# Shipping

Shipping rates and pickup, the ready-to-ship queue, postage labels through your own Shippo account, and tracking.

Source: https://docs.lookoutridgeit.com/commerce/shipping/

**Add-on**
Commerce is an add-on, so not every website has it. If it is not in
your menu, see [Add-ons](https://docs.lookoutridgeit.com/billing/add-ons/) to add it.

Shipping has two halves.

- **What buyers pay, and how it goes.** Your rates, the places you ship, and
  pickup. These live on the **Settings** tab, under **Shipping**. See
  [Shipping settings](https://docs.lookoutridgeit.com/commerce/shipping/#shipping-settings).
- **Getting parcels out the door.** The **Shipping** tab is your packing
  bench. It lists every order that is packed and waiting to go out, and gets
  the tracking number back onto each one.

Go to **Plugins**, then **Commerce**. Click the **Shipping** tab.

No **Shipping** tab? It only shows when **This store ships physical goods** is
checked, on **Settings**, then **Shipping**. A store that sells only plans,
classes or files does not need it.

## How an order gets here

An order joins the queue when you move it to **Ready to Ship**. You do that
on the order itself, or for many at once from the **Orders** tab. See
[Orders](https://docs.lookoutridgeit.com/commerce/orders/#moving-an-order-to-a-new-stage).

Nothing lands here on its own when it is paid. That is on purpose. A shop that
makes things to order needs time to make them first.

An order leaves the queue when it gets a tracking number. It then reads
**Shipped**.

## The tiles

| Tile | What it counts |
| --- | --- |
| **Ready to ship** | Orders in the queue right now. |
| **Shipped today** | Orders that went out today. |
| **Awaiting tracking** | Orders marked shipped that have no tracking number. |
| **Ready for pickup** | Pickup orders waiting to be collected. Only when you offer pickup. |

## The views

Chips above the list switch between views. They show only when you have more
than one.

| View | What it lists |
| --- | --- |
| **Shipping queue** | Orders ready to ship. |
| **Bought labels** | Every order with a Shippo label, newest first, to print again. |
| **Manual labels** | Labels you bought for things that are not orders. See [Manual labels](https://docs.lookoutridgeit.com/commerce/shipping/#manual-labels). |
| **Pickups** | Pickup orders. See [In-store pickup](https://docs.lookoutridgeit.com/commerce/shipping/#in-store-pickup). |

**Bought labels** and **Manual labels** show only when Shippo is connected.

## The queue

One row is one order. The columns are **Order**, **Date**, **Customer**,
**Destination**, **Items** and **Status**. **Destination** is the town and
state it is going to.

Click a row to open the order. It is the same view as on the **Orders** tab.

When the queue is empty it reads "Nothing is ready to ship."

## Three ways to ship

Pick the one that suits you. You can mix them.

- **By hand.** Post it your own way, then type the tracking number on the
  order. See [Adding tracking by hand](https://docs.lookoutridgeit.com/commerce/orders/#adding-tracking-by-hand).
- **With a file.** Export a list of addresses, buy labels in another tool, then
  bring the tracking numbers back in. See
  [Export and import](https://docs.lookoutridgeit.com/commerce/shipping/#export-and-import).
- **With Shippo.** Buy the label right here, and the tracking fills itself in.
  See [Buying a label](https://docs.lookoutridgeit.com/commerce/shipping/#buying-a-label).

**Warning**
Every way that adds a tracking number also emails your customer a **Shipped**
notice with that number. It goes the moment the number is saved.

Check your numbers before you save them.

## Working on many orders at once

Check the box at the left of each order. A bar appears, counting what you
picked.

