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How to set up postage rates on Toggle (internal fulfilment)
How to set up postage rates on Toggle (internal fulfilment)

Learn how to set up your postage names and rates if you're dealing with online orders yourself

Stephen Evans avatar
Written by Stephen Evans
Updated today

This guide is for anyone dealing with their own online orders for gift cards or retail items on their Toggle shop.

If you are using Toggle's fulfilment service to dispatch online orders please refer to this guide here.

To get started...

  1. Log into Toggle

  2. 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.

Short demo example (no sound) -

In this guide we'll be pretending to set up a postage category for a Hamper we're selling on our Toggle shop - so we will be sending it out with DPD. 🎁

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:

After adding your postage category you'll be asked 'Is this new postage type tracked?' with a Yes or No option.

If you click Yes this means you'll have the option to enter a tracking number to any future orders you get when someone buys a product, before it's dispatched. The customer will have that tracking number automatically added to their Dispatch email sent by Toggle.

2. Set rate options

Next, you will have the option to Set rate options.

You'll see a table and on the left it says Picks and on the right Charges to your guests.

This is where you set the postage charge your guests should pay based on the number of items they add to their basket (picks).

For our hamper example, we have determined that sending with DPD will cost us £5.50 for one, £11 for two, £16.50 for three etc.

In this example I have decided to match the cost that I pay to DPD onto the customer at the online checkout - so I'm not gaining or losing margin on postage. (To encourage sales, you might want to take a hit on postage and set this lower for your guests).

Toggle allows guests to add up to 50 items in their basket - so you will need to go through each pick from 1 to 50 and set the postage charge the guest should pay.

Internal reference for this rate

After you decided your postage charges you will need to add an Internal reference for the postage category you have set up.

For our example here we want this DPD postage category to be for our hamper product, so we'll name this internal reference 'Hamper'.

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.

How to set this postage category live on a product

Okay, now that's all sorted it's time to set it up on the Hamper product.

On the dashboard sidebar click on Shop and locate the product(s) you want this postage category live on.

Once you give the product a 'Physical' fulfilment type you'll see your postage category (and any others you have created). If you have named it clearly, it should be easy to spot.

How this looks on the online checkout

After you've set up your postage and set it live on a product, your guests can select the product and the postage rate will automatically be applied when they reach the checkout.

How an order looks on the dashboard and what to do

When an order is placed you will see it marked as Pending on the Shop section of your dashboard.

Click onto the order to see the details.

If you gave the postage category the customer selected a tracking option, you can add it to the order.

Once you have dispatched the item with the chosen courier, mark the order as dispatched. When this has been done the customer (the purchaser) will instantly receive a dispatch email which'll contain the tracking number (if any).

Here's how the dispatch email will look:

(This order was placed free of charge on the dashboard which is why the postage shows as £0.00 in this example)


Any help or questions please get in touch on success@usetoggle.com

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