Shipping Options
Υou can set custom shipping options for your customers on your B2B Wave eCommerce platform. To do so, follow these steps:
Step 1. Go to Settings >Shipping Options and click “+ New shipping option” to create a new shipping option.
Step 2. Fill in the necessary information on the “New shipping option” page.
Specifically, here you will need to specify the following:
| Name | Add the shipping option’s name (e.g., Express Delivery) |
| Sales Tax | Select a Sales/VAT class from the drop-down menu. |
| Rule Type | Choose a rule type from the drop-down menu. The rule type determines how the shipping costs are calculated. For a thorough analysis of rule types, read below |
| Show as choice to customers | Check this box to allow customers to choose the shipping option on the “Confirm Order” page |
| Auto Apply | Check this box to allow customers to automatically see the shipping option on the “Confirm Order” page |
| Private | Check this option if you want to make this option private |
| Available locations | Click on the countries for which the shipping option is available. You can select individual options using “Alt+Click” or “command+Click” on your keyboard. For each location, you can define different rules. For example, if you want a single rule to affect only customers in the UK, you can choose “United Kingdom” from the drop-down menu in that rule’s country field. To edit shipping options in bulk, use the Export/Import buttons NOTE: If you have integrated B2B Wave with your accounting system (e.g., Xero, QuickBooks Online), shipping costs will be added to the order’s invoice automatically |
| Tracking URL template | Enter a tracking URL template and tracking number using the following format: https://somelogisticscompany.com?tracking_number={{tracking_number}} (e.g., https://www.ups.com/track?loc=en_US&tracknum={{tracking_number}}). This will allow your customers to easily track their shipments by clicking a link in their order history menu. You can create this template by finding a tracking URL for your carrier and replacing “{{tracking_number}}” with your URL template. Please email our support team if you have any questions. If you do not want to use a tracking template, you can leave this field blank |
| Country/Province/State | Select the country/state/province for which you want to specify the shipping option price (e.g., United States, New York) |
| Additional fields | Enter the appropriate value in these fields based on the rule type you have selected for the shipping option. Specifically:
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Step 3. Click “Save” to create the option.
Understanding Rule Types
Let’s take a closer look at the shipping options’ rule types your B2B Wave platform offers.
1. Per Box
This rule type lets you base the costs on the number of shipped boxes. The “From Box Quantity” and “Price” fields will appear when you select it, as shown below. Here, you can set the number of packages, after which the set shipping option’s price will apply.
Notably, the number of shipped boxes is calculated based on the space the item holds in a box. To set a value for this, you need to go to the Products menu and choose the product for which you want to do this. Then on the “Product” tab, set the relevant value in the “M3 Master Box” field. Remember to do this for each country and state/province you ship orders to.
NOTE: To activate the “M3 Master Box” field for your products, please get in touch with our support team.
NOTE: If you do not want to apply different fees per state/province, leave the relevant field blank.
Example: Let’s say that for the product COVID-19 Rapid Test Kits, you have specified the “M3 Master Box” value for “0.10,” and you create a “Per Box” shipping option according to which you charge US-based customers $5 for every ten (10) boxes they order. If a US customer orders 200 COVID-19 Rapid Test Kits, they will be charged $100 in shipping costs.
2. Per Box Flat
2. Per Box FlatYou can use this rule type to set a fixed fee based on the number of shipped boxes. When you select this rule type, the “From Box Quantity” and “Price” fields will appear. You can set the number of packages, after which the specific option’s price will apply.
Importantly, the number of shipped boxes is calculated based on the space the item holds in a box. To set a value for this, you need to go to the Products menu and choose the product for which you want to do this. Then, on the “Product” tab, enter the relevant value in the “M3 Master Box” field. Remember to do this for each country and state/province you ship orders to.
Example: Let’s say that for the product COVID-19 Rapid Test Kits, you have specified the “M3 Master Box” value for “0.10,” and you create a “Per Box Flat” shipping option according to which you charge US-based customers $20 in shipping costs if they order more than ten (10) boxes. Therefore, US customers who order over 100 COVID-19 Rapid Test Kits will be charged $20 for shipping.
3. Per Weight
This rule type lets you apply a fixed fee for shipping costs based on the total weight of shipped products. The “From Weight” and “Price” fields will appear when you select this rule type, as shown below. Here, you can set the weight, after which the price you enter here will apply.
To add the weight of a product, go to the Products menu and choose the product for which you want to do this. Then on the “Product” tab, enter the relevant value in the “Weight” field. Remember to do this for each country and state/province you ship orders to.
