TIP:
When adding the country to any of Matrix Rates excel sheets, be sure and use the 3 digit country code.
For the Region/State example, we are using our base post and 2 day shipping methods for the Delivery Type to ship to all states except Tennessee. For Tennessee we have a specific shipping configuration for post, 2 day, and delivery. To continue this setting in your store, use the asterisk in the fields where a specific Region or State does not matter. Otherwise, type the 2 digit Region or State code as shown above for Tennessee.
As for the Region/State settings, your City options will be set up just the same way. Specify any city or town that will need to have separate shipping options, like Memphis above. For all others, use the asterisk to indicate all.
Under your weight from, and weight to, you will need to specify the weight ranges that will be the separator for your shipping charges. In the example above, you will see I have used 0 lbs to 14.99 lbs for the first tier, 15 lbs to 49.99 as the second tier, and 50 lbs to 100 lbs for my third tier. In this example, we expect to ship no order over 100 lbs.
TIP:
It is important to configure your weight ranges high enough that it will cover any order weight.
Under the Delivery Type option, you give this delivery option a name. This name will display in your store front for your customers to choose form as their shipping option. With this in mind, your names should be descriptive and clear. USPS GROUND, UPS 2day Ground, etc.
The last topic to cover in this example is the Delivery option I have listed for Memphis. With this set to USA, TN, Memphis if anyone in the Memphis, TN area orders product from this website, they will be give the option to have their product delivered by the local method I specify. This can be handy if you have a truck or van you use for local delivery.
Shown in the example above is the Zip/Postal Code From / To fields. You will use these fields if you need to specify a certain postal code range for one of your shipping options. For example, delivery in the Memphis area, we might want to only cover only a certain zip code range. In the example we will be offering local delivery only in the zip code range 38114-38117. All other zip codes in the Memphis area will not be offered the Delivery option.
Download the Price vs. Destination spreadsheet at the bottom of this help article and open it in excel. For your convenience the different rate calculations have been separated by color.
The first thing you will need to determine is what shipping options you want to offer , how they should be labeled, and how you want the prices broken down. In this example we are using 3 shipping options: Standard post, 2 day ground, and local delivery. After you have determined these settings you will want to determine what Countries you will be shipping too. In this example we are only shipping to the USA and Canada.
TIP:
When adding the country to any of Matrix Rates excel sheets, be sure and use the 3 digit country code.
For the Region/State example, we are using our base post and 2 day shipping methods for the Delivery Type to ship to all states except Tennessee. For Tennessee we have a specific shipping configuration for post, 2 day, and delivery. To continue this setting in your store, use the asterisk in the fields where a specific Region or State does not matter. Otherwise, type the 2 digit Region or State code as shown above for Tennessee.
As for the Region/State settings, your City options will be set up just the same way. Specify any city or town that will need to have separate shipping options, like Memphis above. For all others, use the asterisk to indicate all.
Under your Order Subtotal from, and Order Subtotal to, you will need to specify the price ranges that will be the separator for your shipping charges. In the example above, you will see I have used $0 to $10000 lbs for all tiers. This allows me to set up a flat shipping rate for multiple shipping options.
TIP:
It is important to configure your Order Subtotal ranges high enough that it will cover any order price.
Under the Delivery Type option, you give this delivery option a name. This name will display in your store front for your customers to choose form as their shipping option. With this in mind, your names should be descriptive and clear. USPS GROUND, UPS 2day Ground, etc.
The last topic to cover in this example is the Delivery option I have listed for Memphis. With this set to USA, TN, Memphis if anyone in the Memphis, TN area orders product from this website, they will be give the option to have their product delivered by the local method I specify. This can be handy if you have a truck or van you use for local delivery.
Shown in the example above is the Zip/Postal Code From / To fields. You will use these fields if you need to specify a certain postal code range for one of your shipping options. For example, delivery in the Memphis area, we might want to only cover only a certain zip code range. In the example we will be offering local delivery only in the zip code range 38114-38117. All other zip codes in the Memphis area will not be offered the Delivery option.
Download the Items vs. Destination spreadsheet at the bottom of this help article and open it in excel. For your convenience the different rate calculations have been separated by color.
The first thing you will need to determine is what shipping options you want to offer , how they should be labeled, and how you want the prices broken down. In this example we are using 3 shipping options: Standard post, 2 day ground, and local delivery. After you have determined these settings you will want to determine what Countries you will be shipping too. In this example we are only shipping to the USA and Canada.