![The Shipping tab with two orders checked. Five numbered marks: 1 on the three tiles at the top, 2 on the checkbox of the first order, 3 on the bar that reads 2 selected, 4 on its Export shipping CSV button, 5 on the Import tracking button.](https://docs.lookoutridgeit.com/_astro/commerce-shipping-queue.D8aahetq_Z2vY6PD.webp)

*The shipping queue with two orders picked. The bar above the list acts on both.*

The numbers in the picture:

1. The tiles. See [The tiles](https://docs.lookoutridgeit.com/commerce/shipping/#the-tiles).
2. The box that picks an order.
3. The bar of buttons for the orders you picked.
4. **Export shipping CSV**. See [Export and import](https://docs.lookoutridgeit.com/commerce/shipping/#export-and-import).
5. **Import tracking** brings tracking numbers back in.

| Button | What it does |
| --- | --- |
| **Print invoices** | One invoice per order, ready to print. |
| **Print packing slips** | One packing slip per order. It shows no prices. |
| **Export shipping CSV** | Saves a file of names and addresses. See below. |
| **Buy label** | Buys a label. With several orders picked, it reads **Buy 2 labels**, and so on. Needs Shippo. |
| **Print labels** | Prints the labels you already bought, in your usual size. |
| The button beside it | Prints the same labels in your other size. It reads `letter` or `4x6`. |
| **Set stage…** | Moves every picked order to another stage. |
| **Clear** | Unchecks the lot. |

Each button shows how many orders it acts on. You can pick up to 100 orders at
once.

**Print labels** reads "Buy a label first" when none of the picked orders has
a label yet.

## Export and import

This is the way to use any label tool you like, such as Pirate Ship.

### Export shipping CSV

1. Check the orders you want to ship.
2. Click **Export shipping CSV**.
3. A file named `shipping-` and today's date saves to your computer.

The file has one row per order: the order number, name, address, email, phone,
items, weight and total. Most label tools can read it.

Orders with no address, orders already shipped, and refunded orders are left
out. A message says how many were skipped, and why.

**Warning**
This file holds your customers' names, home addresses, emails and phone
numbers. Once it is on your computer, keeping it safe is up to you.

Do not email it around. Delete it when the labels are done.

### Import tracking

When your label tool gives you tracking numbers, bring them back in one go.

1. Click **Import tracking**, above the queue.
2. Paste the file's text into the box, or choose the file.
3. Click **Preview**.
4. Read the table. Each row says **Will ship**, **Already shipped**,
   **No match**, or **Picked up in store, skipped**.
5. Click **Mark … orders shipped**. It names how many.

The file needs a column for the order and a column for the tracking number. A
carrier column is optional. Headings such as `Order Number`, `Tracking` and
`Carrier` all work. The order column can hold the invoice number, such as
`1001`.

Nothing is saved until you click **Mark … orders shipped**. Rows that match no
order are listed in a warning box, and left alone.

An order that already has tracking is skipped. Check **Overwrite existing
tracking** to replace it instead.

Every order you mark gets a **Shipped** email, as the warning above says.

**Close import** hides the box again.

## Buying a label

You need a Shippo account connected first. See
[Connect your Shippo account](https://docs.lookoutridgeit.com/commerce/shipping/#connect-your-shippo-account).

**Warning**
Buying a label charges your Shippo account. It is real money, spent the moment
you confirm.

If the internet drops while you buy, the message says the purchase "may or may
not have gone through". Do not retry right away. The order is held for 10
minutes. After that, buying again checks Shippo first, and records the label
if it was bought.

1. Pick one order in the queue and click **Buy label**. Or open the order and
   click **Buy label** there.
2. Pick a box from the **Parcel** list, or type the **Length (in)**,
   **Width (in)**, **Height (in)** and **Weight (lb)**. Typing a size picks
   **Custom**.
3. Click **Get rates**.
4. Pick a rate. Each shows the carrier, the service, the price and about how
   many days it takes.
5. Click the **Buy label** button. It shows the price.
6. Your browser asks you to confirm, and names the carrier and the price. Read
   it, then click OK.

The label opens in a new tab, ready to print. The tracking number is saved on
the order, and the order reads **Shipped**. Your customer gets the **Shipped**
email.

When the buyer paid for a service at checkout, that service is picked for you.
An order in more than one box gets a label for each box.

