Details the requirements for In-Cart Delivery Options and with a common use case, demonstrates how to use the feature's basic functions.
ShipStation's In-Cart Delivery Options allows you to configure rates for your customers to select during their checkout process. Enabling this feature will give you the ability to control which rates display to your customers while also allowing them to select their preferred service and carrier.
To send the rates you see in ShipStation for your customer to select during checkout, you will configure the carrier and service for each option and set the type of rate the options will use (live rate or flat rate). ShipStation will then send this information to your store for your customers to choose in their shopping cart.
In-Cart Delivery Options can be set up to use a flat rate, which allows you to apply the same price to all shipments regardless of shipping cost, or live rates, which pulls a rate from your carrier accounts for the services you define when configuring the delivery options. For example, you could create a standard delivery option using a live rate for a carrier and service that ships within 3-5 days.
When using the live rate pricing method, ShipStation takes the package weight sent from the store, ship-to zip code from the order, and ship-from address in ShipStation and requests rates for all the carrier services you specified. ShipStation compares those responses and passes back the least expensive result and its transit time to display in the store checkout screen.
Currently, the In-Cart Delivery Options feature must make the following assumptions about the shipments:
Shipments are shipped from your default Ship From location.
Shipments use package type: Package. There is currently no way to designate other package types or receive rates for other package types.
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Product weights from your e-commerce platform are the same as the shipping weight. For the most accurate rates, you may need to adjust the product weights to represent the shipping weights.
If this is not possible with your workflow, an alternate option would be to use the Rate Adjustment option provided in the Delivery Options setup. This allows you to add a percentage or set amount to any rate returned by the carrier's API to compensate for any rate increase the package weight will incur.
ShipStation's new layout (feature not available with ShipStation Legacy)
U.S.-Based account
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An active account with Magento, Shopify, or BigCommerce.
Please see these store-specific requirements in the Additional Features sections of Available Features for Magento and Shopify.
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Store connected to ShipStation and any ShipStation app or plug-in installed on your marketplace account (if required by integration)
If you have not connected your store to ShipStation, follow the instructions from the appropriate article:
Before you can start configuring your options, you must first connect the feature to your store in ShipStation.
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Select your store and click Edit.
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Select the Delivery Options tab.
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Click the Connect to Store button.
You are now ready for the next step: Configure In-Cart Delivery Options in ShipStation!
Once you've connected Delivery Options to your store, you can then start configuring the rates you'd like your customers to see in the store checkout.
Keep in mind, you must create delivery options for each store you wish to display these options at the checkout. To edit a store's settings in ShipStation, go to Settings > Selling Channels > Store Setup and click Edit next to the store you wish to edit.
To create a delivery option:
Open your store settings and go to the Delivery Options tab.
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Click the Add Delivery Option button.
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Enter a Delivery Option Name and description.
Your customer will see both the name and description you enter here on their checkout screen. For example, name the option Standard Shipping with a description, "Usually arrives in 3-5 days."
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Select a pricing method.
Live Rate: Requires additional setup that includes selecting a service, a rate adjustment, and what to do if live rates are not available. See the Configure Live Rate section below for details.
Free: No additional setup needed.
Flat Rate: Requires you to set the flat rate for this delivery option.
Click Save when done.
Repeat the above steps for each option you'd like your customers to see during checkout from this store.
Once you've created all the options you'd like your customers to choose from when they check out from your store, you'll also need to enable the feature on the store side for certain stores. Review the following articles for details on enabling the feature in your store:
When you choose the Live Rates pricing method, ShipStation will query the carrier APIs for the services you've selected. Then, ShipStation will choose the cheapest rate to return to the checkout page.
If you opt to include a rate adjustment, ShipStation will adjust the rate we receive from the carrier API and display the adjusted rate on the checkout page.
To configure the Live Rate Pricing Method:
Choose Live Rate from the Select a Pricing Method drop-down.
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Select at least one service from the Select Shipping Service drop-down.
If you select multiple services, ShipStation will query the rates for each service from the carrier APIs, compare them, and then return only the cheapest option to display to your customer in the store checkout.
For example, your Standard Shipping option includes FedEx Ground, UPS Ground, and USPS Parcel Select Ground as possible services. If ShipStation sees UPS Ground offers the cheapest rate for the shipment, your customer will see the UPS Ground rate for the Standard Shipping option at checkout.
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Apply any rate adjustment you'd like ShipStation to make before displaying the rate to your customer (the default is set to None).
You can choose to add or subtract a percentage or a flat amount to the rate returned by the carrier API.
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Tell ShipStation what to do if live rates are unavailable.
Do not display: ShipStation will not display this rate option in the checkout screen at all.
Charge a flat rate: ShipStation will show the amount you enter as the rate for this shipping option during checkout.
Charge a % of Cart: ShipStation will multiply the pre-tax cart total by the percentage entered and display that number as the rate for this shipping option during checkout.
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Check the box to make the option Active and Visible In Your Marketplace.
Click Save.
Once you have configured the options you'd like your customers to see at checkout, use the Preview option to see what rates and details ShipStation will send for an example shipment.
To preview your delivery options:
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Click the Preview button in the Delivery Options tab of your store setup.
Enter a Zip Code and a Package Weight.
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Click the Preview Shipping Costs button.
For this example, the preview shows the customer will see three shipping options in the Shopify checkout screen: Standard Delivery, Expedited, and Fastest.
ShipStation sends the name and description you configured in ShipStation, as well as the transit time and rate received from the carrier API.
Selling Channels may have requirements for In-Cart Delivery Options to work.
To calculate rates for your delivery options, ShipStation uses product weights from the ecommerce platform. Please make sure those product weights represent the shipping weights.
We assume all shipments are shipping from your default Ship From Location and using a package type of Package. There is currently not a way to choose other package types or enter package dimensions.
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Troubleshooting tip: If a rate is not appearing as an option in checkout:
It may not be the cheapest rate option. (The default is to show the cheapest rate.)
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The active checkbox for the rate is unchecked. This box must be checked for ShipStation to send the rate option to your store checkout.
Troubleshooting tip: If you see a blank page under Delivery Options after ShipStation enables In-Cart Delivery Options on your account, you will need to enter a Ship From Location.