Free Shipping Rules Paige Freeman May 17, 2023 15:17 Updated Your organization can only have one active free shipping definition, unless the free shipping definition requires a market code or coupon; therefore, free shipping begin and end dates cannot overlap. As part of the single, active free shipping definition, separate rules are defined for non-members and members. (Even if the same order threshold applies for members and for non-members, you need to define the order-level threshold for both members and non-members.) Free shipping can be defined to only be available for members. Organizations give free shipping because they want to increase sales. It is important that organizations analyze the impact that free shipping has on sales. Your organization needs to identify the order qualification level that encourages customers to increase their order amount without discouraging customers from placing orders. Therefore, once a free shipping rule has been used in an order, the rule cannot be edited. In that way, the information is preserved for use in analyzing sales data. Setups for free shipping have been implemented so that your organization can define: The date range when free shipping is available (end date is optional) Is free shipping only available for members? (Default is N) For all non-members, what is the order total that qualifies an order for free shipping? (not required if free-shipping is for members only; i.e., where Members Only = Y) For members, what is the order total that qualifies an order for free shipping? Does the free shipping require a market code? Does the free shipping require a coupon code? If free shipping is defined, you must define the begin date. Although this is very unlikely, if your organization wants to give free shipping on all orders regardless of order amount, the order total should remain as $0. Additional setups are provided to capture promotional text that will be displayed on the eBusiness site. For more information, please see Free Shipping Promotional Text. The system will not enforce any synchronization between the free shipping promotion text dates and the begin and end dates of the free shipping rules. Organizations may want to promote free shipping that is coming up in the future. For example, an organization that is going to give free shipping on Black Friday might begin promoting that a week or two before Black Friday. For more information on promotional text, please see Free Shipping Promotional Text. This page can be opened regardless of whether the Use Free Shipping toggle is set to YES on the Free Shipping Defaults page. If this toggle is set to NO, the system won’t execute logic during order processing to assign free shipping, but you may want to do the setup for free shipping ahead of the time you want the free shipping logic to be used. If this toggle is set to NO, when you save the free shipping rules, you will see an informational message: “Free shipping is not currently turned on. Free-shipping must be enabled for customers to qualify for free shipping.” The order amount that qualifies for free shipping will only be able to be defined in the base currency. Active Free Shipping Definitions Unless the free shipping definition requires a market code or coupon code, an organization can only have one active or current free shipping rule. The active free shipping definition not requiring a market code or coupon can have an order total requirement for all non-members and an order total requirement for members (either of which can be set to $0 if there is no minimum order amount required). There is no limit to the number of free shipping definitions that can be created that require a market code or coupon code. For more information on market codes and coupons, please see Managing Coupons and Creating a New Market Code. Staff users will be able to view past (non-active) free-shipping definitions. They can also set up future (non-active) shipping definitions. Sample Free-Shipping Setups All members get free shipping.Set the begin and end dates (end date can be null), and set the Members Only toggle to YES. All customers who purchase $50 or more get free shipping.Set the begin and end dates (end date can be null), in the “Free Shipping for Non-Members” section, enter $50 in the Minimum Order Total text box, and in the "Free Shipping for Members" group box, enter $50 in the Minimum Order Total text box. All customers who purchase $75 or more get free shipping and members who purchase $50 or more get free shipping.Set the begin and end dates (end date can be null), in the “Free Shipping for Non-Members" section, enter $75 in the Minimum Order Total text box, and in the “Free Shipping for Members” section, enter $50 in the Minimum Order Total text box Members Only? Requires Market Code? Requires Coupon? Purchase Threshold for Non-Members Purchase Threshold for Members Who Gets Free Shipping Based on This Setup Y Y N 0 0 Members get free shipping if they enter a market code that gives free shipping. Y N Y 0 100.00 Members get free shipping if their order equals or exceeds $100 and if they enter a coupon that gives free shipping. Y N N 0 0 Members will get free shipping on all INV orders. N Y N 150.00 100.00 All customers get free shipping. Non-members get free shipping if their order equals or exceeds $150 and if they enter a market code that gives free shipping. Members get free shipping if their order equals or exceeds $100 and they enter a market code that gives free shipping. N Y N 200.000 0 Non-member customers get free shipping if their order equals or exceeds $200 and if they enter a market code that gives free shipping; members get free shipping if they enter the market code regardless of their order amount. N N N 0 100.00 