---
title: "Shipping, Delivery, & Pickup | SpotOn Retail Dashboard"
canonical: "https://help.spoton.com/space/SK/1173028900/Shipping%2C%20Delivery%2C%20%26%20Pickup%20%7C%20SpotOn%20Retail%20Dashboard"
format: markdown
---
**Quick Links**

> Macro (toc)

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> ⚠️ The Colorado Department of Revenue Taxation Division is introducing a new Retail Delivery Fee (RDF) effective July 1, 2022, which requires adding a $0.27 RDF charge to every delivery sale, including third party delivery—to be paid by the customer. More information on the new regulation can be found [here](https://tax.colorado.gov/retail-delivery-fee).

  
Learn how to create a new shipping method and new shipping fee within SpotOn's eCommerce platform.

---

## Add New Fees

| **Action** | **Display** |
| --- | --- |
| 1. Login to Dashboard<br>2. Click the 9 dots in the top left corner to expand the menu<br>3. Select **Catalog ** | ![image](media://04a96430-b498-4ce0-8c2f-75c2c10dbe2d) |
| 4. Click the **User Icon** in the upper right to access the drop down menu<br>5. Select **Account Settings** | ![image](media://e4edb30b-7579-41ae-b69a-b5f6dba99e00) |
| 6. From the left-hand menu, select **Settings** | ![image](media://1549fbfd-a432-4667-8e66-2254a1748eb0) |
| 7. Select **Fees **from the Settings menu | ![image](media://cd2ccf5d-8e55-48f5-9262-f736df546c41) |
| 8. Select **Add New Fee** on the right side of the screen | ![image](media://2bd0e9d8-9635-46f1-b4c0-ffe14fa90886) |
| 9. From the New Fee pop-out menu, select **Fee Information** | ![image](media://df7b013d-96e6-4943-80c9-fd86ba160c47) |
| 10. Under **Fee Name**, enter the desired name for the new fee into the empty field<br>11. Under **Fee %**, input the desired percentage<br>12. Click **Apply** at the bottom of the screen<br>13. This automatically redirects the user back New Fee pop-out menu to continue setting up the new fee | ![image](media://501d36be-d8c1-4c15-9db2-72634957c692) |
| 14. Click **Apply Fee** | ![image](media://8fefd523-60e3-49dd-8645-7abc6d523e3f) |
| 15. Select the needed new fee type (Services, Products, Products & Services, or Shipping)<br>16.  Select **Apply**<br>17. This automatically redirects the user back New Fee pop-out menu to continue adding the new fee | ![image](media://ae8832f7-35f1-49d0-8a53-84e92ccfc7ae) |
| 18. Select **Availability** | ![image](media://f676fa17-16bc-49b5-b7d6-5d7aeff6ef99) |
| 19. Select the desired channel(s)<br>20. Select **Apply** | ![image](media://85622672-c90a-49f0-be88-a9e68f636dd1) |
| 21. Once complete, all selections will preview beneath each New Fee setup section on the right<br>22. To finalize the new fee setup, select **Save** | ![image](media://f64651cd-4b3e-4615-b9b9-39503be2454e) |
| 23. A green pop-up confirmation will appear on the bottom left and the the newly created fee will now appear in the Fees list | ![image](media://dac82c38-cc26-474c-b3de-90c4b28cb791) |

---

# Shipping Methods

Shipping Methods are used to define the price and method of giving a product or order to a customer. Even if you don't physically "ship" products, shipping methods are still required. 

You can define shipping methods for any form of transport or for any specific carrier that you use to ship your orders. Examples of shipping methods include Ground, Express, and Overnight.