### Buying labels in a batch

1. In the queue, check two or more orders on the page.
2. Click **Buy 2 labels** (it counts what you checked).
3. Pick one **Parcel**, then click **Get rates**.
4. Pick one service for all of them.
5. Click the buy button, and confirm.

Each label is bought on its own. Any order that cannot be bought is listed,
with the reason. Then print them all as one file.

## Printing labels again

A label you bought is kept. Open the order and click **Print label**. Or pick
orders in the queue, or in **Bought labels**, and click **Print labels**.

Shipping labels bought through Shippo are kept for 12 months, then deleted.
That keeps your customers' home addresses from sitting around for years.

## Voiding a label

Bought the wrong label? Void it, and Shippo asks the carrier for your money
back.

**Warning**
Do not ship with a label once you void it. The refund can take days. For USPS
it can take weeks.

1. Open the order. On the **Customer** card, find **Shipping labels**.
2. Click **Void label**.
3. Your browser asks you to confirm. Click OK.

The label reads as pending until Shippo confirms. Click **Refresh** to check.

Once the refund goes through, the order goes back to **Ready to Ship**. You can
change its address and buy a new label. The buyer gets a fresh **Shipped**
email with the new tracking number.

A delivered label cannot be voided.

## Manual labels

A manual label is postage for something that is not an order. A return, a
sample, a part for a customer.

1. Click **Manual labels**, then **Create label**.
2. Leave **Ship from the store's address** checked, or uncheck it to type
   another.
3. Fill in the **Ship to** address.
4. Pick a parcel, and click **Get rates**.
5. Pick a rate.
6. Type a **Reference**, **Tags** or a **Note**, if you like.
7. Click the **Buy label** button, and confirm.

The list shows one month at a time, with what you spent that month. Filter it
by **Month**, **Status**, **Carrier** or tag. Click a label to print it again,
refresh it, or void it.

Manual labels are kept for 12 months. Names and street addresses are then
cleared.

## In-store pickup

You can let buyers collect their order instead. Set up your pickup places
first. See [Pickup locations](https://docs.lookoutridgeit.com/commerce/shipping/#pickup-locations).

At checkout, a buyer sees **Pick up** when everything in the cart can be
collected at one place. A pickup has no shipping charge and asks for no
address.

Pickup orders show in the **Pickups** view. Filter them by **Location** or
**Stage**.

1. When the order is ready, open it.
2. Set **Fulfillment** to **Ready for pickup**, and click **Update**.
3. The buyer gets an email with the address, hours and your pickup
   instructions.
4. When they collect it, set it to **Picked up**.

The **Ready for pickup** email always goes. **Picked up** only sends an email if
that stage is switched on. See [Customer emails](https://docs.lookoutridgeit.com/commerce/customer-emails/).

## What the buyer sees

The **Shipped** email has a **Track your package** button. It opens a page on
your own website that shows each box on its way. The link works for 120 days.

A signed-in buyer also reaches it from their account.

## Shipping settings

Go to **Plugins**, then **Commerce**. Click the **Settings** tab, then
**Shipping**.

The tab has these boxes, top to bottom: **Where you ship**,
**Shipping insurance**, **Returns**, **Shipping profiles**,
**Pickup locations** and **Labels**. Click **Save** at the bottom when you are
done.

### Where you ship

**This store ships physical goods** starts checked. Uncheck it if you only sell
plans, classes or files. That hides the **Shipping** tab.

**Ship to (country codes, comma-separated)** lists the countries you send
goods to. Two letters each, like `US,CA`. Blank asks for no address and
charges no shipping.

### Shipping profiles

A profile is a set of rates. Most stores need one. A store with heavy or bulky
items can add a second, just for those.

Each profile has **Zones**: the places it ships to. Each zone has **Rates**:
the choices a buyer picks from. A store that never set up profiles starts with
one called **General**.

