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Shipping settings
The Shipping group controls whether orders may ship in parts, when an order must be allocated to ship today, the agreed service level, and which defaults (shipping method, delivery terms, business model) a new order gets. Find them under Admin › Settings › Shipping. For how levels and conditions work, see Settings; for shipments see Shipments and Cutoff and SLA.
All shipping settings are read from the order's account (Delivery info required from the shipment's account) and, except Delivery info required, can be overridden per order through the API. Where a setting has a Location condition, the location is the order's origin location, which is known once a line has been allocated or an origin location has been chosen.
Partial shipping
| Key | shipping.partial_shipping |
| Type | On/off |
| Default | On |
| Conditions | Location, Customer |
| Account lookup | The order's account |
Is it allowed to partially ship the order?
- On: an order can be shipped in several shipments. As soon as something is packed, the packed part can be shipped while the rest is still being picked or is on backorder.
- Off: the order must leave in one go:
- shipping fails with can not partial ship unless everything on the order is packed,
- all packs must be added to the order's open shipment (see Add to open shipment).
Switch it off for customers who do not accept split deliveries, typically together with Partial allocation.
Split shipping
| Key | shipping.split_shipping |
| Type | On/off |
| Default | Off |
| Conditions | None |
| Account lookup | The order's account |
Is it allowed to split the order over multiple locations?
- Off: once a line of an order has been allocated from a location, the rest of the order is allocated from that same location, and the allocate screen preselects it.
- On: each line can be allocated from whichever location has inventory, so one order can ship from several warehouses.
Cutoff time
| Key | shipping.cutoff_time |
| Type | Time, as HH:MM |
| Default | 13:00 |
| Conditions | Location, Business model, Shipping method |
| Account lookup | The order's account |
What is the latest allocation time for the order to be shipped today (local to the location).
The cutoff time determines the ship at date and time of a sales order. When the order is allocated, Boxture compares the allocation time, in the time zone of the origin location, with the cutoff time:
- Allocated at or before the cutoff time: ship at = the pickup time on the day of allocation (or on the next working day if that day is not a working day).
- Allocated after the cutoff time: ship at = the next working day.
Working days come from Working days and Holidays.
Example: cutoff 13:00, pickup 17:00. An order allocated on Tuesday at 11:30 gets ship at Tuesday 17:00; an order allocated on Tuesday at 14:10 gets ship at Wednesday. An order allocated at 11:30 on a Saturday (not a working day) gets Monday.
Use the conditions for a later cutoff for express services (Shipping method), or a different cutoff per warehouse (Location).
Sla days
| Key | shipping.sla_days |
| Type | Number |
| Default | 0 |
| Conditions | Business model, Shipping method |
| Account lookup | The order's account |
What is the agreed maximum number of business days from allocation to shipping an order.
Used when sales orders have a ship earliest on or ship latest on date. Such an order is only auto-allocated once today is on or after that date minus this number of business days. With 0, a sales order with ship earliest on next Friday is auto-allocated on Friday; with 2, on Wednesday (assuming Monday to Friday working days).
This gives the warehouse the agreed number of days to process the order before the requested date. Orders without these dates are not affected. Manual allocation is not restricted by this setting. See Auto allocate.
Default delivery terms
| Key | shipping.default_delivery_terms |
| Type | Choice: Incoterms (EXW, FCA, CPT, CIP, DPU, DAP, DDP, FAS, FOB, CFR, CIF, DAF, DAT, DES, DEQ, DDU) |
| Default | None |
| Conditions | Order type, Location, Destination Country, Channel, Export order? |
| Account lookup | The order's account |
What is the default delivery term?
When an order is saved without delivery terms, it gets the delivery terms from this setting. Orders that already have delivery terms (entered by hand, imported or sent through the API) keep them. Delivery terms are printed on customs documents and passed to carriers.
The Export order? condition lets you choose different terms for exports, for example DAP for exports and DDP for everything else. Switch it on in a level to make that level apply to export orders only; when it is off, the level applies to all orders. Only sales orders with a known origin location are evaluated: such an order counts as export when the destination country differs from the origin location's country and the two are not both in the EU (an order without a delivery country also counts as export).
Shipping method required
| Key | shipping.shipping_method_required |
| Type | On/off |
| Default | Off (no value) |
| Conditions | Order type, Business model |
| Account lookup | The order's account |
Is shipping method required?
When on, an order cannot be saved without a shipping method. It only applies to order types that have a shipping method (orders that ship goods, such as sales and transfer orders, and return orders). A default shipping method is filled in before this check, so a matching default satisfies it.
Default shipping method
| Key | shipping.default_shipping_method |
| Type | Choice from available shipping methods |
| Default | None |
| Conditions | Destination Country, Order type, Location, Business model, Channel, Export order? |
| Account lookup | The order's account |
What is the default shipping method?
When an order is saved without a shipping method, Boxture fills in the shipping method from this setting. This happens on every save until the order has a shipping method, so a level that depends on the location starts to match once the order has an origin location.
A typical setup:
| Level | Destination Country | Export order? | Value |
|---|---|---|---|
| 1 | Netherlands | Off | PostNL Standard |
| 2 | On | DHL Express Worldwide | |
| 3 | Off | DHL Parcel Europe |
Orders to the Netherlands get PostNL; other exports (outside the EU) get DHL Express; the remaining orders, within the EU, get DHL Parcel Europe.
Shipping methods are maintained under Admin › Carriers & Services › Shipping methods. See Carriers and shipping methods.
Backorder shipping method
| Key | shipping.backorder_shipping_method |
| Type | Choice from available shipping methods |
| Default | None |
| Conditions | Order type, Location, Business model |
| Account lookup | The order's account |
What is the shipping method for orders that go on backorder? This shipping method will be applied when the order goes from backorder to allocated.
When an order with a shipping method is allocated and at least one unit is allocated from backorder, the order's shipping method is replaced by this one. Use it when late orders must be sent with a faster service, or when backorders are delivered with a different carrier.
WARNING
The replacement happens whenever units come out of backorder. If no level of this setting matches the order, the order's shipping method is emptied at that moment. Configure a level without conditions if you use this setting, or leave the setting completely empty only if your orders never go on backorder.
Default business model
| Key | shipping.default_business_model |
| Type | Choice: Business to consumer, Business to business, Business to government, Buy online, pickup in shop |
| Default | Business to consumer |
| Conditions | Channel, Order type |
| Account lookup | The order's account |
What is the default business model?
When an order is saved without a business model, it gets this one. The business model is itself a condition for other settings (Cutoff time, Sla days, Default shipping method and others), so setting it per channel lets B2B orders from a wholesale channel follow different rules than webshop orders.
Delivery info required
| Key | shipping.delivery_info_required |
| Type | On/off |
| Default | Off |
| Conditions | None |
| Account lookup | The shipment's account |
Is delivery info required? The system default is false.
When on, a shipment can only be marked delivered when the proof of delivery is complete: the name of the person who received it and the date and time of delivery. Marking it delivered without them fails with Delivery info is required. Integrations that report delivery (such as NetSuite fulfilment updates) wait until both are present.