## Accessing Shipping Settings

| **Action** | **Display** |
| --- | --- |
| 1.  From the Dashboard, click the 9 dots in the upper left corner to access the menu<br>2.  Select **Catalog ** | ![image](media://e6e09788-9bac-4c25-8901-316ab562773f) |
| 4. Select **Settings **(the gear icon) from the lefthand pop-out menu | ![image](media://9719f01e-33ba-4589-8d2e-728fc5290122) |
| 5. Select **Shipping** from the Settings menu on the left | ![image](media://4a25cb9b-65b2-4169-b8a6-9c7e927f23e0) |
| 6. Turn the Shipping toggle **On** | ![image](media://ef757601-8f2f-4a7e-b9f1-b54fa098c7ec) |
| 7. A list of existing shipping rates by carrier will automatically display | ![image](media://9d8b3783-edea-43f1-8cbd-4a9277169de9) |

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## Flat Rate Shipping Fees

| **Action** | **Display** |
| --- | --- |
| 1. From the **Shipping** section of the Settings menu, click the **More** drop-down on the right
2. Select **Edit Rates** | ![image](media://a2f62a9b-ab1c-46eb-b375-491f223cf62b) |
| 3. Under the **Create Flat Rates **screen, enter the desired Rate name, Shipping Price, and Estimated delivery time in the required fields<br>4. Elect to offer free shipping with a minimum transaction amount spent by clicking the check box and inputting a minimum dollar amount | ![image](media://ae3e5a37-52d1-441a-822d-60ef4806bd35) |
| 5. Optionally, create additional Flat Rates by clicking **Add another flat rate +** | ![image](media://77fefe9e-1d4a-44f5-989f-48c207bc8b33) |
| 6. Click **Save** on the bottom right corner of the screen | ![image](media://732a84be-4cf7-4020-bba1-080221e4357d) |
| 7. The newly added flat rate will now appear | ![image](media://0e0def91-ecf5-49e3-9745-204ede8411a4) |

---

# Shippo

> ✅ Please see these [Shippo FAQs](https://help.spoton.com/space/SK/1997668357) for more information

## Calculated Rates with Shippo

> 📝 **Be sure to add weights to the products in your catalog you would like to make available for shipping**
> 📝 
> 📝 - Weights can be added by clicking on a product in the catalog or by adding them in the weights modal when enabling Shippo
> 📝 - You can always come back and edit your weights in the product catalog later, if needed

1. From your SpotOn Catalog, click** Settings **in the left navigation bar
2. Navigate to the **Shipping tab**
3. Under **Apps**, toggle the** Shippo **option to On
  - A pop-up will appear explaining Shippo's benefits
  - Click **Get Started **to continue
  - You’ll be taken to Shippo’s signup page
  - Enter your name and email, and create a password
  - Click **Sign Up**
  - Enter your billing information, then click the **checkmark** to complete
4. To set up carrier services, click **Add/Edit Carrier Services**
  - Select your preferred carrier (USPS, UPS, or FedEx)
    - USPS is automatically available by default
    - UPS: To enable UPS, you must accept terms in Shippo. Once you click on UPS, You will be promoted and redirected to Shippo.
    - FedEx: Click on FedEx and fill out the form in order to link your account.
      - *Note: Shippo does not have a master FedEx account therefore merchants must use their own. If a merchant does not have one, they must go to FedEx and create one.*
  - Select which services you would like to offer and then **Save**
5. Click** Add package** to add packages to your shipping profile. Choose from carrier-branded packaging or add custom package dimensions.
  - **For custom packages**: Give the package a name for easy reference. *Note: customers do not see this*
  - **Important**: Setting default package: Set the package that you use the **most often** as the default. The dimensions on your default pack will be used to calculate rates for your customers in checkout.
    - Recommendation, if you have multiple packs that you use equally as often, choose the mid-size as the default

> 📝 If you add USPS flat rate boxes to your profile, note that you must use USPS’s branded flat rate boxes. *Failure to do this could result in chargebacks from the carrier*. 
> 📝 
> 📝 - Boxes can be ordered for free from the USPS website

## Buying a Shipping Label with Shippo

![image](media://21a332c4-e1ef-4ce4-8fe8-1c95185994e7)

