Setting up shipping

StoreConnect supports shipping out of the box, allowing you to offer multiple shipping choices to your customers. Shipping can be turned on by checking the Enable Shipping checkbox on the Store record.

:::note This setting also enables delivery fulfillment in the POS. When shipping is enabled and shipping rates or providers are configured, POS staff can ship items directly from a transaction to a customer’s address. See Arrange delivery fulfillment at POS for the staff workflow. :::

When you install the StoreConnect package in your Salesforce org, a product is added to your Products object called StoreConnect Shipping. This is used to add a shipping line item to each order and should never be edited or deleted. If shipping is a taxable service, you will need to relate it to the taxes that apply.

Shipping can be offered and charged in three ways:

Click and Collect allows customers to come to a physical location to collect their order with no shipping charge. Shipping Rates are based on the total cart value or total cart weight. Shipping Providers where rates are calculated via a supported shipping provider API such as Australia Post or StarTrack.

Each shipping option configured need to be assigned to a Shipping Method. Click and Collect already has a Shipping Method of Pick up in store. When you create a Shipping Rate or Shipping Provider record, you need to assign it to a Shipping Method via the Method picklist or the Provider picklist, depending on what object you are working in. For instructions on adding more picklist values, see Manage Your Picklist Values on the Salesforce Basics for StoreConnect Users page.

Common industry terms

These retail fulfillment terms are commonly used to describe the shipping and pickup options StoreConnect supports:

• BOPIS (Buy Online, Pickup In Store) — Click and Collect, above.
• BOSFS (Buy Online, Ship From Store), also known as BODFS (Buy Online, Deliver From Store) — an online order shipped from a store’s own stock rather than a central warehouse. Every Shipment is scoped to a stock location; deciding which one fulfills a given order is left to your own Salesforce processes. See Omnichannel fulfillment models for the enablement path.
• BORIS (Buy Online, Return In Store) — returning an online order at a physical location. See Item returns - refund and exchange at POS.
• ROPIS (Reserve Online, Pickup In Store) — reserving an item online without paying, then paying and collecting it in store. See Special order holds and pickups.
• Split fulfillment — fulfilling part of an order by shipping and part in person within the same transaction. See Arrange delivery fulfillment at POS.

Product shipping methods

All physical products need to be assigned at least one shipping method for shipping to work. This is done through the Shipping Method multi-select picklist on the product record.

StoreConnect requires each product in a cart to have at least one common shipping method in order to be able to offer the customer shipping. If you offer a shipping method to some products but not all, consider having one shipping method act as a generic shipping method to be assigned to all products to be available if the cart contains products that have conflicting shipping methods. If there are conflicts your customer may not be given any shipping methods and won’t be able to complete their checkout.

You may select as many or as few shipping methods as you like for each product. The API values of the Shipping Method picklist in the Products object must be the same as those used for Click and Collect, Shipping Rates and Shipping Providers.

Scoping shipping rates and tax providers by channel

Shipping Rate and Tax Provider records include a Channels field (values: web, pos) that controls which channel each record applies to. This allows you to configure separate rates or tax providers for web checkout and POS transactions.

• New records require at least one channel to be selected — the field is enforced by a validation rule.
• Existing records were automatically set to both channels when the package was upgraded to v20.25.
• Records with no channel set (created before v20.25 via system processes that bypass validation) are treated as available on all channels.

For example, to offer a flat-rate POS shipping option that does not appear on the web checkout, create a Shipping Rate with only the pos channel selected.

Allow customers to provide delivery instructions

Shipping notes can be enabled on each store to allows notes or delivery instructions to be added to the order by the customer when selecting their shipping option. These notes are saved on the order within the Shipping Notes field.

See how to enable Shipping Notes