Shipping

1. Shipping Introduction

Shipping is the process of delivering products from a business to customers using a defined method. It involves selecting a shipping service, setting delivery timelines, and determining costs to ensure a smooth and reliable delivery process. Businesses use different shipping methods based on factors like speed, cost, and availability.

A shipping system helps businesses manage deliveries efficiently by assigning shipping codes, tracking lead times, and setting pricing details. It ensures customers receive accurate delivery estimates and have clear shipping options. Enabling or disabling a shipping method allows businesses to control which services are available to customers.

Using images and clear descriptions improves user experience by making shipping options easy to recognize. Properly configured shipping settings help avoid errors, reduce delays, and enhance customer satisfaction. Keeping shipping information updated ensures a seamless order fulfillment process.

• Go to Administration.
• Click on Business Settings.
• Click on Shipping under Business Settings Action.

2. Key features of the Shipping tab

• Select All Checkbox: This checkbox allows users to select all available shipment methods listed on the page. When checked, it marks all items, enabling bulk actions such as downloading or modifying multiple records at once. If unchecked, users can manually select individual items for specific actions. The selection count is dynamically updated based on user interactions.
• Download Selected Button: The "Download Selected" button enables users to download shipment method details for the items they have selected. The file format for download is typically predefined, such as JSON or Excel, to ensure compatibility with external applications. If no items are selected, the button may be disabled or trigger a prompt notifying the user to make a selection. 
• Refresh Button: The "Refresh" button reloads the shipment methods list to display the most recent data. This is essential when multiple users are managing shipment methods, as it ensures the latest updates are reflected in the interface.
• Add New Button: The "Add New" button lets you create a new shipment method. When you click it, a form will open where you can enter details like the shipment code, description, and cost. This feature is important because it allows you to add more shipment options to the system. After you provide the necessary information and save it, the new shipment method will appear in the list. This way, you can easily manage different shipment options as needed.
• Filter Section: The filter section helps you narrow down the shipment methods displayed in the list. You can apply filters based on shipment code, description, or cost. To reset all filters and return to the default view, click the "Clear all filters" option. The dropdown menu also lets you choose from predefined filter options for quicker searches. This makes it easier to find the shipment methods you need.

• • Code: The code field allows users to filter shipment methods based on their assigned alphanumeric value. This helps in quickly locating a shipping method without searching through the entire list. Entering a specific code ensures that only relevant shipment methods appear in the results. 

  • Description: The description filter allows users to search for shipment methods based on their names or descriptions. By applying this filter, users can quickly retrieve records that match a specific description. 

  • Lead Time in Days: The lead time filter enables users to search for shipment methods based on the number of days required for delivery. This helps in selecting shipping methods that align with required delivery timelines. 

  • Merchant Shipping Method Code: The merchant shipping method code filter allows users to search based on the shipping method's assigned merchant-specific value. This helps in locating shipment methods associated with particular merchants or suppliers.

  • Shipping Cost: The shipping cost filter allows users to refine search results based on the cost of shipment. Users can enter a specific cost value to find shipment methods within a set price range. 

• Search Bar: The search bar allows users to quickly locate shipment methods using keywords. Users can input terms related to shipment codes, descriptions, or costs to filter the results dynamically. 
• Pagination Controls: Pagination controls allow users to navigate through multiple pages of shipment methods. The "First" and "Last" buttons enable quick navigation to the beginning or end of the dataset. The numerical field displays the current page and allows users to enter a page number for direct access.

3. Shipping Overview:

• Selection Checkbox: The checkbox allows users to select the shipment method for bulk actions. 
• Shipment Method Name: The shipment method helps users quickly identify the shipment service. 
• Shipment Method Icon: The icon visually represents the shipment method for easy recognition. 
• Code: The code is an alphanumeric value used for internal reference. It facilitates lookup and integration within automated workflows. 
• Description: The description provides a brief overview of the shipment method. 
• Shipping Cost: The shipping cost field displays the price of using this method. 
• Merchant Shipping Method Code: This code links the shipment method to external merchant systems. 
• Lead Time in Days: The lead time indicates the estimated delivery duration. 
• View Details: The "View Details" link provides access to more shipment information. 
• Active Status Toggle: The active status toggle indicates whether the shipment method is enabled. Switching it off deactivates the method from being used. 

• Click on View Details.