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How to Implement a Shipping Strategy

Written by Kathryn Marr on July 2, 2020 Blog, Sell Online, Shipping.

If you sell physical goods, shipping is one of the most important aspects of your success. Customers shopping online expect to pay as little as possible but receive products quickly and in perfect condition. 

How? Start by getting to know the basics of shipping methods and fulfillment and determining the right shipping strategy for you. Then, put that strategy into place on your store with these five steps:

1. Back up and update your store

If your store is already live, always back it up before making any major changes. This helps you avoid losing valuable data and order information if any unanticipated issues arise.

If you’re testing out different shipping options to find the right fit, you may want to use a staging site to avoid causing problems for your customers.

We recommend Jetpack Backup for this. There are two plans available: automatic daily backups for once-daily snapshots, or real-time backups, which update every time a customer places an order or you make a website change. You can also manually back up your website and restore right from your store’s dashboard.

Once you have a backup, update WordPress, WooCommerce, your theme, and all current plugins to ensure full compatibility with any new extensions that you add in the next few steps.

2. Configure WooCommerce settings

If you offer free shipping, local pickup, or flat rate shipping, everything you need is built into WooCommerce — no other plugins or extensions needed. 

Start by navigating to WooCommerce → Settings → Shipping in your dashboard, which  contains your options for Shipping Zones. A shipping zone is a geographical area that you ship to, defined by countries, regions, states, and zip codes. Set up shipping zones to define different rates based on customers’ locations. 

shipping zones setup in WooCommerce

To assign shipping methods to zones, click Add Shipping Method. Choose Flat Rate, Free Shipping, or Local Pickup, and select the options and pricing you’d like for each one.

You can also determine rates based on shipping classes, which are groups of similar products. If you sell craft supplies, you might charge a flat rate for individual items and offer free shipping for larger kits that include a variety of supplies. If you’re a restaurant, you might charge for shipping packaged food and offer free local pickup for meal kits. Select the Shipping Classes tab and create whatever classes you’d like, and edit each of your products to assign them to a class. To finish, set the shipping rate for each class in your shipping zone settings. Find out more about shipping classes

3. Install and activate shipping extensions

To use table rates, live rates, or a combination of shipping methods, you’ll need a shipping extension to add more options. Extensions are also excellent for adding functionality like label printing, tracking numbers, and warehouse syncing. 

Start by purchasing or downloading an extension from the WooCommerce Marketplace. Not sure which one you need? Use our post about shipping strategies to make the right decision for your store.

Then, navigate to Plugins → Add New in your WordPress dashboard and choose Upload Plugin. Select the extension ZIP file on your computer and click Activate to enable it on your store.

4. Adjust shipping settings to meet your needs

Each extension has its own settings, so instructions will vary depending on the ones you choose. To find specific instructions for your extension, navigate to its page in the WooCommerce Marketplace, and click the Documentation button in the right hand column. This will walk you through any extension-specific setup. 

documentation for WooCommerce Shipping

In the documentation for WooCommerce Shipping, for example, instructions are broken down by category — Shipping Labels, Managing Packages, Tracking Information, etc. — and include numbered steps and detailed screenshots so you can find exactly what you’re looking for.

If you have any trouble, our support team is available to help. The WooCommerce forums are also a great way to connect with experts and shop owners who can walk you through the setup process.

5. Test your shipping setup

Before making your new shipping configuration available to customers, test it thoroughly. Here’s a pre-launch checklist:

  1. Test a product from each shipping class, from every shipping zone that you set up. Are rates calculated correctly on your Cart and Checkout pages?
  2. Test combinations of products and different cart sizes. Are discounts and free shipping applied appropriately?
  3. Go through the entire checkout process. If your site is integrated with a third-party tool like ShipStation, is shipping information synced correctly?
  4. If you have tracking information set up, are tracking numbers attached to customer emails and available on account pages?
  5. If you’re using live rates, do the costs displayed to customers match your carrier’s rates? 
  6. Are your shipping policies and return policies easy for customers to find on your site?
  7. If you offer discounts or free shipping based on order size, is that information visible to site visitors?

If everything looks good, then you’re ready to ship!

Start shipping your products

WooCommerce provides all the tools you need to ship your products affordably, efficiently, and accurately for happy customers and an efficient store. Need more information? Check out our shipping documentation, learn more about shipping methods, or reach out to our support team

Simplify your shipping with WooCommerce Shipping