Shipping, Delivery, & Pickup | SpotOn Retail Dashboard
- Alexis Silva (Deactivated)
- AH (Deactivated)
- Ariana R. (Deactivated)
- Rebecca Buesseler (Deactivated)
Quick Links
- 1.1 Add New Fees
- 2 Shipping Methods
- 3 Shippo
- 4 Local Delivery
- 4.1 Same Day Delivery with DoorDash FAQs
- 4.1.1 What does this do?
- 4.1.2 How does it work?
- 4.1.3 How much does it cost?
- 4.1.4 Why should I use it?
- 4.1.5 Who is it for?
- 4.1 Same Day Delivery with DoorDash FAQs
- 5 Local Pickup
The Colorado Department of Revenue Taxation Division is introducing a new Retail Delivery Fee (RDF) effective July 1, 2022, which requires adding a $0.27 RDF charge to every delivery sale, including third party delivery—to be paid by the customer. More information on the new regulation can be found here.
Learn how to create a new shipping method and new shipping fee within SpotOn's eCommerce platform.
Add New Fees
Action | Display |
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1. Login to Dashboard 2. Click the 9 dots in the top left corner to expand the menu 3. Select Catalog
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4. Click the User Icon in the upper right to access the drop down menu 5. Select Account Settings |  |
6. From the left-hand menu, select Settings | |
7. Select Fees from the Settings menu | |
8. Select Add New Fee on the right side of the screen | |
9. From the New Fee pop-out menu, select Fee Information | |
10. Under Fee Name, enter the desired name for the new fee into the empty field 11. Under Fee %, input the desired percentage 12. Click Apply at the bottom of the screen 13. This automatically redirects the user back New Fee pop-out menu to continue setting up the new fee | |
14. Click Apply Fee | |
15. Select the needed new fee type (Services, Products, Products & Services, or Shipping) 16. Select Apply 17. This automatically redirects the user back New Fee pop-out menu to continue adding the new fee | |
18. Select Availability | |
19. Select the desired channel(s) 20. Select Apply | |
21. Once complete, all selections will preview beneath each New Fee setup section on the right 22. To finalize the new fee setup, select Save | |
23. A green pop-up confirmation will appear on the bottom left and the the newly created fee will now appear in the Fees list |
Shipping Methods
Shipping Methods are used to define the price and method of giving a product or order to a customer. Even if you don't physically "ship" products, shipping methods are still required.
You can define shipping methods for any form of transport or for any specific carrier that you use to ship your orders. Examples of shipping methods include Ground, Express, and Overnight.
Accessing Shipping Settings
Action | Display |
|---|---|
1. From the Dashboard, click the 9 dots in the upper left corner to access the menu 2. Select Catalog | |
4. Select Settings (the gear icon) from the lefthand pop-out menu
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5. Select Shipping from the Settings menu on the left | |
6. Turn the Shipping toggle On
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7. A list of existing shipping rates by carrier will automatically display |
Flat Rate Shipping Fees
Action | Display |
|---|---|
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3. Under the Create Flat Rates screen, enter the desired Rate name, Shipping Price, and Estimated delivery time in the required fields 4. Elect to offer free shipping with a minimum transaction amount spent by clicking the check box and inputting a minimum dollar amount
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5. Optionally, create additional Flat Rates by clicking Add another flat rate + | |
6. Click Save on the bottom right corner of the screen | |
7. The newly added flat rate will now appear |
Shippo
Please see these Shippo FAQs for more information
Calculated Rates with Shippo
Be sure to add weights to the products in your catalog you would like to make available for shipping
Weights can be added by clicking on a product in the catalog or by adding them in the weights modal when enabling Shippo
You can always come back and edit your weights in the product catalog later, if needed
From your SpotOn Catalog, click Settings in the left navigation bar
Navigate to the Shipping tab
Under Apps, toggle the Shippo option to On
A pop-up will appear explaining Shippo's benefits
Click Get Started to continue
You’ll be taken to Shippo’s signup page
Enter your name and email, and create a password
Click Sign Up
Enter your billing information, then click the checkmark to complete
To set up carrier services, click Add/Edit Carrier Services
Select your preferred carrier (USPS, UPS, or FedEx)
USPS is automatically available by default
UPS: To enable UPS, you must accept terms in Shippo. Once you click on UPS, You will be promoted and redirected to Shippo.
FedEx: Click on FedEx and fill out the form in order to link your account.
Note: Shippo does not have a master FedEx account therefore merchants must use their own. If a merchant does not have one, they must go to FedEx and create one.
Select which services you would like to offer and then Save
Click Add package to add packages to your shipping profile. Choose from carrier-branded packaging or add custom package dimensions.
For custom packages: Give the package a name for easy reference. Note: customers do not see this
Important: Setting default package: Set the package that you use the most often as the default. The dimensions on your default pack will be used to calculate rates for your customers in checkout.
Recommendation, if you have multiple packs that you use equally as often, choose the mid-size as the default
Buying a Shipping Label with Shippo
Local Delivery
Action | Display |
|---|---|
1. From the Shipping page, select the Local Delivery tab 2. Toggle on Local Delivery | |
3. The Delivery Details window will open, with some options:
4. Press Continue |
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5. In the Availability window select the desired availability for Local Delivery:
or
6. Click Save when complete |
Same Day Delivery with DoorDash FAQs
What does this do?
SpotOn’s Same Day Delivery by DoorDash enables SpotOn Retail clients to provide seamless same-day delivery for eCommerce orders.
How does it work?
Customers within about a 7-mile radius of your store have the option to select same-day delivery at checkout. After the order is placed, a DoorDash driver will automatically be sent to your storefront to pick up the order. The DoorDash driver delivers the order directly to the customer.
How much does it cost?
Each delivery costs $7.95 for SpotOn clients outside of California. California orders are $9.95. You have the option to offset some or all of the delivery cost to your customers.
Why should I use it?
SpotOn’s Same Day Delivery by DoorDash is a great way to incentivize customers to do business with you. You will draw in customers that are used to the immediate gratification of 2-day delivery at a price point that's comparable, and sometimes better than, regular shipping.
Who is it for?
SpotOn’s Same Day Delivery by DoorDash is available to all SpotOn clients using Retail. It’s a great fit for businesses of all types, especially those selling goods that can be utilized immediately.
Local Pickup
Action | Display |
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1. From the Shipping page, select the Local Pickup tab 2. Toggle on Local Pickup | |
3. In the Pickup details window, set your desired Lead Time (The amount of time allowed to prepare the customer’s order, e.g., an order placed at 1:00 will be ready at 1:20 if there is a 20 minute lead time) 4. Select the desired pick up method(s):
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5. For each Pickup Method selected, you will be prompted to add:
and
6. Click Save | |
7. When you have all your Pickup Methods selected, with your custom instructions, click Save in the Pickup details window | |
8. Click Edit in the Availability section 9. In the Availability window select the desired availability for Local Pickup:
or
10. Click Save |
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