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Before you calculate shipping costs with dynamic commerce Shipping Costs, you define a few basic settings in the Shipping Costs Setup. They determine how shipping costs are posted in an order, how the relevant order total is calculated, and in which order multiple valid shipping options appear.
For a quick start, there is a setup assistant that guides you through the most important settings and directly creates a first shipping option in the process. See Quick start via assistant at the end of this page.

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Setup step by step

1

Navigate to the Shipping Costs Setup

Open the Shipping Costs Setup page via Search and select the entry of the same name. The setup card opens with the General section.From the card’s menu bar, you can also directly access the related master data: Shipping Groups, Shipping Classes, and the Shipping Costs Setup Assistant.
2

Define posting type and sales numbers

In the Posting Type Shipping Costs field, you determine in which form the shipping costs are posted in the orders. The available options are:
  • G/L Account
  • Resource
  • Item
  • Charge (Item)
Below that, you specify the sales number to post with via Sales No. Shipping Costs. For different VAT rates, you additionally set Sales No. Shipping Costs 2 and Sales No. Shipping Costs 3. Each of these three fields represents one tax rate, so that the shipping costs are posted to the appropriate rate when an order contains items with different VAT rates. A typical setup references one resource per rate, for example “Shipping” for the standard rate, “Shipping 7%” for the reduced rate, and “Shipping 0%”.
The sales number must match the selected posting type and actually exist there. If you select G/L Account as the posting type, for example, the sales number must be an existing G/L account. It is best to use the selection via the three dots in the field instead of typing a number freely.
3

Define calculation type

Via the Calculation Type, you control how the VAT on the shipping costs is determined. Two options are available:
  • VAT with highest item total: The shipping costs are posted with the tax rate of the item group that has the highest total in the order.
  • Proportional: The shipping costs are distributed proportionally across the tax rates occurring in the order.
Together with the three sales numbers from the previous step, the tax portion thus ends up on the respective correct rate.
4

Define total calculation

The Total Calculation Sales Header field determines which order total is used for the automatic selection of the shipping options.Select Total Amount if the entire order should count, or the item total if only the sum of the items should be relevant. The app later compares this total with the Order Amount From and Order Amount To fields of the shipping options.
5

Define default sorting

Finally, via Default Sorting Shipping Options, you define in which order the shipping options are displayed. You can choose between manual sorting and an automatic price sorting.
The default sorting only takes effect when more than one valid shipping option was found for an order.
The basic setup is now complete. The read-only Shipping Costs Version field shows you the installed version of the app. Next, you create your master data, for example Shipping Groups and Shipping Options.

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Quick start via assistant

Instead of maintaining each field individually, you can let the Shipping Costs Setup Assistant take over the most important settings. Open it via Search or via the menu bar of the Shipping Costs Setup.
1

Create first shipping option

The assistant starts with a grid in which you directly enter your first shipping option: Description, Shipping Zone Code, Weight From, Weight To, and Shipping Costs. You maintain further options and details such as free amount or carrier code later via the Shipping Groups.
2

Define posting

In the second step, you define how the shipping costs are inserted into a sales quote or a sales order. To do so, you select the Posting Type Discounts / Charges and the appropriate Sales No. Shipping Costs.
As in the manual setup, the sales number must match the posting type and exist there, otherwise the assistant will not let you click further.
3

Finish

The assistant confirms that the module is set up. With Finish, you save the settings. You can adjust them at any time in the Shipping Costs Setup.
Done. Now go to a quote or an order and select Calculate Shipping Costs, see Calculation in the order.

Shipping Groups

Logically bundle shipping options and assign them to customers.

Shipping Options

Create and configure specific shipping options such as “DHL Standard”.