Shipping & Fulfillment

In Yo!Rent, shipping can be defined at two levels: 

  1. Order Level Shipping(Default Profile): All the products created in the system are linked by default with order level shipping (Default Profile). When a customer places an order which includes products linked with this profile, the system will apply one shipping rate for the complete set of products. (Default profile cannot be deleted or created). 
  2. Item Level Shipping(Custom Profiles): Sellers can create multiple shipping profiles and link products to them. When a customer places an order that includes products linked with this profile, the shipping rates defined will be applied on each product (item) separately. (Unique items are counted and not on individual product quantity) 


Important Points: 

  • By default, all products added in the system will be linked with an order level shipping profile that is already created within the system.
  • The seller can create new profiles in which the shipping rates can be defined at item level. 
  • A product will be linked to only one shipping profile at any point of time in the system. If the seller defines an item level shipping profile and links it with a particular product/item, that product will automatically be removed from any other shipping profile.
  • Defining at least one shipping zone within a shipping profile (both, order and item level) is a must. The system will not allow the seller to delete the last available shipping zone. In other words, a shipping profile will always include at least one shipping zone. 
  • Similarly, defining at least one shipping rate within a shipping zone is a must (even if the rate defined is ‘Zero’). The system will not allow the seller to delete the last available shipping rate (without any condition). In other words, a shipping zone will always include at least one shipping rate that is not condition-specific. 


Shipping Profiles

The first step of a seller should be to define charges/rates for order level shipping profile. 

Clicking on the ‘Edit’ icon provided to its right, the seller will be redirected to the ‘Order Level Shipping’ page. The name of this profile cannot be edited to avoid any confusion. By default, all the products will be linked to order level shipping profile. Please note that the profiles are linked with the products and not the inventories. 

The process to be followed for defining shipping charges for Order Level Shipping is -

  1. Add Zones: The purpose of creating zones is to define what shipping charges are to be applied in certain regions. Initially, the profile setup form will display a shipping zone ‘Rest of the World’ and its shipping rate set as ‘0’ by default. The seller cannot delete this zone if no other zone has been defined yet. However, its details can be edited by clicking on the ‘Edit’ icon provided to its right which will open the Zone Setup form. 
    To add a new zone click on the Add button provided in the ‘Shipping To’ section which will open a Zone Setup form.
    In the ‘Zone Setup’ form, the seller must- 
    • Zone Name: Enter the zone name. This name will not be displayed to customers at the front-end. 
    • Select Regions: Select countries to be added in the zone. If the seller is defining shipping charges for all the countries, they can select the ‘Rest of the World’ option from the list. 
      Please note that the seller can define zones at Regional, Country or State level. The countries are listed under their respective region names and states are listed under their respective countries. The arrows provided to the left can be used to extend/minimize the list. 
      Clicking on the ‘Add Zone’ button will save the changes and display this zone under the Shipping To section. 
      The seller can make changes in the details by clicking on the ‘Edit’ button or delete the zone by clicking on the ‘Delete’ button. These buttons are provided to the right of each zone. Please note that the system will not allow the seller to delete the last remaining zone. 
      The functionality of the ‘Add Rates button is explained in the following step.
  2. Add Rate: The seller can define shipping charges to be applied for the created zone, by clicking on the ‘Add Rates’ button provided beside that zone. Initially, the profile setup form will display a shipping zone ‘Rest of the World’ and its shipping rate set as ‘0’ by default. The seller cannot delete this rate if no other shipping rate has been defined yet. However, its details can be edited by clicking on the ‘Edit’ icon provided to its right which will open the Manage Rates form. The seller can define the charges to be applied for products to be shipped in this zone under the ‘Cost’ input field. 
    To add a new rate, please click on the ‘Add Rate’ button which will open the Manage Rates form.
    In the ‘Manage Rates’ pop-up form, the seller must- 
    • Rate Name: Enter the rate name. This name will not be displayed to customers at the front-end. 
    • Cost*: Enter the cost to be charged for products being shipped to this defined zone. 
    • Minimum Duration For Shipping(days): Add the minimum duration for shipping to be fulfilled in no. of days. 
      The data for these zones can also be added in secondary languages from the tabs provided in this form. Clicking on the ‘Save’ button will display the defined rate on the left section below its Zone. The seller can define any number of rates within a zone. The details of a rate can be edited by clicking on the ‘Edit’ button and it can be deleted by clicking on the ‘Delete’ button. These buttons are provided to the right of each rate. Please note that the system will not allow the seller to delete the last remaining shipping rate (without conditions). 


The process to be followed for creating an Item Level Shipping and defining charges -

  1. Click on the ‘Create New Profile’ button provided on the top-right corner of the Shipping Profile page which will redirect the seller to the profile form. 
  2. Create Profile: Enter the name of the profile and click on the ‘Save Changes’ button. Please note that this name will not be displayed to the customers at the front-end. Once the name has been saved, a default Shipping Zone named as ‘Rest of the World’ will be displayed in the ‘Shipping To’ section along with a default Shipping Rate charge defined as ‘0’. 
  3. Add Zones 
  4. Add Rates (With/Without Conditions)


Example - 

This example illustrates the steps to be followed to define shipping profiles, link products with them, define zones and then the shipping charges applicable to those zones. 

  1. Define Order Level Shipping:
    • Click on the Edit icon provided to the right of order level shipping profile. 
    • Under the ‘Rest of the World’ zone created in Shipping Tosection, define three different shipping rates in this zone which are - 
      • USPS Standard Delivery (3-5 Days): $10
      • DHL Priority Shipping (1 day): $30
      • FedEx Overnight Shipping: $70 
    • Define another zone named ‘USA’. Define shipping rate in this zone which is - 
      • Standard Delivery (2-3 Working Days): $20
  2. Define an Item Level Shipping:
    • Click on the Create Profile button provided on the Shipping Profiles page.
    • Define the name of the shipping profile as ‘Additional Shipping Charges (Item level)’. 
    • Link products with the shipping profile. 
    • Under the ‘Shipping To’ zone, change the name of the default shipping zone to ‘Standard Charges- Asia’ and select ‘Asia’ from the list of regions. 
    • Define three different shipping rates in this zone which are - 
      • Standard Delivery (8-10 Working Days): $50
      • Weight based charges: $30 (Condition-> Weight range- 50 to 100 kgs)
      • Price based charges: $60 (Condition-> Price range- $500 to $1000)
        The shipping profiles will be viewed on the Shipping profile page.
         

Now, a customer places an order that includes products linked with order level and item level profiles. During checkout, on the ‘Shipping’ page, the customer can view the shipping charges. The customer can choose an appropriate shipping option from the options provided in the drop-down. 

Please note that the condition-specific shipping rates will only be displayed if their conditions are met. If in any case, two or more conditions are met at the same time, the system will apply shipping with a higher rate. 

Search products to be linked with this profile. Select the product name from the drop-down list and click on the ‘Save Changes’ button to add the product. The products linked will be displayed in the list below. Please note that one product can only be linked with one shipping profile. So, once a product is added to this profile, it will automatically be removed from Order Level Shipping or any other profile.