Step-by-step guide

This provides a step-by-step guide to configure a standard freight option. There is no limit to how many carriers can be defined.


The following can be set:

  • For each carrier, unlimited charging zones. A charging zone contains a start and end postcode within a country.
  • Minimum weight allowed
  • Maximum weight allowed
  • Maximum volume allowed
  • Order Limit for no charge - the order value for free freight
  • Start and End Order Value range - this is used when different freight amounts based on dollar value are required
  • Volume to weight conversion
  • Track and Trace URL
  • Calculation of freight using (base $ + $ / kg) OR % of Order total

On this page:


1. Configure a freight country

To configure a freight country:

  1. In the CMS, navigate to Settings → Settings (/zSettings.aspx).

  2. Select the Freight tab. 
  3. Scroll down and select the Freight Countries tab. 
  4. To enter a new record, scroll down and click New

  5. Enter values in the fields as required.  

    Freight Countries

    FieldValue
    CodeA unique code/value for the country
    DescriptionA short description / country name
    Default CountryTick if this country is the default country for freight calculations
    Default Freight CarrierThe default carrier for the country. Available carriers will be populated from Carriers entered in 'Standard Freight'.
    Default Consignment ChargeA default charge for the country. It can be overridden at a Carrier charging zone level.
    Default Kg Rate ($/Kg)A default $/KG charge rate. It can be overridden at a Carrier Charging zone level.
    Do Not Override Customer Carrier CodeWhen ticked ('Yes'), the system uses the carrier code from Customer 'Delivery Code' (dr-delivery-route-code) in the ERP/PRONTO, but will still calculate the charges based on this freight option. 
  6. To save this country, click OK.

  7. To add another country, repeat Steps 4-6.

2. Configure a Freight Option

  1. In the CMS, navigate to Settings → Settings (/zSettings.aspx).

  2. Select the Freight tab. 

  3. Scroll down to the Standard Freight tab.


  4. To enter a new carrier, click New

  5. Enter values in the fields as required.

    For per kilogram charges, it is essential to have weight data populated in the PRONTO Stock Master. This is also important for carriers with physical restrictions on consignment sizes or dimensions.  

    FieldValue
    CodeA unique value that corresponds to the Carrier Code in the ERP/PRONTO. As such, only the first four characters are read (although the value can be longer if required for differentiation).
    DescriptionA short description of this freight option, displayed to the end user during Checkout.
    Carrier Restricted to Delivery Methods

    See: Delivery Methods Widget

    Minimum Freight ChargeThe minimum charge for this freight option. The Base Charge + $/KG charge in the Charging Zone screen is calculated and compared to this Minimum Freight Charge. The system will apply the greater of the two charges.
    Packaging Charge ($/Kg)An additional charge applied to this carrier, per KG.
    Minimum Carrier Weight (Kg)Minimum order weight in KG. This value is used to filter carrier options based on weight ranges.
    Maximum Carrier Weight (Kg)Maximum order weight in KG. This value is used to filter carrier options based on weight ranges.
    Maximum Volume (cubic metres)Maximum order size in cubic meters. Value is derived from the 'Pack Cubic Size' for each product. 
    Order Limit for No ChargeThe value the order must reach in order to qualify for Free Freight. Value is inclusive of GST.
    Order Value Start RangeMinimum order value (inc-GST). This value is used to filter carrier options based on total spend.
    Order Value End RangeMaximum order value (inc-GST). This value is used to filter carrier options based on total spend.
    Do Not Override Customer Carrier CodeWhen set to 'Yes', the system uses the carrier code from Customer 'Delivery 
    Code' (dr-delivery-route-code) in PRONTO, but will still calculate the charges based on this freight option. 
    Maximum Carrier Item LengthMaximum length for ANY product on the order, expressed in metres. This field is mapped to 'ItemLength' in the Product table, but the value is not maintained in the ERP/PRONTO. (Contact Commerce Vision for information on how to use this field.)
    Volume to Weight Conversion Factor

    System multiplies the total order volume (using 'Pack Cubic Size' for each product) by this Volume to Weight Conversion Factor. If this value is greater than the current total order weight (using 'Pack Weight' for each product), it will be used as the order weight. 