TIP:
When adding the country to any of Matrix Rates excel sheets, be sure and use the 3 digit country code.
For the Region/State example, we are using our base post and 2 day shipping methods for the Delivery Type to ship to all states except Tennessee. For Tennessee we have a specific shipping configuration for post, 2 day, and delivery. To continue this setting in your store, use the asterisk in the fields where a specific Region or State does not matter. Otherwise, type the 2 digit Region or State code as shown above for Tennessee.
As for the Region/State settings, your City options will be set up just the same way. Specify any city or town that will need to have separate shipping options, like Memphis above. For all others, use the asterisk to indicate all.
Under your # of Items from, and # of Items to, you will need to specify the product quantity ranges that will be the separator for your shipping charges. In the example above, you will see I have used 0 to 99 products for all tiers. This allows me to set up a flat shipping rate for multiple shipping options.
TIP:
It is important to configure your # of Item ranges high enough that it will cover any order quantity.
Under the Delivery Type option, you give this delivery option a name. This name will display in your store front for your customers to choose form as their shipping option. With this in mind, your names should be descriptive and clear. USPS GROUND, UPS 2day Ground, etc.
The last topic to cover in this example is the Delivery option I have listed for Memphis. With this set to USA, TN, Memphis if anyone in the Memphis, TN area orders product from this website, they will be give the option to have their product delivered by the local method I specify. This can be handy if you have a truck or van you use for local delivery.
Shown in the example above is the Zip/Postal Code From / To fields. You will use these fields if you need to specify a certain postal code range for one of your shipping options. For example, delivery in the Memphis area, we might want to only cover only a certain zip code range. In the example we will be offering local delivery only in the zip code range 38114-38117. All other zip codes in the Memphis area will not be offered the Delivery option.
Once you have selected your appropriate shipping configuration, and configured your rates, you will need to upload the file.
WARNING
: Only .csv files can be uploaded into the NRO manager.
In the NRO admin panel, go to
System
/
Configuration
.
-
In the top left corner, change the
Current Configuration Scope
to
Main Website
.
-
Under the
Sales
tab, select
Shipping Methods
.
-
Open the
Matrix Rates
tab.
-
Click the
Choose File
button next to
Import File
.
-
Browse your computer to where your file is located.
-
Select the file and choose
Open
.
-
Save your Changes
and the file will be saved to your NRO store.
TIP:
Anytime you upload a new file, it is recommend you test that your shipping is working correctly by placing items in your cart and configuring different ship to locations.
Shipping methods set up in Matrix Rates will export to Counterpoint and the literal method chosen online by the customer will appear in the order header of the order export file. All shipping methods that are set up in Matrix rates will import into Counterpoint under the same ship-via code that is mapped to the Domestic Standard Ship-via code located on the Ship-via tab of the ECommerce Control file. With some additional mapping in the Ecommerce control file, the method chosen online will import into an Alphanumeric profile code that will display the actual shipping method name. This can be viewed under Ticket Functions > Profile Code. The last pieces of configuration are to map your Ecommerce Control file to accept the shipping method that your customer chose online and also to enable an alphanumeric profile code into which this method will import. You could also ask your Counterpoint partner to make the field print off on your picking tickets and invoices.
To do this in Counterpoint, go to Setup > Ecommerce > Control. On the Ship-via tab, map the Domestic Standard option to a Ship-via code. We recommend that you create a new ship-via code and call it something indicative of its purpose. For example, you might want to call it "Matrix Rate" and then give it a description of "refer to ticket profile codes." Save your changes and close the Ecommerce Control file.
After creating and mapping the ship via code into the Domestic Standard box, it's time to set up the Alphanumeric profile code into which the shipping method chosen online will import. To do this, go to Setup > System > Quick Setup. On the Point of Sale tab, enable the first available Alphanumeric Profile code and give it a display label that is helpful, such as "NRO Shipping Method."
The last step is to map this new Alphanumeric Profile Code into the Custom tab of the Ecommerce Control file. To do this, in Counterpoint, go to Setup > Ecommerce > Control. On the Custom tab, map the NRO Shipping Method profile code into Custom order fields destination Alpha-1:
Now, after the order is imported into Counterpoint, the shipping method is viewable under Ticket Functions > Profile Code:
As mentioned previously, your Counterpoint partner could make this field print off onto your Picking Tickets and Invoices.
