B2B Freight
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Katie Brown
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Freight
- Shipping Zones
- Shipping Rates
- Delivery Days
Freight
If you are a B2B Premium, Premium Plus or Demo customer, you have the ability to add Freight charges to your customers during the checkout process.
In order to start charging customers for Freight, you will have to create Zones, for the countries you ship the products to and also set rates, based on which the Freight charges would be calculated.
If you want to charge a standard freight for all your orders you need to create a flat rate to apply to sales orders your customers place with you. You can also add a freight rate for orders over a specific value.
Enabling Freight
Under Settings -> left-hand side menu -> Orders -> Freight ->Freight Settings
On the Freight Settings page, toggle ON the option 'Add Freight to Checkout' to enable Freight.
Note: You should first set up your Freight Zones and rates before switching this on. Customers will not be able to place orders unless a Zone and Shipping Rate has been created for the delivery destination entered on the checkout page.
Applying Tax to Freight
If you charge your customers a tax on Freight, toggle on the option 'Add Freight Tax'
Note: This will apply your customer's tax rates to their freight. If your customer does not have a tax rate set, your company tax rate will apply instead. If the company tax rate is 0% (No Tax), then no tax would be charged on freight.
Shipping Zones
By creating shipping zones, you will be listing a group of countries together which have the same shipping rates.
For e.g, if your shipping charges are the same for Australia and New Zealand, it would be recommended to create a zone for these two countries.
TIP: If you only offer your products locally you only need to create one zone to include your current country and regions/states.
Creating a Zone
In order to create a Zone, click in the New zone name field and give your zone a name, e.g. Domestic or International. Once you added a name the [Create zone] button will become active, click on it to create your 1st Zone.
Now you need to add the countries to this new Zone
Click on the action cog next to your shipping zone name and select 'Edit Countries'
This will bring a list of all countries in the world. You will have to select the countries that you would like to be assigned to a zone by clicking the checkboxes (e.g. Australia and New Zealand).
You will be able to see the countries you selected once you save and exit the slide-out screen
Shipping Rates
Once a zone has been created, the next step would be to create rates for the zone. The Freight charges would be displayed to customers based on the rates set against the zone. Please note - at the moment, you can have two shipping rates per zone.
In order to create Rates, enter a name for the Rate in the field box and click on the 'Create Flat Rate' button (e.g Standard shipping)
Please keep in mind that the rate will be shown to your customer with the name you created in the orders they place. We suggest you use a rate name such as 'Standard shipping' that can be used for your internal tracking but that is also meaningful to your customers.
The first type is a Flat Rate which will be applied to your different Sell Price Tiers, once created the default for all Price Tiers are Free Shipping.
Click on the edit icon to configure the price per tier.
The Price tier panel will slide out allowing you to edit the price for shipping per price tier. The default shipping rate per price tier is Free with 0.00 as the rate and a Free icon.
With these Sell Price Tiers, we give you the ability to set a standard rate for shipping based on the Sell Price Tiers the customers are assigned to in Unleashed.
Note: 'Default Sell Price Tier' should be used for defining the Flat Fee value for customers who are not assigned to any Sell Price Tier within Unleashed
Once you added the standard shipping you will be able to create a second freight condition allowing you to set a 'Freight rate over order value' rule, just click on the arrow at the top left side of the slide-out rate panel.which will give you this view.
Click on the + (plus symbol) to add the next freight condition.
Enter a meaningful name as this will be displayed on the order. Click on the Create Rate button, then on the edit icon to configure your shipping rates over the order value rule.
The default will be Free for all orders over 0.00 value
Now you can configure the threshold and shipping rate to apply for each tier.
Say you offer Free shipping to all your Domestic customers if their order value (excluding tax and freight) is more than $500 then this will be your configuration per price tier.
If you, however, still need to charge a flat fee for some customers with high-value orders because of the volume and cost of freight then you will be able to configure this here. Remember, you already have set a Flat Rate for all orders. Just toggle the Freight over Order Value rule OFF for those price tiers which will then apply the Flat Rate (first rule).
Charging higher freight for larger orders.
If you created a Freight over Order Value rule you can now also configure shipping to charge more for larger orders.
Say you have a Flat Rate of $60 set for your Price Tier = Large Company customers but if the order value is greater than $2,000, then you need to charge them more for freight. This can be done using the combination of a Flate Rate of $60 plus a Freight over Order value, set the threshold to $2,000 and a freight price of say $120.
Once the Flat Rate and Freight Over Order Value have been configured for your shipping Zone they will be listed under the Zone name.
NOTE: If you also ship to other countries you can create an International Zone for all other countries or specific rates per country.
At the bottom of the page, we will indicate the number of countries and regions not linked to any shipping zones. If you do not configure an international Zone and Rates for the remaining countries then your international customers will not be able to place orders via your B2B store.
Creating one Zone for all remaining countries is easy, just enter a name and click on Create Zone.
Go to the zone and from the action cog select Edit Countries.
Tick the first option 'Rest of the World' and click on Save Changes.
Now you should add your shipping rates to the International Zone.
NOTE: When you assigned all countries you sell too and created Rates per zone, remember to toggle the Freight options to ON and click on Save Changes, otherwise Freight will not be calculated or added during the checkout process.
Free Shipping
In scenarios, where you wish to offer free shipping for customers belonging to a specific Sell price Tier, set the Price to '0.00' while defining the shipping rates. The 'Free' badge is an indicator that all customers assigned to that particular Sell Price Tier will not be charged for shipping on checkout.
Checkout screen
Based on the 'Country' selected/provided by the customer during checkout, the system will validate and check for the zone the country falls under and calculate the shipping charges based on the rates defined against them. On checkout, the Freight charge will be displayed to the customers as below.
The 'Tax' line above is the consolidated value of product and freight tax.
Note: If you have enabled payments for guest customers, Freight charges will be displayed based on the Sell Price Tier the guest customer has been assigned to in Unleashed.
Freight will be displayed as a Charge line in the Order History
Unleashed Sales Order
A charge line will be added to the sales order created in UNL as below:
Note: Once Freight is enabled, customers entering the delivery location of a country that has not been assigned to any zone will not be able to purchase products from the B2B store.
Delivery Days
You can block particular days when you do not deliver any products. In order to block days of week, login to B2B -> Settings -> Freight -> click on 'Delivery days'
By default, all days will be checked. Uncheck the days on which you do not do any delivery.
The days unchecked in the above section will be disabled for the customers to select in the 'Required Date' field on the B2B checkout screen.
Blocking Delivery Dates
Similar, to blocking delivery days, you can also block a range of dates or a single date on which you do not do any delivery. In order to block days of week, login to B2B -> Settings -> Freight -> click on 'Custom No-delivery periods'
Select a date range above or a date on which you do not do any delivery and click on the 'Add' button
The date ranges selected above will be disabled for the customers to select in the 'Required Date' field on the B2B checkout screen.
NOTE: Setting up these Blockout dates is a manual annual process and should be repeated for all public holidays and days your will be unable to deliver products to your customers.