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Edit a Shipping Rate Group

Overview​

Explains the steps to edit and update the registration information of an existing shipping rate group.

Purpose​

A shipping rate group is a rule used to calculate shipping costs when a buyer places an order, by linking it to "Catalogs" or "Links".

The primary purpose of this feature is to update existing Rate Groups and reflect the latest rules when it is necessary to review target countries or taxes for operational reasons.

Even if the person in charge changes, the shipping rules can be managed using the same procedure, leading to the standardization of operations and prevention of dependency on specific individuals.

Feature Description​

Editable Items​

On the edit screen, you can change the following items.

  • Code (Required)
  • Rate Group Name (Required)
  • Target Country
  • Tax
  • Rate Group Description

Management by Currency​

Rate groups are managed for each currency.
The target currencies depend on the currencies enabled in Core Preferences.

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 taxing Shipping Fees, you must create the Tax to be used as an option in advance via Create a Tax Master.

Non-editable Items​

The Target Currency cannot be changed on the edit screen. It is fixed to the currency set at the time of creation.

Instructions​

Moving to the Rate Group Edit Screen​

  1. Click Maker Settings > Open Maker Settings.
  2. Click Shipping Fee.
  3. Check the target currency and rate group, and click Update button.
    The "Update The Shipping Fee Rate Group" modal opens.

How to Fill Out the Form​

Edit the input items as necessary.

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

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

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

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

    If you charge tax on shipping costs, select a pre-created tax.

  5. Rate Group Description
    You can enter a description of the rate group.

Update Rate Group​

After confirming the contents, click the Update button.
If the process is successful, the shipping rate group will be updated.

Important Notes​

Target Document Types for Application​

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

Impact on Catalogs and Links​

If the rate group is already used in "Catalogs" or "Links", changing the Target Country or Tax will also be reflected in the calculation contents of the currently published catalogs, etc.

Please be careful if there are linked "Links" or "Catalogs".

Code Duplication​

The code must be a unique string that does not duplicate other rate groups.

If you update with a duplicate code, an error will occur during execution.