How to set a Carrier shipping option | Calcurates for Magento

Carriers: display real-time carrier rates from certain carriers

Overview

With Calcurates you can display real-time shipping rates and estimated delivery dates from certain carriers we support by connecting your own carrier accounts (UPS, FedEx, USPS, DHL, Canada Post, Australia Post, Aramex / Fastway and more) and creating Carrier Shipping Options.

Carrier Shipping Option: Popular Scenarios

Check some popular scenarios perfectly solved with Carrier Shipping Options:
  1. Display high-accurate Real-Time shipping rates from certain carrier (i.e. UPS Ground and UPS Next Day rates from UPS)
  2. Display Estimated Delivery Dates in addition to rates
  3. Display International Duties & Taxes

Carrier Shipping Option: Configuration Steps

Step 1: Connect your Carrier account
Step 2: Add or Edit Carrier Shipping Option

After you finish: Check methods and rates in the Activity Feed while testing.


Step 1: Connect your Carrier account


Step 2: Add or Edit Carrier Shipping Option

Navigate to Shipping Options > Add New Shipping Option

Under the "Carrier Shipping Options" click "Add New" next to the Carrier:


Carrier Shipping Option: Basic Settings

General


  1. Status. Shipping option status — enabled/disabled.
  2. Test mode. Shipping Options in "Test mode" are displayed at checkout only if First Name field contains "Calcurates".
  3. Name. Add a name for your Carriers Shipping Option.
    1. Shopify. This name will NOT be displayed at checkout.
    2. Magento and WooCommerce. This name will be be displayed at checkout if "Set different display name" is disabled.
  4. Set different display name. You may use "Name" as an internal name, while set a different display name for checkout with this setting.
    1. Shopify. This name will NOT be displayed at checkout.
    2. Magento and WooCommerce. This name will be be displayed at checkout instead of "Name".
  5. Website. Pick the store's Website on which you want to display this Carriers Shipping Option option.
  6. Served Origins. Select Origin(s) which are served by this Carriers Shipping Option option. Learn more about Multi-Origin shipping rates.
  7. Store Views (n/a for Shopify and WooCommerce). Pick the Store Views on which you want to display this Carriers Shipping Option option. Leave empty to display it on ALL Store Views.

Carrier Settings

  1. Packaging. Select the way Calcurates will send packages to the Carrier to get shipping rates.
    1. Single package for the order with weight only. Rates will be requested for a single package with a total weight (or volumetric weight) of the order.
    2. Separate packages per item with weight only. Rates will be requested for multiple packages per item with a weight (or volumetric weight) of the item.
    3. Smart Packaging with weight and dimensions. Smart Packaging virtually pre-packs orders into enabled packages before requesting real-time rates. It requires product dimensions and / or Packaging Rules and enabled Custom Packages. Applied packages can be displayed in the order info. Learn more from this user guide.
  2. Get international duties & taxes. Together with Carrier's international shipping rates Calcurates can get estimated duties & taxes. Tax and duties estimates cost additional credits. Learn more about pricing here.
    In Calcurates extension / plugin settings you may manage duties & taxes inclusion into the shipping rates (    Magento and WooCommerce).
    1. Do not include Duties & Taxes into shipping rates (available for Shopify only, for Magento and WooCommerce this setting is available in the extension/plugin level). Enable if you don't want to include duties & taxes into the shipping rates and want to display them only for informative purposes (for this check Carrier Service's "Info Messages" tab). 
  3. Round Shipping Rate to Integer. If enabled the Rate will be rounded to integer after all rules are applied.
  4. Address Type in Rate Request. Real-time rates may vary depending on the address residential status.
    1. Unknown. No address type will be used when requesting shipping rates.
    2. Residential. "Residential" address type will be used when requesting shipping rates.
    3. Commercial. "Commercial" address type will be used when requesting shipping rates.
    4. Validate Address. If "Address Validation" feature is enabled, Address type from the validation results will be used when requesting shipping rates. No address validation data will be used if "Address Validation" is disabled
  5. Free Shipping Items. Items with the selected attribute and value will be excluded from shipping rates requests to the carrier. If all items in cart match selection, then shipping rate will be "0".

Image



  1. Image (n/a for Shopify). You may use Default Image (Carrier logo) or upload own image that will be displayed at checkout next to this shipping option.

