A Note About Shipping
Like LightSpeed, Web Store charges shipping via a non-inventoried Product. Even though this shipping "Product" does not appear when the shopper is submitting their Web Order online, any shipping charges applied to the Web Order will be added once the Web Order is downloaded into LightSpeed. As explained below, each Shipping Method enabled in the Web Store must be associated with a non-inventoried Product created in LightSpeed to represent shipping/freight.
Shipping charges on the Web Store, whether they are applied based on weight, volume, or quantity, are applied using a shipping “product” similar to how shipping is charged in LightSpeed. That is, you first create a Product in LightSpeed to represent shipping. You can create one Product for both LightSpeed and Web Store shipping, or you could create separate Products, including multiple Web Store shipping Products for various shipping methods.
Once you create a non-inventoried, non-taxed, price-editable Product in LightSpeed for Web Store shipping, it can be mapped to the shipping methods outlined below (using its Product Code) to apply shipping charges to Web Orders, including markups for profit based on shipping charge quantities being returned from carriers such as FedEx.
1. Restricted Shipping
Only Ship to Defined Destinations - enables the list of destinations to which a Web Store order is limited to use as a shipping address. If a shopper enters an address that is not on the list of destinations, they will get an error message at the top of the saying that your store cannot ship to their address.
2. Weight Unit - allows you to set metric or imperial weight measurement (kilogram or pound)
3. Dimension Unit - allows you to set metric or imperial dimension measurement (inch or centimeter)
1. Store Pickup - adds "Store Pickup" as a Shipping Method choice for web orders
Label - the term used in the Web Store to identify Store Pickup
Store Pickup Message - the message displayed when Store Pickup is chosen as the shipping method
LightSpeed Product Code - the Product Code of the Product to be used to indicate and, if required, charge for store pickup
Handling Fee - the dollar amount of the handling fee to be applied to Store Pickup orders
2. Destination Shipping - adds "Destination Shipping" as a Shipping Method choice for web orders. For a full explanation of Destination Shipping, please see the Destinations Tab section below.
Label - the term used in the Web Store to identify Destination Shipping
Calculate Shipping On - sets the factor used in calculation of shipping charges (item count, weight, or volume)
LightSpeed Product Code - the Product Code of the Product used to charge shipping
3. IUPS - adds "IUPS" as a Shipping Method choice for web orders. For help setting up IUPS, please see instructions at the side.
Label - the term used to identify IUPS shipping on the Web Store
Username - your IUPS username
Access Key - the XML access key for your IUPS (International United Parcel Service) account
Origin Zip/Postal Code - the postal code of the shipping origin
Origin Country - the country of the shipping origin
State - the state/province of the shipping origin
Use Services for Region - sets the region parameters for IUPS shipping calculation
Rate Code - sets the IUPS shipping method for the calculation of shipping charges for ALL web orders
Packaging - sets the default packaging setting
LightSpeed Product Code - the Product Code of the LightSpeed Product to be used to charge IUPS shipping
Mark Up (in $) - the amount in dollars to add to the calculated shipping cost
NOTE: iUPS: Canadian and International customers will need to go through the following process and then fill in the blanks with the information they get in their Admin Panel:
UPS Shipping account number:
MyUPS login and password:
Developer’s key:
XML access key:
4. FedEx - adds "FedEx" as a Shipping Method choice for web orders.
Contact FedEx to set up your account and retrieve the following details. For the US & Canada, call 877-339-2774 and ask for "Web Services". For Latin America, email helpdesk@fedex.com. For Europe and the Middle East, email emeawebservices@fedex.com. For Asia Pacific, email apacwebservices@fedex.com.
