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Reference Guide

Shipping

Shipping Method Rules

This tab lists all of the shipping methods that you have enabled. You can click on a method to set various options for that method.

Availability Groups Button

In Version 9.0004 and later you can assign a shipping method to one or more Availability Groups.

warning Keep in mind that, once you assign a shipping method to an availability group, that shipping method can only be seen and used by members of that group. However, you can assign the same shipping method to as many availability groups as you want.
  1. Go to Menu> Shipping > Shipping Method Rules tab.
  2. Select a shipping method and click Availability Groups. The Availability Groups button is not visible until you select a shipping method.
  3. Availability Groups

  4. In the Availability Groups Assigned dialog box, click on the Assigned icon next to an Availability Group, then click Close.

Edit Priorities Button

The Edit Priorities button gives you some control over the order of shipping options in the Ship Via list box that customers see in the Shipping/Payment selection screen (OSEL) during checkout.

Ship Via

  1. Go to Menu> Shipping > Shipping Method Rules tab.
  2. Click Edit Properties.
  3. Shipping Priorities

  4. In the Shipping Method Priorities dialog box, enter a priority next to one or more shipping methods. A larger number means a higher priority. The higher the priority, the closer to the top of the list that shipping method will be in the Ship Via list box. Note that you can set the shipping priority by editing a shipping method. See Priority.

Filter by Shipping Module Button

The Filter by Shipping Module button temporarily shows or hides some shipping methods, to make the Shipping Method Rules tab a little less cluttered. It's similar to running a List Search.

For example, let's say that you have the following shipping modules enabled in your store:

  • FedEx
  • UPS
  • U.S.P.S.

With these modules, you might have dozens and dozens of shipping methods enabled. If you only want to view the U.S.P.S. shipping methods, click on the Filter by Shipping Module button and select U.S.P.S. Note that you can also select more than one shipping module at a time.

U.S.P.S. Online Rate Calculations

To Edit Shipping Method Rules

  1. Go to Menu> Shipping > Shipping Method Rules tab.
  2. Double-click on a shipping method. The Shipping Method Rules dialog box opens.

Shipping Settings

Module: The shipping module that contains the current method.

Shipping Method: The name of the shipping method.

Priority: Sets the order that the shipping methods will appear in the "Ship Via" drop-down list in the Shipping/Payment Selection screen. ( Menu User Interface > Edit Page OSEL). Initially, all of the shipping methods that you have enabled will show up in this screen with priority 0. You can use any integer as the priority, but shipping methods with higher numbers will appear first in the drop-down list. Many companies set the priority so that the shipping methods are listed from least expensive to most expensive. See also Edit Priorities Button.

Method

Item

Display As: Set the text that will appear in the "Ship Via" drop-down list in the Shipping/Payment Selection screen for the shipping method (see figure above). If you leave this field empty, the system will show the default shipping method name. For example, the default Shipping Method name might "UPS Ground", but you could set the Display As text to "Standard Shipping".

Rate Adjustment Allows you to adjust the shipping rate, after it is returned from the carrier's estimating software, but before it is shown to your customer. For example, you could take the quoted rate from the carrier and add to it to cover your packaging or handling costs. You could adjust the carrier shipping quote down if you wanted to offer your customers a discount on shipping. The customer won't see or know about any adjustment that you make.

  • None: The customer will be shown the rate that came back from the carrier.
  • Fixed: Select Fixed and enter a dollar value in the next field. The rate that comes back from the carrier will be increased or reduced by the amount that you enter.
  • IFixed

    For example, if you enter "1.00" in this field and the rate quote from the carrier was $5.00, the customer will see a shipping charge of $6.00 for this shipping method. You can adjust the rate downward by entering a negative number in the field "-1.00".

  • Percent:

    Select Percent and enter a percentage in the next field. The rate that comes back from the carrier will be increased or reduced by the percent that you enter.

    Percent

    For example, if you enter "5.00" in this field and the rate quote from the carrier was $10.00, the customer will see a shipping charge of $10.50 for this shipping method. You can adjust the rate downward by entering a negative percentage in the field "-5.00".

Restrictions The Shipping Method Rules dialog box has five types of "restrictions".

