Create tailored checkout offers, fulfillment rules, and shipping options

The Settings main page has three sections:

  • Attributes - create custom options for customers to select at checkout, like gift wrap, gift messages, flat fulfillment/white glove services, etc.

  • Fulfillment - set fulfillment rules and priorities

  • Shipping and carrier - configure business rules and settings for shipping and delivery service-level agreements

Settings - main page
Settings - main page

To create a new Attribute, select Attributes from the Settings menu and click Create. Fill out the following information in the Attribute Basic Information form:

  • Select Attribute Type - choose String if the attribute will contain characters like gift messaging, or Boolean if the attribute is a simple yes/no or true/false option

  • Add Attribute Name - the attribute’s name

  • Price - the additional charge for things like gift wrapping or other special instructions from the customer

  • Attribute description - choose whether the Attribute will apply to the entire order, or only to select SKUs.

When you’re finished, click Create.

Settings - Attributes
Settings - Attributes

The Fulfillment section allows you to set priorities so that orders with multiple items can be split and fulfilled from one or multiple warehouses.

To create a new Fulfillment method, select Fulfillment from the Settings menu. Click the Add New button, give the fulfillment method a name, and click Save.

If an item in your inventory is available to ship from multiple warehouse locations, use the options in the Fulfillment Priority section to set whether the item:

  • Ships from the closest warehouse to the customer 

  • Ships from your own custom warehouse order priority. Use the drag-and-drop feature to rearrange the priority of fulfillment methods

Please refer to the Warehouse section for instructions on how to add a new warehouse and the Inventory section to see how to add and manage Inventory in OMS.

Use the headless API from OMS to build the orchestration for customers on the Product Listing, Product Description, and Checkout pages.

Settings - Fulfillment
Settings - Fulfillment

The Shipping and carrier menu has options to enter everything from shipping costs and duration to freight options and restrictions.

To add new Shipping and carrier information, click Add Shipping and fill out the following sections:

Basic Information

  • Carrier name

  • Shipment cost: the shipping cost you charge the customer

  • Shipping description (optional): e.g.; "Guaranteed delivery by 9PM tomorrow"

  • Channel: US Web or CA Web

  • Shipment tax code: the code provided by your tax service

Carrier SLA

  • Minimum days to deliver

  • Maximum days to deliver

  • Cut-off time: the daily deadline for a warehouse to process the last order

Freight options & Restrictions

  • Minimum and maximum fields for an item’s weight, length, width, and height

Product Selection

Choose whether the Shipping and carrier rules apply to specific products only, or to a purchase’s entire cart value.

  • To specific products: use the Add Products button to select eligible products

  • Cart Value: enter a minimum and maximum cart value

When you’re finished configuring the Add Shipping and Carrier attributes, click Save at the top-right of the page.

Settings - Shipping and Carrier
Settings - Shipping and Carrier

The Return and cancellation section allows you to create policies for customers who want to return orders they’ve received or cancel orders before they ship. Depending on how you set up Return and cancellation, customers will see different options based on the channel, item, and reason for their return. After a customer submits a return or cancellation, the order status will be updated on your order dashboard.

To create a new return or cancellation policy, select Return and cancellation from the Settings menu.

Returns

Click the Add New button under Returns to create a new return policy.

On the Add Returns page, use the Rule Name field in the Basic Information section to give the return policy a name.

Check the Set Automatic Returns box to enable instant refunds without return processing for orders that fall within the criteria of the automatic return policy. For example, if orders up to $1,000 are eligible for automatic returns, then all orders with a lesser value will be automatically refunded when the customer initiates the return. If the purchase isn’t eligible for an automatic refund, the refund will be posted after processing is complete.

Click on Returns available for orders and use the check box next to Shipped, Delivered, and/or Order Fulfilled to choose which types of orders are eligible for returns.

Enter a dollar amount in the Returns available for order values up to field to set a maximum dollar limit on returns.

Check the Enable returns policy box to make the return policy active.

Enter a number in the Returns must be processed within (hours) field to set a limit on the amount of time it can take to process a return. This field is only an option if the Set Automatic Returns box is checked.

Use the Limit returns per customer up to field to prevent the same customer from initiating multiple returns.

When finished, click Save at the top-right of the page.

Cancellations

Click the Add New button under Cancellations to create a new cancellation policy.

On the Add Cancellations page, use the Rule Name field in the Basic Information section to give the cancellation policy a name.

Check the Set Automatic Cancellations box to enable instant refunds without cancellation processing for orders that fall within the criteria of the automatic cancellation policy. For example, if orders up to $1,000 are eligible for automatic cancellations, then all orders of a lesser value will be automatically refunded when the customer initiates the cancellation. If the purchase isn’t eligible for an automatic refund, the refund will be posted after processing is complete.

Click on Cancellations available for orders and use the check box next to Created, Confirmed, Payment Authorized, and/or Ready for pickup to choose which types of orders are eligible for cancellations.

Check the Enable cancellations policy box to make the return policy active.

Enter a number in the Cancellations must be processed within (hours) field to set a limit on the amount of time it can take to process a cancellation.

When finished, click Save at the top-right of the page.

Note: fields that are left blank are set to inactive and do not apply any limits to the return or cancellation policies you create.

Settings - Return and Cancellation
Settings - Return and Cancellation

Last update: Apr 20, 2022

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