Update General Settings

Intuitive Shipping gives you the option to configure some basic 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, the default units of measure for rate calculations, rate blending and others. 

Units of measure are typically selected when you 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.
• Units sets the default measurement types for shipping dimensions, weight, and distance throughout the app.
• Delivery dates allows you to display estimated delivery times at checkout by date instead of the number of days. This feature is currently in beta and can be enabled by request.
• 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:

• Off - rates will not be calculated by Intuitive Shipping. This does not disable billing.
• Test - rates will be calculated by Intuitive Shipping, but will be displayed at checkout only when using ‘Intuitive’ on the checkout page (see below).
• On - rates will be calculated by Intuitive Shipping. This is the default setting.

When using the 'Test' 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

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 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.

You will need to manually convert all of your measurement values and update them throughout the app based on the changes made in the steps above.

 

Currency

The currency setting in Intuitive Shipping is for reference only and 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.

 

 

Delivery Dates

Intuitive Shipping displays estimated delivery in the number of days by default, 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 estimated delivery time.

 

To display dates 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’.

 

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

• Dispatch days are the days of the week when your orders are picked up. This helps ensure the estimated delivery date reflects your actual shipping schedule if orders aren’t picked up daily.

• 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.

• Blackout dates let you block out specific days when orders can’t be picked up, such as holidays or planned closures.

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

 

To fine-tune how estimated delivery dates are calculated:

1. Click Show additional delivery date settings.

 

2. Select your dispatch days. These are the days of the week when your orders are picked up and sent out from your warehouse. If a customer places an order on a day that is not selected, Intuitive Shipping will pro-rate the estimated delivery to the next available dispatch day.

Let’s say you select Monday, Tuesday, and Wednesday as your dispatch days, and a customer places an order on Thursday, March 7th. If the carrier provides an estimated delivery time of 3 business days, Intuitive Shipping will begin counting from the next dispatch day, which will be Monday, March 11th. The estimated delivery date would be shown as Thursday, March 14th.

 

3. Enter or select a cutoff time. Times are displayed in one-hour increments in 24-hour time from ‘0:00′ (12:00 AM) to ’23:00’ (11:00 PM).

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 Monday, Tuesday and Wednesday as your dispatch days, set your cutoff time to 16:00 (4:00 PM), and a customer places an order on Wednesday at 4:47 PM, Intuitive Shipping will begin calculating from the next dispatch day, which is the following Monday.

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

 

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

 

5. Click on the field provided to select specific blackout dates from the calendar.

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

For example, if you select Monday, Tuesday and Wednesday as your dispatch days, and a customer places an order on Wednesday, December 25th, Intuitive Shipping will begin calculating from the next dispatch day, which is the following Monday.

 

6. Repeat the steps above to add more blackout dates.

 

7. Add order processing time in days. 

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

For example, if you select Monday, Tuesday and Wednesday as your dispatch days, added 3 days for order processing, and a customer places an order on Sunday, March 3rd, Intuitive Shipping will begin calculating from the next available dispatch day, which is Monday, March 11th. This is because your typical dispatch days - Monday, March 4th, Tuesday, March 5th and Wednesday, March 6th aren't available due to the order processing time.

 

 

Rate Blending

Intuitive Shipping lets you combine multiple shipping rates into a single cost. When blending is enabled in your shipping methods, you can choose to simply merge all applicable rates into one, or create multiple blending rules for greater control. These more advanced rules offer additional customization options that allow you to manage how blended rates are shown at checkout.

Simple blending lets you quickly and easily configure a single blending setup with your preferred blending mode option, such as:

• Adding costs together
• Displaying the average cost or only the most or least expensive
• Displaying only the fastest or slowest delivery method

Advanced blending gives you greater control, and lets you:

• Do everything that simple blending does
• Create multiple blending rules for different situations
• Override shipping method titles, descriptions and delivery times when blending is activated

 

1. Choose a rate blending mode.

You have two (2) settings to choose from:

• Simple - the rates calculated by shipping methods with blending enabled will be blended together into a single rate based on the configuration of your simple blended rate settings. This is the default setting.
• Advanced - the rates calculated by shipping methods with blending enabled and matching blending group tags will be blended together based on the configuration of your advanced blended rate 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 details to include in the packing results.

You have two (2) settings to choose from:

• List package contents - packing results will include details about the products in each package, along with the package dimensions and weights. This is the default setting.
• Do not list package contents - packing results will include only the packages used to pack the order, along with their dimensions and weights. Product information will be excluded.

 

 

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 Onboarding session!