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Manage Shipping Profiles in BoxNCase Admin

Streamline your BoxNCase store’s shipping operations with comprehensive shipping profile management. Create organized shipping option sets, define zone-specific rates, and implement product-specific shipping rules for optimal fulfillment efficiency.

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Overview

Shipping profiles provide:

• Product-specific shipping rule groupings
• Standardized shipping option sets
• Zone-based rate management
• Flexible fulfillment configurations
• Scalable shipping operations

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What is a Shipping Profile?

Shipping Profile Strategy: Shipping profiles organize products by similar shipping characteristics and requirements: Common Profile Categories:

• Fragile Items: Special handling, insurance, protective packaging
• Oversized Products: Freight shipping, dimensional pricing
• Hazardous Materials: Specialized carriers, compliance requirements
• Perishable Goods: Expedited shipping, temperature control
• High-Value Items: Signature delivery, tracking, insurance
• Digital Products: Instant delivery, no physical shipping
• International Items: Customs documentation, restricted shipping

Profile Benefits:

• Targeted shipping option creation
• Consistent handling procedures
• Cost optimization by product type
• Compliance with shipping regulations
• Improved customer experience through appropriate options

Implementation Example: Create a “Fragile” profile for delicate items, then configure shipping options with:

• Insurance requirements
• Special packaging fees
• Restricted carrier options
• Signature delivery requirements

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View Shipping Profiles

To view shipping profiles in your store:

1. Go to Settings → Location & Shipping.
2. In the Shipping Configuration section, click on “Shipping Profiles”.

Here, you can see a list of all the shipping profiles you have set up in your store. You can also search, filter, and sort the shipping profiles to find the one you are looking for.

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Create Shipping Profile

To create a shipping profile:

1. Go to Settings → Location & Shipping -> Shipping Profiles.
2. Click the Create button at the top right.
3. In the form that opens:
   • In the Name field, enter a name for the shipping profile. For example, “Fragile”.
   • In the Type field, enter the type of products that belong to the shipping profile. For example, “fragile” or “heavy”.
4. Once you’re done, click the Save button.

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View Shipping Profile Details

To view the details of a shipping profile:

1. Go to Settings → Location & Shipping -> Shipping Profiles.
2. Click on a shipping profile from the list.

This opens the shipping profile’s details page where you can also manage the shipping profile.

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Manage Products of Shipping Profile

Product Assignment: Assign products to shipping profiles through the product’s details page. Assignment Best Practices:

• Evaluate product characteristics before assignment
• Consider shipping cost implications
• Review carrier compatibility
• Test shipping calculations after assignment
• Document profile criteria for consistency

Profile Management Tips:

• Regular review of profile effectiveness
• Monitor shipping cost performance
• Update profiles as product lines evolve
• Train team on profile selection criteria
• Maintain profile documentation for reference

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Manage Shipping Profile Metadata

Shipping Profile Metadata: Enhance shipping profiles with custom metadata for advanced functionality: Common Metadata Applications:

• Carrier-specific configuration parameters
• Custom packaging requirements and specifications
• Insurance and liability settings
• International shipping documentation
• Handling instructions and special requirements
• Cost calculation modifiers and adjustments
• Compliance and regulatory tracking codes

Integration Benefits:

• Third-party shipping service configuration
• Automated rule engine parameters
• Analytics and reporting enhancements
• Custom business logic implementation
• Advanced shipping calculations

Metadata Best Practices:

• Use standardized naming conventions
• Document metadata purpose and usage
• Regular validation of metadata accuracy
• Security considerations for sensitive data
• Version control for configuration changes

To edit the shipping profile’s metadata:

1. Click the ↗ icon at the right of the “Metadata” section.
2. In the side window that opens:
   • Manage the key-value pairs in the table.
   • To add a new row of key-value pairs before or after a row:
     • Hover over the row and click the ⋮ icon at its right.
     • Choose “Insert row above” or “Insert row below” from the dropdown.
   • To delete a row of key-value pairs:
     • Hover over the row and click the ⋮ icon at its right.
     • Choose “Delete row” from the dropdown.
3. Once you’re done, click the Save button.

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Delete Shipping Profile

Deleting a shipping profile is irreversible. To delete a shipping profile:

1. Go to the shipping profile’s details page.
2. Click the ⋯ icon at the top right of the first section.
3. Choose Delete from the dropdown.
4. Confirm the deletion by entering the shipping profile’s name in the pop-up and clicking the Delete button.