Methods

Once you click on "add method" you will see 2 drop down boxes.  Choose the Condition you would like to apply this method to, and Choose UPS in the "Service" drop down box. (click here to see more about "Conditions")

see screenshot:

Next Click "Add"

Then you will be taken to the methods details page.  This is where you can select what type of shipping method you are going to use.

see screenshot:

Next Choose what type of Method you want to use from this service, in the "method" drop down box.  (NOTE when you change the method in the drop down the name will change as well.  You can change the Name that displays for the method if you wish)

You can additionally put customer notes here, and specify a markup if you wish.  Specifying the "Package Type" can change the estimates for your customers.  Try to pick the most accurate package type.  You also need to be sure each of your products reflect an accurate weight so the estimate is as accurate as it can be.

Shipping Markups table allows you to define a markup to be added to the value returned by the real-time shipping calculator. This is especially useful when your shipping expenses exceed the value returned by the calculator (e.g. packing, insurance etc.).

The total shipping cost formula is similar to one above: Total Shipping Cost = Real-Time Shipping Charge + [Real-Time Shipping Charge]*% of Shipping + Flat Markup + [Order Cost]*% of Total + [Number of Items Ordered]*Per Item Markup + [Order Weight]*Per Lb Markup

Real-Time Shipping Charge - shipping cost returned from the real-time shipping calculator.
Flat Markup, % Markup, Per Item Markup and Per Lb Markup are used similarly to Flat, %, Per Item, Per Lb to calculate the Shipping Charge using the formula.

Go to your Shipping Conditions and Methods area and click on "Add Method".

YourDomain.com > Modules > ECommerce: Products (Mx) > Shipping Conditions/Methods

Once you click on "add method" you will see 2 drop down boxes.  Choose the Condition you would like to apply this method to, and Choose FEDEX in the "Service" drop down box. (click here to see more about "Conditions")

see screenshot:

Next Click "Add"

Then you will be taken to the methods details page.  This is where you can select what type of shipping method you are going to use.

see screenshot:

Next Choose what type of Method you want to use from this service, in the "method" drop down box.  (NOTE when you change the method in the drop down the name will change as well.  You can change the Name that displays for the method if you wish)

You can additionally put customer notes here, and specify a markup if you wish.  Specifying the "Physical Packaging" can change the estimates for your customers.  Try to pick the most accurate Physical Packaging.  You also need to be sure each of your products reflect an accurate weight so the estimate is as accurate as it can be.

Shipping Markups table allows you to define a markup to be added to the value returned by the real-time shipping calculator. This is especially useful when your shipping expenses exceed the value returned by the calculator (e.g. packing, insurance etc.).

The total shipping cost formula is similar to one above: Total Shipping Cost = Real-Time Shipping Charge + [Real-Time Shipping Charge]*% of Shipping + Flat Markup + [Order Cost]*% of Total + [Number of Items Ordered]*Per Item Markup + [Order Weight]*Per Lb Markup

Real-Time Shipping Charge - shipping cost returned from the real-time shipping calculator.
Flat Markup, % Markup, Per Item Markup and Per Lb Markup are used similarly to Flat, %, Per Item, Per Lb to calculate the Shipping Charge using the formula.

Go to your Shipping Conditions and Methods area and click on "Add Method".

YourDomain.com > Modules > ECommerce: Products (Mx) > Shipping Conditions/Methods

Once you click on "add method" you will see 2 drop down boxes.  Choose the Condition you would like to apply this method to, and Choose USPS in the "Service" drop down box. (click here to see more about "Conditions")

see screenshot:

Next Click "Add"

Then you will be taken to the methods details page.  This is where you can select what type of shipping method you are going to use.

see screenshot:

Next Choose what type of Method you want to use from this service, in the "method" drop down box.  (NOTE when you change the method in the drop down the name will change as well.  You can change the Name that displays for the method if you wish)

You can additionally put customer notes here, and specify a markup if you wish.  Specifying the "Container" can change the estimates for your customers.  Try to pick the most accurate Container.  You also need to be sure each of your products reflect an accurate weight so the estimate is as accurate as it can be.

Shipping Markups table allows you to define a markup to be added to the value returned by the real-time shipping calculator. This is especially useful when your shipping expenses exceed the value returned by the calculator (e.g. packing, insurance etc.).

The total shipping cost formula is similar to one above: Total Shipping Cost = Real-Time Shipping Charge + [Real-Time Shipping Charge]*% of Shipping + Flat Markup + [Order Cost]*% of Total + [Number of Items Ordered]*Per Item Markup + [Order Weight]*Per Lb Markup

Real-Time Shipping Charge - shipping cost returned from the real-time shipping calculator.
Flat Markup, % Markup, Per Item Markup and Per Lb Markup are used similarly to Flat, %, Per Item, Per Lb to calculate the Shipping Charge using the formula.

Go to your Shipping Conditions and Methods area and click on "Add Method".

