Update General Settings

Intuitive Shipping lets you configure general settings, such as your dimensional, weight and distance units of measure.

 

 

How It Works

The General settings page gives you control over a few key functions in Intuitive Shipping, such as the visibility status, default units of measure for rate calculations, delivery dates, rate blending and others. 

Units of measure are typically configured when you first install Intuitive Shipping, but there may come a time when you need to change to a different unit. Other general settings are enabled by default and can be adjusted as needed.

• Status manages the overall visibility of Intuitive Shipping. Use it to quickly hide rates system-wide while testing or troubleshooting rate issues. This setting does not stop billing.
• Units sets the default measurement types for shipping dimensions, weight, and distance throughout the app.
• Discount fetching improves the accuracy of rate calculations that require the cart value by applying Scenario conditions, shipping method thresholds or cost adjustments to the discounted cart amount.
• Delivery dates allows you to display estimated delivery times at checkout by date instead of by the number of days. 
• Rate blending lets you switch between simple and advanced blending to control how shipping method rates are combined.
• Packing results allows you to choose how and where package details - like title and size - appear in your Shopify order records.
• Performance settings manage caching behavior for rate calculations.

 

 

 

General Settings

Intuitive Shipping lets you control when shipping rates are available at checkout. If you need to perform testing or troubleshoot on your setup, you can temporarily disable all rate calculations from Intuitive Shipping - or hide them from checkout - without having to adjust the status settings of each individual Scenario and shipping method.

You can also update your units of measure for dimensions, weight and distance to match your shipping needs and store preferences.

 

Status

1. Set the general status of Intuitive Shipping at checkout.

You have three (3) settings to choose from:

• Archived - rates are not calculated by Intuitive Shipping. This does not stop billing.
• Sandbox - rates are calculated by Intuitive Shipping, but can only be displayed at checkout when using ‘Intuitive’ on the checkout page (see below).
• Published - rates arelculated by Intuitive Shipping. This is the default setting.

When using the 'Sandbox' setting:

• For Shopify - enter ‘Intuitive’ as either the customer’s first or last name.
• For BigCommerce and Shopify B2B - enter ‘Intuitive’ in the optional address field for ‘Apartment/ Suite/ Building’.

 

Units

Intuitive Shipping lets you select your preferred unit of measurement for dimensions, weight and distance.

1. Choose your preferred dimensional unit.

You have four (4) settings to choose from:

• Millimetres - dimensional units throughout the app are displayed and calculated as ‘mm’
• Centimetres - dimensional units throughout the app are displayed and calculated as ‘cm’
• Metres - dimensional units throughout the app are displayed and calculated as ‘m’
• Inches - dimensional units throughout the app are displayed and calculated as ‘in’

 

2. Choose your preferred weight unit.

You have four (4) settings to choose from:

• Grams - weight units throughout the app are displayed and calculated as ‘g’
• Kilograms - weight units throughout the app are displayed and calculated as ‘kg’
• Pounds - weight units throughout the app are displayed and calculated as ‘lb’
• Ounces - weight units throughout the app are displayed and calculated as ‘oz’

 

3. Choose your preferred distance unit.

You have two (2) settings to choose from:

• Kilometres - distance units throughout the app are displayed and calculated as ‘km’.
• Miles - distance units throughout the app are displayed and calculated as ‘mi’. 

 

For example, if you originally set up package dimensions using centimetres and then change the dimensional units to inches, a box configured as 20 cm x 20 cm x 20 cm will be updated to 20 in x 20 in x 20 in.

Similarly, if you created a local delivery shipping method with a rate table based on miles and then change the distance units to kilometers, a flat rate that previously applied up to 20 mi will now apply up to 20 km.

After changing your measurement units, you will need to manually convert and update all related values throughout the app to ensure they reflect the correct measurements.

 

Currency

The currency setting in Intuitive Shipping is for reference only - it cannot be edited within the app.

If you change currencies in your eCommerce platform settings, you’ll need to resync your platform settings with Intuitive Shipping.

 

 

Discount Fetching

Fetching discounts can help provide more accurate shipping rates when discounts are applied to an order. This is particularly useful if you're applying additional shipping discounts or using cart thresholds to activate free shipping. Discount fetching is disabled by default.

