[more]For a guide on migrating from the legacy Delivery System click here.[/more]
Your online shop has a powerful zonal delivery system that’s both flexible and simple to configure. There are plenty of settings that can be adjusted to make the system work perfectly for your online business. In this guide, we’ll take you through all of its functionality and how you can utilise it to get the most out of your shop’s delivery system.
To skip to a specific section of this guide, please use links below:
- Enable Delivery Method
- Display Name
- Tax Rate
- Location Restrictions
- Price Restrictions
- Weight Restrictions
- Save Changes
- Hiding Delivery Methods
- Copying Delivery Methods
- Editing a Delivery Method
- Deleting a Delivery Method
You will first need to ensure that you have the Enable Delivery Method button ticked, making it available for your customers to see. If you want to hide this method simply deselect this box. The method will still be visible to you under the initial delivery page (shown as Hidden).
The Country box requires you to choose which country the delivery method is applicable to. When a customer enters their billing address on your shop’s checkout, the system will automatically recognise which delivery methods are applicable and will display them to your customer. To illustrate this, if you had two delivery methods configured, one for France and one for the UK, when your customer enters a French address into the shipping information, only French delivery methods will appear on the checkout.
You also have the ability to create a group of countries that you wish to apply the same delivery method to. For instance, you may wish to create a delivery method that is applicable to certain countries in northern Europe such as Denmark, Norway and Sweden.
Creating a country group couldn't be easier. After going to Settings > Delivery, you will see Country Groups located underneath you current delivery methods. Start by selecting Add a Country Group. Then choose a name for your country group and select the countries you wish to be in this group from the drop-down.
The Name field is for internal purposes only and will not appear to your customers upon checkout. However, if you do not have a Display Name specified (covered in the next step below), your shop will default to the Name and display it on your checkout. It’s advised that you enter names that you will relate to and are easy for you to understand; e.g. “Premium Delivery” or “Economy Delivery”.
The Display Name is what your customers will see on a drop-down menu on the checkout stage so ensure that it looks professional and is easy to understand. An example display name would be “Royal Mail Signed For 1st Class”. Be careful not to enter too much information into the display name box as this can appear a little untidy.
You will be required to enter the base price for the delivery method before any additional costs are entered (we will cover additional costs later on in the guide).
The Tax Rate section will show a drop down of the standard tax options you've entered in your shop’s tax settings. If you do not yet have any tax options enabled on your shop you can generate these by heading over to Settings > Tax.
If you are a UK VAT registered merchant you will need to have 20% (Standard Rate) as one of your options. It is also good practice to enter a 5% (Reduced Rate) and a 0% (Exempt Rate).
What displays on this section will correlate to the country you have entered in the Country box. If you have entered “United Kingdom”, the delivery section will be set to postcodes. If you have specified “United States” in the Country box, the Location Restrictions will be set to Zip Codes as this is the criteria used to identify locations in the USA. You will need to first enable the location restrictions.
After ticking the Enable Location Restrictions box, you will then be required to enter the postal code areas which this delivery method will apply to/exclude. If you have the Allow/Disallow drop down set to Allow, only the postal code areas in which you specify will be allowed to use this delivery method. On the contrary, having the delivery section box set to Disallow, any postal code areas entered into this box will be restricted from using this delivery method.
Note; ensure you enter the full postal range that you wish to allow/disallow and not just the first letter of the postcode. For instance, if you wanted allow a certain region of Birmingham such as Birmingham city centre, you would enter 'B1'. If you just enter 'B' it would allow the whole of Birmingham and not the area you intended to allow.
Delivery Area Template
To make it easier for you, the location restriction feature has pre-set locations that you can choose to either allow or disallow. You will find these pre-set locations by clicking on the Area Template button to the right-hand side of the location restriction box.
The pre-set delivery zones for the UK will be based on Parcel Force Delivery Zones. They are as follows:
-Parcel Force Zone 1 (England, Wales and parts of Scotland)
-Parcel Force Zone 2 (The Highlands and Islands of Scotland)
-Parcel Force Zone 3 (Northern Ireland, Isle of Man and Isles of Scilly)
(These templates are just a guide and will not be automatically updated if an area changes. Please check and update them frequently)
The pre-set delivery zones for the United States will be based on individual states. When you click on the Delivery Area Template button (when you have the Country tab set to United States), the template box will pop up with a list of all the recognised states within the USA. You will be able to allow or disallow this state by ticking the box next to its name.
