Shipping & tax

Delivery and tax are set in ESTAGE CRM → Settings → Store, on the Shipping and Tax tabs. Carrier accounts are connected in Genesis → Settings → Shipping Carriers.

One flat fee, or zones

One flat fee is the simplest shipping a shop can have: one price for every order that has something to ship, anywhere. Turn it on and zones are not used at all.

Otherwise, shipping is zones. A zone is a list of Destinations (countries, or regions within a country) with the rates it offers.

Zone order matters

A buyer’s address uses the first zone that covers it, from the top. A broad zone above a narrow one swallows it — put California above United States. Drag zones to reorder them.

Rates

Each rate in a zone has a Method and a Rate type.

Method — how the parcel gets there:

• Shipping — a carrier takes it to the address.
• Local delivery — you deliver it yourself, optionally only to the Postal codes you deliver to.
• Pickup — the buyer collects it; your Pickup instructions are shown at checkout.

Rate type — how it is priced:

Rate type	Charges
Flat fee	The price, always.
Free over a threshold	Free once the goods reach an amount, otherwise the price.
By cart weight	The price, when the cart weighs between a minimum and a maximum. Add several for weight bands.
Carrier calculated	What the connected carrier quotes for that parcel, service by service. See below.

A rate can also carry a Transit time — the delivery estimate the buyer sees next to it.

Shipping profiles

Most shops need one set of zones. When some products ship differently — heavy furniture, cold goods — put them in their own shipping profile with its own zones and rates, and pick the profile on those products. A cart with products from several profiles still gets one delivery choice: rates with the same name in each profile are added together.

Live carrier rates

With a carrier connected, a Carrier calculated rate asks it for the price of each cart at checkout. The buyer sees one option per service the carrier offers — UPS Ground, UPS 2nd Day Air… — with the carrier’s price and transit time. The order remembers the service the buyer paid for, and the label you buy later uses it.

Carrier	Live rates at checkout	Labels & tracking
UPS	Yes	Yes
FedEx	Yes	Yes
DHL Express	Yes	Yes
USPS	Yes	Labels need USPS approval (CRID, MID and a payment account)
DPD UK	No — prices are yours	Yes
GLS	No — prices are yours	Yes
ShipStation	Yes — every carrier on your ShipStation account	Yes, worldwide, customs built from the order (see below)
Shiprocket	Yes — India only, INR	Yes, paid from your Shiprocket wallet (see below)
NimbusPost	Yes — India only, INR	Yes, paid from your NimbusPost wallet (see below)

Connecting a carrier

1. In Genesis → Settings → Shipping Carriers, click Connect on the carrier.
2. Enter the keys from your own account with that carrier — nothing else. The keys are checked with the carrier and stored encrypted; they are never shown again.
3. Test keys connect to the carrier’s sandbox, live keys to production — this is detected from the keys. A carrier in sandbox is marked Sandbox on its row.

UPS, FedEx, DHL Express, USPS, DPD UK and GLS ship from the address in Business Details. Without one, the carrier quotes nothing and labels cannot be bought. Shiprocket and NimbusPost ship from the pickup location you choose in their settings, and ShipStation from a ShipStation warehouse (or Business Details).

Shiprocket and NimbusPost (India)

Both are Indian shipping aggregators: one account gives you many couriers, paid from a prepaid wallet you keep topped up.

1. Connect in Genesis → Settings → Shipping Carriers.
   • NimbusPost — an API key (starts with npk_) and its API secret. Create them in NimbusPost Settings → API Keys with the admin role (a viewer key cannot book shipments) and leave the IP allowlist empty.
   • Shiprocket — the email and password of an API user, not your own Shiprocket login. Create one in Shiprocket Settings → API → Configure and tick every module under Modules to Access — without the settings module, adding a pickup address fails.
2. Click Settings on the carrier and choose a Pickup location — or add one there. NimbusPost sends a code by SMS to the contact phone to confirm a new address; it expires within minutes.
3. Under Couriers, tick the ones buyers may choose at checkout. Leave them all unticked and buyers get two options picked for them: Cheapest delivery and Fastest delivery.
4. Test quote — try a 6-digit pincode, a weight and a value to see what checkout will show.
5. Copy the tracking webhook from the panel into the carrier (Shiprocket: Settings → API → Webhooks, with the token shown in its Token field), so tracking arrives as it happens. Without it, tracking is still checked every 30 minutes.
6. In CRM → Settings → Store → Shipping, add a Carrier calculated rate with the carrier chosen. Whatever price you give the rate itself is added on top as a handling fee.

When an order is paid, open it in the CRM and buy the label — the cost comes from your wallet, and the PDF label is on the shipment. A label you no longer need can be voided; the charge goes back to the wallet. The buyer gets an email when the parcel ships and when it is delivered.

Limits

Domestic India only — Indian pincodes, and a store priced in INR. Prepaid orders only (no cash on delivery), PDF labels only. A parcel with no dimensions is billed as 30 × 20 × 15 cm, so a light item can be charged at its volumetric weight (about 1.8 kg) — set real dimensions and weights on products.

ShipStation

ShipStation connects in two halves under one row — use either or both.

Rates & labels — paste your API key (v2) from ShipStation Settings → Account → API Settings.

• Checkout shows live rates from every carrier on your ShipStation account, plus Cheapest and Fastest picks.
• Buy the label from the order in the CRM; it is charged to your ShipStation and carrier accounts. Labels come as PDF or ZPL.
• Ships worldwide: an international parcel gets its customs declaration built from the order lines.
• A key starting with TEST_ is a sandbox key — free labels, no real tracking.

Orders sync — paste a v1 API key and API secret from the same page.

• Every paid order with something to ship goes to the ShipStation store you choose under Where orders go, as Awaiting Shipment. Digital-only orders are skipped.
• When you print the label in ShipStation, the carrier and tracking number come back to the order and the buyer gets the shipping email.
• Cancel the order in ShipStation when it is cancelled here keeps the two in step.
• Orders sent lists what went over; Send again retries one, and Send open orders from the last N days (up to 90) catches up orders from before you connected.

Note

An order you mark as shipped in ShipStation without printing a label there sends nothing back, and in-transit and delivered updates do not come back through the orders sync.

Note

Carriers quote in their own currency. A quote in a currency other than your store’s is not offered. If a carrier does not answer, its options are simply left out and your other rates remain.

Tax

The Tax tab chooses How tax is calculated:

• Manual — your own Tax regions: a name and a percent per zone. The first matching rate applies.
• Stripe Tax — Stripe works out the tax on your own Stripe keys; the filing is yours. Your manual rates stay as the fallback for when Stripe cannot answer.

Tax is charged on the goods after discounts plus shipping. If your prices already include tax, turn on All prices include tax on the same tab — tax is then shown on the order for information instead of added.

What’s next

• Orders, shipping & discounts — shipping an order and buying its label.
• Business Details — the address parcels ship from.