---

# Local Delivery 

| **Action** | **Display** |
| --- | --- |
| 1. From the **Shipping **page, select the **Local Delivery tab**<br>2. Toggle on **Local Delivery ** | ![image](media://5b81dc24-c470-4bf5-9459-77d6beb960a4) |
| 3. The **Delivery Details **window will open, with some options:<br>- **Doordash Drive Delivery Fee**: Each month you will be required to pay the Doordash Delivery cost if you want the  
service to be provided. This costs $7.95, with a customer suggested pocket cost of $3.95
  - When you have input the desired out of pocket cost to customer, **Your Net Cost** will update appropriately
- Choose the **Lead time** and the **Delivery details** for the customers, which will appear at checkout.
- You can **Allow customers to request** **contactless delivery** and to **Require signature** **upon delivery** by checking these boxes<br>4. Press **Continue** | ![image](media://79700c95-fb68-4a35-931e-9bbaad390c1a) |
| 5. In the **Availability window** select the desired availability for Local Delivery:<br>- Same as business hours<br>or<br>- Custom Schedule
  - If you select this option, you will need to input available days and hours for Local Delivery<br>6. Click **Save** when complete<br>> 📝 When complete, to make any adjustments, simply click **Edit  **next to Delivery Details or Availability | ![image](media://ef53b153-f254-4218-b4f4-d690ce9a287f) |

---

## Same Day Delivery with DoorDash FAQs

### What does this do?

SpotOn’s Same Day Delivery by DoorDash enables SpotOn Retail clients to provide seamless same-day delivery for eCommerce orders.  

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### How does it work?

Customers within about a 7-mile radius of your store have the option to select** same-day delivery** at checkout. After the order is placed, a DoorDash driver will automatically be sent to your storefront to pick up the order. The DoorDash driver delivers the order directly to the customer.

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### How much does it cost?

Each delivery costs $7.95 for SpotOn clients outside of California. California orders are $9.95. You have the option to offset some or all of the delivery cost to your customers. 

---

### Why should I use it?

SpotOn’s Same Day Delivery by DoorDash is a great way to incentivize customers to do business with you. You will draw in customers that are used to the immediate gratification of 2-day delivery at a price point that's comparable, and sometimes better than, regular shipping. 

---

### Who is it for?

SpotOn’s Same Day Delivery by DoorDash is available to all SpotOn clients using Retail. It’s a great fit for businesses of all types, especially those selling goods that can be utilized immediately. 

---

# Local Pickup

| **Action** | **Display ** |
| --- | --- |
| 1. From the **Shipping **page, select the **Local Pickup tab**<br>2. Toggle on **Local Pickup** | ![image](media://a517d8ba-0a2e-4c58-9401-70d4c504cd08) |
| 3. In the **Pickup details window**, set your desired Lead Time (The amount of time allowed to prepare the customer’s order, e.g., an order placed at 1:00 will be ready at 1:20 if there is a 20 minute lead time)<br>4. Select the desired **pick up method(s)**:<br>- **Contactless Curbside Pickup**
- **Curbside Pickup**
- **In Store Pickup** | ![image](media://5cf27b85-f623-41cd-b9e7-3bc44b976e59) |
| 5. For each Pickup Method selected, you will be prompted to add:<br>- **Pickup Instructions on Checkout Page **<br>and<br>- **Instructions on “Ready for Pickup” Email**<br>> 📝 Both of these are optional, but are very helpful for your customers.  Each section has a 250 character limit<br>6. Click **Save ** | ![image](media://4bee7eba-f1b5-4da0-b323-b878d60a6dd6) |
| 7. When you have all your Pickup Methods selected, with your custom instructions, click **Save **in the **Pickup details window ** | ![image](media://bee3c46e-5948-42e8-8bab-e3638e2fd85c) |
| 8. Click **Edit** in the **Availability **section<br>9. In the **Availability window** select the desired availability for Local Pickup:<br>- Same as business hours<br>or<br>- Custom Schedule
  - If you select this option, you will need to input available days and hours for Local Delivery<br>10. Click **Save **<br>> 📝 When complete, to make any adjustments, simply click **Edit  **next to Pickup Details or Availability | ![image](media://6eb876be-5e08-4cac-9c66-c8f096ee54b7) |

> ℹ️ To **deactivate **shipping methods, local delivery, or local pickup, use the toggle switch in any of these sections.