Label - the term used to identify FedEx shipping on the Web Store
Account Number - your FedEx account number
Meter Number - your FedEx meter number
Security Code - your FedEx security code
Authentication Key - your FedEx authentication key
Origin Address - address of web order origin
Origin City - city of web order origin
Origin Zip/Postal Code - zip or postal code of web order origin
Origin Country - country of web order origin
State - state/province of web order origin
Packaging - sets the default packaging shape for your shipments
Rate Type - sets whether you want to use FedEx's regular listed rates, or if you have negotiated rates set with them
Customs (International) - sets whether you want FedEx to handle customs clearance (in which case there is usually a surcharge), of if you are arranging that yourself
LightSpeed Product Code - the Product Code of the LightSpeed Product to be used to charge FedEx shipping
Mark Up (in $) - the amount in dollars to add to the calculated shipping cost
5. Flat Rate Shipping - adds “Flat Rate Shipping” as a Shipping Method choice for web orders, letting you apply a flat rate based on the Web Order, the number of items purchased, or the weight of the total shipment.
Example: You create a Product for shipping and set the rate in the Admin panel (see below) at $10. The shopper buys two Products that weight 3lbs total for $5 each on the Web Store. The total for each flat rate method would be as follows:
Per Order - $10 shipping x 1 Order = $10
Per Item - $10 shipping x qty 2 Products = $20
Per Weight - $10 shipping x 3lbs = $30
Label - the term used to identify Flat Rate Shipping on the Web Store
Per - the factor used to calculate flat rate shipping (Order, Item, or Weight)
Rate - the amount in dollars of how flat rate shipping is calculated. For example, a rate of $10 per item will result in a shipping charge of $30 on a Web Order with 3 items, even if it’s only one Product Code. Charges based on weight will result in a dollar amount per pound/kilogram for the shipment. (see example above)
LightSpeed Product Code - the Product Code of the LightSpeed Product to be used to charge flat rate shipping
6. UPS - adds “UPS” as a Shipping Method choice for web orders
Label - the term used to identify UPS shipping on the Web Store
Origin Postal Code - zip or postal code of web order origin
Origin Country - country of web order origin
Default Shipping Product - the default UPS shipping method used for calculation of UPS shipping on the Web Store
Rate Code - the UPS shipping method used to calculate shipping charges
Packaging - sets the default packaging shape for your shipments
LightSpeed Product Code - the Product Code of the LightSpeed Product to be used to charge UPS shipping
Mark Up ($) - the amount in dollars to add to the calculated shipping cost
7. Australia Post
Label - the term used to identify Australia Post shipping on the Web Store
Origin Postal Code - zip or postal code of web order origin
Default Shipping Product - the default UPS shipping method used for calculation of UPS shipping on the Web Store
LightSpeed Product Code - the Product Code of the LightSpeed Product to be used to charge UPS shipping
Mark Up ($) - the amount in dollars to add to the calculated shipping cost
8. USPS
You must obtain your USPS webtools account by visiting https://secure.shippingapis.com/registration/. USPS will first put the client’s account in “test mode”. Once you receive a response from USPS stating this, let them know you are using LightSpeed to calculate shipping rates and to switch their account to production mode. Enter the username, and zipcode in the Admin Panel (case sensitive). Please see the note on the side for more information regarding USPS shipping options.
Label - the term used to identify USPS shipping on the Web Store
Username - your USPS username
Origin Postal Code - zip or postal code of web order origin
LightSpeed Product Code - the Product Code of the LightSpeed Product to be used to charge UPS shipping
Mark Up (in $) - the amount in dollars to add to the calculated shipping cost
A Word About USPS
Because USPS does not use dimensions to calculate shipping, and instead relies on weight alone, you may choose specific options for shipping when setting up your USPS account, including First-Class, Media Mail, or International Delivery Services.
To access any of these settings, you must first enter your Username, and click Save. The Web Store will then communicate with USPS and return a list of the options you have previously set up with your account. Click Edit to access these settings and enable the ones you wish to appear on the Web Store.
9. Canada Post
Contact Canada Post at sellonline@canadapost.ca to set up an account, or call 1-866-511-0546.
