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How to add Dynamic Checkout rates

Louise
  • Updated

Purpose: In this article, we explain how you can add rates for your Dynamic Checkout shipping methods.

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Dynamic Checkout lets you fully customize the shipping rates you offer to your customers. 

What can I do with Dynamic Checkout rates? 

  • Decide whether you want to set your rates based on the default weight class of your chosen shipping method, or define your own custom weight classes.
  • Add shipping rates directly in Sendcloud for any of the available Dynamic Checkout delivery options: Nominated Day, Same Day, Standard Delivery and Service Point Delivery.
  • Enable free shipping above a certain amount, or enable promotional coupons to apply discounts to Dynamic Checkout shipping methods (optional)
Note: If the default currency of your webshop is not in EUR or GBP, you can change this in the Dynamic Checkout configuration settings. This does not change the currency in which orders are imported into Sendcloud (EUR/GBP). 
How to set your shop currency in Sendcloud 
  1. In Sendcloud, go to Dynamic Checkout > click on Edit next to your integration (WooCommerce/Magento V2.4)
  2. From the dropdown menu, select the currency of your webshop (you can search the list via currency code, e.g. USD) and click on Change currency 

    change_currency_menu_en.jpg
  3. Rates will now be displayed in Sendcloud in your selected currency. 

Step 1: Enable shipping rates in Sendcloud 

  1. To add rates for existing shipping methods, go to Dynamic Checkout > Edit > click a Delivery Zone > select pen_edit.PNGEdit next to the method you want to configure
  2. Scroll down until you see the section Shipping rates
  3. Click toggle_on.png Use shipping rates to enable shipping rate configuration via Sendcloud 
If you decide not to set up shipping rates via Sendcloud, you can still set up your rates manually in your WooCommerce back-end by following this guide. We recommend that you use this option if you have multiple custom shipping classes in WooCommerce. 

Once you've enabled shipping rates in Sendcloud, the option to add a rate per available weight class will become available. 

Step 2a: Add rates per default weight classes 

You can easily add rates for your chosen shipping method based on the default weight classes included in the selected shipping service. This is the easiest and quickest method of configuring rates. 

  1. Select Default weight classes to use the weight classes that are incorporated into your selected shipping service
  2. Enter the price you want to charge per weight class into the rate amount fields. 
  3. All available weight classes are enabled by default, but you can select.PNG untick a class to disable it from appearing on your checkout page.
  4. For example, if you want to offer shipping with UPS but only for parcels weighing up to 30 kg, you can disable the UPS weight class 30-70 kg to prevent your customers from being able to select this shipping option at checkout. 
  5. At least one rate must be enabled as default. This is the rate that will be displayed if a product in the cart does not have an item weight associated to it. 

default_classes.png

Note: If you save a shipping method in Sendcloud with shipping rates toggle_off.png disabled, this method won't be visible to your customers until you add the rates manually in your web shop environment.
How do weight classes work?

You can set different shipping rates based on the total weight of the order when all the items are packaged into the same box. 

shipping_rates_EN_list.png

  • The shipping price shown to your customers at checkout will be based on the total order weight.
    • E.g. In the example above, if the order weight is 6 kg, your customer will be charged 3.00 EUR.
    • If the order weight is 6.01 kg, the customer will be charged 5.00 EUR.
  • If the order weight falls within a weight class that you have disabled, this delivery method won't be displayed at checkout.
    • E.g. In the example above, if the order weight is above 20 kg, this delivery method won't be displayed.
  • If the customer removes some items from the cart, and the weight is now 19 kg, the method will appear on the checkout page with a delivery cost of 9.00 EUR. 

For rates to be applied to parcels based on total order weight, you need to have configured item weights for all of your products. If no parcel weight can be determined because a product weight is not configured, then the weight class set as default will be displayed. 

You can add product weights and dimensions for each item you sell via WooCommerce > Settings > Products:

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For more help setting up product specifications in WooCommerce, see here. 

