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 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 template. The available templates depend on your subscription.
- Select a sender. The sender is used to get, e.g., login information, customer numbers, or check available routes for different carrier services. (A sender must be created before you can set up a Checkout configuration, see Add a new sender.)
- Select the languages that should be available in the checkout configuration. The number of languages possible to choose from depends on your checkout subscription plan.
- Select the currencies that should be available in the checkout configuration. The number of currencies possible to choose from depends on your checkout subscription plan.
- If your carriers offer estimated delivery times, you can select the preferred format under Delivery date and time format.
- Enable Set Configuration to Return mode if the configuration will be used for handling returns. Return mode switches the sender and receiver information.
- 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 all the Basic settings of a Checkout configuration expanded. (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 from the drop-down list. Make sure you have an agreement with the carrier you want to display at 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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Fill in the optional Name field if you want an internal name for a delivery option. This name will be used in the configuration interface and rule engine and not be visible to customers.
- 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).
- Fill in any of the optional sections with additional settings if relevant.
- Click Save.
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).
Learn more about the test and developer tools in this article: Using the Test and Developer mode