Defining Shipping Charges by Schedule by Weight or Price

Defining Shipping Charges by Schedule by Weight or Price

Personify can define charges by schedule which allows the shipping charge to increase/decrease when either the price or weight of the product in the order line increase or decrease.  However, only ONE schedule can be active per Country/Ship-Via Combination, either by price or by weight.  An active schedule is composed of all shipping charges with the same effective begin date for the calculation to work.

Defining Shipping Charges by Schedule by Price

Personify sums the total amounts of the lines matching with the matching Ship-Via code and customer.  It then determines the correct shipping charge for and order from the schedule.  This amount is then prorated among the lines.  Changing a schedule only affects future orders and un-invoiced/unshipped orders.

 

 

From the screen task category Define Shipping Charges, click on the screen task By Schedule by Price.

1. From the Define Shipping Charges on a Schedule by Amount or Percentage section, click on the Add button.

2. Update the Schedule by Price Detail information.
1. Select the effective Begin Date.  Remember that for the schedule to work all lines in the schedule must have the same begin date.
2. Update the Base Ship Amount.  This is the minimum shipping amount that will be charged regardless of product weight or price.
3. Select the proper code from the Is Fee Fixed or Calculated by Percentage drop down menu.

                                          i.    Fixed:  Fixed will mean the amount is hard amount between the range of two fees.

                                         ii.    Percentage:  Percentage will then calculate the total shipping based upon a percentage rate.

4. Update the Low Order Line Amount for this Fee.  This is the low end of the range for one line within the schedule.
5. Update the High Order Line Amount for this Fee.  This is the high end of the range for one line within the schedule.
6. Update the Amount or Percentage.  Based upon the selection of whether the fee is fixed or calculated based upon a percentage, update the fee, or percentage that will be calculated for the line within the schedule.

 

3. Save  any changes made to the shipping method.

Defining Shipping Charges by Schedule by Weight

When defining shipping charges by schedule by weight, the system calculates the weight of all the items in an order and then bases shipping on the total weight compared to the schedule.  The shipping charge by weight is calculated based upon the products individual weight multiplied by the quantity and compared with the low/high values defined in the schedule.  Changing a schedule only affects future orders and un-invoiced/unshipped orders.  See the example below.

 

From the screen task category Define Shipping Charges, click on the screen task By Schedule by Weight.

1. In the Define Shipping Charges on a Schedule by Amount or Percentage section, click on the Add button.

2. Update the Schedule by Weight Detail information.
1. Update the Begin Date.  Remember that for the schedule to work all lines in the schedule must have the same begin date.
2. Update the Base Ship Amount.  This is the minimum shipping amount that will be charged regardless of product weight or price.
3. Update the Low Product Weight for this Fee.  This is the low end of the range for one line within the schedule.
4. Update the High Product Weight for this Fee.  This is the high end of the range for one line within the schedule.
5. Update the Amount or Percentage.  When pricing by schedule by weight, the fee is fixed therefore the Amount or Percentage will always be an amount.

3. Save  any changes made to the shipping method.