Enter Shipping Estimate Parameters for a Defined Shipment Method

From Opentaps Wiki
Revision as of 14:18, 27 May 2010 by Claudefeistel2 (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigationJump to search

Introduction to Estimated Shipping Charges

When Packing a Customer Order for shipment, the opentaps Pack Order Screen and the User Guide section Packing the Orders refer to the "Shipping Estimate" functionality. The [Estimate] button provided on screen will fill in YOUR estimated shipping charge for the package based on factors that you specify and put it in the additional shipping charge box.

This estimate will contain some of the shipping carriers standard charges, plus any additional factors that you specify for calculating the amount that YOU will charge the Customer.

Data to support YOUR Shipping Estimate is configured in the [Store] > [Shipping Estimates] Tab. The process for setting up the shipping estimate function is as follows:

  • Get Shipment Carrier Estimating Parameters -- Obtain from a particular shipping carrier their cost estimating parameters relating to such items as the box weight, size, quantity to ship, and the source and destination locations of the shipment.
  • Enter the Data into the [Shipping Estimate] Tab -- Use the following procedure.

Entering Shipping Estimate Parameters

* Open the page [Catalog] > [Catalog Manager Application] drop down box > [Stores]
* In the display box that opens, Click: Store ID for the Store to Edit.
* Click: [Shipping Estimates], the "Edit Product Store Shipment Cost Estimates" screen opens displaying a list 
      of any already defined rows of estimating data.
* To Delete a line of estimating data, Click: [Remove] at the end of the line.
* To Edit a line of estimating data, first remove the line, then enter a new line.
* To Create a New Line of estimating data, Use the "New Shipment Estimate" box at the bottom of the screen.
* Refer to the hints below regarding what to enter into the form.
* When finished with entry and checking values, Click: [Submit]

About Filling Out the Estimator Form

The following hints are provided for what should be entered in the form.

  • Party ID -- This is the ID of the shipping carrier
  • Roll Type ID -- not required
  • Flat Rate Charges -- Charges are calculated by adding up the four following charges. Leave blank if no charge.
    • Flat Base Percent -- Enter a decimal percentage (without a percent sign) indicating what percent of the total order price will be added to the shipping charges. If none, leave blank or enter 0 (zero).
    • Flat Base Price -- Enter your flat rate charge, considering whatever the carrier is charging.
    • Flat Item Price -- Enter any incremental shipping charge that is applied per-item in the shipment.
    • Flat Shipping Percent -- Enter the percentage of surcharge, if any, to be added to the total Flat Rate.
  • Feature Group Charges -- Added to shipping charge if not blank.
    • Feature Group -- Information only line, leave it blank.
    • Per-Feature Percent -- Enter the incremental percentage of total-order-price to add for shipping, for each feature in the order. Leave blank if no charge.
    • Per-Feature Price -- Enter the incremental shipping charge to add per feature in the order. Leave blank if no charge.
  • Oversize Surcharge -- A fixed additional shipping charge for an over-sized package.
    • Oversize Unit -- Enter the Size-number, equal to = height*2+width*2+depth, which defines "oversize".
    • Oversize Surcharge -- Enter the surcharge (price) for a package greater in size than the Oversize number.
  • Weight Charge -- The part of the shipping charge that is based upon the package weight.
    • Min Wt -- Minimum weight for this shipping charge.
    • Max Wt -- Maximum weight for this shipping charge.
    • Weight Break Id -- This item must be configured in advance, by using the following screen: [Catalog] > [Catalog Manager Application] drop down box > [Shipping] link > [Quantity Breaks] Tab. Entries from this configuration will appear in this "Weight Break Id" drop down box.
    • Unit Of Measure -- The unit of weight measure used in calculating these shipping charges.
    • Per Unit Price -- The shipping price for this specified weight range.
  • Quantity Charge -- The part of the shipping charge that is based upon a "quantity" delivered, such as cubic meters, or liters, for exxample.
    • Min Qt -- Minimum quantity for this shipping charge.
    • Max Qt -- Maximum quantity for this shipping charge.
    • Quantity Break Id -- This item must be configured in advance, by using the following screen: [Catalog] > [Catalog Manager Application] drop down box > [Shipping] link > [Quantity Breaks] Tab. Entries from this configuration will appear in this "Quantity Break Id" drop down box.
    • Unit Of Measure -- The unit of the quantity measure used in calculating these shipping charges.
    • Per Unit Price -- The shipping price for this specified quantity range.
  • Price charge -- The shipping charge that is based upon the order price, if any.
    • Min Pr -- Minimum order price for this shipping charge.
    • Max Pr -- Maximum order price for this shipping charge.
    • Price Break Id -- This item must be configured in advance, by using the following screen: [Catalog] > [Catalog Manager Application] drop down box > [Shipping] link > [Quantity Breaks] Tab. Entries from this configuration will appear in this "Price Break Id" drop down box.
    • Unit Of Measure -- Select the currency measure used in this Price based charge.
    • Per Unit Price -- The shipping price for this specified order price range.
* REMINDER: When all the entries are completed, remember to save the changes,
* Click: [Submit] at the bottom of the form.
Retrieved from "https://docs.opentaps.org/docs/index.php?title=Enter_Shipping_Estimate_Parameters_for_a_Defined_Shipment_Method&oldid=6157"