In the example below, the location restrictions are set to Allow the states of Texas, Tennessee and New Mexico:
Enable Price Restrictions
By ticking this box, you will have the ability to control whether customers are allowed to use this delivery method based on the value of their cart. This is valuable for scenarios where the delivery price for a product exceeds the products price itself.
Minimum and Maximum Order Value
You will be able to enter a minimum/maximum order value of the customers cart by simply ticking the relevant box and entering your specified values.
“I want to set a price restriction on this delivery method so that it can only be used when the cart value is between £5 and £20.”
- Tick the Minimum Order Value box and in the pop-up field that appears, enter '5.00'.
- Tick the Maximum Order Value box and in the pop-up field that appears, enter ‘20.00’
If you decide that a certain cart value should inherit an additional cost, you can specify the extra cost here. This section will provide you with price ranges in which you can enter an additional cost.
“I want carts that are valued between £50-£100 to have an additional cost of £5 on top of the base price for this delivery method.”
- You will start by specifying that prices between £0.00-£49.99 have an Additional Cost of ‘£0.00’.
- You will then click Add Row.
- In the new row, you will then see that ‘£50.00’ is already specified as the From price (as it is the next highest price above £49.99).
- In the Price To box, you will then need to enter ‘£100.00’ and in the Additional Cost box enter ‘£5.00’.
(Remember: the previous row will not be saved unless you click on the ‘Add Row’ button.)
Product Attributes Feature
Before applying weight restrictions to your customers’ delivery, you will first be required to install the Product Attributes feature by going to Features > Product Attributes. Once you have installed this feature, there will be a drop-down box that states “Would you like to assign a weight to your products?". By selecting Yes, you will then see the Weight Restrictions option appear in your delivery settings.
Similar to the price restrictions, this feature will give you the ability to set a minimum/maximum weight to what is eligible for this delivery method. Before you can enter these restrictions, you will need to tick the Enable Weight Restrictions box.
Minimum/Maximum Weight Restrictions
“I want this delivery method only to apply to those orders that are between 1.00kg and 10.00kg in weight”.
- In the Minimum Order Weight box, you would specify ‘1.00kg’.
- In the Maximum Order Weight box, you would specify ‘10.00kg’.
Additional Weight Cost
Here you can decide whether to attach an additional cost to specific weight ranges:
‘I want orders that are between 5kg and 10kg to inherit an additional cost of £5.’
- You will first need to set 0.00kg - 4.99kg to have an additional cost of ‘£0.00’. (This will require you to enter ‘4.99kg’ in the Weight To box and then press Add Row to confirm this weight range leaving the Additional Cost box at £0.00.)
- After you have clicked on Add Row the next row will automatically generate 5.00kg in the Weight From box. You will be required to enter ‘10.00kg’ into the Weight To box and ‘£5.00’ into the Additional Cost box.
(Remember: the previous row will not be saved unless you click on the ‘Add Row’ button)
Product Specific Delivery Charges
You can now add additional delivery charges that apply only to specific products and not any product that falls under a particular delivery method. To do this, simply Edit the product you wish to add an additional charge to. One in the edit product interface, select Delivery Charges on the left-hand menu. Here you will see that you can Enable or Disable certain delivery methods for this product, and you can also specify an Additional Cost for each method.
Ensure you click on Save Changes to apply the settings you have created.
Once you have created your delivery methods, you may then feel that you have forgotten something. Don’t worry, you can edit or even delete delivery methods after you have completed them. This will require you to go back to Settings > Delivery on your EKM account.
When under the Delivery tab, you will see a list of your delivery methods. To hide a method, click on the sliding button with a highlighted green background. When you have hidden a method, it will not be accessible to your customers.
If you feel that you have already created a delivery method that will be applicable to another country in addition to the one that it is already set to, you can Copy the method and apply it to another country of your choice. This saves you manually creating another delivery method and cross-referencing all of the settings you have already created.
To copy a delivery method, simply click on Copy button as shown below:
You will then be prompted to name this Copy and select a country in which you would like it to apply to. In the instance below, we are copying the original delivery method “First Class” and applying it to the United States as well.
To edit a pre-existing delivery method, you will need to click on the edit button shown below. This will give you the ability to change any settings you have previously entered and rectify any mistakes you may have made or things you may have overlooked.
To delete a delivery method simply click on the red bin logo as shown below. Please note, once you have deleted this method there will be no record of it on your system and you if you make a mistake you will need to recreate the settings for that method. If you have a delivery method that you do not want customers to see but may be useful in future use the Hide function mentioned earlier. After all, you do have an unlimited supply of delivery methods.