Carrier Shipping Option: Advanced Settings

Tax & Discounts

This block of settings is available for Magento and WooCommerce and not available for Shopify.
  1. Use discount inclusive price and subtotal for calculations (shipping costs and rules). If you apply Shipping Rules to the carrier's rates by subtotal or price, then with this setting you may define, whether Calcurates should consider discounts or not.
  2. Use tax inclusive price and subtotal for calculations (shipping costs and rules). If you Shipping Rules to the carrier's rates by subtotal or price, then with this setting you may define, whether Calcurates should consider taxes or not.

Delivery Dates

By default, most carriers return delivery dates along with shipping rates. You can fine-tune the Ship Date calculation by adding Ship Date for Carrier. If Ship Date is not selected, then Carrier returns Delivery Dates considering Ship Date as "today".
Selected Ship Date configuration will be applied to all Carrier Services. Make sure you enable Delivery Dates Info for Carrier Service in its settings.

  1. Select Ship Date for Carrier. Choose from available Ship Dates for Carrier. Leave blank if Ship Date is always "today".
You may adjust ship date using Select Ship Date for Carrier settings such as:
  1. Additional Days
  2. Non-Dispatch Days
  3. Non-Delivery Days
  4. Cut-off time
Learn more about the Delivery Dates feature

Sort order

This block of settings is available for Magento and WooCommerce and not available for Shopify.


  1. Sort order. By default Calcurates sorts shipping options by rate value (from lower to higher). With this setting you may apply your custom sorting.

Other

  1. Code. This code is generated automatically and used for custom development purposes

Carrier Services: Basic Settings

Once you create a Carrier Shipping Option you will see the list of available Carrier Services (Ground, Next Day, 3 Day, e.t.c.). 



Click on the certain Carrier Service to see its settings.


General

  1. Name. This name will be be displayed at checkout if "Set different display name" is disabled.
  2. Set different display name. You may use "Name" as an internal name, while set a different display name for checkout with this setting.

Geo Conditions

  1. Served Shipping Areas. Select Shipping Areas, for which this Carrier Service is valid.

Carrier Service: Advanced Settings

Info Messages


  1. Show Explanatory Tooltip / Method's Description to The Customers. Add text which you'd like to display as a description to your Shipping Method. Use the following variables to display info in the shipping method's description: delivery date from - {delivery_from}, delivery date to - {delivery_to}, min transit days qty - {min_transit_days}, max transit days qty - {max_transit_days}, international taxes & duties - {tax_amount}, packaging results - {packages}. Twig-template is supported.
    1. Magento. Check additional display settings in Magento admin (Calcurates extension settings)
  2. Show Error Message when Shopping Option is unavailable (n/a for Shopify). If conditions for the shipping Method are not met, you may display some restrictive message at checkout. If disabled Method is hidden with No Message.

Delivery Dates



Enable if you want to display Estimated Delivery Dates for this Carrier Service.
  1. Source of Delivery Dates. Select the source of estimated delivery dates.
    1. Get from the Carrier. Delivery date is supplied by the carrier. Check additional settings in Carrier Settings > Delivery Dates.
    2. Custom Settings. Choose from available Delivery Dates profiles.
  2. Shopify. Delivery dates format can be changed in the Website's settings. 
  3. Magento and WooCommerce: Delivery dates display settings are available in the Calcurates extension config.
  4. Enable Date & Time Picker at Checkout (for Magento only).

Sort Order

  1. Sort Order. By default Calcurates sorts shipping methods by rate value (from lower to higher). With this setting you may apply your custom sorting.

Other

  1. Service type. This read-only value is used for debugging purposes

Custom Packages



If you are using Smart Packaging for your Carrier Shipping Option (check Shipping Option Basic Settings), then enable allowed Custom Packages.

Carrier Packages (rarely used)

"Carrier Packages" is a rarely used feature, which doesn’t work with the dynamic Smart Packaging. If any Carrier Package is enabled, then the rates will be returned based on this Carrier Package. If multiple Carrier Packages are enabled, then multiple carrier rates will be returned (1 per each Carrier Package).

Additional Related Scenarios

  1. Add Shipping Areas to geo restrict Carrier Services
  2. Apply additional Rules or Restrictions to Carrier Services
  3. Apply Volumetric Weight to the Carrier Shipping Option
  4. Apply Smart Packaging to the Carrier Shipping Option
  5. Apply International Duties & Taxes to the Carrier Shipping Option
  6. Set and display Estimated Delivery Dates for Carrier Services
  7. Check Address Residential Status before getting rates