The Settings>Shipping tab and Settings>States & Taxes tab have many crossovers, so it can be helpful to have each page open on
different browser tabs so you can toggle back and forth to build your setup.

Some default methods are already created in your account, but feel free to add more or modify the existing methods.

You can create generic "2Day Air" and "Overnight" methods, or you can get specific with carrier designations like "FedEx 2Day Air" or "UPS Overnight". Please be aware that if you do create carrier-specific shipping methods it adds more setup and ongoing management of these methods and their corresponding rate tables.

You can learn about all the settings on this page via this article in our Help Desk - https://intercom.help/figureapp/en/articles/2044243-shipping-rates

Method Title is the naming your clients will see when processing an order.

Internal Description is used for any different naming you may want to have for internal company records. You can also name it the same as the Method Title.

Shipping Descriptions can be used to inform customers of the process for an order’s departure. For example, if the customer is choosing Overnight you may want to remind them that it takes 2-3 days (or whatever time frame that may be) for an order to depart from your fulfillment company. This is also a section where if a customer has a storage account you can have the description read like the customer is talking to you, “I have a storage account at Vinfolio and I would like my order transferred to that location. Shipping charges will be collected directly by Vinfolio.”

Type is used to segment if the order is being Shipped, Picked Up, or is being transferred by a 3rd Party company.

Visibility allows you to hide or display the shipping methods on the public website.

Free Shipping? Three portions of the Figure app are associated with this feature.
1 - This check box relates to section three of the main Shipping Rates page called Shipping Included Order Threshold. The concept is that if you want to set a dollar amount that a customer will need to hit to get free shipping (say $200, the subtotal, before taxes), you enter that dollar amount into the Shipping Included Order Threshold section on the main Shipping Rates page. Then, inside the shipping method you create, you would click the “Free Shipping?” box. Ground is the most common shipping method associated with this feature, so to be a part of this deal then you would check this box in the Ground shipping method details. But for all the other shipping methods (2-Day Air, 3-Day Air, Overnight, Priority Overnight, etc) you would not check that box.
2 - It also applies to wine clubs (if you want to give wine club members free shipping on their club order) in correlation with the Shipping Methods. When looking at the “Edit club details” page inside a club, there is a check box that says “Free Shipping?”. You would check that. Then, on the Settings>Shipping Rates page, in the shipping method you want to make available for free shipping, there is another “Free Shipping?” check box. Check that as well and then the club and that shipping method will talk to each other when you perform that wine club batch process.
3 - On a product details page (Product details page for a single item), there is an option under the Product Count section called “Shipping Offer Minimum”. When you apply a number of bottles to this cell, then orders with that number of bottles or more will receive free shipping, from the Shipping Method that you designate with this “Free Shipping?” check box. Again, Ground is the most common shipping method people use for this feature.

Fulfillment can be applied if you are partnering with a fulfillment company to ship all your orders. There is a list of default fulfillment companies that you can select from. If you are shipping orders directly from your winery you would select the direct carrier choices (FedEx, UPS, GSO). If you are not shipping with any of the listed options you can select “Custom”.

Method Code is the internal code used by your fulfillment company of choice so that the shipping methods from your Figure account and their internal systems match up. Speak with your fulfillment company to make sure you have the settings matched up correctly to their internal selections. We say this because Ground shipping with one fulfillment company might be through UPS but Ground shipping through another fulfillment company might be through FedEx. Once you have selected your Fulfillment company from the drop-down menu, a list of their default Method Codes will appear for you to select. Match up the Shipping Method you are creating (Ground, 2 Day Air, Overnight, etc) to the appropriate Method Code for that fulfillment company.

If you are using ShipCompliant, you may want to have a special status for a specific shipping method that is different from your defaults.

“Payment Accepted” - Holds the order in your ShipCompliant account, allowing you to change order details, fix fails, and resubmit for compliance pass before the order is sent on to your fulfillment house. This setting then requires that an admin user “releases” that order from ShipCompliant to the fulfillment house once it has passed compliance.

“Sent to Fulfillment” - This allows the order to be consumed by the fulfillment house immediately. You may not want this to happen all the time so that is why we see “Payment Accepted” as the preferred setting. Most wineries want control over when the order passes from ShipCompliant to their fulfillment house.

“Delivered” - We have seen it as only really effective in winery pickup situations.

Ice Pack? Some fulfillment companies offer ice packs to be inserted into shipments. This process requires you to create duplicate shipping methods that are visible to customers on the checkout page (“Ground”, “Ground with Ice Pack”, “2-Day Air”, “2-Day Air with Ice Pack”, etc). If your fulfillment house supports this feature, your shipments will be designated with the ice pack marker in the shipping export or via the API connection.

Ice Pack Charge This box will determine how much you want to charge for the addition of an ice pack into a shipment.

Shipping Included Order Threshold is related to the “Free Shipping?” check-box discussed in Step 12 and is set within the details page of a Shipping Method. In the dollar sign cell on this page, you would enter the number of dollars (the subtotal, before taxes) a client needs to spend to get free shipping. This would be part of your promotion/marketing obviously, as a call to action for customers, “Orders of $200 or more get free ground shipping!”

If $200 is your chosen subtotal a client has to spend to get free Ground shipping you enter $200 into the Shipping Included Order Threshold cell, then you go into your Ground Shipping Method and check the box next to “Free Shipping?”.

Very Important**—Before you start populating the shipping rate grids, return to the main Shipping Rates page and scroll down so that you can add bottles under Bottles Sizes & Cubing.

After you select the bottle sizes you will be shipping in the Bottle Sizes & Cubing section of the Shipping Rates page, the rate tables will provide you with separate grids based on those bottle sizes.

You will need to refer to the rates provided by a shipping carrier or fulfillment company to populate each cell of the grid. However, be sure the rates they provide take into account not only the base shipping rates but also the current/fluctuating fuel surcharges, current Adult Signature Required fees, residential address fees, and costs for shipping materials (boxes/foam), etc. If the rates you receive from the carriers or fulfillment companies only present the base rate, then you will need to run some calculations to cover those additional costs.

The Threshold for Max Charge is based on the number of bottles in the order, different from section three below, which is based on the dollar amount of the order.

For example, if you want to offer free shipping for an order of 12 bottles or more, you put a 12 into the Threshold for Max Charge cell for every zone and leave the Max Charge at $0. If you want to charge something for a customer hitting that Threshold for Max Charge you enter the dollar amount into the Max Charge cells.

If you want to change the position of a shipping method, click on the three horizontal lines next to the method and drag it to the desired position. This will change how the method displays internally and for customers.

This is for organizations with tasting rooms or wineries that have a physical location where customers can pick up wine without incurring shipping costs.

You can choose to do this in-house or through a fulfillment location

Important! This address will display to show customers where to pick up their wine. As the pickup location, it will also determine the tax rate on the order whether it is placed online or through the Offset Commerce app.