This is an unlikely setup but we won't prevent this. What this setup means is that all non-members get free shipping on all INV orders. Members only get free shipping if their order equals or exceeds $100. We do not restrict an organization from having a different free-shipping purchase threshold for members vs. non-members. N N N 150.00 100.00 This is an example of a typical free-shipping setup that organizations may use. Non-members will get free shipping if their order equals or exceeds $150; members will get free shipping if their order equals or exceeds $100. N N N 100.00 100.00 All customers get free shipping if their order equals or exceeds $100.00. N N N 0 0 All customers will get free shipping, regardless of order amount. To create a new free shipping rule: From the Order Settings page, select Free Shipping Rules from the Free Shipping Settings section.The Free Shipping Rules page displays, as shown below. Select +New Rule.The Add New Free Shipping Rule page displays, as shown below. By default, the system generates a unique Free Shipping Id, but you can change this.An example free-shipping ID might be 2014HOLIDAY50 to identify a free shipping rule to be used during the 2014 holiday season that has a $50 order threshold. This ID can only include numbers, characters, and underscores. Enter a Description of the free shipping rule. From the Valid From date drop-down, select the date on which the free shipping rule becomes available. If more than one record exists where the Market Code Required and Coupon Required toggles are set to NO, dates cannot overlap. This date must not fall within Valid From and Through dates of other records. Dates can overlap if either the Market Code Required or Coupon Required toggles are set to YES. If necessary, from the Valid Through date drop-down, select the last date on which free shipping is available via this rule. The system will not enforce any synchronization between the free shipping promotion text dates and the begin and end dates of the free-shipping rules. Organizations may want to promote free shipping that is coming up in the future. For example, an organization that is going to give free shipping on Black Friday might begin promoting that a week or two before Black Friday. For more information on promotional text, please see Free Shipping Promotional Text. Set whether this free shipping rule is for Members Only. If necessary, set the Market Code Required toggle to YES.If the free shipping is to be given via market code, a market code linked to the free shipping definition must be used. For more information on market codes, please see Creating a New Market Code. Please note that this can be changed until the free shipping has been used either by being linked to a market code or by being used in an order. If necessary, set the Coupon Required toggle to YES.If the free shipping is to be given via coupon, a coupon linked to the free shipping definition must be used. For more information on coupons, please see Managing Coupons. Please note that this can be changed until the free shipping has been used either by being linked to a coupon or by being used in an order. If free shipping is to be given to orders for all customers (or all non-member customers if a member amount has been defined) that equal or exceed a certain amount, enter the Minimum Order Total amount in the Free Shipping for Non-Members section.Please note that this field will be disabled if the "Members Only" toggle is set to YES. If free shipping is to be given to orders for members that equal or exceed a certain amount, enter the Minimum Order Total amount in the Free Shipping for Members section.An amount must be defined here if members are to get free shipping based on an order amount. Leave as zero if members always get free shipping, regardless of their order total. Select Save.Please note that if free shipping has not been turned on for the org/org unit of the logged in user, the system will display a warning message. For more information on enabling free shipping, please see Free Shipping Defaults. Validation Messages If the Use Free Shipping toggle is set to NO on the Free Shipping Defaults page, the system will display the following message: “Free shipping is not currently turned on. Free-shipping must be enabled for customers to qualify for free shipping.” If the Valid From date falls within the date range of an active setup, or the active setup does not have a Valid Through date defined when creating a new free shipping rule, the system will display the following message:“This free-shipping rule's date range overlaps the rules for the following free-shipping rule: [Free shipping rule description (FROMDATE – TODATE)]. Please correct the dates.” If the existing free shipping rule does not have a through date, the system will display the following message:"This free-shipping rule's start date overlaps the dates for the following free-shipping rule: [Free-shipping rule description (FROMDATE – TODATE)]. If you continue, that free-shipping rule will be updated to end prior to the start of this free-shipping rule. Do you wish to continue?" Deleting a Free Shipping Rule From the Free Shipping Rules page (shown below), you have the option of deleting an existing free shipping rule. When you select Delete from the contextual menu, the system verifies that a delete is allowed. A delete is not allowed if ORG_ID, ORG_UNIT_ID and FREE_SHIPPING_ID exists in Order_Master, Mkt_Market_Master or Ord_Coupon. If you attempt to delete a free shipping rule that is used in orders or is linked to a market code or coupon, you will be presented with the following message: “This free-shipping rule is used in orders or is linked to market code(s) or coupon(s), so it cannot be deleted.”