Before you start creating a checkout configuration, ensure that at least one sender is configured in your account. View configured senders by navigating to Senders in the top menu. Learn more about managing senders here. You also need at least one Delivery option to create a Checkout configuration.
Sections in this article:
Basic settings
- Go to Checkout configuration in the top menu and click Create new checkout.
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Name the configuration. The name is only for internal use and will be displayed in the Checkout’s configuration interface.
- Select the member account where the Checkout configuration should be saved. Only users with access to the selected account will be able to view and edit the configuration. Member account access is assigned by the account owner in nShift Portal.
- Select a sender. The sender is used to get, e.g. login information, customer numbers or check available routes for different carrier services.
- Select the languages that should be available in the checkout configuration. The number of languages possible to choose depends on your checkout subscription plan.
- Select the currencies that should be available in the checkout configuration. The number of currencies possible to choose depends on your checkout subscription plan.
- Edit currency format to define how currencies should be displayed in the checkout by entering text or symbols (e.g., EUR or €). The chosen currency format will be used throughout the checkout configuration.
- Go to Delivery options and add at least one delivery option. (See the next section on how to add delivery options).
- Click Save.
Example showing the Basic settings of a Checkout configuration. (Note: the options in the menu depend on your subscription).
Adding delivery options
- Go to Delivery options in the sidebar menu and click Add delivery option.
- Choose a Carrier service in the drop-down list. Make sure you have an agreement with the carrier you want to display in the checkout and use for book and print. Depending on the carrier service there might be optional settings available. The optional settings vary from service to service.
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Check the Show delivery times box to display the carrier’s delivery time. Note that not all carriers/carrier services have support for delivery times.
- In the Title section, provide the text that should be displayed in the webshop for this delivery option, in each of the languages defined under Basic settings. The title will default to the carrier's name if you do not change it.
- In the Price section, enter the price that should be displayed for the delivery option, in each of the currencies defined under Basic settings. Only provide the numerical value of the price. The currency format selected under Basic settings will automatically be added. For example, if EUR has been chosen as the currency format and 5 is added as the price it will be displayed as “5 EUR” in the widget. (Click here for information on how to set free shipping).
- Select Badges if relevant. See information about badges below.
- Click Save.
Information about Badges
Badges are a simple way of promoting the characteristics of delivery options, making it easier for your customers to understand the various benefits they can provide. It is not always easy for the end customer to know if a carrier offers, e.g. evening or express delivery.
Badges can be used for all carrier services. It is possible to enter an explanatory tooltip text for each badge and a URL to link to additional information on an external site.
A maximum of three badges per delivery option can be set. Depending on your subscription plan, different badges are available. In the Essential package the badges “fossil free” and “sustainable 1-3" are available, in the Professional and Premium packages additional badges are available. Below is the full list of available badges:
- Evening delivery
- Express delivery
- Fossil free delivery
- Recommended
- Sustainable 1
- Sustainable 2
- Sustainable 3
- Yale Smart Lock
Go to the Rule engine section to learn how to set up conditions if you are a Professional or Premium customer.
Testing
Use the test feature to test your configuration.
- Click Change test input in the top right corner.
- You will now see a panel with mandatory parameters, as well as system parameters and custom parameters if you have enabled them. Complete the various fields with the data you wish to test.
- To the left of the test panel, you will see a preview of your Delivery options. They will update real-time when you change the test data.
(Important: The prices and carriers shown are for illustration purposes only and do not reflect any real prices).