Using shipping options on your website is a 2-step process. First, you set up all of the shipping options that will be used on your website. Then, you assign those options to the people who will be using them.

Setting up shipping options is a 2-step process

There are two steps to take when setting up shipping options. The first step is to set up all the shipping options that can be used by anybody on your website. You will likely be setting up options to have the customer pick up their order in person, or to have it delivered.

The next step is to apply those options to your customers. You'll probably assign basic options, like "Pick up" to all of your customers.

Courier shipping options such as UPS, FedEx, and USPS are set within My Website > E-Commerce Settings > ShipLeap Connection tab of the Control Center. Preferred customer rates will also be set within the 'ShipLeap Connection' tab. Click here to use ShipLeap Settings.

How to create a new shipping / delivery option

1. Choose "My Website" from the Control Center's top menu
2. Choose "E-Commerce Settings" from the sidebar menu
3. Choose "Shipping & Delivery Options" From the E-Commerce Settings menu
4. Choose "Add a New Shipping Option"
5. Fill in the information for your new shipping option
   • Shipping Option: Use a descriptive name to help you know what the shipping option is. If you're setting up a VIP Delivery option, go ahead and name it that. This value does not appear to the customer
   • Displayed As: This is how the shipping is presented to the customer. If you have set "VIP delivery" in the Shipping Option section, and then type "Local Delivery" in this section, the customer will see "Local Delivery"
   • Shipping Totals: Choosing "Flat Rate Shipping Total" or "Calculated Rate per Pound" makes a new field available where you can input the flat rate or rate per pound (the product weight is determined by the settings in the product's shipping weight calculator)
   • This is a pickup option: Toggles whether or not a shipping address is required with this option. Switch to "Yes" if no shipping address will be needed.
6. When finished, click the "Create New Shipping Option" button in the lower right corner

How to edit an existing shipping / delivery option

1. Choose "My Website" from the Control Center's top menu
2. Choose "E-Commerce Settings" from the sidebar menu
3. Choose "Shipping & Delivery Options" From the E-Commerce Settings menu
4. Click the edit button to the right of the shipping option you want to update
5. Edit the information as needed
   • Shipping Option: Use a descriptive name to help you know what the shipping option is. If you're setting up a VIP Delivery option, go ahead and name it that. This value does not appear to the customer
   • Displayed As: This is how the shipping is presented to the customer. If you have set "VIP delivery" in the Shipping Option section, and then type "Local Delivery" in this section, the customer will see "Local Delivery"
   • Shipping Totals: Choosing "Flat Rate Shipping Total" or "Calculated Rate per Pound" makes a new field available where you can input the flat rate or rate per pound (the product weight is determined by the settings in the product's shipping weight calculator)
   • This is a pickup option: Toggles whether or not a shipping address is required with this option. Switch to "Yes" if no shipping address will be needed.
   • Note: changes are not retroactive -- previous orders using the original settings will still show those original settings
6. When finished, click the "Update Shipping Option" button in the lower right corner

How to delete a shipping / delivery option

1. Choose "My Website" from the Control Center's top menu
2. Choose "E-Commerce Settings" from the sidebar menu
3. Choose "Shipping & Delivery Options" From the E-Commerce Settings menu
4. Click the delete button to the right of the shipping option you want to remove
5. Note: Deletions are not retroactive -- previous orders using a deleted shipping option will still show that option.

How to assign a shipping / delivery option

Setting the system-wide default

The system-wide defaults are the shipping / delivery options that are available to all of your customers. You can always override those settings for a particular company, branch or contact, offering more or fewer options. Those instructions are available following these instructions for setting up the defaults.

1. Choose "Accounts" from the Control Center's top menu
2. Choose "Account Settings" from the side menu
3. Choose "Shipping Options" from the side menu
4. Place a checkmark in the box next to any shipping options you'd like to make available to all of your clients
5. Click "save changes" to finish

Assigning to a company, branch or individual

1. Choose "Accounts" from the Control Center's top menu
2. Choose "Account Settings" from the side menu
3. Choose "Shipping Options" from the side menu
4. Use the people search tool in the sidebar to locate the company/branch/individual that you'd like to update.
   • Type any keywords into the first box to filter the company, branch and contact lists to display only accounts that match your input
   • Then choose the Company, Branch or Contact you'd like to update from the filtered lists
   • The search filter is thorough: "Smith" will return "Smith", smith, Smithsonian, blacksmith
5. The boxes at the top indicate whether you are editing a Company, Branch or Contact (and which specific Company, Branch or Contact)
6. Select "Use the Shipping Options defined below"
7. Place a checkmark in the box next to any shipping options you'd like to make available to the company, branch or contact
8. Click "save changes" to finish

The next step

Now you know about shipping options. As our next article shows, setting up payment options is very similar.