Before you start adding
your products to your store you must set up your store first and do the
following:
- If you will be
selling your product to all the countries all over the world then use
the default setting. However, if you will only sell your product locally
or to a particular country only, then you must set up your destination
zones.
- Click Destination zones and define the
destination zones you are planning to sell your product too.
You will only sell your product to the destination
zones you selected.
- Click Shipping charges and add deferent
shipping methods and the charge for every method so that your customer
can chose the shipping method he likes.
- If you are charging taxes in your local
area, click Tax rates and set up the taxes.
- Click Extra fields if you like to add
additional non-standard fields to your products table.
Defining destination zones (Where you like
to sell your products)
Before you set up any destination zones,
your store has one destination zone defined by default - the so-called
Zone Default. It includes all
your store's active countries. As you will define your own destination
zones, territories will be drawn from the default destination zone to
the zones that you define.
To define a zone:
|
1. |
Go to the
'Destination zones'
section of your store (Inventory
menu->Destination zones). A dialog
box titled 'Destination zones'
opens. |

This dialog box is intended for a list of
your destination zones. Before you have defined any destination zones of
your own, the only destination zone listed will be
Zone Default.
|
2. |
Click the
Add new...
button. A dialog box titled 'Zone
details' appears. |
|
3. |
Use the
'Zone
details' dialog box to define the
zone: |
|
a) |
Into the 'Zone
name' field, enter a name for the
destination zone. |
|
4. |
Click the
Save zone details
button at the bottom of the 'Zone
details' form to save the changes.
The zone will be created. |
To view your list of destination zones,
you can click the link Zones list at
the top right-hand corner of the 'Zone
details' dialog box.
Adding locations to a
destination zone
Besides the 'Zone
name' field, the 'Zone
details' dialog box contains a few subsections that allow you to
specify, what locations need to be included into the zone. According to
the type of locations, the subsections are titled 'Countries',
'States', 'Counties',
'Cities', 'Zip/Postal
codes' and 'Addresses'.
Note:
The subsection 'Counties'
appears in the 'Zone details'
dialog box only when usage of counties is enabled in your store and at
least one county is defined.
The subsections 'Countries',
'States' and 'Counties'
contain two fields: 'Set' and 'Unset'.
The 'Set' field is initially empty,
while the 'Unset' field provides a list
of your store's active countries/states/counties.
The subsections 'Cities',
'Zip/Postal codes' and 'Addresses'
contain just one field - 'Set' - and a
few examples demonstrating how this field can be completed.
To add locations to a destination zone
means to enter names of locations pertaining to the territory of the
destination zone into the respective 'Set'
fields.
The principles behind destination zone
setup are the following:
|
▪ |
Every
destination zone needs to be defined consecutively on each of the
following levels: countries, states, counties, cities, zip/postal
codes and addresses. If, on any one level, no specific locations are
selected as included into the zone, then
all
locations available within the level are included. For example, if, at
the level of countries, you select 'United
States' and, at the level of
states, you do not select any states, the zone territory equals the
territory of the entire United States of America - all states and
territories included. |
|
▪ |
Each
subsequent level of destination zone definition makes the definition
provided by the previous level(s) more specific. This can be
understood better if we consider the process of defining a
destination zone as a step-by-step process of filtering off the
territories that do not belong in the zone. For example, if, at the
level of countries, you select 'United
States' and, at the level of
states, you select 'Alabama',
then, at the level of states, this definition filters off all U.S.
states from the zone except for Alabama - and, thus, the zone
territory is just the state of Alabama. |
|
▪ |
One zone
can include only regions with the same structure (for example,
countries with defined states or countries without states). You
cannot combine a country which has states and a country which does
not have states, in one destination zone. |
Under 'Countries',
'States' and 'Counties'
subsections, locations can be added to the zone by moving the respective
location names from the 'Unset' field
to the 'Set' field:
|
1. |
Select the
location(s) that you wish to add to the zone: |
|
▪ |
To select
a single location, click on its name in the 'Unset'
field. |
|
▪ |
To select
multiple locations, hold down the Ctrl
key while clicking the names of locations with your mouse. |
|
▪ |
To select
countries by regions, use the 'Quick
select' feature (For example, to
select all North-American countries, click on the link 'North
America'). |
|
2. |
Click the
[<<]
button. The selected locations will be moved to the 'Set'
field. |
Note:
The [>>]
button can be used to move locations from the 'Set' field back to the
'Unset' field.
