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Copying and reusing shipping setups

How to copy shipping from another order form, apply templates, and save templates.

If you have already configured shipping on another order form, you can copy or reuse that setup.

Copy From Another Order Form

Use this when another order form has the zones and rates you want.

  1. Open the order form you want to update.

  2. Go to Shipping.

  3. Open the shipping options menu.

  4. Select Copy from another form.

  5. Choose the source order form.

  6. Confirm the copy.

  7. Review the copied profiles, zones, and rates.

  8. Run Validate & test.

Applying a Template

Use templates when you commonly reuse the same shipping setup.

  1. Open the order form.

  2. Go to Shipping.

  3. Select Apply template.

  4. Choose the template.

  5. Apply it to the order form.

  6. Review the result.

  7. Run Validate & test.

Saving a Setup as a Template

If an order form has a shipping setup you expect to reuse, save it as a template.

  1. Open the order form.

  2. Go to Shipping.

  3. Open the shipping options menu.

  4. Select Save as Template.

  5. Name the template.

  6. Save it.

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