Set Up Shipping in Bold Cashier

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Pro Tip

If you already have shipping zones set up in Shopify, you can import your Shopify shipping settings to Bold Cashier (does not apply to carrier calculated rates or rates added by shipping apps).

Overview

In order to use Bold Cashier, you must have at least one shipping zone. Shipping zones determine which regions customers can order from, and how much it costs to ship product(s) to them.

Cashier allows you to use price-based, weight-based, or carrier-calculated rates when adding them directly into the app. You're also able to import your existing Shopify shipping settings.

To set up your shipping settings, please follow these instructions:

You can import your shipping settings from Shopify if you don't want to create them again. However, there are a few things to be aware of before importing your shipping zones:

  • Carrier-calculated rates (Canada Post, UPS, etc.) are not able to be imported. If you import a zone that contains carrier-calculated rates, it will be disabled within Cashier. You'll need to go into Cashier's shipping settings and re-add your carrier information.
  • Cashier only supports weight-based rates in kilograms (kg). When importing weight-based shipping rates, Cashier will not convert your product weights if your store is in pounds (lbs).

To import your Shopify shipping zones, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Bold Cashier.

    Select Bold Cashier

  3. Select Shipping, then Shipping Zones.

    Select Shipping/Shipping Zones

  4. Select Import Zones.

    Select Import Zones

  5. Select OK.

    Select OK

You have now imported your shipping zones from Shopify. There may be a warning notice to let you know about some issues with your shipping zones. This may be due to "gaps" in your shipping rates, and as a result the related zone may be disabled.

Please visit the Troubleshooting section for information on how to resolve those notifications.

Cashier's shipping zones determine where your customers can order to, how much their shipping will cost, and what type of shipping you offer.

Shipping zones can have carrier calculated rates, price-based rates and weight based-rates.

To create a shipping zone in Cashier, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Bold Cashier.

    Select Bold Cashier

  3. Select Shipping, then Shipping Zones.

    Select Shipping/Shipping Zones

  4. Select Create Zone.

    Select Create Zone

  5. Enter a Zone name, and select the country or countries this zone should apply to.

    Enter a Zone Name/Select Countries

  6. Set up the type of shipping rates you would like to offer.

    Note: Please visit the sections below for more information on setting up carrier calculated, price-based and weight-based rates.

    Select Your Desired Rate Type

  7. Select Save.

    Select Save

If you need to make changes to your shipping rates, you can edit your shipping zones.

To edit your shipping zones, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Bold Cashier.

    Select Bold Cashier

  3. Select Shipping, then Shipping Zones.

    Select Shipping/Shipping Zones

  4. Select Edit beside the zone you want to edit.

    Select Edit

  5. Adjust your shipping zone settings accordingly.

    Adjust Your Shipping Settings

  6. Select Save.

    Select Save

Overview

Shipping carriers uses the order's weight to calculate shipping rates. Make sure your products have weights before setting up carrier calculated weights.

You can use carrier calculated rates to pull different rates from Canada Post, United States Postal Service (USPS), FedEx and UPS.

If you have an account with a carrier to get discounted rates, you can add your carrier as a custom carrier. Check Add a Custom Carrier to learn how to set it up.

To set up carrier calculated rates, please follow these steps:

  1. Under "Carrier-calculated rates", select your desired carrier.

    Note: If you have a custom carrier, it will show up here.

    Select Carrier

  2. Under "Charge an additional fee", select Flat Fee or Percentage of total order cost (optional).

    Note: This will increase the customer's shipping rate to cover your costs.

    Select Flat Fee or Percentage of total order cost

  3. Enter a number to increase the shipping rate by (optional).

    Enter Amount

  4. Select Add.

    Note: You can repeat Steps 1 - 4 if you want to offer multiple carriers in a specific shipping zone.

    Select Add

  5. Select Save.

    Note: You can also set price or weight based shipping rates with Cashier. Visit Set up Price-Based Shipping or Set Up Weight-Based Shipping for more information.

    Select Save

Cashier has a default integration with Canada Post, USPS, FedEx and UPS. If you have an account with any of these carriers to get discounted rates, you can add them to Cashier to use those rates.

To set up your custom carrier, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Bold Cashier.

