Shipping Methods

When a customer orders a product or service from your company, you must ensure the best methods or routes to deliver the product or service at the customer’s location without any delay or defect. In the  OTX  ERP system, you can save the records and manage the transportation methods used by a company to ship their products to respective customers. Delivering the product at the right time without causing any damage to the product at a fair shipping cost will help your company to create a good impression on your customers. The company can deliver products directly to the customers or seek help from third-party shipping companies. In both these shipping methods,  OTX  will ensure seamless workflow by ensuring accurate monitoring of the delivery processes.

You can activate the shipping feature in the  OTX  16 from the Settings menu of the Sales module. Go to the Shipping tab available in the Settings menu as highlighted in the image below.

You can activate the Delivery Methods here which will help you to compute shipping costs on orders. The window will also show all available third-party shippers such as FedEx Connector, bpost Connector, Sendcloud Connector, UPS Connector, DHL Express Connector, USPS Connector, and EasyPost Connector. Using the external link available near each shipping party, you can configure shipping methods for respective shipping parties. We are going to discuss the general method of shipping method configuration. For this, you can go to the Configuration menu where you will get access to the Shipping Method platform.

The list of already configured shipping methods can be found on this platform. It shows the information regarding the Delivery Method, Provider, Is Published, Website, Company, and Countries. Let’s create a new shipping method for product deliveries using the Create Button.

The name of the Shipping Method can be mentioned in the given field. Mention the Website id to make this shipping available on your eCommerce site. In the Provider field, you are allowed to select suitable shipping providers for your delivery.

From the drop-down menu, you can select one provider, or else you can install more providers using the corresponding option. Clicking on the Install more Providers will direct you to the AppStore from where you can install suitable providers.

After selecting Provider, you can specify Company and Delivery Product in the respective fields. The percentage mentioned in the Margin on Rate field will be added to the shipping cost.

Activate the Free if order amount is above field if you want to provide free shipping for orders with an amount equal to or more than the value specified in the Amount field. The tab available in this window will change based on the Provider you select. Here, we select the Fixed Price option. So we will get a tab named Pricing where you can mention the Fixed Price of this shipping method.

In the Destination Availability tab, you can specify the destinations where this shipping method is available.

You can specify the Countries, States, and Zip Prefixes in the corresponding fields. Any notes related to this shipping method can be specified under the Description tab. This is how we create shipping methods in the  OTX  Sales module. After confirming a sales order, you can specify the shipping method for the delivery using the Add Shipping button as shown in the image below.

A pop up will appear to select the Shipping Method and the Cost will be displayed according to the selected shipping method.

Now, let’s look at the configuration of the units of measure in the  OTX  Sales module.