Chord OMS uses a flexible system to calculate shipping. It accommodates the full range of shipment pricing, from simple flat rate calculations to more complex computations related to product weight or type, the customer's shipping address, and what shipping method is used, to name a few.

Shipping methods identify the actual delivery services used to ship the product. For example:

Each shipping method is only applicable to a specific geographic zone.

For example, you would need a domestic-only shipping method to deliver a package in the United States. You would not be able to ship from Washington DC to Rio de Janeiro, Brazil, using UPS Ground, a United States-only carrier.

The Shipping Method system is composed of six concepts:

OMS performs several steps when presenting and assigning shipping methods to an order during checkout.

When generating installment orders for subscriptions (standard, pre-paid, and gift subscriptions), OMS always chooses the least expensive shipping method even if a more expensive shipping method was selected during checkout.

In the example below, the customer purchasing the subscription chose a premium shipping method during checkout:

However, the installment order generated from the subscription has the standard shipping method, which is the least expensive:

Name is required: for example, Really Fast. This is what your customers will see at Checkout.

Code is required and is defined by your 3PLs. To calculate shipping charges on the order item, you must assign shipping calculation codes to either a product or category. For example Standard_Shipping.

Your 3PL provides Service Level and defines the carrier used for your Standard_Shipping. Example: FedEx SmartPost

If you have multiple channels, select it here or leave it blank if you want the shipping method to apply to all channels.

This field is usually left blank because Easypost can auto-identify the carrier; if Easypost cannot do that, the system will try to identify the carriers manually, and in this case, we will ask you to add all of your carriers: USPS, UPS, FedEx.

You can set up a static URL that will be used with a tracking code to generate a tracking URL. When a tracking code is generated and received for an order shipment, a tracking URL will automatically be created by appending the tracking code to the pre-defined static URL.

Let’s take the example that my tracking code is:1n24nrrsan531, and the tracking URL on the shipping method is set with the following https://www.ups.com/track_package?tracking_code=:tracking.

The tracking URL on my shipment will be: https://www.ups.com/track_package?tracking_code=1n24nrrsan531” 

The tracking field is replaced with the tracking code.

This field is only used internally.

It is recommended you select your online store here. If you want the shipping method to apply to all stores, choose all your Stores.

The carrier field is not required if you use a specific carrier for your shipping method; for instance, FedEx 2nd Day Air, enter FedEx or use USPS.

Uncheck to select specific stock locations for this shipping method.

If you do not select "available to users," the shipping method will not display to your customers at checkout, but you'll still be able to use that method in the OMS only. Suppose you want to upgrade the shipping for your customer; you can see that shipping method in the Order's Shipment tab.

Shipping Categories allow for descriptions of different shipping methods to be assigned.

The OMS creates a Default shipping Category. If you need to add more categories, click on

Shipping Categories tab and create a new category.

You can further restrict when shipping methods are available to customers by using shipping categories. If you assign two products to two different shipping categories, you could ensure that these items are always sent as separate shipments. For example, suppose your store can only ship oversized products via a specific carrier called "USPS Oversized Parcels." In that case, you could create a shipping category called "Oversized" for that shipping method, which can then be assigned to oversized products.

Zones are groups of States or Countries.

To setup your zone, please refer to the Shipping Zones document

A shipping calculator is the component responsible for calculating the shipping rate for each available shipping method.

You can use tax categories to ensure particular products are taxed as required. For example, if your business is in Minnesota, you need to charge tax on tech products but do not need to charge tax on clothing. You could set up two tax categories, Clothing, and Tech, which you would apply to products of either type.

We calculate the correct tax adjustment to attach to a shipment from the selected tax category on a shipping method. Each tax category has a tax code that identifies a specific rate.

You tax categories are located under Taxes --> Tax Categories

To apply this policy to additional shipping methods, you can add them as a comma-separated string in the store setting labeled FREE_SHIPPING_ELIGIBLE_SHIPPING_METHODS.

This policy is activated in the following scenarios: