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Shipping is an indispensable part of retail business as well as e-commerce.

To understand the meaning of each shipping method and when to use them, check out my Beginner’s Guide to E-commerce Shipping and Fulfillment.

After acquiring the basic e-commerce shipping and fulfillment, it’s time to actually configure your Magento 2 shipping settings to make sure it works right.

By the end of this post, you should be able to set up Magento 2 default shipping methods including:

In case you don’t have enough time to read the full post, watch this instead!

How to Configure Magento 2 Basic Shipping Settings

First, you need to log into your Magento 2 backend and access the Stores > Configuration section.

Configuration tab on Magento 2 left menu

On the left panel of the Configuration section,  go to Sales >  Shipping Settings:

Shipping Settings page

The Shipping Settings page has 2 sections that you need to fill in – Origin and >Shipping Policy Parameters.

Shipping Settings page

If necessary, uncheck the Use System Value checkbox to edit.

  • Origin part: This specifies the original address of your shipments. Its purpose is to calculate the shipping charges and tax rate into the total order amount.
    • Country
    • Region/State
    • ZIP/Postal Code
    • City
    • Street Address
    • Street Address Line 2
  • Shipping Policy Parameters: This setting decides the display of your shipping policy on the checkout page.
    • Apply custom Shipping Policy: choose Yes if you use a custom shipping policy. If you choose Yes, the below field will appear;
    • Shipping Policy: Type your custom shipping policy in this text box.
  • Click on the Save Config button at the top right of the page to save your settings.
  • A system popup message will appear asking you to refresh your cache. Refresh your cache and you’re done with the first step of Magento 2 shipping methods configuration.

Save Config button

Refresh Cache popup message

How to Configure Magento 2 Free Shipping Method

Without a doubt, Free shipping is one of the most effective ways to attract customers and encourage sales.  Free shipping strategy works best if your warehouse and customer are all located in one country.

Magento 2 Shipping allows you to set up Free shipping based on a minimum order value. For example, all customers placing orders of $100 or above will get free delivery.

Step 1: Configure free shipping rules

On the left panel of the Configuration section,  go to Sales >  Shipping Methods:

Shipping Methods Page

Then, navigate to the Free Shipping part:

Free Shipping section

If necessary, clear Use System Value checkbox to edit. Fill all required information in the fields.

  • Enabled: Enable Free Shipping by choosing Yes.
  • Title: Enter a name for the shipping method. Magento sets this field to Free Shipping by default.
  • Method Name: Enter a name to display it in the checkout page.
  • Minimum Order Amount: At this minimum order amount, customers get their Free shipping.
  • Displayed Error Message: This message will appear when your free shipping offer doesn’t apply to order or is not available.
  • Set Ship to Applicable Countries to either:
    • All Allowed Countries: to apply Free Shipping to all the countries allowed in your store configuration,
    • Specific Countries: to apply Free Shipping to some selected countries only. When you choose this option, the Ship to Specific Countries list and Show Method if Not Applicable field appear.
  • Ship to Specific Countries: Select the countries to apply the free shipping method.
  • Show Method if Not Applicable: Choose Yes to show Free Shipping method on the checkout page even when it’s not available.
  • Sort Order: Set the position for Free shipping among other shipping methods on the checkout page. Set this to 0 to keep free shipping as the first option on the shipping methods list.

After configuration, hit the Save Config button at the top right of the page to finish.

Save Config button

Step 2: Configure Carrier settings

If you use a shipping carrier (e.g. FedEx, DHL, UPS or USPS) to ship your products, you may need to do some extra settings.

On the left panel,  go to Sales >  Shipping Methods.

In the Shipping Methods section,  click on the carrier service you’re using to expand it.

In this tutorial, I will configure UPS as an example. In the UPS section, scroll down to free shipping settings:

Free Shipping settings

  • Uncheck the Use System Value box for Free Method field.
  • In the Free Method field, select how you want to ship the products. I will recommend Ground so it doesn’t cost too much.
  • Enable the Free Shipping Amount Threshold if you only offer free shipping for orders above a minimum amount.

