Shipping Matrix Rates

Size: px

Start display at page:

Download "Shipping Matrix Rates"

Loreen Cox
6 years ago
Views:

1 Shipping Matrix Rates for Magento 2 Extension for Magento 2 User Guide

2 Table of contents 1. Module Features 2. Module Configuration 3. CSV-file Configuration 4. Filtering According to the Postal Codes 5. Formula Configuration of the Shipping Calculation Price 6. Example of the Formula Calculation

3 Module Features Shipping is one of the most necessary thing in ecommerce business. Nowadays customers want to receive their packages as soon as possible and in the most convenient way. That's why, if you want to increase the success of your store it would be great to offer to your customers different shipping methods. We would like to offer you the Shipping Matrix Rates extension. The Shipping Matrix Rates extension is the great solution for your Magento store if you want to offer different shipping options to your customers based on their locations. This extension will help you to create different shipping rates based on destination, shipping method, weight, price, customer groups, quantity. Key Features: 1. no coding is required to change prices, add rates. Just create csv-file and make changes there. The Shipping Matrix Rates extension allows you to change prices, add rates with the help of csv-file. You don't need to have specific coding knowledge to change prices. You can specify one country or all countries using "*" sign, use numeric zip ranges and several states, separated by comma. For example, if you specify the "0" sign for the "Price From" field and "60" for "Price To" field, the rate will be applied to all orders with the price between 0 and Set special Magento shipping rates for a certain group of products, customer group. You can assign specific price for group of products, customer groups. 3. Zip-code based filtering. Also you can apply specific price based on zip-code filtering. Just type which zip-code should be filtered. Of course, it is supported for numerical zip-code ranges, for example, if you want to specify a price that applies to all postcodes within the range just enter necessary data in csv-file and all changes will be applied. in Also with the help of this extension non-numeric codes can be filtered. For example, ranges for Netherlands PostCodes and similar (e.g. from AB2 to AB12) are also supported.

4 4. Simplify your administrative work Make your work easier and faster for you by defining, maintaining and modifying your shipping rates. Now with the Shipping Matrix Rates extension you have an excellent solution that will help an administrator to define multiple shipping rates to display to a customer. Let's suppose, that you want to offer UPS and Parcelforce with different prices to US and Europe. The Shipping Matrix Rates can help you with that. Just enter the necessary data in the csv-file and upload the file into module configuration and all changes will be applied. You can create as many shipping rates with different data and conditions as you want. It's all up to you now. 5. Rates calculation based on a number of criteria If you want to use advanced Magento shipping matrix rates calculator, you should specify concrete country, state/region, weight, price, quantity, shipping group, customer group parameters to calculate the shipping prices. For example, this extension allows you to set $20 rate for orders, which weigh between 3 and 7 pounds, price between $12 and $25, when 4 or fewer items are purchased. 6. Rate variants to suit all possible requirements With the Shipping Matrix Rates extension you can create any possible rate variants. For example, you have products located in NY and you should send the products to CA and Texas. And of course, the shipping rates for each city will differ. It depends on destination, weight, price. Or you can offer free shipping if a customer buys more than 5 items. It's all up to you. 7. Allows multiple postage rates to be displayed for the customer to choose in particular country/city/region/zip-code/condition range, where condition can be weight, price, destination, quantity.

5 Module Configuration

6 Enabled - to enable the Shipping Matrix Rates extension select yes Title - the title of the shipping groups that is shown to the user

Condition - the methods of products processing in the cart Per Item Calculating - the shipping price is multiplied by each item. Obtained results for each product are summed up.

7 Condition - the methods of products processing in the cart Per Item Calculating - the shipping price is multiplied by each item. Obtained results for each product are summed up. For example, if in the csv-file the shipping price is $20 and a customer has added 3 items (it can be not identical items), the shipping price will be $60. Per Row Calculating - the shipping price is calculated per row. Let s suppose that shipping price is $20. If a customer has in the cart 2 row of items, and in the first row one has 3 identical products and in the second row one has 1 item, the price will be $40. Because the customer has only 2 rows in the cart and it doesn t matter how much items are in each row. Shipping Group Calculating - before price calculating, the items are gathered by groups according to the product s attribute Shipping Group. Obtained results for each group are summed up. Highest Group Price Calculating - the items are gathered by groups and the rate/result is selected with the highest group price. Include Virtual Products in Price Calculation - if you want include virtual products in price calculation, select yes ; Use Product Price in Base Currency - if you want to use product price in base currency, select yes ; Use Product Price incl Tax - if you want to use product price including tax, select yes ; Use Product Price with Discount - if you want to use product price with discount, select yes ; Export/Import - csv-file uploading. These fields are available if the Store View is Main Website but not Default View ; Calculate Handling Fee - the selection of the payment method for packing (fixed, percent);

8 ZipCode Max Length - is used, if it is necessary to limit the quantity of zip/-postcodes characters that will be used for delivery methods during searching. It is used only for numeric and numeric-alphabetical codes. 0 - means that code won t be shortened; Displayed Error Message - you can type an error message in this field in case when some error is occured; Ship to Applicable Countries - if you want to create shipping methods for all countries, select All Allowed Countries. But if you want to create shipping methods only for some countries, then select Specific Countries ; Ship to Specific Countries - here you can choose for which specific countries you want to create shipping methods with the help of module; Show Method if not Applicable - if you don t want to show method when it is not applicable, then select no.

