This guide explains how to use your own shipping account within InkSoft to manage carrier charges and fulfillment more effectively. It covers the setup process, key account requirements, and how connecting a custom shipping account can provide greater flexibility and control over shipping costs while helping streamline the order fulfillment process.
Creating a Custom Shipping Method is optional, and allows you to create your own method for custom shipping (i.e. at High School, from Owner, at Gym, to Business)
Now that you have the Custom Shipping Account out of the way. Let's create a specific method for your shoppers to choose from.
- Click on the Account you want to open (i.e. Local Pick Up)
- Click Shipping Method
- Click Add New Shipping Method
Note: You will receive an error message stating that "No shipping methods have been configured yet..." - This will remove upon method creation.
Fill out the following information to create the shipping method.
- Name: The name of the new shipping method (example: to school name)
- Store: Assign this shipping method exclusively to any single store or all stores
- Description (Optional): Internal description - Only you and other admins will see
- Calculation: Pricing based on weight (lbs), item total ($), or by item count
- Production Time: Number of days required to process orders
- RUSH Markup %: A percentage (%) markup applied to each item shipped
- Days In Transit Min: The minimum number of days required to transport the shipment
- Days In Transit Max: The maximum number of days required to transport the shipment
- No Discounts: Do not allow for the shipping price to be discounted
- Shipping Restrictions: The first 4 are allowances. You are allowing to ship to unknown addresses, residential addresses, commercial addresses and PO boxes (recommended to have all 4 checked)
- Active: Allow customers to use this Shipping Method
- Sort Order: The order this shipping option will show up in the shipping list on the cart
- Shipping Price: Enter a number in for your price (We will update this below)
Click Save
Update Pricing
After saving your method details:
- Click Shipping Method
- Click $ icon to configure pricing
-
Here you can enter pricing breaks for the selected calculation method (weight, Item total, or item count)
Here is a weight example below:
0.0LBS -- 4.9LBS = $5.00
5.0LBS -- 9.9LBS = $7.50
10.0LBS -- 20.9LBS = $12.00
Note: There cannot be any conflicts between ranges.
- Plus Sign (+): This will allow you to add another break to your shipping price
- Click Save
Store Override Schedule (Optional)
This will allow you to make custom pricing for a specific store
(Optional because you can price this method for all stores)
- Click Add New Store Override Schedule
- Select the Store from the dropdown
- Enter a starting value -- this can be adjusted later
- Click Save
Update Pricing
Once the override has been saved you can now edit your pricing as seen below
- Click Store Name
- Add Price Breaks
- Click Save
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