Setting Up Shipping

Checklist

1.Associate Ship-Via Codes with Shipping Methods

2.Set Up Shipping Options in NRO

3.Edit the Shipping Policy Page

Working with Contract Rates

Configuring UPS Contract Rates*

Configuring FedEx Contract Rates

Configuring USPS Rates

Verifying Your Zip Code in NRO

Free Shipping

On Some Items

On Some Orders

On All Orders

Errors

Error:Ship-Via Record Not On File

Overview

Now it’s time to edit the default shipping settings to better meet your needs.

NCR Retail Online (NRO) offers several options for calculating shipping charges:

Free Shipping: NRO will not charge shipping on any order.

Setting Up Shipping

Counterpoint: Setup / Ecommerce/ Control

The Ship-via tab maps the ship-via codes in Counterpoint to the different delivery methods available for NRO orders.

This is where you setup your basic shipping information for your store.

Through the NRO Admin Panel, go to System (horizontal top menu) / Configuration / Sales section / Shipping Settings tab / Origin panel.

Shipping Methods

NRO: System / Configuration / Sales / Shipping Methods

Choose the Shipping Rate Method that best fits your business needs:

Do not charge shipping
Flat rate shipping
Table Lookup: By item quantity
Table Lookup: Item price
Table Lookup: Total order amount
Table Lookup: By total order weight
Third Party Rates (UPS, USPS, FedEx) * †

TIP: Table Lookup: By Total Order Amount and Third-Party Rates are the most commonly used shipping methods.

Configuring Table Lookups

NRO Admin Panel: System (horizontal top menu) / Configuration / Sales section / Shipping Methods tab

NRO Admin Panel: System (horizontal top menu) /Configuration / Sales Section / Shipping Methods tab / Table Rates panel.

Therefore, this field is not applicable and should be set as No.
Calculate Handling Fee - If you would like a handling fee, dictate how this will be calculated (Fixed value or percent value).
Displayed Error Message - This is the message that will display to your customers, if table rates look up is not available for use.
Ship to Applicable Countries - Choose whether you will allow shipping to all countries or to specific countries.
Ship to Specific Countries - Specify which countries to ship to. To select multiple countries, hold down the Ctrl key while clicking upon the countries. Countries can be deselected by applying the same technique.
Show Method if Not Applicable - Option whether or not to display this shipping method even if it is not available.
Sort Order - The position in your shipping methods list where you want table rates to appear. This is a numerical value.

Once you have your global settings completed on the Table Lookup tab, you will need to switch to store level settings to actually define your table lookup values for your NRO store.

At the very top left hand side of your admin panel, just below your main menu options, you will a drop down menu labeled Current Configuration Scope. By default, the global settings are listed as Default Config. To switch to your store level settings, click the drop-down menu and click on your main store (Main Website).



Once selected, the tables rates tab will change to show your global settings, as well as a few new options.

The first enabled feature is the Export feature, which will export a template that you can use to help you build the table look-ups in a CSV

(comma separated) file. The second is the Import feature which allows you to import a completed template. The templates will vary based on your table rate Condition that was set in your Default Config.



Weight vs. Destination - This condition sets the shipping price based on weight and shipping location.

Below is an example of what a filled in template for Weight Vs. Destination looks like.




In the first column we have identified the country destination. This column is required even if you only ship to locations in the US. If you list a star (*) for every other location field, NRO will understand that these table rates will apply to all locations.

The second column is to identify the region or state code. By entering a code here, you will indicate to NRO that you would like to specify a different rate to this location. This is especially helpful you ares hipping to states like Alaska or Hawaii where the overall cost of shipping would cost more than shipping to locations in the lower 48 states.

The third column will allow you to drill down even deeper by identifying individual ZIP or postal codes that may requires added costs for shipping.

The fourth column allows you to identify your weight limits for each shipping price.

The final column allows you to identify the cost to ship the range of weight listed in the fourth column.

You can see we have identified three different weight classes to the template.. Everything from 0 to 24.99 lbs / kgs, depending on your weight

settings in your store., will cost $5. Everything 25 to 49.99 lbs / kgs will cost $10, and so on.


Price vs. Destination - This condition sets the shipping price based on the sub-total of the order.




# of Items vs. Destination - This condition sets the shipping price based on the number of items in the order.

Configuring Third-Party Rates (UPS, USPS, Fedex)

If you are using a shipping rate method other than Third-Party Rates, you may continue to the next section.

As an example, we will cover the settings of the UPS tab using non-contract rate settings.

Enable for Checkout - A simple yes or no drop down menu to indicate whether you want to us UPS shipping your store or not

UPS Type - This menu will allow you to select default UPS shipping options or use contract rates.