9 CSV-file Configuration This example of shipping matrix rate was created in Excel. Then it should be converted to CSV-file. Country - enter country code according to the ISO alpha-2 or alpha-3 codes. You can enter one or some countries enumerated with comma. If you want to apply the shipping method to all countries, enter * sign; Region/State - region or state of the country are enumerated with comma (available only for such countries as ( ISO alpha-2): AT, BR, CA, CH, DE, EE, ES, FI, FR, LT, LV, RO, US or * sign for all regions/states; City - enter the name of the city or enter * sign for all cities; Zip From - enter postal code, one or several enumerated with comma or the * sign for all codes. Also you can enter the first numbers of postal codes. For example, you want to apply the shipping method only for postal codes that have 12 the initial numbers. To receive more detailed information about postal codes filtering, see the Filtering according to the postal codes ; Zip To - enter the last numbers from the range of the postal code, one or several enumerated with comma or * sign for all codes; Weight From - enter the weight of the product or group of products. If you have no weight limit for shipping method, enter the * sign for all products with any weight;

10 Weight To - enter the weight of the product or group of products. If you want to set up weight limit, then enter in this field such limit. But if you don t have weight limit, enter the * sign; Qty From - enter the minimum products quantity rate with which the shipping method will be created. But if you don t have limitation for products quantity, then enter in this field the * sign; Qty To - enter the maximum products quantity rate with which the shipping method will be created. But if you don t have limitation for products quantity, then enter in this field the * sign; Price From - enter the minimum price rate with which the shipping method will be created. If you have no price limit, enter in this field the * sign; Price To - enter the maximum price rate with which the shipping method will be created. If you have no price limit, enter in this field the * ; Shipping Group - the name of shipping group with which the shipping method will be created. Enter the * sign, if you want to create the shipping method for all shipping groups in your store; Customer Group - the customer group (General, Wholesale, Retailer etc.) with which the shipping method will be created. Enter the * sign, if you want to create the shipping method for all shipping groups in your store;

Calculation Logic - logic of shipping calculation, one or several enumerated with comma or enter the * sign, if you don t want to use calculation logic.

11 Calculation Logic - logic of shipping calculation, one or several enumerated with comma or enter the * sign, if you don t want to use calculation logic. The final shipping price will be as in the Shipping Price field. To receive more detailed information how to use calculation logic, see Formulas Configuration of the Shipping Calculation Price ; Shipping Price - the shipping price of the shipping method. Also is used as the key value for the Calculation Logic field, to calculate the price with formula; Cost - shipping cost (this field is not used in calculation); Delivery Methods - the name of delivery method; Notes - enter necessary notes if you need it. CSV-file example:

12 Filtering According to the Postal Codes To filter the shipping methods according to the postal codes, such value can be requested: concrete zip-codes, one or several enumerated with comma (in the Zip From field). For example: 9878 (numeric codes in the countries like Austria); 1234 AB (alphanumeric in the countries like Netherlands); A5B 2C3, AB12 3CD (alphanumeric in the countries like Canada, United Kingdom); range of zip-codes: the first value in the Zip From field and the last value in the Zip To field. It is supported for numeric and alphanumeric zip-codes. For example: Zip From: 9800, Zip To: 9899; Zip From: 1230, Zip To: if it is Netherlands, then it will be right for zip-codes where numeric part is from 1230 to 1249 with random alphabetical characters in the end; template, using special characters (in the Zip From field): % - random quantity of different characters, _ - one random character. For example: AB12% - will be right for all zip-codes that begin from AB12 ; AB will be right for all zip-codes that begin from AB12 3_, consisted of 8 characters and have 2 random last characters. Particular Features for Canada The following search variants are possible for Canada: by using concrete value (one or several enumerated with comma). Also it is possible to use templates with characters substitute: %, _ ; by using the value range. For searching, the first three characters are taken, for example: Zip From: A0A, Zip To: A9A - will be right for codes where the first three characters will be from A0A to A9Z, the third character doesn t influence on search results.

