Rates at checkout: the breakdown

Let's break it down:

SERVICE LEVELS:

Set up your rates that you want to charge at checkout. Users can either add a rate to an existing service level, or create a whole new service level. The rates can either be a dynamic rate (previously known as Real-Time Rates) or fixed rates. Users can create as many service levels or rates as required. 

Please note: Users are able to configure multiple rates and the conditions are allowed to overlap. In such a case the cheapest rate will be selected. There is one exception to this and that is when a No rate configuration was matched.

 

Create service level:

To create a service level, complete the relevant fields as required. The service level name is the name of the rate that will be presented to customers at checkout, while the handling time and delivery time can also be modified to suit your processes. Ensure that the service level is enabled if you would like it to be active.

  • HANDLING TIME:
    Additional time for preparing the shipment that can be added to rates to give customers a better idea of expected delivery time.
  • DELIVERY TIME:
    When using a fixed rate, the user can specify the delivery time for the applicable service level. The calculated time includes weekends and public holidays. 
  • ADVANCED OPTIONS:
    Liability, or insurance, can be added for each service level as an optional feature to cover the cost of lost or damaged items. Here you can also add liability cover for dynamic rates. Toggle the button under advanced options to use courier liability cover for dynamic rates which automatically calculates the liability cover based on the courier selected.

 

Rates set-up:

Users can create multiple rates under a service level. Each rate has its own criteria and if multiple rates are matched on a single request, the cheapest rate will be returned. To set up a rate, a delivery area must be added, and the weight and order value must be specified. The specific type of rate required can then be selected:

  • Dynamic rate
  • Fixed rate
  • Formula
  • No rate

 

Dynamic Rate:

These rates are determined by uAfrica, based on all integrated couriers. The rates are based on cached rates gathered for each service level, each zone and each courier. *Note: Dynamic Rates are not Real-Time Rates.

  • PREFERRED SERVICE LEVEL TYPE:
    All courier service levels are categorised by uAfrica into one of two types namely Economy or Express. Users have the ability to select whether rates returned should be from a list of the economy or express service levels. Only one can be selected.
  • PREFERRED COURIER:
    The default selection for the preferred courier will be “Cheapest”, and this will return the cheapest available option to the customer at checkout. You can also select all courier partners as a preferred courier. This will display the cheapest Economy rate from all courier partners at checkout as opposed to only one courier rate.
  • HANDLING FEE:
    An amount can be added to the rate returned by the courier to cover packaging and handling costs that the account might incur.
  • ROUNDING:
    Four rounding options are available to round the returned rate if required, namely, no rounding, and rounding up to the nearest 1, 5 or 10.

 

Fixed Rate:

This is a single, fixed rate charged to customers at checkout when specific conditions are met. For free shipping to be applied, a fixed rate of zero can be configured.

 

Formula Rate:

A formula can be configured to return rates at checkout within the bounds of the criteria based on a minimum charge and a minimum weight, with a rate per kilogram thereafter.

  • MIN CHARGE
    The minimum charge applied to the rate.
  • MIN WEIGHT
    The minimum weight where the rate is applied (this can also be removed to comply with the weight conditions).
  • RATE PER KG THEREAFTER
    The amount to be applied for each additional kilogram after the minimum weight is reached.

 

No Rate:

This rate option can be selected if users do not want to service a specific area, and thus, will return no rates if the criteria is met.

SURCHARGES:

Surcharges are charged in addition to the normal courier rates, and are applied separately to the collection and delivery areas not within the established courier routes. Some remote areas may have special surcharges or require special arrangements.

In setting up rates at checkout, users can set up surcharges as a fixed price for matched zones/tags to ensure that the surcharge cost is covered by the rate charged at checkout.

Users can create surcharges by selecting zones and tags from the surcharge map on uAfrica. It is important to note that these surcharges are not linked to any service levels and are global.

HISTORY:

Keep track of past records and returned rates under History. The data captured includes the channel from which the rate was requested, the timestamp of this transaction, the customer’s postal code, the price and weight of the basket, and the shipping rate charged  at checkout. 

MAP:

uAfrica has created maps determining Local, Main Centre and Regional areas based on the different postal code classification of the various couriers. These maps give users a better indication of what is classified as a local, main centre or regional delivery by the couriers.

SETTINGS:

  • DEFAULTS
    This fallback rate will only be shown if the collection or delivery address cannot be geocoded. 
  • INSTALLED CHANNELS
    Rates at Checkout is used by sales channels to fetch shipping rates that are charged to customers at checkout. The sales channels that support rates at checkout can be managed here.