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Set-Up Payment And Shipping on Your Store
And as always, for any one-on-one consulting and assistance, you may contact me at firstname.lastname@example.org
How to accept payments on your Shopify Store? How to set-up Shipping & Checkout on your Shopify store?
This article (and a series of upcoming articles) will cover how to set-up payment and shipping on your Shopify store, and much more. This article is part of a series of 7 articles. And by the end of these 7 articles, you will be able to start a Dropshipping business using Shopify.
Day #4: How To Set-Up Payment & Shipping on Your Shopify Store
I do hope you have checked my previous articles in this series on Shopify.
The topics covered so far are,
- Day #1: How To Create An Online Store With Shopify
- Day #2: How To Add Products And Collections To Your Shopify Store
- Day #3: How To Design Your Shopify Store
And most importantly, I hope you have started your free 14-day trial with Shopify.
In this article, we will learn how to accept payments, set-up shipping, checkout, and more on your Shopify store.
Day #4: How To Set-Up Payment And Shipping on Your Shopify Store
What will we be covering in this article?
- Shipping & Delivery
To begin, click on ‘Settings’ that you see at the bottom left of your Shopify dashboard.
By the end of this 7-day series, we would have covered all the topics mentioned under Settings.
In this article, as mentioned earlier, we will be covering Payments, Checkout and Shipping & Delivery.
Just to mention at the outset, this article will only give you an overview of the various topics and how you can go about setting it up on your own.
Setting up your Payment Gateway
Getting the first sale is always a huge milestone and an achievement. It’s when you feel that all the hard work that’s gone into building the platform, is finally showing results.
In order to receive payments, you need to set up your Payment provider.
When a customer checks out, they can choose to pay from a number of options available on your Shopify platform.
Based on your location, you may or may not have Shopify Payments enabled.
Shopify Payments is one of the simplest ways to accept payments online. You needn’t go through the hassle of setting up a third-party payment provider. It also provides a much better experience for the customer as it accelerates the checkout for returning customers.
However, if you do not have Shopify Payments, not to worry. Shopify has a HUGE number of payments options you can choose from. You could either choose,
A button that enables customers to use PayPal directly from your checkout.
Providers that enable you to accept payment methods at a rate set by the third-party. An additional fee will apply to new orders once you select a plan.
Alternative payment methods
External payment methods that can be used in addition to either a third-party provider or Shopify Payments.
Manual payment methods
Payments that are processed outside your online store. When a customer makes a manual payment, you need to approve their order before fulfilling.
Customize your online Checkout process
Shopify allows you to customize the checkout options.
Click on Checkout under Settings.
You can enable the option that you feel works best.
When you enable customer accounts, Shopify stores information about your customer’s identity, order history and order status.
Your customer’s details, such as address information, will be pre-filled from the stored information during checkout the next time.
You could select the default for most of the options below. Or have it changed based on your preferences.
You can have the ‘Email Marketing’ option checked. While the customer can decide to have it unchecked, it makes sense to have it checked by default.
This option allows you to send marketing emails as well to the customers.
Lastly let’s talk about the Checkout language.
By clicking on Checkout language, you can manage and change the language of each word on the checkout page.
Shipping and Delivery
Shipping is one of the most essential aspects of your online store. While it is the most essential element, it is also the most challenging aspect of setting up your store.
So if you find these steps challenging, you’re not alone.
With the different package types, shipping strategies, shipping times, etc., this is an aspect of your business that will constantly change. Shopify Shipping provides you with pre-negotiated rates and labels based on your Shopify plan.
These rates are available to small business owners in the US and Canada. Though international rates may be available soon.
Shopify provides you with tools to simplify your shipping process. For example, you can create and send return labels and schedule pickups from carriers within your Shopify admin.
Note that before you set up your shipping, be sure to add your product weights and package sizes for each of your products. This will help you manage your shipping costs and will ensure all of your shipping labels are accurately printed.
Let’s set up your shipping together.
Click ‘Shipping & Delivery’ under ‘Settings’.
Shipping profiles allow you to set shipping rates for specific products based on where the products are shipping from and where they’re shipping to. Each Shopify store comes with a general shipping profile.
By default, the general shipping profile is likely to be sufficient as you’re just starting out.
For businesses that may have multiple shipping locations or even different shipping costs or regional availability for certain products, shipping profiles help you manage shipping costs and ensure they’re accurate.
Now let’s take a look at what the customer actually sees when it comes to shipping options. That starts with shipping zones. You use shipping zones to define the regions where you’ll ship your product to. You’ll use shipping rates to define how much customers pay for shipping to those regions.
