Setting up rates for a shipping Method in Xenvio

Setting up rates for a shipping Method in Xenvio

Step 1: Prepare the rates in a csv file.

The rates should be setup in 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 you use, which version of that software you are using, and even which OS (e.g. Windows vs Mac) you are using since 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. In this case only the Weight break and rates column will be uploaded.

The example below has the actual rates redacted as they belong to a specific customer.

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 in case you need it later.

Setting up rates for a shipping Method in Xenvio

Example of multizone rate upload

If you have additional columns for 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.

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 (eg xyz1_DHLeC for DHL eCommerce). Click the actions button associated with the specific shipping method you wish to upload rates for. In the screen shot below I am preparing to upload rates for DHL SM Parcel Expedited. The actions button will give you Delete, Upload rates, View rates, and View Negotiation as options. Choose Upload rates.

Setting up rates for a shipping Method in Xenvio

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

Setting up rates for a shipping Method in Xenvio

Step 3: Choose the headers for the rates.

The column names from the csv must now be matched to the headers using the pull down menus. Except for warehouse and seller all of the fields in the pull down menu are taken from the csv that was uploaded.

  1. Enter the correct warehouse designation
  2. Select weight break (or the appropriate weight column) for max weight using the pull down menus
  3. Use the cost field if there is only one cost column and zones are not specified. Leave this as null when uploading rates for multiple zones.
  4. Connect the zones to the header using the same number designation such as Zone 1 for header 1 and Zone 2 for header 2, replacing the null. If there are zone numbers not used such as zones 9 and 10, then skip those headers as well.
  5. Rates can be uploaded individually for each seller. If the seller field is left blank then the uploaded rates apply to all sellers on the warehouse.

Click continue at the bottom to continue.

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. You may also download the rates you have already uploaded from here or delete them. It is not recommended that you upload rates from here at this point in time.

Setting up rates for a shipping Method in Xenvio

Step 5: Some things to consider – Mail type

As can be seen from the last screen shot the mail type becomes part of the rates table when the rates get uploaded. If this mail type is wrong you will first need to change it first, then delete and reupload the rates. You can change the mail type on the same screen as in step 2. Click on the mail type in the appropriate row and it will give you a drop down list. If you did not keep a copy of the rates csv from step 1 you may download it as shown in step 4.