Within the CRM there are three methods for setting a delivery charge:
- Users manually type a Delivery Charge value
- The CRM will calculate valid options based on the Division, Delivery Location, Order Value and/or Total Weight
- Use entirely Custom Delivery Charges via a Custom Code deployed as a Custom API
The first two methods are supported out of the box and provide the vast majority of requirements, leaving the third to be used for very complex requirements. Please contact our Customer Services team if you require custom delivery charges. This article will focus on configuring Automatic Delivery Charges within the CRM.
To configure your Delivery Charges, you will require the Administrator role. If you don't have these permissions, then please speak to your key CRM Admin user who can grant you those permissions.
Step 1: Navigate to the Settings Centre
To edit your Delivery Charges, click on the cog icon in the bottom left-hand corner to take you to the Settings Centre.
Once in the Settings Centre, navigate to the 'Sales' section and within here you will have the Delivery Charges configure option.
Step 2: Select the 'Standard' Option
To configure Automatic Calculations, choose the 'Standard Option' from the Automatic Calculations drop-down.
Step 3: Setting Automatic Delivery Charges
By choosing the standard option, you will then be able to click on the 'Configure' link to start setting your Automatic Delivery Charges. You can also choose whether the Automatic Calculations will be available for either All Users or just Administrators.
Once you have clicked the 'Click to Configure' link, you will be taken to the Configure Delivery Charge window. To add a New Delivery Charge, click on the plus icon in the top right-hand corner.
You will then be able to start entering information about your New Delivery Charge.
Description: This should detail what type of Delivery Charge is being added, for example Next Day Delivery.
Product Item: This will be the Product Item that will be used when adding the Automatic Delivery Charge. It is important to choose the right Product Item as it will help calculate the correct VAT. Click on the pencil icon to search for the correct Product Item.
Note: Depending on whether your Accounts/ERP or Inventory Management solution natively supports delivery charges in the order header or not, the product may also be used to create a Delivery Charge Line.
Delivery Zone: Select the correct Delivery Zone that this Delivery Charge will be applicable for. For example, this might be Mainland UK. You can configure Delivery Zones by selecting 'Configure' from the end of this list.
Once happy with the information entered, click Create. Your Delivery Charge will then be added to the list, but so far only the basic details have been entered. Select the pencil icon to continue setting up your New Delivery Charge.
A side panel will then appear with further options:
Cut Off Time: The first Configure option is to include a Cut Off Time. This allows you to, for example restrict Next Day Delivery to only orders being placed before 13:00.
Time Frame (Days): The Time Frame should specify how long the delivery would take for the customer. This is only for information purposes for you, it doesn't apply any restrictions to the delivery options or the order.
Hazardous Product: This isn't commonly used but is important if you do sell hazardous goods. In the product window, certain products can be marked as "Hazardous". You can then ensure that for orders that contain hazardous products, only specific delivery options become available. If the Delivery Charge is going to be used for Hazardous Products, please select this option. If you don't use Hazardous Products then you don't need to configure this option.
No Valid Default: This option has been superseded by the main page setting for: "No Other Valid Delivery Option" .
Price: This should be the price of the Delivery Charge. NOTE: this is the price that will be charged once the Minimum Value has been reached. If the Minimum Value isn't set (is zero) then this is just the standard price for this delivery charge.
Minimum Value: If there is a minimum order value for this "Price" to apply, then specify it here.
Surcharge: The Surcharge value is added to the "Price" whenever the Minimum Value hasn't been reached. Setting Surcharge or Minimum Value to zero will effectively disable this logic by only ever giving one price.
Days Active: Finally, you can then select the days that this delivery option will be active for. This is useful if, for instance, your 'Next Day Delivery' shouldn't be offered at weekends. Simply select the days that this delivery option would be applicable for.