Label - the term used to identify Canada Post shipping on the Web Store
Origin Postal Code - postal code of web order origin
Canada Post Customer Number - your Canada Post Customer number
Default Shipping Product - the default Canada Post shipping method used for calculation of Canada Post shipping on the Web Store
LightSpeed Product Code - the Product Code of the LightSpeed Product to be used to charge Canada Post shipping
Mark Up ($) - the amount in dollars to add to the calculated shipping cost
10. InterShipper
Label - the term used to identify InterShipper shipping on the Web Store
Username - your InterShipper username
Password - the password for your InterShipper account
Your/Sender Name - the name to be used as the sender for your shipments
Origin Address - the address of the web order origin
Origin City - the city of the web order origin
Origin Zip/Postal Code - the zip/postal code of the web order origin
Origin Country - the country of the web order origin
Origin State - the state/province of the web order origin
AirBorne Account ID (If Any) - if applicable, your AirBorne Account ID number
DHL World Wide Express Account ID (If Any) - if applicable, your DHL World Wide Express Account ID number
DHL World Wide Express Invoices You? - whether you have terms with DHL
Federal Express Account ID (If Any) - if applicable, your FedEx Account ID number
Federal Express Invoices You? - whether you have terms with FedEx
United Parcel Service Account ID (If Any) - if applicable, your UPS Account ID number
United Parcel Service Invoices You? - whether you have terms with UPS
US Postal Service Account ID (If Any) - if applicable, your USPS Account ID number
US Postal Service Invoices You? - whether you have terms with the USPS
Canada Post Account ID (If Any) - if applicable, your Canada Post Account ID number
Canada Post Invoices You? - whether you have terms with Canada Post
Service Classes - various classes of service with your shipper of choice
Ship Method - the default choice for your shipments
Content Type - the default choice for your shipment content
Insurance Items - whether the items being shipped are to be insured
Sort Rates By - the default setting for how you wish your rates to be sorted by, either by carrier or by delivery date
LightSpeed Product Code - the Product Code in LightSpeed for the Product to be used to charge shipping
Mark Up ($) - the amount the shipping charge is to be marked up above the normal calculation
11. Free Shipping
The Free Shipping setting allows you to offer your web shoppers free shipping on all Web Orders, or orders with a subtotal that is above a specified amount.
If you wish to offer your shoppers free shipping AS WELL AS other tiers of shipping charges based on their order total, please use Tier-Based Shipping (see below) instead of the Free Shipping feature. You should not enable both.
To set up Free Shipping, go to the Web Store Admin panel (Tools > eCommerce > Admin Panel > Shipping > Methods), and complete these steps:
When your web shopper places an Order, your Free Shipping settings will be applied automatically if Free Shipping is the only shipping method you've enabled. Otherwise, your shopper may have to manually select it from the menu.
12. Tier-Based Shipping
Tier-Based Shipping automatically applies shipping charges to Web Orders based on their subtotals. For example, you might specify that a Web Order subtotalling $49.99 is subject to a shipping charge of $10, while a Web Order subtotalling $50.00 would be subject to a shipping charge of $7. You may even configure Tier-Based Shipping to apply a shipping charge of zero for Web Orders subtotalling above a specified amount, allowing you to offer free shipping without having to enable the Free Shipping feature outlined above.
Note: You should not have both Free Shipping and Tier-Based Shipping enabled, and Tier-Based Shipping can encompass free shipping.
To set up Tier-Based Shipping, go to the Web Store Admin panel (Tools > eCommerce > Admin Panel > Shipping > Methods), and complete these steps:
Note: To create a tier for free shipping, you must define an entry with a Start and End Price, and a Shipping Amount of zero. If you wish to apply free shipping to all Web Orders higher than a certain amount, you should enter an End Price that is higher than any Web Order could possibly be. For free shipping on all Web Orders higher than $500, your Start Price would be "500.00", and your End Price could be "99999999.99".