    Select Bold Cashier

  3. Select Shipping, then Carrier Credentials.

    Select Shipping/Carrier Credentials

  4. Select Setup Custom Carrier.

    Select Setup Custom Carrier

  5. Name your credential set, select your provider, fill out the appropriate information and select Save.

    Note: We suggest making sure the name is unique, so you can distinguish it from the default integrations.

    Select Save

You carrier credentials are now added into Cashier. This carrier will not be available in the list of carriers in your shipping zone settings.

Pro Tip

If you want to offer free shipping, set a rate of $0 and no maximum value, and choose the free shipping option.

Another option in Cashier is to use price-based rates for shipping. This is ideal for offering shipping discounts to customers who spend more in your store (i.e. Free Shipping if you spend $50 or more).

To set up price-based rates, please follow these steps:

  1. When editing your shipping zone, scroll down to "Price-based rates" and select Add Rate.

    Select Add Rate

  2. Adjust your rate settings accordingly.

    Adjust Settings

  3. Select Save.

    Note: You can leave the maximum field blank to make your rate not have an upper limit.

    Select Save

  4. Select Save.

    Select Save

Cashier also allows you to use weight-based rates for shipping. This is ideal if the weight of items that your store ships varies significantly.

Note: Weights can be added to existing Shopify products under Products > "Product A" > "Variants" > Edit > Weight. Visit Editing variants for an existing product (links to Shopify) for more information.

To set up weight-based rates, please follow these steps:

  1. When editing the shipping zone, scroll down to "Weight-based rates", select Add Rate.

    Select Add Rate

  2. Adjust your rate settings accordingly.

    Note: Cashier only uses kilograms for its weight-based rates. If you are using weight-based shipping rates, you will need to convert your product weights to KGs before importing them into Cashier; 1 lb = 454 g (0.45 kg).

    Adjust Weight Rates

  3. Select Save.

    Select Save

  4. Select Save.

    Select Save

Warning!

When using a third party shipping integration, it will completely override all shipping rates in Cashier's checkout. If they are not able to provide a shipping rate, your customer's won't be able to checkout.

Cashier has a few third-party integrations to help you have more control over your shipping. These shipping apps only work when going through the Cashier checkout.

If you are using an app, like Bold Subscriptions, that create orders through Cashier without going through its checkout, shipping rates provided by these integrations will not be used.

Gap(s) in Shipping Rates

When using price-based and weight-based shipping rates, Cashier treats the higher number in the range as non-inclusive, which means that the higher number is not included in the range.

Example 1: The following example is incorrect.

Name Lower limit Higher limit Price
Shipping Rate 1 0kg 10kg $10.00
Shipping Rate 2 10.01kg 20kg $15.00

The reason why this is incorrect, is because the higher limit is non inclusive. If an order has a weight of 10kg, then there won't be an applicable shipping rate for the order.

Example 1:
The following example is correct.

Name Lower limit Higher limit Price
Shipping Rate 1 0kg 10kg $10.00
Shipping Rate 2 10kg 20kg $15.00

This example shows that the higher limit of Shipping Rate 1 is the same as the lower limit of Shipping Rate 2. This means that there are no gaps in the shipping rates.

Disabled Shipping Zone

A shipping zone will be disabled if you import your shipping rates from Shopify, and the zone only has a carrier calculated rate (like Canada Post, or UPS). You will need to go into your zone and set up your carrier-calculated rate to re-enable the zone.

Countries not Displaying in Cashier's Checkout Shipping Menu

The countries that show in the country drop-down are determined by the countries you have available in your shipping zones. If a country is not displaying, this is because there is either no shipping zone for that country, or the shipping zone that supports this country is disabled.

  • When using carrier calculated rates, you aren't able to choose which rates are displayed; all available rates for that carrier will be displayed.
  • If you are using a plugin/integration to determine shipping rates, and are creating orders through Cashier's API (either through a customization, or an app like Bold Subscriptions' recurring orders), you won't be able to use the shipping rates provided by the plugin.
  • Importing Shopify shipping rates, when you are using multiple shipping profiles in Shopify, will cause multiple zones to be created for the same country in Cashier. This will cause issues when trying to retrieve shipping rates for that country. You will need to make sure you only have one shipping zone per country in Cashier.
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