Sections:

I. Introduction

II. Instructions



I. Introduction


THIS IS NOT TO BE CONFUSED WITH MAPPING ITEMS


In order for ShipMonk to process your orders, we require that you map the shipping options you offer to your customer at checkout on your store (Free Shipping, Standard Shipping, Rush Shipping, etc, are some examples) to the carriers and methods we have available (DHL eCommerce Expedited, USPS Priority Mail, FedEx Smart Post, etc.)



For this support document, we will be providing instructions on how to map your shipping options using the example shipping methods in the chart below. These hypothetical options would display (to customers) on an eCommerce store at checkout. Your shipping options may look similar or very different, but either way the mapping process is universal to any stores needs and can be adjusted to your liking. 

   

Type    
Delivery Time
Cost to Customer
Free Shipping (all U.S. orders)
5 - 7 days
FREE
Economy
2 - 5 days
$
Domestic Express
2 days
$$
Domestic Overnight
Next day at 12pm
$$$
International Economy
4 - 10 days
$$
International Express
2 - 4 days
$$$



If you want a detailed explanation for each option and our recommendation on what would work best for your storefront, visit our blog article on the subject.




II. Instructions


There are two methods you can use to map shipping: 

1. The proactive method in which you map the shipping settings BEFORE you receive orders

2. The reactive method where you map AFTER you receive orders


We will cover both methods in this set of instructions. 




1. Proactive Method


Step 1. Hover over the settings gear at the top-right hand portion of the page and click "Stores". Find your store and click "View" to expand the settings for that store.





Step 2. Scroll down to the "Shipping Mapping" section 






Step 3. Click "Add new". Type the name of your first shipping option in the "Requested shipping service from marketplace" section EXACTLY as it would appear in your checkout page. It must be identical for our system to map it properly. 


*NOTE* For these instructions, please remember to reference the chart in the Introduction section for the example options we'll be using. We'll be starting with Free Shipping (all U.S. orders). Notice how it's entered in verbatim as it's displayed in the chart. 





Step 4. Choose your primary and secondary carriers and methods. For this example we chose DHL eCommerce Light Weight Expedited (0-16oz) and FedEx SmartPost. We're leaving "International" and "Outlying Islands" alone because this shipping option is only available to Domestic U.S. orders. 


Also, notice the circle with the dot in the center next to the toolbar for "DHL eCommerce Light Weight Expedited (0-16oz)". This is the selector to "Prioritize" a certain shipping method. Please click this button for your primary shipping method. This way we know to use it by default.


We consider DHL eCommerce to be the most economical and efficient for orders weighing one pound or less, so we made that the prioritized shipping method. Should the item be more than a pound, it would automatically default to FedEx SmartPost.



*NOTE* For our list of Outlying Islands and compatible shipping methods CLICK HERE





You also have the ability to select the following carrier add-ons (if applicable depending on carrier & additional fees may apply):

  • Saturday delivery
    • A Saturday delivery charge is an added fee to supported shipping services for carriers to deliver a package to a recipient on Saturday, rather than the usual business days of Monday-Friday.
  • Signature required
    • When selected the carrier will require the package recipient or an authorized adult to be present upon and sign that they received their package. This is considered a value-added service and additional fees may apply.
  • Bill duties and taxes to shipper (international shipments only)
    • If you select this option, the duties and taxes will be charged directly to you and not the recipient of your shipment. The duties vary depending on the country, but a rough rule of thumb is 15% of the retail value of the shipment will be billed to your account during the period adjustments.



To include an add-on, click "Add" in the shipping mapping window, select a carrier, and on the right you will see a box with the shipping method you've chosen. Should add-ons be available for that carrier and method, they will appear in that box as checkboxes. Simply check the add-ons you want. If you wish to select or deselect an add-on after you've added a shipping method, click the wrench icon for that method and and a window will pop up with the add-on checkboxes that you can then select or deselect.





OPTIONAL: "Let ShipMonk Choose" is no longer a Shipping Method. "Let ShipMonk Choose" is now a template that when clicked will auto-populate the most economical methods for Domestic, International, and Outlying Islands. You can add/remove/edit the methods as needed.





Step 5. Click "Apply" and your shipping option will be mapped and show up in the table below. To make changes, you can click "Edit" on the far right.





Step 6. Repeat steps 3-5 for each Shipping Option you offer.  





You're done! Should you ever change or add another shipping option to your store please follow steps 1-5 again to properly map it. 





2. Reactive Method 


Step 1. Hover over "Orders" and click "Action Required" 





Step 2. Find orders that say "Invalid or not chosen shipping method" under "Order Status" and click on the "Order Number" for any of those orders. For this set of instructions, we'll be clicking on order number 276447 which is highlighted in yellow. 





Step 3. In the "Packaging and Shipping" of the order details page. Notice how "Requested Shipping Service" is outlined in orange. That signifies that a change needs to be made. In this case, we need to map "Express Shipping" to a carrier and method because it hasn't been done; therefore, the order cannot be submitted for fulfillment. 





Step 4. In the pop-up window select your primary and backup method(s) and click "Apply"



*NOTE* For our list of Outlying Islands and compatible shipping methods CLICK HERE





You'll now notice next to "Shipping Service" that it shows the primary method you've chosen in the pop-up window. Now that the method is selected in ShipMonk for the Requested Shipping Service, the system will automatically apply that method to the current and future orders with the same Requested Shipping Service.





Also, at the top of the page where it says "Status", the status of that order will change to "Processing" indicating that the changes were successful and the order is now being processed before submitting for fulfillment. 





You're done! Follow steps 1-4 if necessary for any other orders in "Action Required" that display "Invalid or not chosen shipping method"