1. Click on Settings
2. Click on Fulfillment Methods & Rates
The Settings Fulfillment Methods & Rates tab and Settings> Ship-To States & Taxes tab have many crossovers, so it can be helpful to have each page open on
different browser tabs so you can toggle back and forth to build your setup.
3. Click on New Rate Table to create a new Shipping Method to the Title
Some default methods are already created in your account but feel free to add more or modify the existing methods.
4. Add the name of your Shipping Method
You can create generic "2Day Air" and "Overnight" methods, or you can get specific with carrier designations like "FedEx 2Day Air" or "UPS Overnight". Please be aware that if you do create carrier-specific shipping methods it adds more setup and ongoing management of these methods and their corresponding rate tables.
5. Click on Create Rate Table
6. Click on the ellipses to the right of the Shipping Method
7. Click on the Edit Method button to set up the details for each Shipping Method
You can learn about all the settings on this page via this article in our Help Desk - https://intercom.help/figureapp/en/articles/2044243-shipping-rates
8. Click on Fulfillment Method Title if you need to adjust the name
Method Title is the naming your clients will see when processing an order.
9. Add your Internal Description
Internal Description is used for any different naming you may want to have for internal company records. You can also name it the same as the Method Title.
10. Choose your visibility Status
Status allows you to hide or display the shipping methods on the public website. Visible Status will allow the method to be chosen bu customers upon checkout. Inactive options can only be selected internally when placing admin orders.
11. Choose your shipping Type
Choose the type that best matches the method. The type will group the methods on separate tabs during customer checkout. For more information about which Type is best for your method, please consult your onboarding specialist.
12. (Optional) Select the "Qualifies for "Free Shipping" offers checkbox
Free Shipping? Three portions of the Figure app are associated with this feature.
1 - This check box relates to section three of the main Shipping Rates page called Shipping Included Order Threshold. The concept is that if you want to set a dollar amount that a customer will need to hit to get free shipping (say $200, the subtotal, before taxes), you enter that dollar amount into the Shipping Included Order Threshold section on the main Shipping Rates page. Then, inside the shipping method you create, you would click the “Free Shipping?” box. Ground is the most common shipping method associated with this feature, so to be a part of this deal then you would check this box in the Ground shipping method details. But for all the other shipping methods (2-Day Air, 3-Day Air, Overnight, Priority Overnight, etc) you would not check that box.
2 - It also applies to wine clubs (if you want to give wine club members free shipping on their club order) in correlation with the Shipping Methods. When looking at the “Edit club details” page inside a club, there is a check box that says “Free Shipping?”. You would check that. Then, on the Settings>Shipping Rates page, in the shipping method you want to make available for free shipping, there is another “Free Shipping?” check box. Check that as well and then the club and that shipping method will talk to each other when you perform that wine club batch process.
3 - On a product details page (Product details page for a single item), there is an option under the Product Count section called “Shipping Offer Minimum”. When you apply a number of bottles to this cell, then orders with that number of bottles or more will receive free shipping, from the Shipping Method that you designate with this “Free Shipping?” check box. Again, Ground is the most common shipping method people use for this feature.
13. Enter information for your Shipping Description
Shipping Descriptions can be used to inform customers of the process for an order’s departure. For example, if the customer is choosing Overnight you may want to remind them that it takes 2-3 days (or whatever time frame that may be) for an order to depart from your fulfillment company. This is also a section where if a customer has a storage account you can have the description read like the customer is talking to you, “I have a storage account at Vinfolio and I would like my order transferred to that location. Shipping charges will be collected directly by Vinfolio.”
14. Choose your Fulfillment
Fulfillment can be applied if you are partnering with a fulfillment company to ship all your orders. There is a list of default fulfillment companies that you can select from. If you are shipping orders directly from your winery you would select the direct carrier choices (FedEx, UPS, GSO). If you are not shipping with any of the listed options you can select “Custom”.
15. Select your Shipping Service Level or Add your Custom Code
Custom Code is the internal code used by your fulfillment company of choice so that the shipping methods from your Offset account and their internal systems match up. ShipCompliant Users or direct API connections will allow you to choose from a preset option in the dropdown menu after selecting your fulfillment company. Speak with your fulfillment company to make sure you have the settings matched up correctly to their internal codes. We say this because Ground shipping with one fulfillment company might be through UPS but Ground shipping through another fulfillment company might be through FedEx. Once you have selected your Fulfillment company from the drop-down menu, enter a custom code or choose from the list of options. Make sure to match up the Shipping Method you are creating with the service level. For example, Ground, 2 Day Air, Overnight, etc.
