Shipping Strategy
Summary
The Shipping Strategy feature allows administrators to configure shipping information related to products, defining two key elements:
What should be shipped to the customer
When should it be shipped to the customer
The system supports sending multiple elements for one product to customers across different months based on configuration.
Main Features:
Add New Strategy: Click “Add New” to create shipping strategies
Strategy Management: View all strategies in a table format, edit by clicking strategy names
Bulk Operations: Delete multiple strategies using checkboxes and “Supprimer” option
Export Options: Download existing strategies as JSON/XML/CSV/XLS files
Pagination: Customize results per page display
Configuration Tabs:
Main Information Tab:
Title: Strategy name (required)
Default Strategy: Checkbox to set as default
Trigger: Dropdown specifying when shipping starts (Invoice, Payment, Subscription dates, or API call)
Schedule Tab:
Single Package: Option to send only one package
Start Date: When to begin shipping strategy
Catchup: Generate historical shipping rows if triggered
Payment Failure Tab:
Failure Action: Choose to Pause (wait for payment), Cancel shipping, or Send anyway
Expiration Settings: Optional shipping expiration with configurable delay
Logistics Tab:
Multi-product SKU: Allow same logistic SKU for multiple products
Immediate Shipping: Send orders as soon as trigger received
Validation Status: Create shipping logs with “Waiting validation” status
Association Requirement: Only ship if product association found
Important Notes:
Strategy deletion is irreversible
Ensure strategies aren’t linked to products before deletion
Multiple shipping scenarios can be configured per product
Shipping Strategy Page
Section description
Here are describe the elements shown on this page :
By clicking on the link “Add New”, you will be able to add a new Shipping Strategy
If you have no Shipping Strategy, you will only see a link “Add New” on the screen”
If you have at least one Shipping Strategy, you will see an array with all Shipping Strategy available. You can click on the Name of the Shipping Strategy in order to Edit the one selected.
In order to delete Shipping Strategy, you need to check the checkbox of all the shipping strategies you want to delete and then click on the “OK’ button while the related picklist is set to “Supprimer”. Note that this action is not reversible. Note also that you need to check that the Shipping Strategies you want to delete are not linked to any Product before deleting.
User can download existing shipping strategy by clicking on “Download” button at the bottom of the list. It allows to download as JSON/XML/CSV/XLS file.
User can change the number of results shown for a page, by changing the “Per page” drop down value. If user has selected as 25, It shows 25 records per page
**Add new Shipping Strategy ** When adding new shipping strategy, following fields need to be filled.
Main Information-tab
Name of the field |
Type |
Mandatory |
Description |
|---|---|---|---|
Title |
String - text Field |
Yes |
Title of the shipping strategy |
Is the default strategy |
check box |
No |
If tick,it will set as default shipping strategy |
Trigger |
Dropdown |
Yes |
When to trigger the shipping strategy Invoice : The shipping will start when a new invoice is generated.Payment : The shipping will start when a payment is accepted.Subscription contract effective date : The shipping will start when the subscription starts.Subscription service activation date : The shipping will start when the subscription is activated.Subscription customer acceptance date : The shipping will start when the customer accepts the service.Other : The shipping will be triggered by an api call. |
Schedule-tab
Name of the field |
Type |
Mandatory |
Description |
|---|---|---|---|
The trigger send only one package |
Checkbox |
No |
It allows to send only one package |
Start date |
Dropdown |
No |
Start date to trigger shipping strategy |
The trigger will generate row in the past (catchup) |
Checkbox |
No |
Once this is triggered, it will generate row in the past |
Payment Failure-tab
Name of the field |
Type |
Mandatory |
Description |
|---|---|---|---|
Payment Failure Action |
Dropdown |
Yes |
Payment Failure Action Pause : The shipping will wait for the payment success before being shipped.Cancel shipping : The shipping will be cancelled.Send anyway : The shipping will be send even without the payment. |
The shipping may expire |
Check box |
No |
The shipping is cancelled when the shipping expiration delay is reached |
Shipping Expiration Delay |
Dropdown |
No |
Duration to allow the shipping |
Logistic-tab
Name of the field |
Type |
Mandatory |
Description |
|---|---|---|---|
The same logistic sku may be used by multiple product at once |
Check box |
No |
The same logistic used by multiple product at once |
Send shipping order as soon as the trigger is received |
Check box |
No |
Send shipping order as soon as the trigger is received |
Create the shipping log with the status « Waiting validation » |
Check box |
No |
Create the shipping log with the status |
The product can only be shipped if a association have been found |
Check box |
No |
The product can only be shipped if a association have been found |