Click Save Config button at the top right corner to save your settings.

Save Config button

Refresh your cache via the system popup message and you’re done.

Refresh Cache popup message

Congrats! You have just finished configuring Magento 2 Free Shipping method.

Now move on to Flat Rate Shipping Method.

How to Configure Magento 2 Flat Rate Shipping Method

In Flat Rate Shipping Method, you charge customers a fixed amount for shipping their products.  This strategy works best when you have a product line of similar sizes and weights.

Magento 2 allows you to apply flat rate shipping to a complete order or individual items.

You can also add a handling fee (to cover other costs like packaging) to the total shipping cost, either as a fixed amount per order or as a percent of the shipping cost.

Now you’re all set. Let’s start with Magento 2 Flat Rate Shipping Method Configuration!

First, make sure you’re in the Shipping Methods page (access it through left menu > Stores > Configuration >  (from the left panel) Sales > Shipping Methods). Then, navigate to the Flat Rate section.

Flat Rate section

If necessary, clear Use System Value checkbox to edit. Fill in the required information as below:

  • Enabled: Enable flat rate shipping by choosing Yes.
  • Title: Type in a name for your shipping method.
  • Method Name: Type in a name to show on the checkout page. Magento sets this field to Fixed by default.
  • Type: Choose among 3 options:
    • None: Set the shipping rate as 0. This makes it similar to the Free Shipping method;
    • Per Order: Charge a flat rate for the entire order;
    • Per Item: Charge a flat rate per item. The rate is multiplied by the number of items in the order, no matter if the items are of the same or different types.
  • Price: Set the price for the flat rate.
  • Calculate Handling Fee: Select among 2 options if you want to add an extra amount into the total shipping fee:
    • Fixed: Charge a fixed amount.
    • Percent: Charge a percentage of shipping cost.
  • Handling Fee: Enter handling fee amount that you want to charge. Depending on what you choose in the Calculate Handling Fee field, the system will understand this amount as a fixed cost or a percentage.
  • Displayed Error Message: Type in a message to appear when the flat rate is unavailable.
  • Ship to Applicable Countries: Set which countries you want to apply the flat rate.
    • All Allowed Countries: Ship to all the countries allowed in your store configuration.
    • Specific Countries: Ship to some countries only. If you choose this option, 2 new fields will appear: Ship to Specific Countries and Show Method if Not Applicable:
    • Ship to Specific Countries: Select the countries to apply the flat rate shipping.
    • Show Method if Not Applicable: Select Yes to always show the flat rate shipping, even when it’s not applicable.
  • Sort Order: Set the position of the Flat Rate shipping among other methods on the checkout page. Set this to 0 to keep it as the first option in the list.

Click the Save Config button at the top right of the page to save your settings.

Save Config button

Refresh your cache via the system popup message and you’re done.

Refresh Cache popup message

You’ve finished configuring Flat Rate Shipping. Let’s move on to the Magento 2 Table Rates Shipping Method Configuration.

How to Configure Magento 2 Table Rates Shipping Method

Table Rates Shipping makes it possible for you to create complex rules for shipping your products worldwide.

Table Rates shipping method allows you to apply shipping rates to a cart based on:

  • Cart price and the shipping destination;
  • The weight of items in the cart and the shipping destination;
  • The number of items in the cart and the shipping destination.

You can export and import these components in Magento 2 settings via a CSV file. When a customer buy your products, the final shipping cost will appear in the shipping estimation section of the shopping cart.

Configure Magento 2 Table Rates Default Settings

First, make sure you’re in theShipping Methodspage (access it through left menu > Stores > Configuration >  (from the left panel) Sales > Shipping Methods). Then, navigate to the Table Rates section.