  • Restrict to Order Subtotal
  • Restrict to Item Quantity
  • Restrict to Total Weight
  • Geographic Restrictions
  • Restrict to Zip Codes

These restrictions let you control when a particular shipping method will appear or be removed from the "Ship Via" drop-down list in the Shipping/Payment Selection screen. For example, you could make sure that UPS Standard shipping only appears as a choice in the Shipping/Payment Selection screen when the order total is $10.00 or less:

Restrict to Order

Or you could remove UPS Standard shipping for orders that weigh more than 500 pounds:

Restrict Total Weight

But see also Example: Creating a Free Shipping Option.

Exclude This Method When Shipping to a P.O. Box: If you are using a shipping method that cannot deliver to a U.S. post office box, check this box. If the customer's shipping address is a post office box, this shipping method won't be displayed in the Shipping/Payment Selection screen (OSEL).

Ship Via

Miva Merchant software figures out if the customer has a post office box by looking at two fields in the Shipping Address (Ship To):

  • Address
  • Address2

At least one of these fields must contain, exactly, one of these strings:

  • Post Office Box Example: Post Office Box 1001
  • Box Example: Box 1001

Capitalization doesn't matter, but other variations are not recognized, and the system will assume that the customer does not have a post office box:

  • Capitalization doesn't matter, but other variations are not recognized, and the system will assume that the customer does not have a post office box:

  • POB 1001
  • post 1001
  • post box 1001
  • postal box 1001

This Feature and Updates

  • If you had a PR8 store, and you updated your store to Version 9.0, and then updated your store to Version 9.0003, this feature is unchecked in all of your existing shipping methods.
  • If you have a brand new installation of a 9.0003 store, this feature will be checked by default in all of your non-USPS shipping methods.

Exclusions: The exclusions feature has two purposes:

  • UPS, as a business rule, does not allow their shipping methods and rates to be displayed in the same screen with shipping methods from other carriers. This is a UPS requirement that Miva Merchant must comply with. For example, if you have both the UPS Developer Kit module and the USPS shipping module enabled, when you edit the UPS shipping method "UPS Standard", you might see an exclusions list like this:

Exclusions

The grayed out boxes mean that UPS is not going to allow (in this example) rates for UPS Standard service to be displayed in the same screen with shipping methods from USPS. When the customer reaches the Shipping/Payment Selection screen, they would see a "Ship Via" drop-down list that looks like this:

Ship Via

Notice that UPS Standard does not appear as a shipping option.

  • You can also use the exclusions drop-down list to deliberately remove a shipping method based on the presence of another method. For example, if you want only one type of UPS air method to be present at a time, you can set it to exclude other UPS air methods.
  • Allow: Do not set any exclusions.
  • Excludes: if the current shipping method is available, do not allow the specified shipping method to be offered. For example, if you are editing the UPS Ground shipping method, and you set:
  • Excludes

Then whenever UPS Ground is a valid shipping method, UPS Next Day Air will not be offered as a shipping method.

  • Excluded By: If another selected shipping method is available, the current shipping method will not be offered. For example, if you are editing the UPS Ground shipping method, and you set:

    Excluded By

Then whenever UPS Next Day Air is a valid shipping method, UPS Ground would not be offered as a shipping method.

Example: Creating a Free Shipping Option

  1. Make sure that you see a Menu> Shipping > Flat Rate Shipping tab. If you don't see this tab, go to Menu> Shipping > Add/Remove Modules, and install Flat Rate Shipping.
  2. In the Flat Rate Shipping tab, click Add Shipping Method Plus. In the Shipping Method field, enter "Free Shipping", then click Save Shipping Method Save.
  3. Free Shipping

  4. Go to Menu> Shipping > Shipping Method Rules tab. The free shipping method that you created now appears in this screen. Double-click on the Free Shipping method to open the Shipping Method Rules dialog box and edit the options for free shipping.
  • Set the Priority for free shipping to be higher than any other shipping method. That will cause the Free Shipping option to be displayed first in the "Ship Via" drop-down list in the Shipping/Payment Selection screen.
  • Set "Restrict to Order Subtotal" to "50 - 0" and save your changes. When a customer's order total is $50.00 or above, free shipping will appear as an option in the Shipping/Payment Selection screen.

Shipping Method

For another example, see To Create Free Shipping for a Standalone Gift Certificate.

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