Choose ‘Manage rates’.
By default your own country will appear as a domestic zone and Shopify shipping will be enabled if you’re located in Canada or in the United States.
If you’re outside, your default rates will be weight-based.
Setting up your shipping rates is an important part of setting up your business. Before you take your first order, you need to decide what shipping strategy you want to use and then set up how your customers choose a shipping method. There is no one-size-fits-all shipping strategy and your shipping strategy will evolve as your business grows.
Here are a few strategies you can consider when deciding on your shipping prices.
Let’s start with free shipping.
As e-commerce becomes more popular, businesses are competing for more sales. One of the more popular ways of attracting potential customers is to offer free shipping.
You can offer free shipping on every order or free shipping over a certain dollar amount. For example, free shipping for orders over $100 is a great way to entice people to spend a little bit more. The obvious downside is that you as a business still have to pay for shipping. Offering free shipping to your customer means you’re paying for it, so it could reduce your profit margin.
You can avoid this by increasing your product prices.
Another option is flat rate shipping.
Your customers are charged one amount for shipping regardless of the products and the quantities they order. While customers love free shipping, flat rate can also be a really positive experience as it manages the customer’s expectations and they know exactly what they’re getting charged for shipping, regardless of what they purchased.
This can help offset shipping costs, though beware it may affect your profits on some large orders. Weight-based or price-based shipping is your third option. Your customers are charged a specific rate based on the value or weight of their cart. Again while customers will always prefer free shipping, a shipping rate based on what they buy is an honest and transparent way of doing business.
The last shipping strategy to consider is carrier-calculated shipping. Your customers are charged the exact cost of shipping with your preferred carrier based on the weight of their cart. This is generally the most cost effective and easier strategy to set up and it ensures no losses for you.
This option becomes available to you on the advanced Shopify plan. Of course, if you’re charging customers shipping based on the products they’re purchasing, you need to make sure the weight is accurate for each product. Those details are managed on the product page. Let’s go back into shipping settings.
First I need to find the zone I created earlier. I can either create a flat rate based on order price or weight or I can enable carrier-calculated rates available in my area. Let’s add in a price-based rate. I’ll name it “Standard shipping” and set it at $5.
Then I need to set the conditions. I’ll select “Based on order price” and set it for orders between zero and $100. I can set up a second rate for orders over $100. Let’s also add in a calculated rate. I will add another rate and select “Use carrier or app.” By default, Canada Post is available to me as I’m located in Canada but you’ll see appropriate options based on your business’s location.
Note that you won’t need to set up both of these rates. You’ll select a rate based on the strategy that works best for your business.
As a Shopify merchant, you benefit from steep shipping discounts with various carriers. You can see an up to date list of discounts available in the link below. Shopify is committed to making shipping easier for you, so if you don’t see discounted rates in your region yet there’s a good chance we’re working on it. Now let’s go back to settings.
As I scroll down, you’ll see a section on packages. We recommend creating a branded packaging experience to deliver your product to your customer. Branding your packaging is one of the most underutilized marketing methods. A branded packaging experience is a thoughtful selection of shipping and packaging materials.
This provides a positive first impression of your product and may encourage the customer to share about it. It doesn’t have to be incredibly expensive to do this well. Besides the box or soft packaging you ship in, you can also consider adding branded tissue paper, tape, stickers or promotional materials to your packages.
Other options could include discounts for future purchases or a handwritten note to say thank you to your customer. Again, this is the one time your brand gets into the hands of your customer, so make it count. Let’s add the product details of a sample package. Click “Add package.”
The weight of the box when empty is 1.8 ounces. I’m going to name it “Standard single tin” and hit “Add package.” Note you can add multiple package types if you’re located in Canada or the United States. If you’re outside of North America you’ll need to select a standard package size.
You can create and print shipping labels from within the Shopify admin. These labels include all the information carriers need to ship and deliver your packages. This helps speed up shipping. The cost of a shipping label depends on the weight of your product and the dimensions of your package.
Next step, we have packing slips. These are the printed lists of order items that often go inside a package. You can make changes to your packing slip template by clicking “Edit.” Lastly, we have carrier accounts and fulfillment.
You can use this when you’re on the Shopify Advanced plan or higher.
It allows carriers to do the real time calculations for each customer’s order. Definitely a great feature but not absolutely critical for day one of your business. If you’re ready to set this up just click “Manage integrations” and you’ll be taken through the process. Shopify’s shipping team continues to work on making it easier to ship your products to your customers.
(Source: Shopify Compass)
I hope you found value in this article.
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