How to configure Magento 2 Shipping Methods

In this article, we would like to give you a full-fledged guide how to configure the shipping methods for Magento 2. By default there are 4 methods supported:

  1. Free Shipping

  2. Flat Rate

  3. Table Rates

  4. Dimensional Weight

But before you set up the shipping rules you need, first of all, go to the Admin Panel of your store and then to the Stores->Configuration section.

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Then, please, navigate to Sales -> Shipping Settings and add your store’s information:

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1. Magento 2 free shipping method

  One of the best ways to stop customers’ hesitation to buy or not is to offer free shipping. Now it’s easy to do by setting the rule to add free shipping automatically if an order meets a condition you choose. For example, you want to give free shipping for orders more than 50$. Thus, all customers who made the orders over $50 could get a free shipping coupon.
  To setup free shipping rules you need to follow the next steps.

 1) Configure free shipping rules

Go to Store -> Configuration -> Sale -> Shipping Methods

 

  1. Open ‘Free Shipping’ menu

  2. Set ‘Yes’ at ‘Enabled’ box.

  3. Fill in Title box (the name of the shipping method viewed by your customers)

  4. Fill in Method name -  the name of the shipping method

  5. Set minimum order amount to get free shipping

  6. Set Displayed Error Message that will appear when the method is not available.

  7. Choose a suitable value in Ship to Applicable Countries box:

    All Allowed Countries - free shipping will be available to any country specified in your store configuration.
    Specific Countries - select countries manually where customers can use free shipping.

  8. In Sort Order box you can set the position of free shipping options in Magento 2 shipping methods list. For example:1, 2, 3..or etc.

  9. Click ‘Save’ to apply your configuration.

2) Carrier configuration setting

There are numerous Package Delivery Companies you could choose for handling your shipping. One of the largest is United Parcel Service (or UPS). To configure its shipping method, click on the ‘UPS label’ and you will be presented with the following options:

  • Enabled for Checkout - select ‘Yes’ to enable the UPS Shipping Method

  • UPS Type - United Parcel Service is set by default. Select United Parcel Service XML (requires UPS account) if you want to have the most precisive shipping rates.

  • Live account - select ‘Yes’ to confirm that the account is active

  • Gateway URL - this URL connects your Magento 2 Store with the UPS shipping calculator and service

  • Title -Magento 2 custom shipping method title

  • Packages Request Type - if you send UPS weight measures for each product of an order separately, select the ‘User Origin Weight option’. If not - ‘Divide to equal weight’.

  • Container - select order packaging  (If you are not sure what container to use from the options provided - choose ‘customer packaging’ )

  • Weight Unit - select the Weight Unit which your store uses (LBS or KGS)

  • Destination Type - ‘Residential’ if you are supplying average customers,  ‘Commercial’ - whole businesses.

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  • Maximum Package Weight - the maximum weight an order can have to be sent by this method (150 LBS is the limit)

  • Pickup Method - if you have setup an agreement with UPS to come and pick packages daily, select it here from the drop-down menu. If you want to drop the packages in the nearest UPS office choose ‘Customer Counter’.

  • Minimum Package Weight - the minimum shipping weight for a package.

  • Calculate Handling Fee - choose either a flat fixed fee or a percentage fee

  • Handling Applied - you can choose the handling fee to be applied per order or per package (we recommend per order).

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  • Allowed Methods - select the Shipping Methods you wish to have been available.

  • Free Method - here you can select a Method and make it Free of Charge. Some companies offer slower shipping that is free (7-14 days). you can select any of the methods in the list, butGround’ is the most commonly used.

  • Free Shipping Amount Threshold - if you want to enable free shipping after a certain amount of money spend on an order, enable this and specify the amount.

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  • Displayed Error Message - if the customer is not eligible for this shipping method, he will see this message as an error

  • Ship to Applicable Countries - select countries for which you would like to use this shipping method

  • Show Method if Not Applicable - we recommend you to keep this method hidden if the method is not applicable to a customer.

  • Debug - to Debug this method, select ‘Yes’.

  • Sort Order - if more than one shipping method is selected, set the displaying order of the method ( 0 - it’ll be displayed at the top, 1 - lower, etc.)