Step 2b: Define rates based on custom weight classes

This feature is currently only available for beta users.

If you want more flexibility over your shipping rates, or if the shipping service you select has very broad weight classes (e.g. 0-31.5 kg), you can choose to define your own custom weight classes. 

  1. Select Define custom weight classes
  2. Click +New weight class 
  3. Enter a minimum and maximum weight to define the range of your custom class (e.g. Min: 2 kg Max: 4 kg). Note that the maximum weight must not exceed the limit defined in the shipping service. 
  4. Enter a rate and click Save class
  5. At least one rate must be enabled as default. This is the rate that will be displayed if a product in the cart does not have an item weight associated to it. 

custom_classes.png

Step 3: Enable free shipping above an order value 

You can offer free shipping to your customers over a specified cart value by editing a shipping method and  enabling the toggle_on.png Offer free shipping... option. Enter a value into the From amount field to have free shipping apply for orders with a total value above this amount: 

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Step 4: See an overview of your Dynamic Checkout shipping rates 

Once your delivery method is saved and your checkout configuration is published, you can see an overview of your published shipping methods in WooCommerce by going to Settings > Sendcloud:

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For Magento V2.4, your overview can be found in the Magento environment under Sendcloud > Configuration > Dynamic Checkout. 

Step 5: Set up discount coupons for free shipping 

If you want your Dynamic Checkout shipping methods to support promotional shipping coupon codes, you need to first enable free shipping and enter a minimum From amount for this shipping method in Sendcloud (Step 3). If you want your customers to only qualify for free shipping via a promotional coupon (and not due to meeting a minimum cart value), we recommend that you set the minimum order amount to a high value. 

Not sure how coupon management works in WooCommerce? Click here to see how to manage discount coupons. If you decide to add pricing manually, you can add coupons as usual in your WooCommerce back-end. 

Once you've enabled free shipping in Sendcloud, you need to enable additional settings in WooCommerce for this delivery method. 

  1. In your WooCommerce back-end, go to WooCommerce > Settings > Shipping
  2. All of your published delivery zones are displayed here. Click on a zone name to edit:

    edit_delivery_zones.jpg
  3. In the delivery zone settings, all of your published Dynamic Checkout shipping methods for this zone are displayed. Click Edit next to a shipping method: 

    edit_shipping_methods.jpg
  4. The field Enable Free Shipping should be set to Yes (if you have enabled free shipping above a cart value in Sendcloud (Step 4), this will already be set to Yes automatically)
  5. In the field Free shipping requires..., select from the following options: 

    order_amount_.jpg
  6. The amount in the Minimum Order amount for Free Shipping field will automatically be set to the From amount value you indicated in Sendcloud for this shipping method. 
  7. In the section Coupons discounts, you can choose to apply the minimum order amount rule before (checked) or after (unchecked) the coupon discount is applied.

    For example, if your minimum order value to qualify for free shipping is set to  €20, your end customer has a product worth €25 in their cart, and they want to apply a coupon which offers €10 discount:

      • After discount: The order amount is €25 - €10 = €15. The customer will not receive free shipping, because the minimum order value after the coupon is applied is only €15. 
      • Before discount: The order amount is €25 and the €10 discount is ignored. The customer will receive free shipping based on the minimum order amount rule, and the coupon discount will still be applied. 
Q: I want to offer free shipping via a promotional coupon to my first-time customers - what do I do?
  • Enable free shipping for your Dynamic Checkout shipping method and add a high minimum order (From amount) value in Sendcloud 
  • In WooCommerce, in the options for Free shipping requires... select: "A minimum order amount OR a coupon" from the drop-down menu 

Step 6: Continue configuring your Dynamic Checkout methods 

Return to the set-up guide for your shipping method to continue adding Holidays, specify your Cut-off times, and to save and publish your configuration. 

 

icon_2.jpg Standard delivery

service_point_picker.PNGService point delivery

same_day_icon.jpgSame-day delivery

nominated_day_icon.jpg Nominated day delivery