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How to Set Up Your Postage Zones and Types

As part of building your shop, you're going to want to set up your postage charges. This is done in the "Postage & Tax" settings in your shop. In this guide we will be covering how to configure your Postal Zones and Types and offering some suggestions of what to consider when setting these up.

Getting Started

Your "Postage & Tax" options can be found by following the steps below:

  1. Click "Shop" from the Top Menu.
  2. Click on "Shop Settings" from the left-hand menu
  3. Click on "Postage & Tax".

Postage-and-Tax.jpg

What to Consider

When working out how to charge your customers for postage, you may need to reflect on a number of factors.

For example:

  • Where are you going to allow orders to be delivered to? Just your home country or internationally?
  • Are you going to increase your product price a little to allow for free delivery?
  • Are you going to accommodate for the cost of packaging in the postage charge?
  • Are your products going to cost you roughly the same amount to ship? Could you charge a flat fee?

Please consider these points as you read this guide, as this will help you to decide on which postage option will be the best for you.

Setting up your Postal Zones

Your postage settings are configured using postal "zones".

Each zone can have its own unique postage types.

The two default zones that are already set up are "Home Country" and "All Other Countries".

The "Home Country" zone is the country from which you will be sending your orders.

The "All Other Countries" zone is optional and can be used for setting up postage charges for all other countries that have not already been selected in your other postal zones.

However, if you wish to charge different postage amounts depending on which country you are delivering to, then you can set up further postal "zones".

For example, you could set up zones for:

Europe
USA & Canada
New Zealand
All other Countries

Setting up postal "Zones"

To set your "Home Country" delivery zone:

  1. Click on the pencil icon next to "Home Country"
  2. Select your "Home" country from the drop-down list for "Your Home Country"
  3. Click "Save Changes"

To add a new postal delivery zone:

  1. Click on the link at the top of the screen for "Add New Delivery Zone"
  2. Type the name for the zone in the "Zone Name" field, eg: Europe
  3. Tick the countries you wish to add to the zone and complete any settings you wish to add
  4. Click on "Add New Delivery Zone"

Add-New-Delivery-Zone.jpg

To set your "All Other Countries" delivery zone:

  1. This zone is optional and will include all other countries that you have not already set up postage for in your other postal zones
  2. Click on the pencil icon next to "All Other Countries"

Select the option from the drop-down list for "Everywhere Else" to either:

"Yes, we deliver to all other countries" or,
"No, we only deliver to selected countries".

If you select "No, we only deliver to selected countries" then you will only offer delivery to the postal zones that you have already set up

Setting up your Postage Types

Now that you have established which countries (or zones) you do and do not deliver to, you will need to decide on how you will charge postage for each of these.

This is called a 'Postage Type'.

For example, if you are based in the UK you could set up "Postage Types" such as "First Class", "Second Class" and "Special Delivery" in your "Home Country" zone.

To set up your postage types for each zone, please follow the steps below:

  1. Click the "Add New Type To This Zone" link underneath the appropriate zone
  2. In the field "Delivery Type Name", give the name of the postage type that will appear on your checkout, for example "First Class"
  3. Select the "Charging Method" you wish to use for the postage type from the drop-down list

For each "Postage Type" you can choose from six different charging methods, which are: 

  • Fixed: Price Per Order
  • Weight: Price Per Kilogram
  • Quantity: Price Per Item
  • Percentage Of Order Total
  • Banded By Weight
  • Banded By Price

This guide outlines how each of these Postage Types function below.

You can also set up "Free Postage" for orders over a certain amount.

Fixed: Price Per Order

This option charges one set postage amount per order.

Simply enter the amount you wish to charge for all orders and click "Add New Delivery Type".

Weight: Price Per Kilogram

This option charges postage based on the weight of the item in kilograms.

This method requires you to set a postage amount per kilogram, for example 1kg = £4.99.

Simply fill in the price per kilogram and click "Add New Delivery Type".

Price-Per-Kilo.jpg

To use this method you will also need to add the weight of each of your products in kilograms.

To add a weight value to your product, please follow the steps below:

  1. Click "Shop" from the top menu
  2. Click on the pencil icon next to the product you want to add a weight value to
  3. Enter the product weight in kilograms in the "Weight" field. For example, if you had a product that weighed 1g, you would enter "0.001", and if you had a product that weighed 100g, you would enter "0.100"
  4. Save your changes

Quantity: Price Per Item

This option enables you to charge a set postage amount per item.

For example, if you would like to set the postage charge to £1.00 per item, simply set the "Price Per Item" to "£1".

Price-Per-Item.jpg

Then, for example, when a customer orders three items, they will be charged £3.00 postage.

Percentage Of Order Total

This option will charge postage based on a percentage (which you can set) of the total order price.

For example, if you set your percentage amount to be 10% of the order price, then an order that was £10.00 would have a postage charge of £1.00 applied to it.

Simply enter your chosen percentage and click "Add New Delivery Type".

Percentage-of-Order-Total.jpg

Banded By Weight

This option enables you to set postage amounts based on weight groups.

Here, you can charge an amount up to a certain weight. You simply enter postage prices for each weight band in the table. 

Banded-by-Weight.jpg

The weight column must be entered in numerical order, from smallest to largest. 

To use this method you will also need to add the weight of each of your products in kg.

To add a weight value to your product, please follow the steps below:

  1. Click "Shop" from the top menu
  2. Click on the "pencil" icon next to the product you want to add a weight value to
  3. Enter the product weight in kilograms in the "Weight" field. For example, if you had a product that weighed 1g, you would enter "0.001", and if you had a product that weighed 100g, you would enter "0.100"
  4. Save your changes

Banded By Price

This option enables you to set postage price "Bands" based on the total order amount that you choose.

For example, If you had an order for £20.00 then the postage charge would be £2.00.

To set this up, simply enter the Order Value, then set a postage Price for that Value.

Banded-by-Price.jpg

You can also set the "Maximum Postage Cost" so that any orders over your largest "Order Value" will be charged a set amount.

In the example above, an order of £30 would be have a postage charge of £6 applied to it.

If you have any questions about setting postage up in your shop, please contact your Account Manager for assistance.