16. (Optional) Select the check box for "Include Ice Pack with Shipment."
Ice Pack? Some fulfillment companies offer ice packs to be inserted into shipments. This process requires you to create duplicate shipping methods that are visible to customers on the checkout page (“Ground”, “Ground with Ice Pack”, “2-Day Air”, “2-Day Air with Ice Pack”, etc). If your fulfillment house supports this feature, your shipments will be designated with the ice pack marker in the shipping export or via the API connection.
17. (Optional) Type in the additional amount you want to charge for Ice Packs
Ice Pack Charge This box will determine how much you want to charge for the addition of an ice pack into a shipment.
18. Click on Save Changes
19. (Optional) On the main Shipping Methods & Rates page, enter a dollar amount into the Shipping Included Order Threshold
Shipping Included is related to the “"Qualifies for "Free Shipping"” check-box discussed earlier and is set within the details page of a Shipping Method. In the dollar sign cell on this page, you would enter the number of dollars (the subtotal, before taxes) a client needs to spend to get free shipping. This would be part of your promotion/marketing, as a call to action for customers, “Orders of $200 or more get free ground shipping!”
If $200 is your chosen subtotal a client has to spend to get free Ground shipping you enter $200 into the Shipping Included Order Threshold cell, then you go into your Ground Shipping Method and check the box next to “Free Shipping?”.
20. (Optional) Enter the number of bottles if you prefer to offer Shipping Included on the number of bottles
21. Click on Update
22. Scroll down to the bottom of the Fulfillment Methods & Rates page toBottle Sizes & Cubing and check the boxes for the bottle sizes you will be selling
Very Important**—Before you start populating the shipping rate grids, return to the main Shipping Rates page and scroll down so that you can add bottles under Bottles Sizes & Cubing.
23. Check If you do not sell a particular bottle size, leave the check box blank.
24. Click on Update
25. Now it is time to set your Shipping Rates. Select the ellipses next to the desired method
26. Click on Edit Rates to populate your rate tables
After you select the bottle sizes you will be shipping in the Bottle Sizes & Cubing section of the Shipping Rates page, the rate tables will provide you with separate grids
27. (Manual Option) Scroll down to edit your desired bottle size and click on the desired field(s) to enter your rates
You will need to refer to the rates provided by a shipping carrier or fulfillment company to populate each cell of the grid. However, be sure the rates they provide take into account not only the base shipping rates but also the current/fluctuating fuel surcharges, current Adult Signature Required fees, residential address fees, and costs for shipping materials (boxes/foam), etc. If the rates you receive from the carriers or fulfillment companies only present the base rate, then you will need to run some calculations to cover those additional costs. If you would like to import your rates, skip ahead to the instructions for the Import Option.
28. (Optional) Set your "Flat Rate Shipping Charge"
The Flat Rate Shipping Charge is based on the number of bottles in the order, different from section three below, which is based on the dollar amount of the order.
For example, if you want to offer free shipping for an order of 6 bottles or more, select 6 in the Flat Rate Shipping Charge cell for every zone and leave the Max Charge at $0.
29. If you want to charge so a flat rate, enter the dollar amount into the Max Charge cells.
30. Click on Save Changes
31. (Import Option) Import Your Shipping Rates
Click on Export Rates to download the template.
32. Populate the Import Spreadsheet
Enter your shipping rates for bottle quantity in each zone. Save the file as an MS-DOS.csv file
33. Click on Import Rates to import the rates
34. Click on Choose File and attach the completed file
35. Click on Upload
36. To arrange your rates, click on the Settings > Fulfillment Methods & Rates tab
37. Click and drag the Shipping Methods into your desired order
Arrange your Shipping Methods in ascending order. This is the order they will appear to customers during checkout and for admin orders.
38. Example Setup for a Pickup Method - click the ellipses next to your Winery Pickup method
This can be for pickup at your Winery, Tasting Room, or Fulfillment house. If you offer multiple pickup locations, make a shipping method for all that apply.
39. Click on Type and Chane the Method to "Pickup"
40. Select Active from Status
41. Click On the Fulfillment and select the appropriate option
You can choose to do this in-house custom or through a fulfillment location
42. Click on Custom Code and Select Winery Pickup or the corresponding option from your Fulfillment provider.
43. Click on Apply a Default Pickup Address and enter the address for pickup
Important! This address will be displayed to show customers where to pick up their wine. As the pickup location, it will also determine the tax rate on the order whether it is placed online or through the Offset Commerce app.
44. Enter your "New Pickup Address"
45. Click on Save
