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Create flat-rate carrier services

Describes how to create a flat-rate carrier services in Optimizely Configured Commerce.

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In this example, a user wants to create different flat rate shipping options for the customer.

The steps below are targeting the following three scenarios in which a user wants to create three different shipping options for customers:

  1. Flat fee ground shipping
    • Flat fee of $9.00 for orders $24.99 and below
    • Flat Fee of $19.00 for orders $25.00 to $49.99
  2. Free ground shipping for orders of $50.00 and above
  3. Flat fee overnight or two-day shipping
    • Flat fee of $39.00 for any order

Create the flat fee service

  1. Go to Admin Console > Shipping & Fulfillment > Carriers.
  2. Select Edit to edit the desired carrier or, if necessary, create a new carrier.
  3. Select the Services finger tab
  4. Populate the Description field. This description is displayed on the website shipping options page.
  5. Enter the Ship Code, ERP Ship Code, and Charge Amount.
  6. Enter 0 for the Flat Fee and Minimum Fee.
    • In this example, FedEx's ground shipping code is 03, so 03 is populated in both the Ship Code and ERP Ship Code fields.
    • If the user only wants one flat fee for ground shipping it will go in the Flat Fee box. For the purposes of this example, because the user wants a flat fee based on an order amount under $49.99 and free shipping for $50.00 and above, the box should remain 0.
  7. As desired, choose the Activation On and Deactive On dates to represent the appropriate date and time information. The Activate On field is automatically populated with the current date and time.
  8. Click the Enable toggle to display Yes, to allow customers to see this carrier as an option for shipping.
  9. Click Save in the Primary Header.

Create the shipping service rules

  1. Select the Rules finger tab.
  2. From the Rule Type drop-down menu, select Order Product Total.
  3. In the Select Based On field, select LessThanOrEqual.
  4. In the Product Total Field, enter in 49.99.
  5. Click Save.

Create the shipping service rates

  1. Go to the Rates tab.
  2. Click Add Ship Rate. Enter the Order Amount and the Charge Amount. Repeat this process for the amount of rates needed. In this example, the first rate includes all orders $0.00 to $24.99 and the second rate includes all orders from $25.00 to $49.99.
  3. Click Save.

Free shipping

  1. Select the Services finger tab.

  2. Select Add Shipping Services to add a new service. Enter the Carrier Name. In this scenario, FedEx is used.

  3. Click the Details finger tab.

  4. Make sure the Enable toggle displays Yes.

  5. Add a Ship Code and an ERP Ship Code. In this example, FedEx's ground shipping free code is 04, so 04 is populated in both fields.

    📘

    Note

    Do not mistake the shipping code with the service code. The service code for this example is FEDEXGROUND and is not used here.

  6. Add a description. This field will populate what the customer looks at while viewing the website's shipping options.

  7. If the user only wants one flat fee for ground shipping it will go in the Flat Fee box. In this example, because the user wants a flat fee based on an order amount under $49.99 and free shipping for $50.00 and above, the box should remain 0.

  8. Update the Activate On and Deactivate On date and time fields to represent the appropriate date and time information. The Activate On field is automatically populated with the current date and time.

  9. Click Save.

  10. Go to the Rules finger tab.

  11. In Rule Type, select the Order Product Total

  12. In Select Based On, select GreaterThanOrEqual.

  13. In Product Total, enter $50.00. Entering $50.00 will make all orders $50.00 and above eligible for free ground shipping.

  14. Click Save.

Overnight shipping

  1. Go to Admin Console > Shipping & Fulfillment > Carriers.

  2. Click Edit for the desired Carrier.

  3. Click the Services finger tab.

  4. Click Edit next to the Carrier.

  5. Make sure the Enable toggle displays Yes .

  6. Add a Ship Code and an ERP Ship Code. In this example, FedEx's overnight shipping code is 05, so 05 is populated in both fields.

    📘

    Note

    Do not mistake the shipping code with the service code. The service code for this example is STANDARDOVERNIGHT and is not used here.

  7. Add a description. This field will populate what the customer looks at while viewing the website's shipping options.

  8. Enter a Flat Fee rate. In this example, a flat fee of $39.00 is entered.

    📘

    Note

    Because there is just one rate for overnight shipping, no Rules or Rates apply to these steps.

  9. Click Save.

Two-day shipping

  1. Go to Admin Console > Shipping & Fulfillment > Carriers.

  2. Click Edit for the desired Carrier.

  3. Go to the Services finger tab.

  4. Click Edit next to shipping service.

  5. Make sure the Enable toggle displays Yes .

  6. Add a Ship Code and an ERP Ship Code. In this example, FedEx's two-day shipping code is 06, so 06 is populated in both fields.

    📘

    Note

    Do not mistake the shipping code with the service code. The service code for this example is FEDEX2DAY and is not used here.

  7. Add a description. This field will populate what the customer looks at while viewing the shipping options.

  8. Enter a Flat Fee rate. In this example, a flat fee of $39.00 is entered.

    📘

    Note

    Because there is just one rate for overnight shipping, no Rules or Rates apply to these steps.

  9. Click Save.

Now that the services for this carrier are set up, the carrier can be assigned to any available website.

Updated 10 months ago