13 Particular Features for United Kingdom Only concrete search with template usage is possible for United Kingdom. For example, if the code is AB12 3CD, then to filter the postcodes it is possible to enter such values in the Zip From field: AB12 3CD - a search would match completely; AB12 - matches the first part of the code (Outward code); AB - searches the Postal code Area of the Outward code ; AB12 3%, AB12 3_ - the search with template usage. Particular Features for numeric codes that have two parts divided by hyphen for such countries as USA, Brasil etc. To filter the codes as such values can be entered: search on complete match by the field; search on complete match, excluding the hyphen; search on complete match of the first part; Zip From: 12300, Zip To: search on values range of the first part; 123% - search with template usage. Notes: if in the module configuration, the ZipCode Max Length parameter is higher than 0, then before the search, the zip-code that is entered by a customer will be shortened to the characters quantity that was set up in the settings. It works only with numeric code and alphanumeric code.

14 Formula Configuration of the Shipping Calculation Price A value is entered in the Calculation Logic field of the csv-file. One or several formulas are enumerated with semicolon. If you don t need to use formulas in calculation, enter the * sign. It is possible to use formulas that are enumerated as a follow-up (before implementation, the list will be sorted out, if the input formulas are in a different order): LOWEST_RESULT - this formula chooses the lowest result among other formulas in the Calculation Logic field. It s minimal result selection of formulas calculation that will be completed the next one. Covered by the next methods; HIGHEST_RESULT - this formula chooses the highest result among other formulas in the Calculation Logic field. It s the maximal result selection of formulas calculation that will be completed the next one. Covered by the next methods; SUM - all formulas will be summed up. If this formula in the list, then all formula calculation results, that are completed the next one, will be summed up; PERCENT (value) - calculates the shipping price according to the percent value. For example, item s price - $200, formula - PERCENT (25), RESULT - 200*25% = 50; OVER_WEIGHT (increase_weight*increase_value*ceil ) - calculates the shipping price according to the weight that exceeds fixed minimum value (the Weight From column) multiplied by weight price that increases. If the ceil is used, then the product s weight rounds up to the whole value. For example: a value in the Weight From column - 10, the product s/group s weight , the formula OVER_WEIGHT (0.5*5), the result - ( )/0.5*5 = 15; a value in the Weight From column - 10, the product s/group s weight , the formula OVER_WEIGHT (0.5*5*ceil), ceil(11.5)=12, the result (12-10)/0.5*5=20;

15 FULL_WEIGHT (increase_weight*increase_value*ceil) - calculates the shipping price according to the weight multiplied by item s weight price. If the ceil is used, then the product s weight rounds up to the whole value (the example of ceil usage, see in the OVER_WEIGHT formula). For example: product s/group s weight - 12, formula FULL_WEIGHT(0.5*5), the result - 12/0.5*5=120; EXTRA_ITEM(qty*value) - fixed price value, that is added to the previous calculation results to each quantity item that exceeds the value in the Qty From column; EXTRA(value) - fixed price value that is added to the final calculation result; ROUND(precision:direction:ending) - rounding of the calculation result. As an argument it is assigned the validity, the direction and the ending of the rounding number that is divided by colon. Precision - characters quantity after colon, by default - 2 (it is true when direction has normal value, in other it is rounded to the whole number); direction - direction (up/down/normal), by default - normal ; ending - ending. For example: the results of previous calculation operations , formula - ROUND (:normal:99), result ; MIN(value) - this value is set up if the result of previous calculation operations is lower than the assigned formula s value as an argument; MAX(value) - this value is set up if the result of previous calculation operations is higher than assigned formula s value as an argument.

16 Example of the formula calculation: Item: price 14$, weight - 1.2, qty - 7, Rate: Qty From - 2, Weight From - 1, Shipping Price - 15$. Calculation Logic Shipping Price 15 PERCENT(10) 14 * 10% = 1.4 OVER_WEIGHT(0. 1*2) OVER_WEIGHT(0. 1*2*ceil) FULL_WEIGHT(0. 1*2) FULL_WEIGHT(0. 1*2*ceil) (1.2-1) / 0.1 * 2 = 4 (ceil(1.2) - 1) / 0.1 * 2 = / 0.1 * 2 = 24 ceil(1.2) / 0.1 * 2 = 40 LOWEST_RES ULT HIGHEST_RES ULT SUM The result of previous calculation operations EXTRA_ITEM(3*5 ) = = = ceil((7-2) / 3) * 5 = 10 EXTRA(25) 25 Result = = = 139.4

17 ROUND(2:up:99) ROUND(2:normal :55) ROUND(2:d own:77) ROUND() MIN(60) MAX(120)

18 Example of how the customer will see the shipping methods that were created in the csv-file:

19 Thank you! Your feedback is absolutely welcome!

Magento Extension User Guide SHIPPING MATRIX RATES. for Magento 2

Magento Extension User Guide SHIPPING MATRIX RATES for Magento 2 Table of contents 1. Key Features 1.1. Create rates from multiple product criteria 1.2. Use product or customer groups to define shipping