YourDomain.com > Modules > ECommerce: Products (Mx) > Shipping Conditions/Methods

Once you click on "add method" you will see 2 drop down boxes.  Choose the Condition you would like to apply this method to, and Choose UPS in the "Service" drop down box. (click here to see more about "Conditions")

see screenshot:

Next Click "Add"

Then you will be taken to the methods details page.  This is where you can select what type of shipping method you are going to use.

see screenshot:

Next Choose what type of Method you want to use from this service, in the "method" drop down box.  (NOTE when you change the method in the drop down the name will change as well.  You can change the Name that displays for the method if you wish)

You can additionally put customer notes here, and specify a markup if you wish.  Specifying the "Package Type" can change the estimates for your customers.  Try to pick the most accurate package type.  You also need to be sure each of your products reflect an accurate weight so the estimate is as accurate as it can be.

Shipping Markups table allows you to define a markup to be added to the value returned by the real-time shipping calculator. This is especially useful when your shipping expenses exceed the value returned by the calculator (e.g. packing, insurance etc.).

The total shipping cost formula is similar to one above: Total Shipping Cost = Real-Time Shipping Charge + [Real-Time Shipping Charge]*% of Shipping + Flat Markup + [Order Cost]*% of Total + [Number of Items Ordered]*Per Item Markup + [Order Weight]*Per Lb Markup

Real-Time Shipping Charge - shipping cost returned from the real-time shipping calculator.
Flat Markup, % Markup, Per Item Markup and Per Lb Markup are used similarly to Flat, %, Per Item, Per Lb to calculate the Shipping Charge using the formula.

There are a few ways to ship internationally on your site.  This Answer will go over how to setup some standard international shipping Conditions & methods.  To see how to setup Bongo to ship internationally please click here for a quick video or Here to see written instructions and more help relating to Bongo.

When setting up International shipping conditions and methods you will need to define where in the world you are shipping.  You can do this by creating a "zone" for the places you wish to ship to.

Go to YourDomain.com > Modules > Ecommerce: E-Commerce (m11) > Shipping Zones

Next choose the countries you wish to ship to and click the "add item" button to add it to the list on the left.  All of the countries in that list will be countries that you can ship to.  Once they are all added you can click "add" to create the new zone for international shipping. (in this example we are going to add Spain, and we are going to name this zone Spain so it is easy to identify later)

See screenshot:

Now that you have your destinations selected and your zone created you will now need to create a shipping condition that will use that new zone.

Go to YourDomain.com > Modules > Ecommerce: E-Commerce (m11) > Shipping Conditions/Methods

and click on "add Condition".

Then you will want to name your condition relevant to where you are shipping so that it is easy to create Methods for it.

see screenshot:

Here is a breakdown of the Condtion Settings

1. You can limit the order amount in the "order total range".  This is most used if you wish to have a minimum order total before shipping to this particular area
2. You can specify a weight range.  If you sell heavy items you may not want to ship them internationally.  If so you can set the top range weight to a smaller amount.
3. The destination zone is where you choose the zone that you previously created
4. Sources are setup in YourDomain.com > Modules > Ecommerce: E-Commerce (m11) > Shipping Sources.  If you only want to offer shipping from one particular source this is where you can specify one or any source
5. You can restrict what itesms are shipped by clicking the drop downs next to "items" and selecting "items selected" then choosing specific categories or items that you wish to ship to this particular area, or by choosing "all except selected " if you have only a few items you wish to exclude from shipping to this area.
6. You can also specify if this shipping option applies to a particular group of buyers or only certain buyers.
7. You can also exclude p.o. boxes by checking the bottom box and cicking save.

Once you click "save" it will take you back to the main Shipping Conditions/Methods screen.  Now you will need to determine what Shipper you wish to use for shipping internationally.  This is done by adding shipping methods.  

Click on "add method" and choose the Condition you just created and then Choose what shipper you wish to use (UPS, Fedex, USPS, DHL, Freightquote) then click "add".

see screenshot:

The next screen will allow you to choose how this shipper will ship.  Be sure to pick a method that IS international.  For UPS the methods available are worldwide express, worldwide expidited & worldwide express plus.

See screenshot: 

If you do not wish to charge an upcharge for shipping, then you can click save and add more methods if you wish to offer multiple methods.

If you wish to add a markup you can do so in the table at the bottom.  Here is how it works.

The "ranges by" allows you to select what the upper value in the table is calculated by item quantity, order total, or Weight. (in this example I will use "order total")

In the example above when an  order is under $50 it will add 15% markup on shipping, orders between $50-$99 will have 10% markup, and the rest of the orders will have 5% markup

Be sure to Save your changed under the table, then save the method when finished.

If you wish to define more methods you may add as many as you wish.

NOTE: when an order is searching for a shipping method, it will look at your conditions and start at the top and go downward.  If the order in the shopping cart doesn't meet the requirements of the first condition it will look at the next until it finds a condition that allows that order to ship.  So placement of the conditions can be important.

How to add FREE SHIPPING using a shipping method, and other ways to configure free shipping.