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Creating a Delivery Charge Matrix

You can charge for the delivery of goods sold from your Insight web site using a number of different criteria such as weight of goods, value of sale and country location. You can configure your delivery charges as follows:

 

  • In the Settings area of the Web office select the E-commerce option from the navigation pane on the left-hand side.
  • Select Delivery from the E-commerce options.

If you are configuring your delivery options for the first time your delivery matrix will look like this, indicating that at present you have no delivery options set.

Screen Shot 2020-02-19 at 08.2

 

Creating a new delivery region

To create a new delivery region:

  • Click the tasksbulletCreate a new delivery region task
  • Enter how you would like this delivery option to be described, for example “Rest of the World”,  in the name field.
  • Tick the countries you would like to be included in this region. Use the all button to select/deselect all the countries within a continent. Any countries which are already part of an existing delivery region will be colour coded according to the legend displayed at the bottom of the list.
  • The delivery region list will be updated as illustrated below:
    Screen Shot 2020-02-19 at 08.3
  •  Add further regions as required.

Adding delivery methods

Each region may have one or more “delivery methods” assigned to it. For example, in the UK region shown above you may wish to have a “2nd Class Post” delivery option, a “Next Day Courier”, and a “Collect” option. Until at least one delivery method is set up you won't be able to sell to the region. You can add a delivery method as follows:

  • Click on the Add button to create a new delivery method.
  • Enter a name and description for this delivery method.
  • Charging methods - Next choose from one of the following charging methods:
    • Charge by number of items – a fixed charge depending on the number of items bought e.g. £3.95 for 1 item, £5.00 for up to 3 items etc.
    • Charged by total order value – a fixed charge depending on the total sale value e.g. £3.95 for orders under £25, free for orders above £25.
    • Charged by total weight – this option requires valid weights to be entered for each item in your catalogue e.g. £3.95 for orders up to 10kg, £5 for orders up to 20kg. This delivery charge method can be used to match those charged by courier companies.
    • Charged by distance - this option requires a location to be plotted on a map that the distance will be measured from.
    •  Fixed Charge – delivery is a fixed cost regardless of weight or order value.
    • No charge - free delivery.
  • Prices - The first four charging methods require you to set up pricing bands based on the number of items, order value, weight or distance from a location as follows:

    • Click the Add/Edit Price button.

    • Enter the highest value making up this band. For example if you were to charge £3.95 for all orders up to (and including) £25 the lowest band would look like this:
      Screen Shot 2020-02-19 at 08.3
      Click OK to commit your changes.

    • Repeat the process for any additional bands you wish to create. Note any orders above the highest band will be rejected. You may therefore wish to create a “catch all” band to cater for any remaining orders which fall outside of the defined bands. In the example above, if delivery is to be free for all orders above £25 the final band setting should be:
      Screen Shot 2020-02-19 at 08.3

  • Code name - This field is only needed for certain fulfilment service providers who have special code names for their delivery options. Normally, you can leave it blank.
  • Tax band - If your organisation charges VAT on product sales you may also wish to charge tax on delivery costs. Select from one of your pre-defined tax bands, use the checkbox below to indicate whether the prices you have defined include tax
  • Pricing between limits - Finally, select whether the delivery prices you have defined should scale smoothly between each band, or whether prices should step suddenly between the bands. A common use for the "scale between each band" setting would be to increase delivery charges linearly based on the product weight.
  • Add/Edit Prices - Click the Add/Edit price button to define a new price range. Specify an "Upper limit" and "price". e.g.if charging by "order value" and you wanted to simply charge $2 for delivery for orders for $15 or less and provide free delivery for orders greater than $15, you would define an "upper limit" of $15 and set the "price" to $2 and then add an upper limit to the value you are happy to accept orders up to e.g.$99999 and set the "price" to $0.
  • Type Specific prices - In some cases you may wish to make an exception on delivery charges for certain types of product (for example free delivery on CD orders) as follows: