Shipping methods

This topic is intended for administrators and developers with administration access rights in Optimizely.

shipping methodCommerce: A set of information and rules that determine the shipping cost. Displayed on the front-end public site while a customer checks out an item from the shopping cart. The shipping fee is added to the total price of the purchase. A shipping method is mapped to a shipping provider visible to a back-end administrator in Commerce Manager. For example, when a customer picks "Ground Shipping," UPS (or another provider) may fulfill the shipment. manages information and rules that determine shipping cost. The method is displayed on the front-end site when a customer adds an item to a shopping cartCommerce: A collection of products selected by a website customer, with the intention of completing a purchase. Also known as a shopping cart or basket.. The shipping cost is added to the total purchase price.

 A shipping method is mapped to a shipping provider that is visible to a backend administrator in Commerce ManagerOne of several main user interfaces in Optimizely Commerce. This UI area, available from the top menu after logging in, provides screens for managing markets, customers, catalog, orders, and so on. You can manage the information on some Commerce Manager screens in other, newer user interfaces. Where possible, we recommend using the newer ones.. This mapping lets the public site display a friendly name to the customer, such as Ground Shipping, while connecting the method to a provider, such as UPS.

Customizing shipping methods

Optimizely provides the following standard shipping methods.

  • Ground Shipping
  • Fixed Shipping

To create a custom shipping method, follow these steps.

  1. Go to Administration > Order System > Shipping > Shipping Methods > English (United States) or any other language. The Shipping Methods List screen appears.
  2. Click Edit for the available methods. The Overview tab appears.

    Image: Overview tab

    • ID. Automatically generated after saving the new shipping method.
    • Name. Enter a name without spaces or special characters. The name is not displayed in the public site. Optimizely Commerce users see the name when working with shipping methods.
    • Friendly Name. Enter a friendly name, which is seen by customers when purchasing the item. It can have spaces and special characters.
    • Description. Enter a description (optional).
    • Provider. Select a provider, which is created in the Shipping providers screen.
      • Select Generic Gateway for a fixed shipping fee specified in Base Price.
      • Select Weight/Jurisdiction Gateway for a shipping fee calculated from the weight and shipping location.
    • Language. Select a language.
    • Base Price. Enter the base price that becomes the fixed shipping fee for the Generic Gateway option, or part of the Weight/Jurisdiction Gateway option.
    • IsActive. Select Yes to enable the shipping method; otherwise No.
    • IsDefault. Select Yes to make this shipping method the default; otherwise No.
    • Sort Order. Enter a number to order the payment methodContains information about the way a customer views a payment option and has a payment gateway associated with it. Examples: credit card, pay by phone, cash on delivery, and exchange payment. on the list of shipping methods page.
  3. Click the Settings tab to exclude countries, regions, and payments from a shipping method. To exclude a selection, highlight the items in the Available boxes on the left and click Add to move them to the Chosen boxes.

    Image: Settings tab

  4. Click the Parameters tab to set conditions for the shipping fee. This screen only appears if you select the Weight/Jurisdiction Gateway in the Provider field in the Overview tab.

    Image: Parameters tab

    • Jurisdiction Group. Select a jurisdiction group to apply the current shipping method (for example, United States. You can set up the options on the Shipping Jurisdictions and Shipping Jurisdiction Groups screen.
    • Weight. Enter a numerical value for the weight. You select the units for the weight in the Common Settings screen.
    • Price. Enter a price that is added to the base price (Overview tab) when the weight and jurisdiction group conditions are met.
    • Start Date. Enter a start date and time for the shipping method to take effect.
    • End Date. Enter a end date and time for the shipping method to expire.
  5. Click Add to save the condition.
  6. Click OK to save changes.

Deleting shipping methods

  1. Check box(es) next to the shipping methods you want to delete.
  2. Select More Actions > Delete. You can also click X next to the shipping method to delete an individual method.
  3. Click OK.