Title - This will allow to display in your store how UPS shipping is labeled.

Gateway URL - This is the address NRO will use to communicate to UPS.

Package Request Type -

Container - Indicates the style of packaging you will be using for shipment.

Destination Type - Indicates the most common end location of package destinations.

Weight Units - Lists shipping weight units as pounds (LBS) or kilograms (KGS).

Maximum Package Weight - The maximum weight of a shipment allowed by your store.

Pickup Method - The method by which UPS will pick up packages from your business based on your UPS account.

Calculated Handling Fee - This determines how to calculate handling fees in your store (Fixed or Percent).

Handling Applied - How handling fees are applied (Per Order or Per Package).

Allowed Methods - Allows you to select the shipping methods you will allow customers select when checking out.

Free Shipping with Minimum - Can be enabled if you want to offered free shipping based on a minimum purchase amount.

Minimum Order Amount for Free Shipping - Set the minimum order amount required before free shipping is applied.

Displayed Error Message - Your site will display this message when UPS is not currently available as a shipping method.

Show Method if Not Applicable -Use this selection to show or hide shipping methods you do not offer.

Debug -

Sort Order - A numerical value used to indicate where in a list the UPS shipping method will appear.

Working with Contract Rates

NRO: System/Configuration / Sales / Shipping Methods

If you have established contract rates (or‘Account-Specific Negotiated Rates’) with UPS, you can configure NRO to work with your own rates instead of the default UPS rates. Learn more about Account-Specific Negotiated Rates on the UPS website.

establish a My UPS account online and obtain the following information from UPS:

Obtaining Your UPS Access License Number (Access Key #)

If you have not yet signed up for a MyUPS account, visit: https://www.ups.com/one-to-one/register .

To obtain your UPS Access Key#:

1. Log into your My UPS account at www.ups.com :
2. Select Support / Technology Support from the menu bar:

3. Select Developer Resource Center / UPS Developer Kit from the left navigation:

4. Select Request an access key under "How to Get Started”:

5. Enter your contact information if prompted and select the Request Access Key button to continue. Your Access Key is displayed at the top of the Confirmation page. You will also receive an email from UPS containing your access key. Save your access key in a secure location. This is the UPS Access Key # you will enter when configuring your UPS contract rates in NRO.

Configuring FedEx Contract Rates

FedEx Account Information

Obtaining Your FedEx Account Information

If you have not yet signed upfor a FedEx.com account, visit: http://www.fedex.com/us/oadr/ .

To obtain your FedEx account information:

1. Log into your FedEx account at www.fedex.com :
2. Select Learn / Developer Resource Center from the menu bar:

3. Select Technical Resources / FedEx Web Services for Shipping / Move to Production from the left navigation:

4. Click on Obtain Production Key at the bottom of the Move to Production page:

5. On the FedEx Web Services Production Access registration screen, use the following values:

6. Accept the licensing agreement and enter your contact info and developer info (if applicable).
7. Your Authentication Key (FedEx Key #) and Meter Number (FedEx Meter #) are displayed at the bottom of the Confirmation page. You will also receive an email from FedEx containing other necessary information. Save your authentication key and confirmation email from FedEx in a secure location. NOTE: The authentication key is only visible online and will not be included in the confirmation email from FedEx.

Setting Up USPS

System > Configuration > Sales > Shipping Methods > USPS

The United States Postal Service is the independent postal service of United States government, offering domestic and international shipping services by land and air. This article provides step-by-step instructions for setting up the USPS shipping method.

For field descriptions, see Configuration: Shipping Methods - USPS

Step 1: Open a Shipping Account

1. Open a USPS Web Tools account. After you complete the registration process, you will receive your User ID and a URL to the USPS test server.
2. You can skip the testing phase, and contact their Internet Customer Care Center to request immediate activation to the production server. The ICCC will validate your store, and send you the URL to the production server.
   
   To learn more about USPS Web Tools, see their Ecommerce API Technical Guides .

Step 2: Configure Your Store

1. From the Admin panel, select System > Configuration .
2. In the Configuration panel on the left, under Sales, click Shipping Methods .
3. Click to expand the USPS section. Then, do the following:

1. Set Enabled to Yes .
2. The Gateway URL is needed to access USPS shipping rates. The field is preset by default, and normally does not need to be changed.
3. Enter a Title for this shipping method that will appear during checkout.
4. Enter the User ID for your USPS account.
5. Set Container to the type of packaging usually used to ship products ordered for your store. Options include:
• Variable
• Flat-Rate Box
• Flat-Rate Envelope
• Rectangular
• Non-Rectangular
6. In the Size list, select the option that describes the typical package shipped from your store:
• Regular
• Large
• Oversize
7. Set Machinable to one of the following:
• Yes: If your typical package can be processed by a machine.
• No: If your typical package must be processed manually.
8. Enter the Maximum Package Weight that you will ship by USPS. By default, this field is set to 70. You can leave the value as it is unless you have special arrangements with USPS.