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Hit the Save Configuration button located at the top-right corner of the page, when you have finished configuring the shipping method.

 

2. Magento 2 Flat Rate Shipping

In Magento 2 flat rate shipping is a fixed option for customers, in this way, the charge can be predefined for each product or order.

 To set this shipping method go to Store -> Configuration -> Sale -> Shipping method -> Flat rate.

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  1. Set ‘Enable’ to Yes.

  2. Fill in Title for your ‘Flat rate method.

  3. Fill in Method Name’.

  4. Choose which type of multiple flat rate shipping you prefer: Per order or Per item.

  5. Type the price your customers will have to pay for shipping.

  6. In ‘Calculate Handling Fee you can set a fixed amount or percentage amount of the shipping fee.

  7. Make up the message to your customers when something goes wrong in Displayed Error Message.

  8. You can apply Flat rate shipping for specific countries or for all allowed countries in ‘Ship to Applicable Countries’.

  9. Don’t forget to click on ‘Save’ button.

3. Magento 2 Table Rate Shipping method

The table rate shipping method references a table of data to calculate shipping rates based on a combination of conditions, including:

  • Weight v. Destination

  • Price v. Destination

  • Number of Items v. Destination

When customers choose an option, your store will automatically estimate the shipping fee for their order.

 

To set this shipping method go to Store -> Configuration -> Sale -> Shipping method -> Table rate.

1)  Default Settings

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Then, do the following:

 

1. Set ‘Enable’ to Yes.
2. Fill in Title for your ‘Table rate method’, for example.
3. Fill in ‘Method Name’ you want to appear as a label next to the calculated rate in the shopping cart.
4. In this box, you need to choose the formula that your store will use to calculate the shipping fee:

  • Weight vs Destination
  • Price vs Destination
  • Number of item vs Destination

5. Set in the ‘Include Virtual Products in Price Calculation’  “Yes” if you want to be able to include the virtual product(s) in the calculation. Because virtual products and services have no weight, they cannot change the result of a calculation based on the Weight and Destination condition. However, virtual products can change the result of a calculation that is based on either the Price v. Destination or a Number of Items vs Destination condition.
6.Calculate Handling Fee: You can set to fixed or percent.
7. Displayed Error Message: Customize your message to customers if there are any problems.
8. Ship to Applicable Countries: You can set table rate shipping method to multiple countries by using this option, just choose which countries you want.
9. In Sort Order box you can set the position of table shipping options, for example, 0,1,2,3 or etc.
10. Save your Configurations

2) Build Table Rate Data

1. In the upper-left corner, set Store View to “Main Website,” or to any other website where the configuration applies.

2. Now the Export and Import options appear in the Table Rates section.

3. To change any of the current settings, you must first clear the “Use Default” checkbox next to the field.

4. Tap Export CSV.

5. Open the file in a spreadsheet and complete the table with the appropriate values for the shipping calculation condition.

6. Then, save the tablerates.csv file on your computer.

3) Import the Table Rate Data

  1. Return to the Table Rates section.

  2. Set Store View to the website where this method will be used ( upper-left corner).

  3. Then back to the Import field and tap Choose File. Select a completed tablerates.csv file, and import the rates.

  4. Don’t forget to Save Configuration.

4) Configure the Rates

Don’t forget to go through the payment process with several different addresses to make sure that shipping and handling rates are calculated correctly.

4. Magento 2 Dimensional Weight Method

With Magento 2 dimensional weight, customers pay according to the amount of space the order is occupied in a stock of a carrier.  It means that carriers will base on package volume of products: its size, weight and so on. Now dimensional weight is offered by such providers as DHL, FedEx, UPS and USPS. But, the shipping cost calculation differs from one carrier to the other.
 But this method is quite risky for merchants. The carriers quote a cost of the shipment to the merchants or shippers.  Then merchants calculate the shipping cost of the product and charge it for customers. However, with this shipping method, merchants always take a monetary risk.  So keep it in mind when you charge a shipping cost or offer a free shipping to your customers.

So we tried to cover all the aspects of the Magento 2 shipping methods settings. Hope that this guideline was useful and now you could choose the best-suited shipping methods to deliver your orders!

 

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