Under 'Cities',
'Zip/Postal codes' and 'Addresses'
subsections, locations can be added to the zone by typing the respective
city name, zip/postal code and address masks directly into the 'Set'
field. City name, zip/postal code and address masks can use the
following wildcards:
|
▪ |
Percent
sign (%) - zero or more characters; |
|
▪ |
Underline
sign (_) - any single character. |
Here are some examples demonstrating how
the 'Set' fields of the 'Zone details' dialog box need to be configured
in order to define the following destination zones:
|
1. |
the whole
of the U.S. territory: |
|
Countries: |
United
States |
|
States: |
none
selected |
|
Counties: |
none
selected |
|
Cities: |
none
specified |
|
Zip/Postal
codes: |
none
specified |
|
Addresses: |
none
specified |
|
2. |
the
state of Alabama (United States of America): |
|
Countries: |
United
States |
|
States: |
Alabama |
|
Counties: |
none
selected |
|
Cities: |
none
specified |
|
Zip/Postal
codes: |
none
specified |
|
Addresses: |
none
specified |
|
3. |
continental U.S. (all U.S. locations except Hawaii, Puerto Rico
and Alaska): |
|
Countries: |
United
States |
|
States: |
all U.S.
states selected, except for Hawaii, Puerto Rico and Alaska |
|
Counties: |
none
selected |
|
Cities: |
none
specified |
|
Zip/Postal
codes: |
none
specified |
|
Addresses: |
none
specified |
|
4. |
all zip
codes in the group 15000-19699: |
|
Countries: |
United
States |
|
States: |
none
selected |
|
Counties: |
none
selected |
|
Cities: |
none
specified |
|
Zip/Postal
codes: |
15%
16%
17%
18%
190%
191%
192%
193%
194%
195%
196% |
|
Addresses: |
none
specified |
How to define
destination zones if you are going to use more than one shipping carrier
The problem associated with using
multiple carriers for shipping is that different carriers may have
overlapping zones for which they provide shipping rates. If the zones
used by your shipping carriers overlap, you will need to make your
destination zones smaller than the zones used by your carriers.
Here's an example:
You sell products to Minnesota, Iowa and
Wisconsin, USA.
You use two carriers to ship orders to
customers - Carrier A and Carrier B.
Carrier A provides shipping from your location
to Minnesota and Wisconsin at the postage rate of $4.60 per pound; it
does not ship to Iowa.
Carrier B provides shipping to Minnesota and
Iowa at the postage rate of $3.90 per pound and does not ship to
Wisconsin.
In this situation you may be tempted to
define your destination zones as 'United
States, Minnesota + Wisconsin' and 'United
States, Minnesota + Iowa' meaning to define your shipping charges
like this:
|
Shipping
method: Carrier A
Zone:
United States, Minnesota + Wisconsin
Charge:
$4.60 per lb |
|
Shipping
method: Carrier B
Zone:
United States, Minnesota + Iowa
Charge:
$3.90 per lb |
However, defining destination zones and
shipping charges in the above way is wrong:
the destination zones 'United States, Minnesota
+ Wisconsin' and 'United States,
Minnesota + Iowa' overlap in the state of Minnesota, which means
that shipping charges for addresses in Minnesota may be calculated
incorrectly.
The correct solution for the above
situation would be to define three zones - 'United
States, Minnesota', 'United States,
Wisconsin' and 'United States, Iowa'.
This way, you will have to define shipping charges as follows:
|
Shipping
method: Carrier A
Zone:
United States, Minnesota
Charge:
$4.60 per lb |
|
Shipping
method: Carrier A
Zone:
United States, Wisconsin
Charge:
$4.60 per lb |
|
Shipping
method: Carrier B
Zone:
United States, Minnesota
Charge:
$3.90 per lb |
|
Shipping
method: Carrier B
Zone:
United States, Iowa
Charge:
$3.90 per lb |
In the second case, defining shipping
charges will involve more time and effort; however, this way you will be
sure that shipping charges will always be calculated correctly.
Editing destination zones
It is possible to edit previously
defined destination zones.
To edit a zone:
|
1. |
In the 'Destination
zones' dialog box, click on the
name of the zone you would like to edit. |
|
2. |
Use the
'Zone details' dialog box to change the details of the zone: |
|
▪ |
You can
rename the zone: Edit the name in the 'Zone
name' field and click on
Update.
|
|
▪ |
You can
re-define the territories included into the zone: |
To add a
country/state/county to the zone, select its name in the respective 'Unset'
field and click the [<<]
button.
To remove a
country/state/county from the zone being edited to
Zone Default,
select its name in the respective 'Set'
field and click the [>>]
button.
To change the
cities, zip/postal codes and addresses included into the zone, edit the
respective 'Set'
fields.
|
3. |
Click on
Save zone details
to save the changes. |
Cloning destination zones
If you need to create a zone similar to
one of your existing destination zones, you can clone this zone and then
modify the zone details.
To clone an existing destination zone:
|
1. |
In the 'Destination
zones' dialog box, click on the
name of the zone you would like to make a copy of. |
|
2. |
In the
'Zone details' dialog box click on the
Clone button. A copy of the zone will
be created (If the name of the zone you cloned was 'new', the clone
zone will be named 'new (clone)'.) The clone zone can now be renamed
and edited. |
Deleting destination zones
If you no longer need a certain
destination zone, you can delete it.
To delete a destination zone:
|
1. |
In the 'Destination
zones' dialog box, select the check
box next to the name of the zone you would like to delete. You can
use the Check all / Uncheck all links to select or unselect all the
boxes. |
|
2. |
Click the
Delete selected
button. |
Warning:
Deleting a destination zone results in deletion of all shipping charges
and tax rates based on this zone. If you have some shipping charges and
tax rates defined for a certain destination zone and do not want them
deleted, do not delete the destination zone. |