What is Shipping?
There are three stages to a complete order flow: Orders, Manifests, and Shipping.
To ship orders with shipping providers, Shipping Options must first be set up. Shipping options simply link the source and destination addresses to a courier service, specifically a country and state.
Shipping options will also route orders to other 3PL facilities where there’s more stock so there’s no disruption to orders.
Shipping option strings can be found already set-up inside shopping carts or they can be set-up via the order's Bulk-Import feature.
Creating new shipping options
When creating new shipping options, here’s what each field means:
Name This is the shipping option name.
Direction There are two directions orders can take: (1) Outbound orders (both in-store and ad-hoc) move from a 3PL facility to the end customer. As a shipping rule, an outbound address must be applied as 'Source address.' (2) Inbound orders (typically customer returns or manufacturers' ASN orders) move from end customers to 3PL facilities. As a shipping rule, an inbound address must be applied as 'Destination address.'
Default You must choose one shipping option to be used by default. Defined shipping rules will be applied automatically if other shipping rules haven’t been met.
Shipping rules These are the rules governing shipping options. For example, whether orders move to a particular country and state. If you select more than one country, then the State field will no longer be available.
To create new shipping options:
Log in to the Borderless 360 app.
Choose Shipping from the side bar.
Click Create shipping option.
Add the name of the shipping service as it’s shown on your marketplace or shopping cart.
Unless it’s a customer returns option, select Outbound.
And, if you want this to be your default shipping rule, you can do that by checking the box.
Next, we click Add shipping rule.
The source address is our first 3PL.
Then we select the right courier service.
Finally, we add the destination country and states. Click OK. We’ve now set up our first shipping rule.
If there is no stock available at our first facility to meet an order, we need to set up a second shipping rule that will ensure the order is automatically re-routed to our second facility where stock is available. Here’s how:
Again, click Add shipping rule.
This time, choose our second 3PL.
The courier service remains the same.
And, we make sure to add the same destination.
Click OK, and don’t forget to click Save.
That’s it. We’ve set up a shipping option with two rules.
Editing shipping options
To edit shipping options, you must first disable them by putting them in Draft status. Then you can edit them. Simply click on a shipping option to edit it.
If, on the other hand, you only need to change a priority of the shipping rule, simply drag and drop it (see Order Orchestration below for further information).
Don’t forget to Save and Enable shipping options after you have finished creating/editing them.
Be careful when changing the direction of a shipping option, as the addresses will remain the same and no errors will be shown.
Shipping option statuses and actions
The Order Orchestration feature is defined by a shipping option’s rules. The rules must share the same country and state as the shipping option itself.
Let’s look at an example. In the table below are two shipping rules. The first shipping rule (WMS TEST) will be applied to orders moving to NSW, QLD, and VIC.
The second shipping rule (Melbourne) ensures that any VIC-bound orders that are out of stock at WMS TEST will instead be sourced from Melbourne.
Let’s now look at some scenarios with different configurations of shipping options.
1. One shipping option used for several countries
Just one shipping option is being used here to cover:
Australia via Australia Post Express Post from AU 3PL
USA via USPS Priority from Texas
Four European countries via B360 EU from Hong Kong
2. One shipping option used for one country with different services per state
While just one shipping option is being used here to cover the AU 3PL facility, there are two shipping rules being used to orchestrate orders using different services:
NSW, QLD, WA, and ACT via Australia Post Express Post
VIC, TAS, SA via Australia Post Parcel Post
3. One shipping option used for one country with different rules to avoid being out-of-stock
In this scenario, which we saw earlier, VIC is covered by two facilities (two rules). The second facility (Melbourne) will be used automatically if the first facility (WMS TEST) doesn’t have enough stock.
4. Shipping options for customer returns
Returns shipping options must have an ‘Inbound’ direction. In this scenario, returns orders will automatically be fulfilled by Australia Post Return.