The Destinations tab is used to calculate the taxes that are applied to web orders. By pre-populating the Destinations tab with a list of possible destinations for your customers’ web orders, you can assign a Tax Code to each one, which will be applied when the customer’s address matches the zip/postal code, state/province, or country.
Using the Restricted Shipping feature accessible in the Shipping tab, you can limit your customers to choosing from a list of pre-defined shipping destinations that you define here. If Restricted Shipping is not enabled, the customer can enter any address as the ship-to when they place an order, but if this address does not match a configured destination, no Tax Code will be applied to the web order.
To add a destination, click the “+” icon at the bottom of the layout. The resulting line item will allow you to add the zip/postal code, state/province, country, or any/all of these fields. It is these fields that will be matched to the web order’s shipping address to apply the appropriate Tax Code.
I have a destination defined as Country - United States, State - California, and have applied the "STATE" Tax Code to that destination. When a customer enters "United States" as their ship-to country, and "California" as their ship-to state, the Web Store will apply the "STATE" Tax Code to the order.
If you want to have a Tax Code apply to a region such as a county, which includes several zip codes, enter the range in the zip/postal code “from” and “to” fields.
Then, use the Name/Label to name the tax setup you’re going to apply (for reference purposes only), and select the Tax Code (auto-populated from the Tax Codes in LightSpeed) from the pop-up list. In the case the you are NOT using any of the pre-configured shipping services (eg. UPS, FedEx, etc), you can do a manual calculation of the shipping charges using Destination Shipping (enabled in the Methods tab). The Base Charge allows you to enter the base amount that is applied to all web orders. Free Allowance allows you to enter a certain number of units (based on what you’ve configured in Shipping>Methods>Flat Rate Shipping) that are not used to calculate charges. Per Rate Unit is the dollar amount to use to charge per unit (weight, volume, order) after the Free Allowance.
Destination Shipping allows you to apply flat rate shipping charges based on where the Web Order is being shipped. For instance, you can have $5 shipping charged to customers in Wyoming, and $8 for customers in Illinois. In addition, you can add a per item, per weight, or per volume calculation.
If you enable Destination Shipping, you must assign an existing shipping Product to it, as outlined for each method above, and indicate whether charges should be based on item count, weight, or volume. You must also under the Destinations tab in the Shipping module of the Admin panel and add each destination for which you want to apply a unique shipping charge.
The fields for Destination Shipping, found in the Destinations tab, are as follows:
Base Charge - This is the flat charge that will be charged regardless of any other factor. For example, if you enter 5, a $5 charge will automatically be applied when shipping to this destination.
Free Allowance - Any value in this field will be subtracted from the Base Charge. For example, if you enter 3, with a Base Charge of 5, a $2 shipping charge will be applied to this destination.
Per Unit Rate - This is the amount charged per item/weight/volume as defined in the Destination Shipping setting. For example, if you’ve set it to charge per item, and you’ve entered 3 as the Per Unit Rate, with the Base Charge and Free Allowance rates left as described above, the charge will be $5 (Base Charge) - $3 (Free Allowance) + (3 x Item Qty on Web Order).
Per Item - Per Unit Rate x Item Qty
Per Weight - Per Unit Rate x Web Order Weight
Per Volume - Per Unit Rate x Volume (LxWxH)
To edit a destination, click the gear icon to the right, complete your edits, and click the green “checkmark” icon. To delete a destination, click the trash can. The Search field at the bottom of the screen allows you to search a specific destination within your list.
This tab lists the choices available to your customer to choose from when completing their shipping information. It will come pre-populated, but you can add to the list by clicking the “+” icon at the bottom of the screen. The Zip Validation is a field which requires a country’s zip/postal code to conform to a particular format - Canada, the United States, the United Kingdom, and Australia come pre-populated with a zip validation. To search a particular country, enter the search term in the search field at the bottom of the screen, and click Search.
This tab lists the choices available to your customer to choose from when completing their shipping information. It will come pre-populated, but you can add to the list by clicking the “+” icon at the bottom of the screen.