1. Open a profile, or click **Add shipping profile**.
2. Type a name in **Profile name**. Only you see it.
3. Under **Zones**, open a zone, or click **Add zone**.
4. Pick the **Countries** it covers. Checking none means every country no
   other zone names. For the US, you can list **US states (optional)** too.
5. Under **Rates**, click **Add rate**.
6. Type the rate's name, such as `Standard`. Buyers see this name.
7. Pick how it is **Charged**, and fill in the amounts.
8. Click **Save**.

| Charged | What the buyer pays |
| --- | --- |
| **Flat rate** | One amount, such as $8. |
| **By weight** | An amount for each weight step, such as up to 5 lb. |
| **By order price** | An amount for each order size, such as up to $50. |
| **Live carrier rates (Shippo)** | The carrier's real price to the buyer's address. Needs Shippo. |

**Free when the order is at least** makes a rate free over an amount. Blank
means never.

Every product ships on the default profile, unless its own page picks another.
See [Products and Plans](https://docs.lookoutridgeit.com/commerce/products-and-plans/#shipping-boxes). A cart
with products on two profiles ships as two shipments. The buyer picks a rate
for each, and pays both.

An address that no zone covers is turned away at checkout.

### Live carrier rates

A live rate asks Shippo for each carrier's price, at checkout, to the buyer's
address.

- **Services offered** picks which ones to show, such as **UPS Ground**.
  Checking none shows the 3 cheapest.
- **Handling fee** adds an amount to each price.
- **Markup (%)** adds a percent to each price.
- **Cheapest service is free when the order is at least** makes the cheapest
  one free over an amount. Faster ones keep their price.

Keep a flat rate in the same zone. Checkout offers it whenever Shippo cannot
give a price, so checkout never gets stuck.

The parcel size comes from each product's weight and box size. A product with
no box size uses your first parcel preset. See [Labels](https://docs.lookoutridgeit.com/commerce/shipping/#labels).

### Shipping insurance

Check **Offer shipping insurance at checkout** to let buyers add insurance.
The buyer sees an **Insure this shipment** box. It needs Shippo.

Pick its **Pricing**: **Percent of the goods**, with a **Minimum price**, or a
**Flat fee**. **Require insurance from** makes it a must over an amount. `0`
means never.

The label you buy then carries the insurance.

### Returns

**Return policy** tells Google and other shopping sites how you take returns.
It does not change how refunds work.

Pick **Not stated**, **Returns accepted** or **No returns (final sale)**. With
**Returns accepted**, fill in the **Return window (days)**, **How to return**,
**Return shipping** and any **Restocking fee**.

**Returns page** links to your own returns page, such as `/returns`.

### Pickup locations

1. Click **Add pickup location**.
2. Type a **Location name**, such as `Main Street store`.
3. Fill in the address.
4. Type the **Hours**, such as "Mon to Fri, 9am to 5pm".
5. Type **Usually ready in**, such as "2 hours".
6. Write any **Pickup instructions**. Only buyers of this place see them.
7. Click **Save**.

Then turn on pickup for each profile. Open the profile, find
**In-store pickup**, and check **Customers can pick these items up**.

**Offered at checkout** hides a place without deleting it.

If your website has branches, you can link a place to a **Branch**. Its hours
then follow the branch. See [Branches](https://docs.lookoutridgeit.com/content/branches/). If the branch
moves, this box says so, and offers **Use the new address**.

Sales tax on a pickup is worked out at the pickup address.

### Labels

**Shipping provider** picks how you ship:

- **None (mark orders shipped by hand)** means you post things your own way.
- **Shippo** lets you buy postage labels from inside the panel.

The rest of this box is about Shippo.

## Connect your Shippo account

Shippo is a firm that sells postage labels for many carriers, at a discount.
The account is yours, and the labels are paid for from it. So you set this up
yourself.

### Step 1. Make a Shippo account

Go to `https://goshippo.com` and sign up in your business name. Add a way to
pay in Shippo. Every label you buy is charged there.

### Step 2. Copy your API token

1. In Shippo, go to **Settings**, then **API**.
2. Copy your token.

A test token starts with `shippo_test_`. It makes sample labels you cannot
post with. A live token starts with `shippo_live_`. It buys real labels, for
real money. Start with the test one if you want to try it out.

