How live shipping rates are calculated via the checkout plugin

To calculate rates at checkout for stores connected to Easyship, we use the address (entered by the customer), product information, and box size saved on the dashboard. In this article, we break down various factors necessary for this feature to work accurately.

Addresses

When your customer enters their address at checkout, we take the postcode, city, state, and country to identify the general location of the customer's address. Additionally, we use your sender address on Easyship as the origin location, i.e. where the shipment is being sent from. 

Add/Edit Shipping or Billing Address

This allows us to calculate the origin (shipper location) and destination (receiver location) of the shipment.

Products

We use your products to calculate the size and weight of the shipment using the saved products on the "Product Listing" section of your dashboard. 

Saved products are necessary when generating rates at checkout. In the "Product Listing" section of your dashboard, you must sync products from your store (steps highlighted in the article below) so that the product profiles on the store and Easyship are linked.

By default, the SKU, product identifier, product name, and weight will be populated upon syncing from your store. Dimensions and categories do not sync and must be added manually, however, there are multiple time-efficient ways to do so listed in the following article. 

Adding and Editing Products

Without all product information saved, the checkout feature will not provide accurate rates to your customers, resulting in price discrepancies when fulfilling the order which can even result in adjustment charges by the courier.

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Feature Use
SKU Stock Keeping Unit, used primarily for packing slips and for internal reference
Product ID How we connect the product profile on your store to Easyship (required for rates at checkout)
Description Used to describe the product on the commercial invoice
Product Category Commodity type, HS Code (essential for international shipping and selecting the appropriate courier)
Dimensions Size of item
Weight Weight of item

 

Boxes

Saved boxes are assigned to orders based on the products and their respective dimensions, resulting in our system assigning the best fitting box to the order and calculating the rate accordingly (box dimensions + empty box weight + product weight). We highly suggest saving boxes that you typically use for shipping to ensure accurate rates and to avoid potential adjustments.

You can save boxes in the "Settings > Boxes" section of the dashboard. If you select "Auto", our algorithm will be prompted to assign the selected box to the order at checkout, using the box size for the shipment's overall dimensions. If you have multiple boxes saved with "Auto" enabled, the algorithm will assign the box that best fits the order (we recommend saving multiple box sizes to accommodate different order sizes).

If you do not have saved boxes with "Auto" enabled, the algorithm will generate the shipping rate based on the raw product dimensions and weight. 

Saving Shipping Boxes Dimensions

Summary

Our system cannot generate live rates without the required information needed to create a shipment and we require this information from you in order to achieve this. If all of the above is set up correctly, your website visitors will be able to select multiple shipping options based on their needs, further increasing the chance of a conversion.

Additionally, you need no longer worry about absorbing shipping costs on behalf of your customers or about syncing the orders from your store, the fulfillment experience will be seamless and highly time-efficient with customer-selected shipping services pre-paid and pre-selected. If you wish to offer free/discounted shipping options at checkout please refer to the following article: How to Enable Free Shipping at Checkout

If you have any questions, feel free to reach out to our support team here: https://www.easyship.com/contact

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