Shipping Zones


The regions and countries that you ship to are known as shipping zones. Each shipping zone includes shipping rates that apply to customers whose addresses are within that zone. Shipping zones are used to automatically calculate shipping rates for your customers. You can view your shipping zones by going to Settings -> Reference Books -> Other Items -> Shipping Zones.


Prerequisites


  1. Create a new Shipping Zone
  2. Apply Shipping Zone to a DEAR order
  3. Apply Shipping Zone to a B2B order



Create a new Shipping Zone

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NOTE:  Shipping Zones must be Enabled by the toggle in the top-right corner to be applied to orders. 


To create a new shipping zone:

  1. Go to Settings -> Reference Books -> Other Items -> Shipping Zones. There are two shipping zone options: +Shipping Zone for specific zones limited to countries or regions or countries, and +Rest of World for any region not covered by the specific zones.


  1. Click +Shipping Zone and enter a Name for your zone. Select the Tax Rule that will apply to that shipping zone. (NOTE: Check with your bookkeeper or accountant to verify what taxes should be applied to shipping).
  2. Choose a Default Shipping Cost for the shipping zone.


  1. Add countries to your Shipping Zone. At least one country or region must be added to the shipping zone for it to be valid.
  2. Click + in the Countries section and choose a country from the dropdown list. By default, the Whole Country box is checked. To exclude regions from the Shipping Zone (in this case, the shipping zone is Continental United States so Hawaii is excluded), uncheck the Whole Country box and click regions to exclude them.
  3. Click Save to go back to the Shipping Zone screen.

  1. You can now Save your Shipping Zone or add more complex Price-based and Weight-based rates. 




Add Price-based Rates to a Shipping Zone

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You can add default rates to your shipping zone based on the total value of the order, for example free or reduced shipping over a certain amount. 


To add a price-based rate to a shipping zone:

  1. Select an existing Shipping Zone or create a new one. 
  2. Use the toggle to change the Tax Status if necessary.
  3. Click + under Price-based Rates to add a new rate. Enter a description.
  4. Choose the Shipping Rate. You can add as many price-based rates as you wish.
  5. Save the Shipping Zone to apply changes. 



Add Weight-based Rates to a Shipping Zone

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You can add default rates to your shipping zone based on the total weight of the order, for example a cut-off for free shipping. 


NOTE: DEAR Systems does not enforce certain weight units. To use weight-based criteria, check that the default weight units are correctly set. If weight units are set to another unit of measurement, it will be converted to the tenant default. To see or edit your organisation's default weight units, go to Settings -> General Settings -> Product & Measurements Settings. 


Weight should also be set for each product at product level, otherwise it will be considered as zero. Go to Products -> Products and select individual products to change this setting. 




To add a weight-based rate to a shipping zone:

  1. Select an existing Shipping Zone or create a new one. 
  2. Click + under Weight-based Rates to add a new rate. Enter a description.
  3. Choose the Shipping Rate. You can add as many weight-based rates as you wish.
  4. Save the Shipping Zone to apply changes. 



Rest of the World Shipping Zone

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The Rest of the World Shipping Zone applies to any area that has not been assigned to a specific zone. Price and weight-based rates cannot be applied. 


To set rates for Rest of the World:

  1. Select the appropriate Tax Status
  2. Enter the default Shipping Rate
  3. Save your changes



Apply Shipping Zones to a DEAR Order

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Shipping Zone Rates are applied to a DEAR order at the Quote or Order stage. For more information about the sale process, see Processing a Sale


To apply shipping zone rates to a DEAR sale:

  1. Create a new sale or open an existing sale at the Quote or Order stage.
  2. Fill in the document header. Ensure the Shipping Address is correct – this is what will be used to calculate the shipping rate. 
  3. Add items to the order.
  4. In the Additional Charges section, click Get Shipping Rates to calculate them automatically. You can edit the shipping rates manually if necessary.
  5. Continue with the sale as usual.  


Apply Shipping Zones to a B2B Order

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Shipping Zones need to be enabled in the B2B integration before they can be applied to orders through the B2B portal.


To enable shipping zones in B2B:

  1. Go to Integration -> B2B -> [Store name]
  2. In the Setup tab, look for the Shipping Service option - this should be changed from Manual Shipping Methods to Shipping Zones. 
  3. Save your changes. 



To apply shipping zone rates to a B2B order:

  1. Process a sale in your B2B portal as usual and go to the Checkout.
  2. In the Shipping Method section, select a Shipping Zone from the list of options.

  1. Pay and confirm order - shipping zone rates are applied automatically.