Magelia WebStore

  • Summary

Magelia WebStore QuickStart Guide

Configuration of Shipping Zones and Rates

We will now configure Shipping zones and rates within Magelia WebStore. Magelia WebStore is a flexible system that enables you to define precise shipping zones based on countries, regions/state or sub-region/state defined by regular expressions. You can easily define precise shipping zones and exclude regions or sub-regions from a shipping zone. In terms of shipping rates calculation, Magelia WebStore supports shipping charges by currency and calculation based on order amount, weight or number of items in the basket.

Configuring shipping is a process with four logical steps:

  1. Warehouse: we will define a warehouse
  2. Shipping Zones: we will create shipping zones that correspond, for example, to Mainland USA (excluding Alaska and Hawaï)
  3. Carriers: we will create carriers / delivery services such as USPS / UPS / etc.
  4. Shipping Rates: we will with tax rates

Warehouse

Warehouses designate storage areas for merchandise. What we call warehouses in WebStore can also correspond to physical stores. Restrictions apply according to the Magelia WebStore Edition that you installed (only 1 warehouse in the Community Edition).

Step-by-step procedure

In this example, we are going to create a warehouse based in Chicago, Illinois:

Prerequisite: If you want taxes to be applied based on the origin tax zone of the goods, which is a classic situation in Europe, prior to adjusting warehouse settings, you need to have first configured tax zones.

To create a warehouse or a store containing stock from which you will ship products:

1. Go to the screen Tax and Shipping > Warehouses. This screen shows the list of warehouses that have already been created. Click on “Add New” to create a new warehouse.

Magelia WebStore - Quick Start Guide

2. Code: Enter a unique code for the warehouse: WH1-Chicago
3. Tax Zone: Select the Tax Zone that corresponds to where the warehouse is located. In this example, we select Illinois.
4. Name of the warehouse in different languages. For example, “Chicago Warehouse” in English and “Entrepôt de Chicago” in French. Click “Save”.
We can see that the new warehouse appears in the list.

Magelia WebStore - Quick Start Guide

GET MORE warehouses or physical stores with Magelia WebStore Professional and Enterprise Editions. If you have a Professional or Enterprise version and you wish to create other warehouses, follow the procedure given above.

The tax zone of a warehouse is useful for certain regions like the European Union because different taxes apply according to the location of the warehouse of origin.

Learn more

Additional Help
/documentation/adminconsole/TaxAndShipping.Warehouses.Edit?help=true

Video
In the new window, click the “Video” tab: /documentation/adminconsole/TaxAndShipping.Warehouses.Edit?help=true
Watch on YouTube: https://www.youtube.com/watch?v=_SB9gxVoBT8

Shipping Zone

A shipping zone corresponds to a geographical area for which one or several modes of transportation will be proposed and for which shipping fees must be calculated.

A shipping zone can correspond to a region smaller than a state, to a state or several states, to a country, or to a region larger than a country. WebStore is designed so that the delivery zones of your carriers can be easily set up.

In the following example, we configure a shipping zone by using the concepts of continent, country, and region. If you need to define more precise shipping zones such as by postal code, you will be able to do it using regular expressions. Refer to the section at the end of this document to find out more about regular expressions.

Step-by-step procedure

In this example, we are going to create a shipping zone that corresponds to the USA but excludes Alaska and Hawaii, which are non-serviced zones:

To create a shipping zone:

1. Go to the screen Tax and Shipping > Shipping Zones. This screen shows the list of shipping zones that have been already created. Click on “Add New” to create a new shipping zone.

Magelia WebStore - Quick Start Guide

2. Code: unique code designating the shipping zone. Enter Mainland USA.
3. Continent / country / etc.: We select the continent North America and the country United States. We select the rule Include and click on the + button. In doing this, we are indicating that our shipping zone includes the USA.
4. To exclude a zone: select Continent: North America and Country: United States, then select the region to exclude (Alaska, for example). Next, select the rule Exclude and click on the + button. We have just indicated that our shipping zone does not include Alaska. We repeat this procedure for Hawaii.
5. Catalogs: Link catalogs to your shipping zones. As we have not yet created any catalogs, we cannot enter catalogs here. From the catalog creation scree we will also be able to define available shipping zones.

We have finished, so now we save.

You see the new shipping zone that you have just created appears in the list.

Magelia WebStore - Quick Start Guide

If you wish to create other shipping zones, follow the procedure given above.

Learn more

Additional help:
/documentation/adminconsole/TaxAndShipping.Shipping.Zones.Edit?help=true

Video:
In the new window, click the “Video” tab
/documentation/adminconsole/TaxAndShipping.Shipping.Zones.Edit?help=true
Watch on YouTube: https://www.youtube.com/watch?v=LI-FAoczrXQ

Regular expressions:
/documentation/adminconsole/TaxAndShipping.Shipping.Zones.Edit?help=true
http://www.regular-expressions.info/tutorial.html

Carriers / Delivery services

Carriers are the businesses responsible for delivering merchandise from the warehouse of origin to the customer’s shipping address. Magelia WebStore allows you to easily define carriers and assign them a name and a logo.

Carriers can, for example, be created to designate businesses like DHL, FedEx, UPS, etc. When shipping fees are created, these fees will vary to reflect the carrier chosen.

