Help Manuals - Fortune3 Ecommerce Software Help
We do not Ship:
Only select this option if your company does not charge for shipping or if your web store will not calculate or charge shipping charges - or if your shipping costs are included in each product's price. If this option is checked, your shopping cart will not calculate shipping costs at all.
Shipping Carriers and Methods - Real-Time Shipping Quotes from USPS, UPS, FedEx, DHL, Canada Post and Australia Post:
Your shopping cart can calculate shipping costs according to actual shipping prices as calculated by popular carriers. The Fortune3 Shopping Cart & Ecommerce Wizard software in conjunction with its back-end integrations to major carriers provides direct shipping quotes in real-time based on packaging specifications and shipping locations. They are currently available for UPS, FedEx, USPS, DHL, Canada Post, and Australia Post.
The shipping costs provided by shipping carriers depend on weight package, dimensions, origin address and destination address. In order to get accurate shipping quotes the information you provide for products' weights and dimensions must be precise, and you must enter the appropriate boxes that your company uses in the "My Boxes" section. For shipping calculation purposes, the Box Consolidation feature the FORTUNE3 software will automatically package your items into as few boxes as possible.
The available shipping methods are displayed on the left-panel. The carriers that are available to you will depend on the country you have selected in the "Ship From Address" window (i.e USPS is only offered if your business is in the US, Canada Post is only offered if your business is in Canada, etc). In order to add a selection, simply click on the appropriate line to highlight it. If you wish to offer a percentage discount (or a negative discount) from the regular shipping cost, enter the discount amount (enter 5 if you want to discount the quote returned by 5% or enter -5 if you want to add 5% to the quote returned). Click on the "Add >>" button. The specified "Shipping Method" and "Discount" will appear on the right-panel, and will be available as choices to customers when ordering from your shopping cart. You may continue to add methods as desired.
If you select a UPS and/or a DHL method, you will get a prompt warning telling you that you must register with UPS and/or DHL in the Administration Site in order for the UPS and/or DHL shipping quotes to be available on your shopping cart orders - if you do not perform the Registration in the Administration Site, the UPS and/or DHL shipping quotes will not be offered on your checkout process.
Company Shipping Rules:
You can also create your own manually-defined "Company Shipping Rules" as alternate Shipping Methods. To create a rule, you must first specify a name for that rule ( under the "Shipping Method Description" input box ), then click on "Add". A screen will pop up prompting you to select from available types of shipping rules. Your 6 choices are:
Option 1 - "Charge according to the sub-total, shipping weight, or order qty" - Select the calculation method that applies (Establish Rule Based On: Invoice Amount, Shipping Weight, or Order Qty). Fill out the table with the corresponding shipping charges based on range values you establish (as shown below):
You should consider the following when creating a rule according to the 'Weight of the Shipment':
- If you leave the Domestic column blank, this shipping method will only be available to International Orders. If you leave the International column blank, this shipping method will only be available to Domestic orders.
- This shipping method will only be offered to those orders whose invoice amount or total weight is within one of the ranges specified by you in the table. If the invoice amount or total weight is not in the table's range, this shipping method will not be offered. If you run out of space on this table (not enough rows), you can always create a new Shipping Rule, continuing the range from where this first table left off.
- Using this option, you can also set up a free shipping method based on the total Invoice Amount (i.e Free Shipping for Orders over $100). If you would like to do this, while defining the chart, once you reach a specific price range, you can set the actual shipping charge to "0", or simply only fill out the chart with the range that the method is offered for (from 100 to 999999, charge $0).
Option 2 -"Specify a percentage from the total 'Invoice Amount'" - Enter a percentage of the cost of the shopping cart contents to obtain a shipping cost. A minimum charge can apply if the percentage does not meet the minimum amount.
Option 3 -"Specify a minimum charge plus a percentage from the total 'Invoice Amount'" - Set a minimum charge and add a percentage (surcharge) from the price of the shopping cart contents to obtain the total shipping cost. The difference between Option 2 and Option 3, is that Option 3 automatically charges the Minimum charge AND adds the specified percentage on top of the minimum; Meanwhile Option 2 ONLY charges the minimum charge IF the percentage of the total invoice amount is not equal to or greater than the minimum charge, yet it does not include the percentage at all.
Option 4 - "Charge according to the sub-total, shipping weight, or order qty by State" - Select the calculation method that applies (Establish Rule Based On: Invoice Amount, Shipping Weight, or Order Qty). Fill out the table with the corresponding shipping charges based on a range of values you establish and by state or groups of states (you can add different rules for each state or for a group of states).
NOTE: The shipping method will ONLY be offered to the states that are added to the list.