Shipping Methods tab

Table Rates section

If necessary, clear Use System Value checkbox to edit. Fill in the required information as below:

  • Title: Enter a name to show during checkout. Magento sets this field to Best Way by default.
  • Method Name: This name will appear next to the calculated rate in the cart.
  • Condition: choose among 3 options to calculate the shipping rates:
    • Weight vs. Destination: Calculate the shipping rates based on the total weight of the items in the order and the destination of the shipments;
    • Price vs. Destination: based on the price of the items in the order and the destination of the shipments;
    • # of items vs. Destination: based on the number of items in the order and the destination of the shipments.
  • Include Virtual Products in Price Calculation: Apply the table rates shipping to virtual products by selecting Yes. By default, this setting is No. (Note: the Weight v. Destination condition doesn’t apply to virtual products as they don’t have any weight.)
  • Calculate Handling Fee: Choose among 2 options if you want to charge an extra handling fee:
    • Fixed: Charge a fixed amount;
    • Percent: Charge a percentage of the shipping cost.
  • Handling Fee: Enter the handling fee amount that you want to charge. Depending on what you choose in the Calculate Handling Fee field, the system will understand this amount as a fixed cost or a percentage.
  • Displayed Error Message: Type in a message to appear when the table rates method is unavailable.
  • Ship to Applicable Countries: choose among 2 options:
    • All Allowed Countries: Ship to all the countries allowed in your store configuration;
    • Specific Countries: Ship to some countries only. If you choose this option, 2 new fields will appear: Ship to Specific Countries and Show Method if Not Applicable:
    • Ship to Specific Countries: Select the countries to apply the flat rate shipping.
    • Show Method if Not Applicable: Choose Yes to always show the flat rate shipping, even when it’s not applicable.
  • Sort Order: Decide the position of the Flat Rate shipping among other methods on the checkout page. Set this to 0 to keep it as the first option in the list.

Click the Save Config button at the top right of the page to save your settings.
Save Config button
Refresh your cache via the system popup message and you’re done.

Refresh Cache popup message

PREPARE THE TABLE RATES FILE

After configuring the default settings for Magento 2 Table Rates Shipping Method, you need to prepare your rates in a CSV file.
In your Sales > Shipping Methods page, you’ll see the Store View settings at the top left of the page.

Store View Settings

Select the website that you want to apply the table rates shipping e.g. Main Website to set up the shipping method.

After you select a store view, 2 new fields will appear in the Table Rates settings section i.e. Export and Import:

Export/ Import CSV

If this is the first time you create a table rates file, you can click on the Export CSV button to download the CSV template to edit your own rates.

When you set the condition to Price vs. Destination, the template will provide sample data as below:

table rates CSV file template

Note:

  • * means all possible values in that category.
  • The Country column must contain a valid three-character code in each row.

Edit the table rates according to your preference and save the file.

UPLOAD THE TABLE RATES FILE

Go back to the Table Rates settings section.

Export/ Import CSV

Click on the Choose filebutton and select the file you’ve just edited to upload.  (Make sure you’re still selecting the Store View that you want to apply the Table Rates method to.)

Click the Save Config button at the top right of the page to save your settings.
Save Config button
Refresh your cache via the system popup message and you’re done.

Refresh Cache popup message

That’s it! You’ve done Magento 2 Table Rates Shipping Method configuration.

How to Configure Magento 2 Dimensional Weight Shipping Method

The Dimensional Weight Shipping method means that the shipping cost is calculated based on the weight and package volume of the products.

The package volume is the amount of space that the package takes in the stock of carrier. Note that the package can be larger than the product size.

Magento 2 supports the following carriers who apply the Dimensional Weight Shipping Method in their shipments:

  • UPS (United Parcel Service): allows both domestic and international shipping service for more than 220 countries by land and air.
  • USPS (The United States Postal Service): is a postal service of U.S. government that provide shipping service for domestic and international by land and air.
  • FexEd (Federal Express): offers both domestic and international shipping service to more than 220 countries by land and air.
  • DHL (DHL Express): provides international shipping service specialized in managing and transporting letters, goods, and information.

Since these 4 shipping methods share major similarities, I will do the UPS configuration as an example in this tutorial. Note that you need to open a UPS shipping account to offer this shipping method to your customers.

Enable UPS Shipping Method

First, make sure you’re in theShipping Methodspage (access it through left menu > Stores > Configuration >  (from the left panel) Sales > Shipping Methods). Then, navigate to the UPS section.