### Step 3. Paste it into the panel

1. Go to **Plugins**, then **Commerce**. Click the **Settings** tab, then
   **Shipping**.
2. Make sure **This store ships physical goods** is checked.
3. Under **Labels**, set **Shipping provider** to **Shippo**.
4. Paste your token into **Shippo API token**.
5. Click **Save**.

A box reading **Shipping labels are off** shows until a token is saved.

The box shows "Currently set" from then on, not the token. That is normal. To
change it, type the new token and save again.

**Contact support**
If saving the token shows an error that names a setting on your website,
nothing was saved. That one needs us. Do not try a different token.

Email [support@lookoutridgeit.com](mailto:support@lookoutridgeit.com).
[Getting support](https://docs.lookoutridgeit.com/help/getting-support/) says what to put in the message.

### Step 4. Your ship-from address

Shippo needs to know where parcels start. Fill in **Ship-from name**,
**Ship-from phone**, **Address line 1**, **Address line 2**, **City**,
**State / province**, **Postal code** and **Country code**. The country is two
letters, such as `US`.

This can be your workshop, not your shop front. It is only used on labels and
live rates.

### Step 5. Label size and parcel sizes

**Label format** picks the size a label prints at.

- **4×6 thermal** is for a label printer.
- **Letter (8.5×11)** is for an office printer.

**Parcel presets** saves the boxes you use most. One per line, like this:

`Small box: 8x6x4 in, 1 lb`

That is the name, then length, width and height in inches, then the weight in
pounds. A line the panel cannot read shows as an error under the box. The first
line is the box live rates use when a product has no size.

**Live rate packaging** picks how live rates size a parcel. **Simple weight**
puts the total weight in your first box. **Boxes / volume** packs the items
into your boxes.

### Step 6. Set up the tracking link

The tracking link lets Shippo tell your website when a label is ready and when
a parcel is delivered. Without it, labels still work. You just miss the
**Delivered** email.

1. Find **Tracking webhook secret URL**, under the token.
2. Click **Generate**. A long web address appears under the box.
3. Click **Copy URL**. Keep it handy, because it is not shown again after you
   save.
4. Click **Save** at the bottom of the page.
5. In Shippo, go to **Settings**, then **Webhooks**.
6. Add a webhook for the `transaction_updated` event. Paste the address you
   copied.
7. Add a second webhook for the `track_updated` event, with the same address.

Lost the address before you pasted it? Click **Generate** again, save, and put
the new address in both Shippo webhooks. The old one stops working.

**Clear stored value** turns tracking updates off.

### Address checks

**Verify addresses with Shippo** checks each address a buyer types at checkout.
If it looks wrong, the buyer sees "Did you mean …?" and picks. It never stops
a payment.

**Warning**
Shippo charges for each check, on your Shippo account. About 2 cents in the
US, and 8 cents elsewhere. Check your own Shippo price first.

1. Check the box that starts **I understand Shippo charges for each address
   check**.
2. Turn on **Verify addresses with Shippo**.
3. Click **Save**.

### Buyers who ship on their own account

Some business buyers have their own UPS or FedEx account. Turn on
**Let customers ship on their own UPS or FedEx account**, then check **UPS**,
**FedEx** or both.

At checkout, they pick **Ship on my own carrier account**, the service, and
type their account number. They pay you no shipping. When you buy the label,
the carrier bills their account.

**Warning**
This needs your own UPS or FedEx account connected in Shippo. If the buyer's
account does not pay, the carrier bills yours. Shippo's label fee still
applies.

**Contact support**
Contact us if:

- the **Shipping** tab is missing and **This store ships physical goods** is
  checked
- labels buy in Shippo but the tracking never reaches the order
- the **Delivered** email never goes out, and the tracking link is set up

Never send us your Shippo token.

Email [support@lookoutridgeit.com](mailto:support@lookoutridgeit.com).
[Getting support](https://docs.lookoutridgeit.com/help/getting-support/) says what to put in the message.
