Shipping Features

Overview

Cashiers have the ability to mark items in the cart as shippable and apply a special shipping item to the cart that calculates the shipping cost based on the cost thresholds that are configured within Connect. This can also require data validation to collect accurate shipping information such as phone number and document ID. This feature allows guests to purchase goods onsite and then pay to ship to their hotel room or their home to avoid traveling with the item. 

Note: Must be on ActivateX version 13.0 or higher to utilize this feature.

Create Shipping items

1. Log in to Connect and click Items in the left side menu.
2. Select Items from the menu.
3. Click the blue Create button.
   • Name: Enter a name to indicate the shipping method.
   • Price: Enter 0.00
   • Type: Choose Shipping
     • Multiple items can be created depending on the shipping method to allow different pricing thresholds.
     • Ex: Ground shipping, 2-day air, international air, etc. 
       
       
4. Once created, search for and select the item to make further edits.
5. Click the Assigned Vendors tab.
6. Click Add Vendor to assign the item to the vendors that will utilize shipping.
7. Click the Prices tab.
8. Toggle Require Data Entry to Yes if applicable,
   • When enabled, a pop up in ActivateX will allow the cashier to enter in the guest phone number and document ID.

Setting Pricing Thresholds 

The shipping item can have different thresholds based on the total of the cart or items that are being shipped. 

1. On the Prices tab in the item, there is a section to add and edit Shipping Prices.
   
2. Enter the values for the Price.
   • Low: Minimum price of the item total.
   • High: Maximum price of the item total.
   • Price: The shipping price to be charged if the item meets this threshold.
   • No High Limit: If set to yes, a low price would be set but no high price.
     • Ex. Enter a minimum value of $50.01 and set No High Limit to Yes. 
     • Any item that is 50.01 or greater would be charged a flat rate of $25 for shipping.
       
3. Click Add once the values are entered.
   
4. Select Delete to remove a price threshold. 
5. Select Edit to update a price threshold. 
6. Select Edit All to update the values for all prices.
   
   

Enabling Shipping on Vendor Role

 Shipping must be enabled within the vendor role. 

1. Log in to Connect and click Options in the left side menu.
2. Select Vendor Roles from the menu.
3. Search for and select the vendor role that will be shipping items. 
4. Click the Shipping tab.
5. Toggle Enable Shipping to Yes.
   • Receipt Copies: Configure how many additional copies will print along with the original itemized.
     • If set to 1, it will print out the itemized and then the shipping receipt to add with the item.
   • Store Receipt Trailer: This is a customized trailer that will appear on the shipping copy of the receipt.
   • Return Receipt Copies: This can be configured for how many additional copies will print when returning an item. 

Shipping in ActivateX 

1. Once logged into Activate, add items to the cart.
2. Add the previously configured Shipping item to the cart.
   • If data validation is turned on, enter in a phone number and document ID.
3. To ship individual items in the cart, tap on the item that will be shipped.
4. Tap the Ship box.
5. Adjust the quantity of the item that will be shipped if there are more than one of the item in the cart.
6. The Shipping item price in the cart will adjust based on the threshold that was set.