Shipping Methods tab

UPS settings

If necessary, clear Use System Value checkbox to edit. Fill in the required information as below:

  • Enabled for Checkout: choose Yes to enable this shipping method.
  • UPS type: If you want the most precise Shipping rates, select United Parcel Service XML (requires UPS account). When you choose United Parcel Service XML, 4 UPS XML extra settings fields will appear.
  • Live Account: Choose Yes to confirm that the account is active.
  • UPS XML extra settings:
    • Access License Number: Enter your personal Access Key;
    • Password: Your UPS Account Password;
    • User ID : Your UPS User ID;
    • Mode: choose Live to send data to UPS Shipping system over the secure connection.
    • UPS settings
  • Origin of the Shipment: Select the location from which you are shipping the orders.
  • Enable Negotiated Rates : If you have negotiated special Shipping Rates with UPS enable this option, then type in the Shipper Number which is assigned by UPS.
  • Gateway URL: This is the URL that will connect your Magento 2 Store with the UPS shipping calculator and service. If you choose United Parcel Service XML option above, this field will be replaced with Gateway XML URL – verify this information to send the request by XML file.
  • Title: enter the shipping method name to display during the checkout process.
  • Package Request Type: choose Use origin weight if you want to send UPS weight measures for each product of an order separately

Configure Container Description and Handling Fee

Here, we will continue configuring container description and handling fee of Magento 2 UPS shipping method.

UPS settings

If necessary, clear Use System Value checkbox to edit. Fill in the required information as below:

  • Container: determine the packaging type used for shipment (use customer packaging unless you are sure what container to use for other options).
  • Weight Unit: choose what your store uses (LBS – pounds or KGS– kilograms).
  • Destination Type: select one of the following:
    • Residential: if most of your shipments are business to consumer.
    • Commercial: if most of your shipments are business to business.
  • Maximum Package Weight : The maximum weight of an order to be sent by this method (150 LBS is the limit)
  • Pickup Method: choose eitherRegular Daily Pickup, On Call AirOne Time Pickup, Letter Center or Customer Counter. I’d recommend Regular Daily Pickup if you have set up an agreement with UPS to come and pick packages daily. Or, use Customer Counter if you want to drop the packages in the nearest UPS office.
  • Minimum Package Weight : Enter the minimum of an order to be sent by this method.
  • Calculate Handling Fee: Choose Fixed or Percent to calculate your handling fee as either a fixed amount or a percentage.
  • Handling Applied: Decide how the handling fee is applied either Per Order or Per Package. I’d recommend per order.
  • Handling Fee: Type in the handling fee amount that you want to charge. Depending on what you choose in the Handling Applied field, the system will understand this amount as a fixed cost or a percentage.

Specify  UPS METHOD OPTIONs and applicable countries

UPS shipping settings

To complete setting up the UPS shipping method for your Magento 2, please fill in the information below. If necessary, clear Use System Value checkbox to edit.

  • Allowed Methods: Choose one or multiple options for UPS method. Ctrl + Click to select multiple.
  • Free Method: Enable this section if you want to offer some options as free shipping. Ctrl + Click to select multiple.
  • Free Shipping Amount Threshold: Choose Enable to allow free shipping for orders above a minimum value only, then specify the amount.
  • Displayed Error Message: Enter a message to display when UPS shipping is unavailable.
  • Ship to Applicable Countries: Select All Allowed Countries to allow UPS shipping method for all countries allowed in the store configuration. If you choose Specific Countries, the Ship to Specific Countries list will become available so you can specify the countries for UPS shipping.
  • Show Method If Not Applicable: Choose Yes if you want to show this shipping method on the checkout page even when it’s not applicable.
  • Debug: If you select Yes</span, the system will create a log file with details of UPS shipments made from the store.
  • Sort Order: Decide the position of the UPS shipping among other methods on the checkout page. Set this to 0 to keep it as the first option in the list.

Click the Save Config button at the top right of the page to save your settings.
Save Config button

Congrats! You’ve just finished the ultimate guide for setting up Magento 2 Shipping method above.

If you have any further inquiries, feel free to comment here.

Cheers!


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