Manually setting up rates for a shipping method in Xenvio

Some carriers, such as DHLeC, do not give access to the rates through integration. One reason is that the rate are negotiated independently for each customer and sent to the customer in a spreadsheet. In these cases it will be necessary to manually upload the rates in Xenvio.

Step 1: Prepare the rates in a csv file.

The rates should be converted from the spreadsheet they were received in to a csv file. This should be separated by commas and not by fixed column width. The exact method of saving this varies depending on which spreadsheet software being used, which version of that software, and even which OS (e.g. Windows vs Mac), since a different OS will use a different version of the spreadsheet software. Use pounds as a unit of measurement and not ounces and make sure the weight is numeric rather than text. It is important to note that the rates column should be numeric without a dollar sign.

NOTE:Getting this step right is the most complicated part and can be picky and tedious. If the csv isn’t setup correctly it won’t upload correctly later. Make sure to save a copy of the working csv file as it will be needed later.

Some shipping methods have the same rates without regard to zone. In the example below only the Weight break and rates column will be uploaded.

Manually setting up rates for a shipping method in Xenvio

If there are additional zones make sure each zone is it’s own column. Do not combine the into one column with a label indicating it, e.g. "Zone 1&2" is inappropriate and should be separated out to "Zone 1" and "Zone 2". Just copy the rates to both columns.

Manually setting up rates for a shipping method in Xenvio

Step 2: Upload the CSV

In Xenvio go to the shipping methods screen and select the appropriate tab (e.g. XYZ1_DHLeC for DHL eCommerce). First set the appropriate Mail type in the mail type column. Then click the actions button associated with the specific shipping method for which rates are being uploaded.

In the screen shot below rates for DHL SM Parcel Expedited are going to be uploaded with mail type "3 – Machinable Parcel". The actions button allows the choices: Delete, Upload rates, View rates, and View Negotiation as options. Choose Upload rates.

Manually setting up rates for a shipping method in Xenvio

This brings up a panel that allows browsing the computer for the csv file created earlier. Click browse, find, and select the file. Click upload to move on to the next step.

Manually setting up rates for a shipping method in Xenvio

Step 3: Choose the headers for the rates.

Next we match the columns in the csv to the headers in Xenvio In this example we don’t have zones to setup so we use just use the cost field for the actual rates. The weight break field gets associated with the max weight header. This assumes that the weight break column was setup so that the rate associated with it will go up to and including that weight. Make sure to select the appropriate warehouse. Click continue at the bottom to continue.

Note: if there are multiple zones do not use the cost field. Use the pull down box at 1 to select Zone 1, the pull down box at 2 to select zone 2 and so forth.

Manually setting up rates for a shipping method in Xenvio

Step 4: Reviewing the the rates

Go back to the Shipping methods table and click the same action button and this time select View rates. Any existing rates my be downloaded from here as well. It is not recommended that the rates be uploaded from here at this point in time.

Manually setting up rates for a shipping method in Xenvio

Step 5: Some things to consider – Mail type

As seen from the last screen shot the mail type becomes part of the rates table when the rates get uploaded. The integration will return errors if the mail type is wrong, indicating which mail type should be used. If this mail type is wrong it will first need to be changed, then existing rates will need to be deleted and then reuploaded. The mail type must be set before step 2. Click on the mail type in the appropriate row and it will give a drop down list of available choices.