Shipping mode BRD

The Shipping mode feature provides clients with the ability to enable various options for shipping their orders.

Figma design-Claims 2024

Objective

• The main goal of this development is to empower the client with the ability to ship their orders as per their preference and establish a shipping allocation rule.

• By defining their own shipping mode, the client can conveniently assign priority to ship their orders.

• Eshopbox provides clients with three shipping modes to choose from, offering a simple and convenient way to automate and streamline the allocation of shipping services to orders.
  These are the available shipping modes:

  • Eshopbox standard

  • Eshopbox express

  • Eshopbox priority

• The client will have the flexibility to create rules and define the priority of the shipping methods. By doing so, Eshopbox will allocate the shipping mode based on your specified rule and priority.

• For instance, if you want to prioritize Eshopbox Express for prepaid orders and Eshopbox Standard for COD orders, you can create two rules using the payment method as a filter. Set the priority for Eshopbox Express and Eshopbox Standard according to the payment mode. Consequently, when assigning shipping providers, Eshopbox will give priority to Eshopbox Express for prepaid orders and Eshopbox Standard for COD orders.

• It should be noted that Eshopbox will create one default rule resulting in all orders being shipped based on this rule if no other rule is created.

By default, Eshopbox will ship all your orders via standard shipping.

Currently

• There is currently no provision for pre-determining the shipping allocation rule for an order, the details are taken in a meeting or over email from the client and saved in clickpost by Eshopbox.
  Clickpost store this rule and apply the logic.

• Eshopbox offers two shipping options - Standard and Express. Standard shipping is used to deliver shipments to customers based on standard turn-around times.

High-level work-flow of the client journey:

• Client login to the Eshopbox workspace.

• Navigate to Settings > select shipping mode.

• Upon redirection to the shipping mode page, the client will configure his shipping rule.

• The default rule created will have the following details already

  • Rule name -Shipping allocation rule

  • By default the following rule will be set - When the journey type is forward then the shipping method is Standard.

  • Priority will be defined by standard shipping method.

  • Created by and created on

MIND FOR THE DEFAULT RULE:

• The client can't edit the conditions already defined by Eshopbox.

• The client can change the priority of shipping methods already defined by Eshopbox.

• For each rule you can find the following details:

  • Rule name

  • Condition applied: Example-When a zone is local and payment method is COD and the order amount is 2000. It will be shown in the form of a description. The description - showing the fields which are applicable in the shipping rule followed by the AND condition. By clicking on +2more(arbitrary value) the client can see the complete condition applied to the rule.

  • Shipping method priority like Eshopbox standard> Eshopbox express> eshopbox priority.

  • Created by

  • Created on

• Action - for each shipping rule the client can take the following actions from the dropdown:

  • Move to top-on clicking this button the client can easily drag the shipping rule upward and define its priority.

  • Move to the bottom- clicking this button the client can drag the shipping rule downward to give less priority.

  • Delete- the client can delete the rule by clicking on this button. A confirmation pop-up will come - Are you sure you want to delete this rule?

  • Duplicate

• If the client wants to create a new rule as per his preference he can simply click on the new rule button( Explained below).

• The list of rules will be displayed in the order of priority, with the Topmost rule carrying the highest priority and the lowermost rule carrying the least priority.

VIEW THE ALREADY CREATED VIEW( VIEW RULE)

• To see the complete details of a specific shipping rule you can perform this action in 2 ways:

  • Click on Action > select View rule

  • You can also select a particular rule to view it .

DUPLICATE THE ALREADY CREATED RULE

• The client is provided with the ability to duplicate an already created shipping rule.

  • For example, if the client has created a shipping rule called "Shipping Rule 2," they can simply click on "Duplicate" to create a new rule named "Copy of Shipping Rule 2."

  • It's important to note that the client can also edit the name of the duplicate shipping rule as desired.

DELETING THE SHIPPING RULE

• To delete a specific shipping rule, kindly proceed to the shipping service landing page where all shipping rules are listed and from Action select the delete.

• It's important to note that upon clicking the delete button, the client will receive a confirmation pop-up notifying them that this action cannot be undone.

CREATING NEW RULES-

• To create a new rule, the client can click on "Create Rule. However, if the client has not created any new rule then the default rule created by Eshopbox will remain applicable by default.

• To create a new shipping rule, the client must provide the following information:

  • Rule name - The name of the shipping rule to make it easy to identify.

• AND condition will be applicable in all the fields.

• Once the client enters all the fields and values - the add condition button will be disabled.

More options-

• Once the shipping rules are created the client can see three dots on the right side with each respective rule. Where he can find the delete option.

  • Delete - The client can remove the specific field from the list of filters.

SETTING THE SHIPPING METHOD PRIORITY

• The client has the ability to establish the order of preference for the shipping method to be allocated to orders with configured fields, which Eshopbox will use as per the defined priority to ship the orders. The client may add up to a maximum of four shipping services, which include:

  • Eshopbox Standard

  • Eshopbox Express

  • Eshopbox Priority

• The client needs to use the drag feature to define the priority of the shipping method.

• By default, the client will be able to see all 3 shipping methods.

• If the client wishes to restrict one particular shipping method. Then the client can simply click on the Delete icon, and the particular shipping method will move to another segment named Restricted shipping method.

• The client can also revert back to the changes done in the previous step- the client can click on add icon, and the shipping method which was put in the restricted shipping method segment will shift and move to the shipping methods which are applicable.

• The client can set the priority of the shipping rule under 2 segments defined-

  • Drag to set the priority - these will contain the shipping methods that are active in the order of priority.

  • Restricted shipping method - Can drag the shipping methods if he wants to inactive one.

Workflow when generating label (including clickpost):

• Eshopbox to identify the rule that is applicable to ship the order based on the rules configured.

• Pick the rule having the highest priority. (1 being the highest)

• Check the shipping priority of the rule.

• Sort the courier accounts stored in the DB as per the priority configured in the rule and group by shipping mode (Standard, shipping, priority, self).

• Call Clickpost recommendation API.

• Pick the courier from the Clickpost recommendation API and group by shipping mode (Standard, shipping, priority, self).

• The highest priority shipping mode as per the rule (Standard, shipping, priority, self) will be picked from the Clickpost recommendation API. This will provide us with the list of courier accounts.

• The first courier account from the previous step will be picked for shipping label generation. If any error is received, jump to second and so on.

• in case, there is an error in all the couriers from shipping mode having the high priority, jump to 2nd priority of the shipping mode.