Configure delivery methods¶

In the process of moving goods from one location to another, there will be additional costs such as packaging fees, shipping fees, doorstep delivery fees, storage fees, etc.

Viindoo software provides features to calculate the delivery fees with different methods and integrates them into invoices.

Requirements

This tutorial requires the installation of the following applications/modules:

Inventory & Supply Chain Management

Enable Delivery Methods¶

Navigate to Inventory > Configuration > Settings > Delivery, choose Delivery Methods then press Save to record the settings.

Activate Delivery Methods in Viindoo Inventory management software

Configure Delivery Methods¶

To set up delivery methods, navigate to Inventory > Configuration > Shipping Methods, press Create to create a new method.

Configure shipping methods in the Viindoo Inventory management app

Add information to the following fields:

Shipping Method: Name of the shipping method;

Provider:

It’s possible to choose one of the two delivery fee calculation methods. Choose Fixed Price if the shipping fee is charged invariably or Based on Rules.

Delivery Product:

Create a new product with the product type as Service and is linked to this shipping method. The sales order will record this service as a shipping cost.

Margin on Rate:

Add this percentage to the shipping cost. This rate can be used when businesses want to charge an extra fee when using delivery services.

Free if order amount is above:

Free shipping cost if the invoice total value is above a certain amount of money.

Configure fixed shipping price¶

In the shipping methods creation view, choose Fixed Price for the Provider field. Add a fixed price and Save.

Configure fixed delivery price in Viindoo Inventory app

Configure the rule-based shipping price¶

Once created, these rules will be applied to products that satisfy requirements. To create a rule-based shipping method, in the Shipping Methods creation view, on the Provider field choose Based on Rules. A pop-up window appears that allows the user to create shipping pricing rules. Press on Add a line to create a new set of shipping rules.

Add a line for pricing rules in the Viindoo Inventory app

Conditions can be applied to: Weight, Volume, (Weight * Volume), Price, or Quantity.

When an order matches the required conditions, the shipping cost will be calculated as follow: Fixed delivery cost + Coefficient * [Weight, Volume, (Weight * Volume), Price, or Quantity].

Example: A shipping cost rule is applied to an invoice when the weight of the order is bigger than 100kg. In this case, the shipping cost is 20.000 VND plus the extra fee which equals (1.000 * total weight of the package order):

The shipping rules are sorted by priority. It means that when more than two rules are satisfied, the shipping rule in the higher position will be applied first.

Note

In order to have the shipping pricing rules calculated in different units of measure, the Units of Measure feature must be enabled.

Configure shipping rules to a certain destination¶

In general, businesses will apply certain shipping methods to specific regions. To apply these rules, navigate to Shipping Methods > Destination Availability view, fill in the information to limit this rule to specific countries, states, or use the ZIP code of that area.

Set up shipping rules to certain destinations - Viindoo Inventory app

Note

It is necessary to fully set up the country, state/province, postal code (Zip code) information on the shipping address information on the customer contact.