This guide is for accounts that are using Toggle's fulfilment service.
To get started...
Log into Toggle
On the sidebar click Settings and then Postage Options
If you can't access the Settings page this means your user permissions will need updating, or you can ask a Store Owner or Store Manager team member to help with this set up. More info about this here.
1. Assign a postage category
Where it says Postage Category (displayed on the web shop) you can either:
Pick a category you have already created on Settings > Postage Categories, or
Create a new postage category here
Postage category essentially means the name that your guests will see on your online Toggle shop checkout page. Ideally give them the name of the postal service you are using (e.g. Royal Mail) and the delivery type (e.g. 1st class).
Try and keep it simple.
Example below:
And (once all the other set up is done) this is how the postage category/name looks on the Toggle shop:
2. Set rate options
Next, you will have the option to Set rate options. Here you'll be presented with two options where it says 'Follow Toggle base rate?' Yes or No.
A bit further down the page you'll see Toggle's rates in a table format.
This table show Toggle's charges to you (the client) vs the charges you pass to your guests at the online checkout. This is done per pick and it shows the difference (margin) you gain or lose from each pick based on any edits you make to the Charges to your guests.
If you pick 'Yes'...
Then Toggle's base rates will stay as they are and they can't be edited (if you click any of the charges on the 'Charges to your guest' column you'll see it can't be edited). This means when we (Toggle) invoice you (the client) at the end of each month for any postal orders your guests have made that month you won't be gaining or losing any margin on postage charged to your guests at the online checkout.
If you pick 'No'...
Then you can choose your own postage charge per pick on the table below on the column where it says 'Charges to your guests'. You can set the charges to your guests at the online checkout to be higher or lower than what Toggle charges you (the client) each month when we invoice you for our fulfilment service.
How this will look at the online checkout...
Once all this is set up and live, here's a couple examples what your guests would see.
Example 1
If you set the Charges to your guest to £4.50 for 1 pick (1 gift card in basket). You'd gain £0.25 on margin since Toggle will invoice £4.25 for this order at the end of the month.
If you set the Charges to your guest to £5.50 for 2 picks (2 gift cards in basket). You'd gain £0.39 on margin since Toggle will invoice £5.11 for 2 gift cards in the order at the end of the month.
Example 2
If you want to encourage bulk buying - particularly for Black Friday and Christmas when guests are more likely to buy multiple gift cards - you might want to lose margin on postage by setting a standard rate for, say, up to 5 picks.
In this example if a guest added 5 gift cards to their basket they'd only pay £4.25 in total for postage. You (the client) would lose margin of £5.18 when we (Toggle) invoice you for this order at the end of the month. But, the value of the gift cards being purchased in this example was 5 x £10 - so all in all you're gaining plenty from this order.
You may want to consider setting the minimum spend for the gift card at, say, £20 to ensure you're not losing too much if you're taking the hit from having lower postage charges than what Toggle charges you.
Internal reference for this rate
After you decided to your postage charges you will need to add an Internal reference for the postage category you have set up.
On our example here we have set up a category called Royal Mail, 1st Class and as such we might as well make things easy by giving our internal reference similar.
Example below:
This internal reference will appear only on your Toggle dashboard when setting a postage rate live on any of your products found on the Shop section.
If you are setting up lots of postage categories and internal references you'll find that labeling them clearly on this section will make your life a lot easier to identify the correct postage for your different products later on!
Set postage option live?
You can set this to yes or no.
If you set this to Yes it just means it'll be visible to select when you want to add the postage category to a product on your Shop section of the dashboard.
If you select No then it won't appear on the product if you wanted to make the postage category live on your Toggle shop.
Click the green Add button to save your postage.
After this you will see your Postage option on the Postage > Postage options page like shown below.
If you need to edit it (e.g. mark it as live or inactive, or change any postage rates) click the blue edit icon.
