Setting Up Delivery

Note: This topic is relevant for static, easy upload, dynamic, composite products and print touchpoints.

You can set up uStore to enable customers to choose a delivery provider. This way, customers have the option to distribute their products by selecting from a list of available delivery providers at the store.

uStore is shipped with two out-of-the-box delivery carriers (FedEx and UPS) and two additional configurable manual delivery options:

  • FedEx and UPS: Superusers can enable customers to use FedEx or UPS as their delivery carriers for product distribution. The prices for the delivery are generated online (taking into account the product weight) by the respective delivery carrier (i.e., FedEx or UPS) and sent back to the store. In addition, you can apply Markup, which can be added to the cost of the goods to cover the overhead expenses.

  • Manual Mailing: Used for per-item delivery, where each product of the order is sent to a different address. For example, a customer may order a set of postcards and distribute them to recipients directly using a mail drop. Using manual mailing, superusers can set up the prices for the delivery service.

  • Manual Shipping: Used for sending the entire order to a single address. For example, customers may order sets of business cards and distribute them themselves, instead of sending them directly to clients (i.e., manual mailing). Using manual shipping, users with Superuser permissions can set up the prices for the delivery service.

Notes:

  • The Manual Shipping price of a composite product overrides the Manual Shipping price of all of its components.

  • If a delivery provider has been defined for the store, as in Defining Delivery Settings, then you must select at least one delivery provider in the Delivery Setup > General tab.

Set general delivery options

  1. In the Product Setup page, click Delivery Setup.

    The Delivery Setup page is displayed.

  2. Click the General tab.

  3. Under Delivery Methods, select whether this product will be shipped or mail dropped. Choosing either Mailing or Shipping enables the Provider that is selected for this product during the store setup, as described in Defining Delivery Settings.

  4. The Pickup Address field displays the address of the Manufacturer to which this product is assigned. This is a view-only field.

  5. In the Weight section (Shipping Only), which includes all of the product properties that affect delivery, select the weight units from the Units list and then enter the weight of each product property (that affects delivery) in the Weight column.

    You can set the Base weight to zero and then enter the actual weight of each product, or you can set the Base weight to a fixed value and then each product property that affects the total weight will define the addition to the Base weight.

    The product properties may be the following paper types: Glossy, Matte and Plain. In addition you may want to define a Base product property, for example, attached stickers on the paper. You can set the product properties’ weight to include the Base weight and, in this case, you should set the Base weight to zero. Alternatively, you can exclude the base weight from each product’s weight, set the Base weight to its actual value, and then set each product property’s weight separately.

    For upload products, the weight value is set per page. The total weight of an uploaded document is a multiple of the weight per page and the total number of pages uploaded.

    Note: The total weight of a composite product is the sum of the weight of all its components.

  6. In the Package Capacity section (Shipping Only) select one of the following:

    • Configure automatically by product weight: uStore automatically calculates the number of packages required for shipment based on the total weight of all products, divided by the weight that a selected package can carry (the product weights are defined in the Weights section above).

    • Configure manually (option 1): Select the packages you want to use for shipping the product, however leave the number of items that fit into a package blank. uStore will automatically calculate the number of packages as seen above, excluding the unselected boxes.

    • Configure manually (option 2): Select the packages you want to use for shipping the product, and then define how many product items fit into the selected delivery carrier’s packages (provided that a delivery carrier has been selected).

    Note: Composite delivery package settings will override the delivery package settings of all its components

  7. When you have finished setting up general delivery parameters, click the Pricing tab to define prices for weights, as explained below.

Set delivery pricing options

This tab is available only if Manual Mailing and/or Manual Shipping were selected as delivery providers in this store.

The Pricing tab enables you to define the delivery prices when using Manual Mailing or Manual Shipping services. Note that Online Shipping such as FedEx delivery services gets quotes online and do not require your intervention in the process.

The mailing and shipping prices are given in the store’s currency and are used to price stacks of items. The Manual Mailing prices are set for units and the Manual Shipping prices are set for shipments as implied by the nature of these services. For more information on delivery providers, refer to Defining Delivery Settings.

To set a price for delivery:

  1. In the Delivery Setup page, click the Pricing tab.

  2. Click the Add New Item link in the relevant section: Manual Shipping or Manual Mailing.

    Ranges are determined by specifying the lower delimiter of a range in the From Quantity entry field, in such way that the subsequent delimiter of the next range determines the higher delimiter of the previous one.

    For example, by entering the lower delimiter "1" for the first range, you define the range boundaries from "1" to infinity. Setting the subsequent delimiter to "100" defines the first range boundaries from "1" to "99" and the next stack from "100" to infinity, and so forth.

    • For Manual Mailing service and any other mailing services you created, define the price for ranges in the Mail Drop entry field.

    • For Manual Shipping service and any other shipping services you created, define both the Standard shipping price and the Overnight shipping price in the relevant entry fields.

  3. Click the check mark to put your settings into effect.

  4. When you have finished setting up delivery pricing parameters, click the Tax tab to define the method by which tax is calculated for the order, as explained in Setting Delivery Tax Options.

Note: Manual Shipping price settings for a composite product override the Manual Shipping settings of all its components.

Set delivery tax options

In the Tax tab you set the method by which tax will be calculated for the order.

To set tax for delivery:

  1. In the Delivery Setup page, click the Tax tab.

  2. Define the Mailing Tax Method by selecting one of the following options from the Tax calculated by list:

    • Billing Address: When you select to calculate the tax by a billing address, only the tax rates that are applicable for the location of the billing address are added to the product's price.

      Billing address is the only option available for composite and static products and for dynamic products that don't use a recipient list.

    • Recipient Address (Nexus): When you select this option, tax rates that are applicable for each recipient address are added to the product's price. If a mailing list service such as USDATA is used, only tax rates that are applicable for the billing address will be charged, even if the option Recipient Address (Nexus) was selected.

  3. In the Shipping Tax Method, the only tax calculation method is Shipping Address. This means that the tax of all items in the order will be calculated according to the tax regulations of the shipping address.

More topics

Defining Delivery Settings