Option 5 - "Charge according to the sub-total, shipping weight, or order qty by Zip / Postal Code" - Select the calculation method that applies (Establish Rule Based On: Invoice Amount, Shipping Weight, or Order Qty). Fill out the table with the corresponding shipping charges based on a range of values you establish and by zip or postal codes, or by groups of zip/postal codes (you can add different rules for each zip code or for a group of zip codes).
NOTE: The shipping method will ONLY be offered to the zip / postal codes that are added to the list.
Option 6 - "Charge according to the sub-total, shipping weight, or order qty by Countries" - Select the calculation method that applies (Establish Rule Based On: Invoice Amount, Shipping Weight, or Order Qty). Fill out the table with the corresponding shipping charges based on a range of values you establish and by Country or Countries (you can add different rules for each country or for a group of countries).
NOTE: The shipping method will ONLY be offered to the countries that are added to the list.
Alternate Shipping Methods:
In addition to real-time quotes offered by major carriers, you can offer your customers Alternate Shipping Methods ("Customer Pick Up", "Customer's Carrier" and "To Be Arranged"). No shipping charges will be applied when selecting either "Customer Pick Up", "Customer's Carrier" or "To Be Arranged": If a customer selects any of these options, the system will skip the Shipping Cost Calculation process, and no shipping charges will be added to the shopping cart checkout.
Add a Free Shipping Method:
Only enter a name for a Free Shipping Method if you are offering Free Shipping to all of your orders, as anything entered here will offer this free method to all of your orders for any products on your site.
Additional Shipping Settings:
Flat Rate Handling:
By entering a Flat Rate Handling fee here, the fee entered will be added to ALL of your shipping methods in addition to the original shipping price, even if the original shipping price is 0.
If this option is checked, insurance will be added to all Real-Time Carrier shipping methods and included in the shipping price.
My Boxes - Defining Box Sizes:
Once you have entered your shipping methods, click on the "My Boxes" button. A window will prompt you to specify or checkmark the dimensions of the boxes you use for packing / packaging your products. The FORTUNE3 Shopping Cart & E-Commerce Wizard software in conjunction with its back-end Box Consolidation calculation will arrange and "pack" your shopping cart contents into the minimum number of the smallest boxes possible from the boxes that you have either checked in the Screen or Custom Boxes that you have added to this screen. The FORTUNE3 Box Consolidation fills up your boxes up to a 90% filled capacity - you should always calculate that the boxes need to have 10% of the space of their volumetric dimensions - Length X Width X Height free.
NOTE: If the appropriate boxes are not added, problems with shipping costs when using Real-Time calculations can arise for orders with more than one product. This is because if several products of yours do not fit into one box, the system may calculate the shipping costs based on more than one box or package to be sent. To make sure that many products can fit into one box, add boxes that are big enough to fit several of your products.
Regular box dimensions for the 4 major US carriers, Australia Post, and Canada Post are pre-defined and displayed. Additionally you may select general use boxes which are not affiliated to any particular carrier or postal office. You may add or remove any of the pre-defined selections by clicking on the check box next to each entry.
Custom Boxes - You may also add your own custom box sizes by entering a Reference Name and the 4 corresponding dimensions ("L", "W", "H", "Lb"). Click "Add >>" to make them available for packaging. Added custom boxes will be displayed in the bottom-panel window. You may remove any addition by clicking on a selected entry; and then clicking on the "Delete" button. When you are satisfied with the boxes listed, click on "OK".
Box Consolidation / Packaging:
Setting up 'Custom Boxes' will enable the 'Shipping Consolidation' (packaging) feature, which may offer customers lower shipping prices for consolidating the products added to the shopping cart in as few boxes as possible.
The 'Box Consolidation' calculation is performed during the shopping-cart checkout process, prior to the 'Shipping Cost Calculation'.
Two or more items may be placed into a larger box whose dimensions exceed those of each individual item and the total volume of the items being consolidated. FORTUNE3's back-end E-Commerce Shopping Cart software uses logical conditions and math algorithms to consolidate the items into a minimum number of Custom Boxes. A 10% security factor for packaging materials is taken into consideration to always fit the overall volume.
In order for your company to use this state-of-the-art algorithm, you must specify the boxes and/or containers that are available in your company for packaging products. Please note, while the consolidation system is accurate, it defaults to a cautious estimation. You must make sure that you enter each product's dimensions accurately, entering the dimensions of each product as it is packed in the box (if folded, enter the dimensions when folded). In cases where a product's shape or dimensions are irregular, the consolidations may yield an inaccurate result. When a product has an irregular shape (tube, triangle, etc.), we recommend that you adjust the dimensions accordingly in the product's properties window in the Wizard's "My Products" section.
Ship From Address:
This option should be selected and edited only if your company ships from an address other than the company's main address specified in the "Company Information" section. Shipping costs will be calculated accordingly, as if the packages were departing from this address:
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