Lesson 5: Creating and managing freight templates

Freight templates allow you to set minimum order amounts, maximum freight charge caps and freight charges per product.

Creating and managing freight templates

1. Select ‘Freight templates’  from the left-hand side bar
2. Select a current template to edit or click ‘Create template’ in the top right corner to set up a new template
3. In the ‘Name’ box give your new template a name eg. “Zone 1” 
4. Under the ‘Configuration’ heading, you can set order rules and charges for freight groups attached to products 
5. Under ‘Minimum order amount’ enter the minimum dollar value an order has to be
6. Under "Free freight order amount" you can set an order amount that, once exceeded, will remove all freight charges
7. Under ‘Maximum freight charge’ you can set the maximum charge that can be added to an order - this will be based on the charges you add to individual items
8. Scroll down to ‘Freight groups’ and you can update individual freight charges per item. Click ‘View product freight groups’ to quickly view your products and what freight groups they are applied to
9. Once you have set your freight charges click the ‘Select customers’ tab where you can choose which connections this template will be applied to
10. In the top right corner click ‘Create’ to publish your new pricing template or 'Save changes' to update an existing template