    This field is not used if left blank.

    Track and Trace URL

    The Carrier's order tracking URL with the consignment note expressed as a parameter.

    For a list of common URLs, see: https://help.commercevision.com.au/hc/en-us/articles/201395495

    Delivery Instructions

    This text is inserted into the first line of Delivery Instructions for this carrier. Cannot be edited by the end user. 

    30 character limit (as per PRONTO field).

    Dangerous Goods Surcharge MethodSelect: None, Percentage or Flatrate.
    Dangerous Goods Surcharge Value

    For use when Percentage or Flatrate selected.

    Enter % or an amount.

    Dangerous Goods Charge TypeIf in use, the charge type should match that in your ERP.
    Tailgate Surcharge MethodNone or Flatrate
    Tailgate Surcharge ValueIf Flatrate used, enter the amount. 
    Tailgate Charge Type If in use, the charge type should match that in your ERP.
    Same Day Delivery Check Availability

    Tick to offer same day delivery. 

    Note: It is recommended that same day shipping is set up as a separate freight option.

    Same Day Delivery WarehouseEnter the Warehouse Code that same day shipments come from
    Same Day Delivery Start TimeEnter the valid start time for same day delivery, e.g. '12:00 AM'
    Same Day Delivery End TimeEnter the valid end time for same day delivery, e.g., 02:00 PM'
    Track and Trace OnlyTrack and Trace only is used
  6. To save this carrier, click OK.

3. Configure a Charging Zone 


NOTE - Before adding or editing Charging Zones for a carrier, ensure the required data on the Freight Countries tab have been entered. 

  1. For the carrier you wish to add a charging zone, click on its radio button.

  2. Click Charging Zones.
  3. To create a new zone, click New.

  4. Enter values in the fields as required.

    FieldValue
    Country*Country name for this carrier option. The values in this drop-down list are populated from the data on the 'Freight Countries' tab. 
    Region Description*A short description of the region or zone.
    Starting Postcode for this Zone*The starting postcode (e.g. 4000 if this zone is all of Queensland).
    Ending Postcode for this ZoneThe ending postcode (e.g. 4999 if this zone is all of Queensland).
    Delivery Lead TimeThe number of days required for delivery from the warehouse to the destination. This value overrides the system setting default and does not include the Shipping Lead Time (also in system settings).
    Freight Option MethodThe method by which charges are calculated for this zone. Either $/KG or as a % of Order Total.
    Basic Freight Calculations OnlyIf set to 'Yes', the system only charges the value entered in the 'Basic Consignment 
    Charge ($/Consignment)' field. The $/KG rate will not be added. 
    Basic Consignment Charge ($/Consignment)The base charge amount which applies to this zone. 
    Basic KG Rate ($/KG)

    The dollar per KG rate which applies to the order. This may be used on its own or added to the 'Basic Consignment Charge'. 

    NOTE - This value must be blank if '% of Order Total' is in use. 

    % of Order Total

    The percentage of the total order value that applies to the order as a freight charge. This may be used on its own or added to the 'Basic Consignment Charge'.

    NOTE - This value must be blank if 'Basic KG Rate ($/KG)' is in use. 

    Requires Quote If No Charge

    (Versions 3.82+)  When no freight options are found, the order is integrated to the ERP as normal to commit stock, but no payment is taken (as freight charges will generally be added manually later).

    NOTE - Requires the System flag 'Enable Freight Quotes For Bulky Item Orders' to be turned on in order to work.

    SuburbOne or more suburbs, if applicable.
  5. To save the charging zone, click OK.
     
  6. To add another zone, repeat Steps 13-15. 


Special Freight Products

It is also possible to configure a fixed charge for a particular product. In this scenario, the product with a fixed charge is excluded from the normal freight calculations, instead attracting the special charge entered on the 'Special Freight Products' tab.

 NOTE - In order to use Special Freight Products:

  1. In the CMS, navigate to SettingsSettings. (/zSettings.aspx)
  2. Under the General tab, tick Enable Special Freight Products Checks.
     
  3. To save, click Update.


In the screenshot below, product CV100 incurs a $50.00 (inc-GST) freight charge.

 


Related help