How do I setup my shipping matrix/rates?



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There are a number of elements to the shipping system:

Each element needs to be configured and linked to each other in order for the shipping to work correctly. This configured system is referred to as the Shipping Matrix. At any stage of the configuration, you can check the mapping / your progress by going to: Shipping > Shipping Matrix Overview.



Below is brief overview of each of these sections:

  1. Shipping Zones

    Shipping zones are sets of postcodes grouped together due to close geographical proximity. Shipping zones are different for each carrier, and can even be different depending on your account type. Zones are what define which shipping service will permit delivery to which area.

  2. Shipping Service & Rates

    Services and rates are what define the cost for a shipping service. Shipping Zones are linked to the service & rates, so that you can set the applicable charge for each zone. You can also define additional charges here, such as handling fees or fuel levies.

  3. Shipping Categories

    Shipping categories are used to link specific products to a Shipping Service/Rates. Your system is configured with two shipping categories: Default and Dangerous goods. For example, you can assign the Dangerous Goods shipping category to a product to ensure that this product is only shipped by road and not air.

  4. Shipping Methods

    Shipping methods link your Shipping Categories to the Shipping Service/Rates, and are visible to the customer.

    When shipping is calculated in checkout or on the product page, the matrix is queries the Shipping Category to determine what Shipping Methods are available. With this information, the linked Service & Rates are calculated based on the customers suburb/postcode, so that the shipping cost can be returned to the customer.

  5. Labelling & Carrier Configuration

    This element of the system links your integrated carrier account to your control panel to produce shipping labels. If you are not using the carrier integration module, or are using a non integrated carrier, you can link your services to a universal option to print plain address labels.

  6. Shipping Manifests

    When your integrated carrier account is configured in your control panel, electronic manifests are generated as part of the pack process. These manifests can be submitted to the carrier at the push of a button.

Set Up Shipping Zones

Neto comes pre-loaded with zones for many popular shipping services, such as eParcel, Couriers Please, Startrack, TNT and Toll. You can also import shipping zones using the zone import template if your carrier zones are not provided or you need to create custom zones. Please note that carriers can change or update shipping zones from time to time. For this reason, we recommend always importing shipping zones received directly from the carrier.

  1. From the Neto Dashboard navigate to Setup & Tools > Shipping.



  2. Select Shipping Zones.



  3. Click on Import Shipping Zones.



  4. Download the Shipping Zone .CSV Template File and save it to your computer.



  5. Populate the spreadsheet using the zone data provided to you by your carrier. You can request this information from your account manager, but be sure to request it in an excel or CSV format, so it is easily copied into the import template. Be sure to save it as a CSV format when done.

  6. From the shipping zone import screen select Choose File and locate your saved file.



  7. Check the Test Upload button and click Upload file.



  8. A preview of the upload file will be displayed. Ensure that the data is correct, and if any errors are displayed, correct these in your CSV file and repeat the previous steps.



  9. When you are satisfied with the data, uncheck Test Upload and click Upload File.

    You will receive a success message at the top of the screen when these zones have been successfully imported.

Set Up Shipping Services & Rates

  1. From the Neto Dashboard, go to Setup & tools > Shipping



  2. Select Shipping Services & Rates and click Add New.



  3. Populate the below fields as required and Save.



    Field Name Field Description
    Name The name of the shipping method that appears in your order tracking emails.
    Charge Type Determines how you will charge for shipping. See table below for more information.
    Status Toggles the rate table as active or inactive.
    Internal Description The name of the shipping method that appears in your order tracking emails.
    Tracking URL The tracking url is emailed to the customer on dispatch of their goods so they can check the status of their delivery.
    Cubic weight modifier How many kilograms equal 1 cubic meter (determined by your carrier).
    Packaging allowance % or kg Buffer to the calculate order weight with which shipping charges are calculated (not visible to customer).
    Fuel levy % or $ The percentage or dollar value added here will increased the system calculated shipping rates by this value (not visible to customer).
    Handling cost The value added here will increased the system calculated shipping rates by this value (not visible to customer).
    Maximum Length The upper size that your carrier will ship (determined by your carrier).
    Minimum Charge The minimum that will be charged for this shipping method regardless of the rates defined
    Maximum Charge The maximum that will be charged for this shipping method regardless of the rates defined
    GST Checking Prices Are GST Inclusive will tell the system not to add gst to the shipping cost.
    Ship To PO Box THis will tell the system that this shipping method is available to PO box addresses.
    Ignore Physical Weight Of Products Selecting this will mean that only cubic weight is used.
    Round Up To Nearest kg This will tell the system to round all order weights up to the nearest kg.
    Thirdparty Name Used for tracking codes on eBay orders.
  4. Select the relevant zones and click Add Zones – this will populate the zone fields.



  5. Add the rate that you wish to charge for each zone, then Save And Close.



    Rates can also be imported from a data file. Please refer to our detailed instructions for information on uploading rates from a CSV spreadsheet.

Charge Types

In Neto you can charge for shipping in the following ways:

Charge Type Description
Fixed Rate By Product (Standard) Charge fixed shipping rates on an item by item basis. Only used when you have defined a set express or standard shipping price for individual items in your inventory table.
Fixed Rate By Carton Charge fixed shipping rates based on set quantities.
Fixed Rate By Item Qty Charge fixed shipping rates based on the item quantities and customers location.
Fixed Rate By InvoiceTotal Charge fixed shipping rates based on the invoice total and customers location.
Fixed Rate By Item Total Charge fixed shipping rates based on the total value of specifc items on an order and customers location.
Third Party Shipping Rate Uses the third party hosted calculator to calculate shipping totals based on weight/ cubic dimensions of order
Flat Rate Charge a flat shipping rate to specified locations regardless of order total or items on order.
Weight / Cubic Charge for shipping based on the calculated order weight, cubic dimensions and customers location.

