The data that is used to calculate the rate is prepared in a spreadsheet and imported into your store. When the customer requests a quote, the results appear in the shipping estimate section of the shopping cart.
Only one set of table rate data can be active at a time.
Step 1: Complete the Default Settings
The first step is to complete the default settings for table rates. You can complete this step without changing the scope of the configuration.
On the Admin menu, select System->Configuration
In the left hand navigation, select Sales-Shipping Methods
Click to expand the Table Rates section then do the following:
1. Set Enabled to Yes
2. Enter a Title for the section of table rates that appears during checkout (The default title is 'Best Way')
3. Enter the Method Name that appears next to the calculator rate in the shopping cart.
4. Set Condition to one of the following calculation methods:
- Weight v. Destination
- Price v. Destination
- # of Items v. Destination
5. For order that include virtual products, set Include Virtual Products in Price Calculation to "Yes" if you want to be able to include the virtual product(s) in the calculation.
- Because virtual products—such as services—have no weight, they cannot change the result of a calculation that is based on the Weight v. Destination condition. However, virtual products can change the result of a calculation that is based on either the Price v. Destination or # of Items vs Destination condition.
6. If charging a handling fee, set Calculate Handling Fee to one of the following:
- Fixed
- Percent
Then, enter the Handling Fee rate according to the method used to calculate the fee.
If the handling fee is based on a percent, enter the whole number without the percent sign.
7. In the Displayed Error Message box, type the message that appears when this method is not available
8. Set Ship to Applicable Countries to one of the following:
- All Allowed Countries - Customers from any country specified in your store configuration can use table rate shipping
- Specific Countries - After choosing this option, the "Ship to Specific Countries" list appears. Select each country where customers can use table rate shipping
9. Enter a Sort Order number to determine where table rates appear in the list of shipping methods during checkout (0 = first, 1 = second, 2 = third, and so on..)
When complete, click Save Config.
Table Rates
Step 2: Prepare the Table Rate Data
1. In the upper-left corner, set Current Configuration Scope to the "Main Website" or any other website where you want the configuration to apply.
Export and Import options appear in the Table Rates section, with “Use Default” checkboxes to the right of each option.
To change any of the current settings, you must first clear the "Use Default" checkbox next to the field.
2. If you want to change the Condition, clear the Use Default checkbox. Then, select another option.
5. Complete the table with appropriate values for the shipping calculation condition being used.
- Use an asterisk (*) as a wildcard to represent all possible values in any category;
- The Country column must contain a valid three-character code for each row
- Sort the data by Region/State so the specific locations are at the top of the list, and the wildcard locations at the bottom. This will process the rules with the absolute values first, and the and the wildcard values later.
- You can set different tables for different customers. By default customers will be assigned to the standard '0' table unless otherwise updated.
Weight vs. Destination
Step 3: Import the Table Rate Data
. Return to the Table Rates section of the Shipping Methods configuration
2. In the upper left corner, set Current Configuration Scope to the website where this method will be used
3. Next to the Import field, click the Choose File button. Select your completed CSV file, and import the rates.
Import Table Rates
4. When complete, click the Save Config button. Then, go through the payment process with different addresses to make sure the shipping and handling rates are correct
Comments
0 comments
Please sign in to leave a comment.