• Contents

Setting up Freight for your B2B Site

Last updated 09/10/2017

Set up freight options to charge B2B customers freight on purchases.

Overview


Freight fees can be set up in Cin7 to provide a number of options for adding a freight charge to your customers automatically.

Freight in Cin7 works as follows:

  • You will divide the countries or states to which you ship into zones.
  • Each zone is allocated a freight option or options, which calculates the freight of the products.
  • At checkout, customers will choose a country or state, which in turn provides them with the freight options you have set up for that zone.

Needless to say, because you can build a number of variables into the freight calculations, the system is very flexible. However, this does mean that it may seem complex on first read through. If you have any questions feel free to contact the support team.

Freight Zones


First set up the Freight Zones you require. Freight will be calculated at a zone level.

To create or edit freight zones:

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. Under B2B Website Options, click Freight Zones.
  3. Either click Add New or click Change against an existing Freight Zone.
  4. Once you've made changes, click Update or Insert to save.

To provide an example, I ship my products to Australia, New Zealand, North America, and the UK. I have set up my Freight Zones like so:

Note that North America contains more than one country, so each country is entered into the Countries field separated by a comma:

This means the customer will see the following upon checkout:

Countries appear in the checkout list according to:

  • sort order of zone in the Freight Zones setting
  • alphabetical order of the countries within each zone

If you want the entire list to appear in alphabetical order, set the sort order the same for each zone.

Shipping to States

You could also use a similar system to create zones for states. Because the customers don't actually see the zones, you can divide up the states however you like, e.g. 'in state' and 'out of state' based on the costs of shipping to those states.

Freight Options


Once you have set up your zones, you need to apply some freight fees to each zone using Freight Options.

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. Under B2B Website Options, click Freight.
  3. Click Add Freight to add a new option, or Change next to an option to make a change.

When you create a freight option, you will apply it to a freight zone. You can have more than one freight option per zone.

The cost of freight is added to the Array 1 field. There are several ways to set this up:

Flat Fee Per Order

To charge the same fee for every order, simply add the following:

0,$20

Where the first value is weight, and the second value is the dollar amount you charge. Customers that use other currency symbols must still use the dollar symbol.

Tiered Pricing

You may want to charge based on weights using a tiered system.

0,$20
1,$25
2,$30
5,$40
10,$50
15,TBC

Here, orders with total weight less than 1kg will be charged $20, between 1kg and 2kg $25 and so forth. The final value will mean that the freight charge will be 'To Be Confirmed' for orders over 15kgs.

To continue with the original example, I offer both Frist and Economy class delivery to all countries, but as some countries are further away, I want to make sure that those countries have greater costs.

I have set up two options for each zone like so:

Which means the customer sees the following:

Adding Weight to Products


In order for the tiered freight method mentioned above to work correctly, you must apply a weight to each product.

The weight fields do not appear in the product page by default. To add the additional fields required:

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. From the Products menu, click Product Settings.
  3. Change the Dimensions drop-down to Yes.

Currently freight calculations in the B2B do not support Option Weight.

Freight Divisions

Although the freight calculations are based on weight, you are not obliged to use this measurement for weight. You could, for instance, charge a flat fee for every item bought, by adding a weight of 1 for each item. This would mean the total weight would be equal to the total items ordered. Fees could be calculated accordingly.

Quoting Freight


For situations where you would prefer to quote for freight after an order has been placed, then you would set up a single freight option and apply it to each freight zone.

We recommend only using this option when you are using the On Account payment method - otherwise your customers will pay for the order and you will have to invoice them separately for freight.