1. Select your preferred discount fetching setting. 

You have two (2) settings to choose from:

• Enable discount fetching - the adjusted cart amount (after product or cart discounts) will be used for shipping calculations that require the cart total, such as Scenario conditions, free shipping thresholds and cost adjustments.
• Disable discount fetching - the full cart amount (before product or cart discounts) will be used for shipping calculations that require the cart total, such as Scenario conditions, free shipping thresholds and cost adjustments. This is the default setting.

 

 

Delivery Dates

By default, Intuitive Shipping displays estimated delivery in the number of days, whether the estimate comes from a carrier or is set manually in the shipping method using a custom delivery days setting. If you prefer, you can change this general setting to display the estimated delivery as a specific date instead.

Once enabled, delivery date settings are applied to all shipping methods that return an estimated delivery times.

 

To display an estimated date at checkout instead of the number of days:

1. Select Display delivery date.

 

2. Choose how delivery dates are displayed to customers at checkout.

You have two (2) settings to choose from:

• Estimated - delivery dates are shown with the word ‘Estimated’. For example, a date of January 1, 2024 will be displayed as ‘Estimated delivery January 1st, 2024’. This is the default setting.

• Expected - delivery dates are shown with the word ‘Expected’. For example, a date of January 1, 2024 will be displayed as ‘Expected delivery January 1st, 2024’.

• Custom delivery date display - a custom message will be displayed with the delivery date. 

 

If you selected 'Custom delivery date display' in the previous step:

3. Enter a custom message like, 'Your order will be delivered .' Intuitive Shipping will display the estimated delivery date in place of the formatted bracket text. For example, a date of January 1, 2024 will be displayed as 'Your order will be delivered January 1, 2024.'

 

Additional Settings

Additional delivery date settings are available for order processing days, order processing time, dispatch days, cutoff times, order fulfillment capacity and blackout dates.

• Order processing days are the days of the week when orders are picked and prepared for dispatch. These may be the same as your dispatch days or different. 

• Order processing time lets you define how many days it typically takes to prepare an order before it is ready to ship.

• Dispatch days are the days of the week when orders are dispatched for delivery. This ensures the estimated delivery date reflects your actual shipping schedule if orders are not dispatched every day.

• Cutoff time is the latest time of day an order can be placed to qualify for same-day dispatch. Orders placed after the cutoff will use the next dispatch day in the delivery estimate.

• Order fulfillment capacity allows you to set a daily limit on the number of orders your team can fulfill.

• Blackout dates allow you to block specific dates when orders cannot be picked up, such as holidays or planned closures.

 

 

To fine-tune how estimated delivery dates are calculated:

1. Hover over the field to expand the list, then select your order processing days. These are the days of the week when orders are picked from stock and prepared for shipping. If a customer places an order on a day that is not selected, Intuitive Shipping will adjust the estimated delivery calculation to begin from the next available order processing day.

 

2. Add order processing time in days by entering a number or using the arrows to increase or decrease the value. When a customer places an order, Intuitive Shipping adds the specified number of processing days to the delivery estimate before selecting the next available dispatch day.

For example, if you select Monday, Tuesday, and Wednesday as your order processing days and set order processing time to 3 days, Intuitive Shipping will skip the next three eligible order processing days before calculating delivery.

If a customer places an order on Sunday, March 3, the next order processing days would normally be Tuesday, March 5, Wednesday, March 6 and Thursday, March 7. Because the order requires 3 processing days, those days are skipped. Intuitive Shipping will then begin calculating from the next available processing day, which is Monday, March 11.

 

 

3. Hover over the field to expand the list, then select your dispatch days. These are the days of the week when orders are picked up and shipped from your warehouse. If a customer places an order on a day that is not selected, Intuitive Shipping will adjust the estimated delivery calculation to begin from the next available dispatch day.

For example, if you select Wednesday, Thursday, and Friday as your dispatch days and a customer places an order on Saturday, March 9, Intuitive Shipping will skip to the next available dispatch day to begin calculating delivery.

If the carrier provides an estimated delivery time of 3 business days, the calculation will begin on Wednesday, March 13. The estimated delivery date would then be Monday, March 18.

 

4. Enter or select a cutoff time. Selectable times are displayed in one-hour increments in 24-hour time from ‘0:00′ (12:00 AM) to ’23:00’ (11:00 PM). For example, 2:00 PM is displayed as '14:00'.

When customers place orders after the cutoff time, Intuitive Shipping moves the dispatch to the next available dispatch day when calculating the delivery date.

For example, if you select Wednesday, Thursday, and Friday as your dispatch days, set your cutoff time to 14:00 (2:00 PM), and a customer places an order on Friday at 3:47 PM, Intuitive Shipping will begin calculating from the next dispatch day, which is the following Wednesday.