Tracking URL’s

The shipping tracking urls for popular carriers are:

Carrier Tracking URL
Australia Post http://www.auspost.com.au/track/display.asp?id=#tracking_num#&type=consignment
Australian air express http://www.aae.com/track?consignment=#tracking_num#
Star track express http://www.startrackexpress.com.au/
Tnt http://www.tnt.com.au/
Toll ipec https://online.toll.com.au/trackandtrace/index.jsp
Direct freight http://www.directfreight.com.au/coads/consignment-status.html
Fastways http://www.fastway.com.au/1tracktrace.html

Set Up Shipping Categories

Shipping categories are only used when there is a need to separate products into different shipping options. This can be used to permit certain items to be shipped by a specific method or carrier, or to charge a different shipping cost for these items. If you do not have this requirement, you can simply use the Default shipping category.

To set up a shipping category:

  1. From the Neto Dashboard navigate to Setup & Tools > Shipping.



  2. Select Shipping Categories.



  3. Select Add New.



  4. Name the category and give it a Description (if required), then Save.



You will now be able to map these categories to services when adding a shipping method.

If you would like to have more than one service available under one method, you can either create several methods and map them individually or you can create several categories and map them under one shipping method. This latter option is required to offer a shipping total at checkout when different shipping services are required for one order.

Set Up Shipping Methods

Shipping methods are the services that are made available to customers on the website front end of your website or eBay. To add a new method

  1. From the Neto Dashboard navigate to Setup & Tools > Shipping.



  2. Select Shipping Methods.



  3. Click the green Add New button, and select Add New Method.



  4. Populate the fields required and Save.

Field Name Description
Id Generated automatically
Name The name of the shipping method that will be viewed by the customer. You can choose a broad option, like Standard Shipping or you can be specific, such as Australia Post Express Eparcel
Routing group Methods in the same routing group will be compared against each other, and only the cheapest method will be visible. Optional and can be left blank
Status This field controls whether the option is Active or Inactive in all parts of the system
Visible to customers This field controls whether the option is visible to customers on the website front end. You may choose to have shipping options that are active, but only available to staff or eBay
Visible on eBay This field controls whether the option is available to eBay orders so that you can have different shipping options for ebay and your website front end
Can deliver to PO box This field controls whether the option will display to an order with a po box address. It can be used to eliminate a shipping option for carriers that do not deliver to po boxes.This does not apply to ebay orders, as the address details are provided after the transaction has been completed
Minimum/maximum weight The minimum and maximum weight fields can be used to limit the availability of a shipping option based on weight
Description This information is visible by front end website customers, and can be used to provide further information regarding the service. For example, estimated shipping times, or the address for a pick up option.
Dispatch Email Text Additional information emailed to customer when an order is dispatched
Sort order This field controls the order that shipping options are presented both on the website front end, and in the control panel, and which of these is the default option
Pick up/delivery Set this method to a pick up option or delivery by a carrier
Product Type Used to set if the items will be physically shipped or delivered electronically
Minimum/maximum charge The minimum and maximum charge fields can be used to limit or set a base charge for this option.  If you do not set these, it will default to the charges in the shipping method.
This method is x when the order subtotal is over y You can choose to offer free or discounted shipping over a specific order subtotal by entering values in these fields
User Group Visibility This can be used to limit shipping options to specific groups on your website front end or control panel. For example, you could offer a better or faster shipping service, but make this available only to customers in group B. When all groups are ticked, this option will be made available to all customers
Map Your Shipping Categories To Shipping Services Add Shipping Categories applicable to your methods, and link them to Service/Rates. This determines which product (via the category) will have this method available as an option, and how shipping will be calculated from the rates
Map This Method To ebay Shipping Services Please refer to our guide on eBay Shipping Mapping
Shipping Method Delivery Availability Set the times and days when specific methods are available to be selected by customers. These settings should not be changed from the default unless you have very specific delivery requirements, as incorrect configuration can result in the customer being unable to checkout

Set Up Your Carrier & Label Configuration

If you are using an integrated carrier we will assist you to configure your shipping labels and manifests as part of the setup process. Please complete the shipping carrier setup form for each of the carriers you wish to use. You will also need to have your shipping methods setup for each carrier before the integration can be completed, as this is what the carrier integration is linked to.

If you are not using an integrated carrier you can use the Universal labels to link your method.

  1. From the Neto Dashboard navigate to Setup & Tools > Shipping.



  2. Select Carriers & Labels.



  3. Click on Add New and select the relevant carrier.



  4. Be sure to enter the Return Address details, and check the boxes of the shipping methods that you wish to link. Then Save & Close.



    If your return address details change or need to be updated you can edit these by opening the label and making the necessary changes.

Shipping Manifests

When using an integrated carrier, electronic manifests will automatically be created from the consignments generated when processing orders. Manifests can then be submitted to the carrier through your Neto control panel. Best practice is to submit your manifest only after the goods have been accepted by the carrier. Submitting a manifest is not a method of alerting the carrier that a pick up is required, so you will still need to book pickups in your usual manner.

To review and submit a manifest:

  1. From the Neto Dashboard navigate to Shipping > Shipping Manifests.



  2. Click on the Manifest # to open it and review the information. You must ensure that all information is correct, as this information is used by the carrier to invoice you.



  3. Once you have reviewed the manifest, it is ready to be submitted to the carrier by clicking Submit Manifest To Carrier.



    You will receive a green confirmation message when this has been successfully submitted.

    Once a manifest has been submitted, the system will automatically recognise this, and start a new manifest.


  • Last Modified: 26/04/2017 Neto Version: 6.8

     

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