Defining Subscription Product Shipping Charges

To calculate shipping for subscription products where weight is not an issue, shipping surcharges can be defined and assessed for a line item. For subscription products, you can only charge a flat rate shipping surcharge.

To define the shipping charges:

1.    From the Personify360 main toolbar, select Products > Product Central.
The Product Maintenance search screen displays.

2.    Click Search to find a product or click Create New Product.

3.    From the Define the Product task category, click Define Shipping Charges.
The Shipping Charges screen displays, as shown below.

4.    Click Add to add rows to the grid.

5.    Select the Ship-Via method from the drop-down.

The selected ship-via must match the ship-via selected on the Rates and Pricing screen for the rate structure – that’s what links the shipping charge to the pricing. 

6.    Select "Flat Rate" as the Calculation Method from the drop-down.

7.    If necessary, enter the Shipping Surcharge amount.

8.    If necessary, enter the Shipping Override amount.

9.    Select the Begin Date from the drop-down.
Ensure that the begin date of the shipping charge is equal to or before the start issue of the subscription.

10.  If necessary, select the End Date from the drop-down.

11.  Select whether the shipment is Domestic or Foreign.

12.  Click Save.

Screen Element

Description

Shipping Charges and Overrides

Add

Button. When clicked, a row is added to the Shipping Charges and Overrides table and the Shipping Charge Details fields are enabled.

Delete

Button. When clicked, the highlighted row is deleted from the table and the shipping charge is deleted from the product.

Shipping Charge Details

Ship-Via

Drop-down. The name of the entity used for shipping the order, e.g., UPS, USPS, FedEx. Values in the drop-down are populated based on the non-fixed codes defined for the ORD "SHIP_VIA" system type.

Calculation Method

Drop-down. For subscription products, you can only charge a flat rate shipping. Values in the drop-down are populated based on the fixed codes defined for the ORD "SHIP_CALCULATION" system type.

Shipping Surcharge

Text box. The amount of shipping that will be charged for this product over any other shipping amount.

Shipping Override

Text box. This field is disabled for subscription products.

Begin Date

Drop-down. On this date, as compared to the order date, this fee will be charged.

End Date

Drop-down. System maintained field that indicates the end date of this rate. A trigger will set this as the day before the next rate defined.

Domestic or Foreign

Drop-down. When defining a shipping charge, you can differentiate them between domestic charges and foreign charges. The system allows you to define which countries are considered domestic.