Be sure to enter times using the 24-hour format. For example, if your cutoff time is 4:30 PM, enter it as ‘16:30’.

 

5. Add order fulfillment capacity by entering a number of orders or using the arrows to increase or decrease the value. Intuitive Shipping uses this value to improve the accuracy of the delivery date when there are unfulfilled orders.

 

6. Click Add blackout date to exclude specific dates from the delivery date calculation. 

 

7. Click the calendar icon to select a specific blackout date from the calendar selector.

When customers place orders on a blackout date, Intuitive Shipping selects the next available dispatch day when calculating the delivery date.

For example, if you select Wednesday, Thursday, and Friday as your dispatch days, set a blackout date of 2026-04-03, and a customer places an order on Friday, April 3, Intuitive Shipping will begin calculating from the next available dispatch day, which is the following Wednesday.

 

 

8. Repeat Steps 6 and 7 to add more blackout dates.

 

9. Click the trash can icon beside any blackout date to remove it.

 

 

Rate Blending

Intuitive Shipping lets you combine multiple shipping rates into a single cost. When blending is enabled in any of your shipping methods, you can merge all applicable rates into one, or create multiple blending rules for greater control. These advanced rules provide additional customization options that determine how blended rates appear at checkout.

Simple blending lets you quickly configure a single blending setup using options such as:

• Adding costs together

• Displaying the average cost or only the most or least expensive rate

• Showing only the fastest or slowest delivery method

 

Advanced blending gives you more control and allows you to:

• Use all the same options available in simple blending

• Create multiple blending rules for different situations

• Override shipping method titles, descriptions, and delivery times when blending is applied

 

1. Choose a rate blending mode.

You have two (2) settings to choose from:

• Simple blending - rates calculated by shipping methods with rate blending enabled will be combined into a single rate based on your simple rate blending settings. This is the default setting.

• Advanced blending - rates calculated by shipping methods with rate blending enabled and matching blending group tags will be combined based on the configuration of your advanced rate blending settings.

 

 

Packing Results

Shipping methods that require packing - such as parcel service and freight service methods - can send packing details directly to the Shopify order. This helps your fulfillment team easily determine which packages are needed when preparing the shipment.

Packing results may include:

• The name and dimensions of each package used.

• The quantity of each package size.

• The weight of each package.

• The name and quantity of products in each package.

These details will only be sent to Shopify after the customer completes their checkout and an order number is created. Packing results are not available for test checkouts or incomplete orders.

 

1. Choose whether or not packing results will be pushed to Shopify when the order is completed.

You have two (2) settings to choose from:

• Do not push package information - packing results will not be pushed to Shopify when the order is completed.
• Push package information - packing results will be pushed to Shopify when the order is completed and will be displayed based on the settings selected in the next two steps. This is the default setting.

 

2. Choose the save location for the packing results. The location may be determined by where your fulfillment app or service retrieves the information. Consult with your fulfillment team or service if you're not sure.

You have two (2) settings to choose from:

• Order details - packing results will be sent to the Shopify Order details (or attributes). This is the default setting.
• Order notes - packing results will be sent to the Shopify Order notes.

 

3. Choose what rating content to include in the packing results by hovering over the field and selecting from the available options.

You have four (4) options to choose from:

• Package information - packing results will include the package title.
• Package contents - packing results will include details about the products in each package, along with the package dimensions and weights.
• Ship by date - packing results will include date the order should be shipped in order to meet the estimated delivery date.
• Estimated delivery date - packing results will include the estimated delivery date, if applicable.

 

 

Performance

Intuitive Shipping provides you with the option to cache rating results and determine how long cached results are kept.

1. Choose whether or not to cache rating results.

You have two (2) settings to choose from:

• Do not cache results - Intuitive Shipping will not cache rating results
• Cache rating results - Intuitive shipping will cache results for the period of time selected in the next step

 

2. Choose a time limit for caching results before they expire.

You have three (3) time limits to choose from:

• 5 minutes
• 10 minutes
• 15 minutes

 

 

Save Your Settings

1. Click the Save button to save your general settings.

 

 

What's Next

• Test your setup

 

Optional:

• Create a blended rate
• Create a condition group
• Add a location 
• Update product settings

Can we lend a hand? Let us help you get up and running faster and with greater confidence. Book a complimentary guided onboarding session!