Note: Consult your shipping carrier for maximum supported shipping weight.

9. In the Calculate Handling Fee list, select one of the following methods:
• Fixed Fee
• Percent

The handling fee is an additional charge that is added to the shipping cost. It is optional and not shown to the customer.

10. In the Handling Applied list, select one of the following methods:
• Per Order
• Per Package
11. In the Handling Fee field, enter the handling fee value either a fixed amount or percentage depending on which you selected in Calculate Handling Fee field.
12. In the Allowed Methods list, select each USPS offered to your customers. The methods will appear under USPS during checkout. (Hold the Ctrl key down to select multiple options).
13. Set the Free Method list to the method you want to use for free shipping. You may also select None .
14. Set the Free Shipping with Minimum Order Amount to one of the following:
• Enable: To provide free shipping for orders that meet the minimum monetary amount specified.
  Then, in the field below, enter the Minimum Order Amount for Free Shipping.
• Disable: To not provide free shipping based on a minimum order amount.
15. The Displayed Error Message text box is preset with a default message. You can either leave this message or you can type the message you want your customers to see if USPS shipping becomes unavailable.
16. Set Ship to Applicable Countries to one of the following:
• All Allowed Countries
• Specific Countries

If applicable, set Ship to Specific Countries to each country where your customers are allowed to ship by USPS. (Hold the Ctrl key down to select multiple options).

17. Set Show Method if Not Applicable to one of the following:
• Yes: To list all USPS shipping methods to customers, regardless of their availability.
• No: To list only the methods which are currently available.
18. Set Debug to Yes to create a log file with the details of all USPS activity relatted to your store.
19. In the Sort Order field, enter a numeric value to determine the order in which USPS shipping method appears in the list with other shipping methods during checkout. The highest value is 0, which will put it at the top of the list.
3. When complete, click the Save Config button to save your settings.

You will receive an email within 24 hours containing your unique Web Tools User ID and instructions for next steps. Once you receive your User ID, you can begin your Web Tools API integration.

Please note that additional permission is required for Address Information APIs. If you wish to use these tools, please register your Web Tools User ID at: https://www.usps.com/business/webtools-address-information.htm .

The Address Standardization, City/State Lookup, and ZIP Code Lookup APIs are only available with special permission and upon program office review to ensure they are used in conjunction with U.S. Postal Service package shipments only. You can apply online, here: https://secure.shippingapis.com/registration/ .

If you do not receive your email within 24 hours of registration, please contact our Internet Customer Care Center at uspstechsupport@ncrretailonline.com .

Verifying Your Zip Code in NRO

The zip code stored in NRO is used as the shipper’s zipcode when calculating shipping rates. If your zip code in NRO does not match the zip code defined in your FedEx or UPS account, you may receive different rates than expected.

If necessary, you can update your zip code in NRO under System / Configuration / Sales / Shipping Settings.

Free Shipping

When it comes to online incentives, free shipping is one of the best methods of converting browsers into buyers.

On Some Items

CounterPoint:Inventory / Items

If you always want to offer free shipping on certain items, uncheck Charge freight for each item on the Ecommerce tab in Inventory / Items.

On All Orders

NRO: System / Configuration / Sales / Shipping Methods

If you want to offer free shipping on all orders, select Do Not Charge Shipping as the Shipping Rate Method.

Errors

TIP: The NRO Knowledge Base ( http://help.ncrretailonline.com ) contains instructions for correcting most import errors. Search for"error” to browse through the Knowledge Base articles.

Error: Ship-Via Record Not On File

Ship-via Record Not On File is a very common error that may occur during a Counterpoint import, especiallywhen you are setting up NRO for the first time. You simply need to make sure your ecommerce shipping methods are mapped to the corresponding shipping codes in Counterpoint.

Just follow the instructions located in this document to setup all the required shipping methods and codes.

After you correct the errors, you can process the portion of the import that didn’t complete due to the error:

1. In Windows, open the NRO folder within your Counterpoint company directory (e.g., C:\CounterPoint\[COMPANY]\NRO,where [COMPANY] is the name of your Counterpoint company).

2. Locate the file named CPOLTOCP.ERR.

3. Rename the file to CPOLTOCP.TXT.

4. Return to Counterpoint and run Ecommerce / Import again.