Example: Let’s say that for the product Honduras Coffee Blend, you have specified the “Weight” value for “0.20” (that is 0.2kg), and you create a “Per Weight” shipping option according to which you charge US-based customers $10 in shipping costs for each order over 10kg. So, in our example, a US customer orders a quantity of fifty (50) Honduras Coffee Blend, which weighs 10kgs and will consequently be charged $10 in shipping costs.
4. Per Item Quantity
4. Per Item QuantityYou can base costs on the number of shipped items using this rule type. When selected, the fields “% Percentage Upcharge,” “From Quantity,” and “From Order Net Value” will appear, as shown below.
To activate this rule type, type a value in the “From Quantity” field, after which the shipping price you insert in the “Price” field will apply. Remember to do this for each country and state/province you ship orders to.
Example: Let’s say that for the product COVID-19 Rapid Test Kits and you create a “Per Item Quantity” shipping option according to which you charge US customers $5 for every ten (10) items they order. So, if a US-based customer orders ten (10) COVID-19 Rapid Test Kits, they will be charged $50 for shipping.
5. Per Item Quantity Flat
With this rule type, you can set a fixed fee based on the number of shipped items. When selected, the fields “% Percentage Upcharge,” “From Quantity,” and “From Order Net Value” will appear.
To use this option, set a value in the “From Quantity” field, after which the shipping price you insert in the “Price” field will apply as a flat fee. Remember to do this for each country and state/province you ship orders to.
Example: Let’s say that for the product COVID-19 Rapid Test Kits, you create a “Per Item Quantity Flat” shipping option, according to which you charge US customers $40 for every 100 items they order. Customers, based in the US, who order more than 100 COVID-19 Rapid Test Kits will be charged $40 for shipping.
6. Per Order Net Value
This rule type lets you set a fixed fee for the entire order based on its net value. When selected, the fields “% Percentage Upcharge,” “From Quantity,” and “From Order Net Value” will appear.
To use this option, type a value in the “From Order Net Value” field, after which the shipping price you insert in the “Price” field will apply as a flat fee. In addition, here, you can enter a “% Percentage Upcharge” value if you want to apply additional costs to the order’s net worth. Remember to do this for each country and state/province you ship orders to.
Example: Let’s say that the product COVID-19 Rapid Test Kits costs $100 and you create a “Per Order Net Value” shipping option, according to which you charge US customers $10 for every order over $100 and want to apply a 5% upcharge on its total net value. So, if a US-based customer orders 5 COVID-19 Rapid Test Kits will be charged $35 for their shipping, that is $15 corresponding to the markup percentage you have set and $10 corresponding to the shipping costs applied for the net value of this order.
7. No Rule
Selecting this rule type will allow you to set specific flat fees for your shipping options (e.g., based on the country you ship the order or the type of delivery). When selected, the fields “Country,” “Province,” and “Price” will appear, as shown below.
To set this rule type, add a country and province/state, if applicable, and then the price you want to set for this shipping option.
Example: Let’s say that you have created a “Next Day Delivery” shipping option, selecting the “No Rule” type, according to which you charge US-based customers $10 for shipping and UK-based customers $20, respectively. So, if a US-based customer orders anything from you, they will be charged $10 for their shipping.
At the same time, a UK-based customer will pay $20 (that is £15.00) in shipping costs.
Adding Shipment Tracking Number to an Order
To add a shipment tracking number to an order for your customers to see, follow these steps:
Step 1. Go to the Orders menu on your Admin Dashboard.
Step 2. Go to the “Order” section on the page that opens and add a tracking number in the “Tracking #” field. If you have added a tracking URL template for this shipping option, remember to select the same shipping option you have added the template. Then, click “Save” to update the order information.
Customers can now see the shipping tracking number on the order’s page through the “Order history” menu on your storefront.
Applying Shipping Options to Customers
Once your shipping options are set, you can apply them to specific customers. To do so, complete these steps:
Step 1. Go to the Customers menu and select the customer you want to add a shipping option.
Step 2. Look for the “Customer shipping options” tab and check the options you want to make available for this customer.
Step 3. Once you select your option(s), click on “Save,” and they will appear under the “Shipping Options” on the “Confirm Order” page.
Applying Shipping Options to Customers in Bulk
You can set shipping options for customers in bulk by following these steps.
Step 1. Go to the Customers menu and click “Export” to download your customer list.
Step 2. Open the spreadsheet, look for the “shipping_options,” and enter the shipping options you want to make available for each customer.
Step 3. Go to Tools >Import Customers, click “Choose file” and “Import” to upload your file. Remember that your file should be in .xlsx format.