Step-by-step procedure

We are going to create a carrier named USPS:

To create a carrier:

1. Go to the screen Tax and Shipping > Carriers. This screen shows the list of already created carriers. Click on “Add New” to create a new Carrier.
2. Code: Enter a code like USPS. The code is simply a unique identifier of the Carrier.
3. Logo: Designate a logo. For this step, depending on your configuration, you may need to specify in Magelia WebStore where to store images. Go to Sellers-Stores > Store Configuration and enter the Folder path and Folder URL where you want to store the images and media in the FileWorkerComponentBase section. Then upload or choose the logo in the Media Library

Magelia WebStore - Quick Start Guide

4. Name of Carrier in different languages: for example USPS in English and in French. Then, click “Save”.
We can also see the new Carrier that you have created appear in the list.

Magelia WebStore - Quick Start Guide

If you wish to create other Carriers, follow the procedure given above.

Learn more

Additional Help:
/documentation/adminconsole/TaxAndShipping.Carriers.Edit?help=true

Video:
In the new window, click the “Video” tab
/documentation/adminconsole/TaxAndShipping.Carriers.Edit?help=true
Watch on YouTube: https://www.youtube.com/watch?v=ETNCEUYlD0c

Shipping Rates

Shipping/Delivery charges correspond to price ranges determined for the carrier, the warehouse, the merchandise, and the shipping zone.

The shipping/delivery charges themselves can be subject to taxes and are therefore assigned to a tax category.

Step-by-step procedure

Prerequisite: Prior to configuring tax rates, you need to have configured:

  • Shipping zones
  • Carriers
  • Tax categories if you want taxes to apply to shipping rates

To be able to apply shipping taxes to shipping rates, we need to have a Shipping and Handling tax category, and a sipping rate defined for this tax category and a tax rate that applies. Simply refer to the chapter about taxes if you need to create additional data.

To create a Shipping Rate:

  1. Go to the screen Tax and Shipping > Shipping rate. Click on “Add New.”
  2. Code: Enter a code like USPS Ground. This code is simply a unique identifier of the Shipping Rate.
  3. Choose a Carrier: we select USPS
  4. Choose a warehouse from which the merchandise will leave: we select WH1 Chicago
  5. Choose the shipping zone: we select Mainland USA
  6. Enter the name of the Shipping Rate in different languages: for example USPS Ground Shipping in English and USPS Livraison Terrestre in French. Next, “Save”.
  7. Tax categories: As shipping costs are subject to taxes, let us therefore associate them to a tax category. We select the tax category Shipping and Handling tax cat that will apply a 7% tax to the shipping charges if they are shipped from Illinois to Illinois.
  8. Calculation criteria: choose in what terms you would like the shipping fees to be paid: by weight, by quantity, or by order amount; we select by order total (e.g. amount).
  9. Now enter the shipping fees. For this simple example we select the currency (USD) an dedefine that from $0 and upwards (no max value entered for “to” column), the shipping rates should be 10. With WebStore, you can also define these amounts in ranges and by currency.
  10. Finally, click on “Save”.

Magelia WebStore - Quick Start Guide

We can see the new Carrier appears in the list.

Magelia WebStore - Quick Start Guide

If you wish to create other Shipping Rates, follow the procedure given above.

Learn more

Additional Help:
/documentation/adminconsole/TaxAndShipping.Shipping.Rates.Edit?help=true

Video:
/documentation/adminconsole/TaxAndShipping.Shipping.Rates.Edit?help=true
Watch on YouTube : https://www.youtube.com/watch?v=aBkdByYjz0w

Setting Preferences for Shipping and Tax

We are going to select shipping preferences. In paragraph 4.5 (Setting Preferences for Taxes), we defined tax preferences, but we did not define shipping preferences because we hadn’t yet created shipping zones. Now that we have created shipping zones, we can finish configuring our settings.

Why define these rules by default? When a potential customer visits a website, prices and taxes must be available for him/her to see, even if the customer’s location is unknown, meaning taxes and shipping rates cannot be applied. Tax and shipping rules are useful to assign default taxes and shipping when the shipping address, or location of the customer, is unknown.

Of course, when an order is finalized and the shipping address is known, the tax and shipping fees will be recalculated accordingly.

Step-by-step procedure

To create a Tax and Shipping Preferences for a country:

1. Go to the screen Tax and Shipping > Preferences. This screen shows a list of already created preferences by country. We will modify the already created preference for the USA by clicking on the pencil icon across from USA
2. Default Tax Zone: USA except IL is already selected because we previously configured it.
3. Default Shipping zone: we will choose Mainland USA because it is most likely that clients will be in the USA since this is the only shipping zone that we have defined.

Magelia WebStore - Quick Start Guide

Thus, if we do not have more precise information, we will consider that a visitor that lands on the site will have a shipping address in Mainland USA and a “USA except Illinois” tax zone.
4. Click “Save” before we continue. We see that this preference appears in the list:

Magelia WebStore - Quick Start Guide

If you wish to create other preferences for other countries, simply follow the procedure given above.

Learn more

Additional Help:
/documentation/adminconsole/TaxAndShipping.Zones.Preference.List?help=true

Video:
In the new window, click the “Video” tab
/documentation/adminconsole/TaxAndShipping.Zones.Preference.List?help=true
Watch on YouTube: https://www.youtube.com/watch?v=vJFSzBAdfJo