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Create a Shipping Rate Group

Overview​

Explains how to create shipping rate groups for automatically adding shipping costs at the time of order.

Purpose​

The main purpose is to create shipping rate groups for each currency to unify shipping cost management units, leading to the standardization of operational procedures and prevention of dependency on specific individuals.

By linking the created rate groups to catalogs or links, you can centrally manage the application of shipping costs at the time of order.

Feature Description​

Role of Rate Groups​

A rate group is a management unit for adding shipping costs to a buyer's order amount.
The created rate group is used by setting it in a catalog or link.

Relationship between Rate Groups and Rates​

The amount and application conditions of shipping costs are managed by the shipping rates created under a rate group.
Multiple rates can be linked to one rate group.

Rates can be created in "Maker Settings > Shipping Fee > Any Shipping Detail > Create a New Rate."

Management by Currency​

Rate groups are created and managed by currency.
The currencies available for creation depend on the currencies enabled in Core Preferences.

Required Items for Creation​

The following items are required for creating a new rate group.

  • Code
  • Rate Group Name

Target Country Settings​

Target Country is an item that defines the scope of application for the rate group.

  • When All Countries is selected: It is treated as the default rate group for that currency.
  • When a specific country (e.g., Japan) is selected: It is treated as a rate group dedicated to that country.

Prerequisites for Tax Settings​

If you operate by charging Tax on Shipping Fee, the Tax to be used as an option must be created in advance at Create a Tax Master.

Instructions​

Moving to the Rate Group Creation Screen​

  1. Click Maker Settings > Open Maker Settings.
  2. Click Shipping Fee.
  3. Check the currency for which you want to create a group, and click Create a New Rate Group for the relevant currency.
    The "Create a New Shipping Fee Rate Group" modal opens.

How to fill out the form​

  1. Code (Required)
    Enter the identifier managed by the system.

    It is also used for integration with external systems and data output in Excel.

  2. Rate Group Name (Required)
    Enter the name of the rate group.

  3. Target Country
    Select the target country from the pull-down menu.

    • All Countries: Created as the default rate group.
    • Select a Specific Country: Created as a rate group dedicated to the selected country.

  4. Tax
    Select Tax from the pull-down menu as needed.
    It is also possible to select No Tax.

    When taxing shipping costs, select a pre-created tax.

  5. Rate Group Description
    You can enter an overview of the rate group.

Create Rate Group​

After confirming the details, click the Create button.
The shipping rate group will be created.

After creation, add shipping rates to the created rate group for operation.

Important Notes​

Target Invoice Type for Application​

Rate groups are only applied to Orders.
They are not applied to other documents such as delivery notes.

Uniqueness of Code​

Please enter the code as a unique string that does not duplicate other rate groups.
Entering a duplicate code will result in an error during creation.