Setup

Shipping Methods



An important part of your webstore administration is managing the delivery of products to your customers.

To set up shipping methods in Sana Admin click: Setup > Ordering & checkout > Shipping methods.

Before you start to set up shipping methods, think about what can have an influence on the delivery of your products, destinations you will deliver to.

Sana Commerce supports different strategies for configuring shipping methods and you can use any or all of them:

  • Fixed shipping costs
    Set up fixed shipping costs based on the country of delivery, order total and weight of the product.
  • Carrier-calculated shipping
    Sana Commerce provides real-time integration with FedEx, UPS and USPS shipping services. The external shipping services are available as add-ons which can be installed directly from Sana Admin using Sana Apps.
    If the add-on is installed, the shipping costs are calculated by the shipping service real-time depending on the selected shipping method, customer's shipping address, actual weight and dimensions of the package.

If you are going to use shipping methods based on weight and physical dimensions of a package, read how to set up weight of a product and physical dimensions in the ERP system:

Set up shipping methods

Under the Shipping methods tab, click New item. You can create as many shipping methods based on different calculation methods as needed.

The table below provides the description of the fields and settings that should be configured when you create shipping methods:

Fields and settings Description
Name Enter the name of the shipping method.
Enabled Enable/disable the shipping method.
You can also enable/disable shipping methods on the shipping methods list page.
External shipping method Map the shipping method to the one configured in your ERP system.

If the shipping method in Sana Admin is mapped to the shipping method in your ERP system, then when a customer places an order in the webstore the selected shipping method will be stored in the sales order in the ERP system.

See also:
Microsoft Dynamics NAV: Shipping Agents and Services
Microsoft Dynamics AX: Shipping Providers and Methods
Microsoft Dynamics GP: Shipping Methods
Microsoft Dynamics 365 Business Central: Shipping Agents and Services
Microsoft Dynamics 365 for Finance and Operations: Modes of delivery
SAP Business One: Shipping Methods
SAP: Shipping Methods

Image Add an image icon of the shipping provider.
If you add an icon, it will be shown in the webstore in the list of delivery methods.
Description You can add a description to the shipping method. Shipping method description is shown in the Sana web store on the 'Delivery method' checkout step, where a customer can select the shipping method he or she wants his or her order to be delivered.
Link You can add a link to the external website or internal page that contains some additional information.
Calculation method Select the calculation method:
  • Fixed per country - this calculation method uses fixed amounts based on countries of delivery and currency.
  • By country and order total - this calculation method uses fixed amounts based on countries of delivery, currency and order total.
  • By country and weight - this calculation method uses fixed amounts based on countries of delivery, currency and order weight.
  • FedEx - the shipping costs are calculated by FedEx in real-time depending on the FedEx service type, customer's shipping address, actual weight and dimensions of the package.
  • UPS - the shipping costs are calculated by UPS in real-time depending on the UPS service type, customer's shipping address, actual weight and dimensions of the package.
  • USPS - the shipping costs are calculated by USPS real-time depending on the USPS service type, customer's shipping address, actual weight and dimensions of the package.

When you select the FedEx, UPS or USPS calculation method the configuration of shipping costs is not available as shipping costs are calculated by the shipping service real-time. If you create FedEx, UPS or USPS calculation method you should select the service type.

Shipping costs Enter the fixed shipping costs that are based on country and currency and other aspects, like order amount or weight, depending on the selected calculation method.

     If shipping cost is 0, the text "Free" will be shown, meaning that delivery is free of charge. The color of the text is green by default, but you can change it in the web store theme settings.

Fixed per country
Select the country and currency for which the shipping costs should be set. The lists of countries and currencies are retrieved from your ERP system.

Enter the shipping costs including and excluding tax. When a customer places an order in the webstore, the appropriate price is retrieved depending on whether the prices including VAT (sales tax) is enabled or disabled for the customer in your ERP system.

By country and order total
Select the country and currency for which the shipping costs should be set. The lists of countries and currencies are retrieved from your ERP system.

Enter the minimum order amount and the maximum order amount. For all orders below the minimum order amount and above the maximum order amount (outside the configured range), the shipping method will not be shown.

Enter the shipping costs including and excluding tax. When a customer places an order in the webstore the appropriate price is retrieved depending on whether the prices including VAT (sales tax) is enabled or disabled for the customer in your ERP system.

By country and weight
Select the country and currency for which the shipping costs should be set. The lists of countries and currencies are retrieved from your ERP system.

Enter the minimum weight and the maximum weight. For all orders below the minimum weight and above the maximum weight (outside the configured range), the shipping method will not be shown. To set up the unit of mass (gram, kilogram, ounce or pound) for shipping costs calculation based on the weight in Sana Admin click: Setup > Products > Units of measure and select weight unit.

Enter the shipping costs including and excluding tax. When a customer places an order in the webstore the appropriate price is retrieved depending on whether the prices including VAT (sales tax) is enabled or disabled for the customer in your ERP system.

Service type FedEx gives you choices when you want to ship online.
When you create a FedEx shipping method select one of the available FedEx service types. Each FedEx service type calculates prices depending on different aspects, like country of delivery, weight of a package and its dimensions. When a customer places an order in the webstore availability of FedEx shipping methods also depends on these aspects.

For a detailed information about different FedEx services, visit FedEx website.

Availability per country Select countries for which the shipping method should be available. If some country is not selected, the shipping method will not be available to the customers of that country.
Customer segments     Applies to: Sana 9.3.1 and higher

Assign customer segments. Using customer segments you can filter shipping methods. If you add a customer segment to the shipping method, then this shipping method will be available only to the customers that meet the criteria set in the customer segment. Other customers will not see this shipping method.

This way you have more flexibility in setting up availability of different shipping methods based on various data from Sana and ERP.

For example, if you create a customer segment which includes customers from a specific city and assign this customer segment to a shipping method, then only the customers from this city will be able to use this shipping method in the Sana web store. This means that using customer segments you can set up shipping methods not only for different countries, but even for cities for example.

If you assign a customer segment to a shipping method, then you will see the icon  on the Shipping methods page. This way a user can see an overview of all shipping methods on a page to which customer segments are assigned and don't need to check the settings of each shipping method.

For more information, see "Customer Segments".


The USA and Canada

If you set up shipping methods for the USA or Canada, then near the Country field, you can see the Configure states button. As a web store administrator, you can set up shipping costs per state because the shipping cost from one state to another may differ. This increases flexibility and accuracy as the shipping costs are configurable on the level of a geographical state within a country. 

Free shipping discount code

You can create a discount code which enables free delivery for a certain shipping method, and you can also provide both, free delivery and a discount on the total order amount.

Scenario 1

You can set up fixed amount or percentage discount and add free shipping methods. When a customer applies such discount code, he or she gets a discount on the total order amount and can select a shipping method with free delivery.

Scenario 2

You can create a discount code of the type Free shipping only and add Free shipping methods. This discount code does not give a discount on the total sales order amount, but enables free delivery for the selected shipping methods.

 NOTE

When a customer places an order and it does not match the configured shipping cost conditions, for example by customer's shipping address, order total or order weight, the shipping method will not be shown to the customer.

When the shipping methods are created, you can sort them simply by dragging and dropping in the list. In the webstore the shipping methods are shown in the order determined in Sana Admin. The cheapest shipping method is selected by default.

Translate shipping method names

Under the Shipping methods tab, you can also select any available language in the dropdown and provide the names of the shipping methods in the selected language. When you translate the shipping methods name into any language, you can also change the icon of the shipping method and inherit from the source shipping method or specify internal page or external URL with some additional information.


See also:

Shipping