A Comprehensive Guide to Woocommerce Shipping and Tax

If you’re running an online store using the Woocommerce platform, understanding how to set up shipping and tax options is crucial. In this guide, we will walk you through the process step by step, ensuring that you have all the information you need to get started.

Setting up Shipping Labels

To begin, navigate to WooCommerce > Settings > Shipping > WooCommerce Shipping & Tax > Shipping Labels. Here, you can configure the settings for your shipping labels.

  1. Choose a Paper Size: Select your preferred paper size from the dropdown menu.

  2. Payment: If you haven’t stored a credit card on your WordPress.com account yet, you’ll need to add one to print labels.

  3. Add a Credit Card: If you have another card on file and want to use it instead, simply choose the “Choose a different card” option.

  4. Skip this Step: You can choose to bypass this step for now and add a payment method later when you’re ready to print shipping labels.

  5. Tick or Untick the Box for Email Receipts: Select whether or not you want to receive email receipts for your shipping labels.

  6. Save Changes: Don’t forget to save your changes before moving on.

Shipping Labels

Custom Packaging

If you want to use your own packaging for shipping, follow these steps:

  1. Go to WooCommerce > Settings > Shipping > WooCommerce Shipping & Tax > Packages.

  2. Select Add Package to open the Add a Package screen.

  3. Choose the Type of Package from the dropdown menu.

  4. Enter a Package Name to identify it.

  5. Specify the Dimensions and Weight of the package.

  6. Click Add Package to save your custom packaging.

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Custom Packaging

Carrier-Provided Packaging

Some carriers offer free packaging that you can use for shipping. To use these options, follow these steps:

  1. Go to WooCommerce > Settings > Shipping > WooCommerce Shipping & Tax > Packages.

  2. Select Add Package to open the Add a Package screen.

  3. Choose Service package and tick the box for one or more of the options available from the courier.

  4. Click Add Packages to save your selections.

Carrier-Provided Packaging

Printing Shipping Labels

WooCommerce Shipping supports printing USPS and DHL Express Worldwide labels. Here’s how you can print a shipping label:

  1. Go to WooCommerce > Orders and select an order that needs fulfillment.

  2. At the top of the order details screen, you’ll find the Shipping Label metabox.

  3. Select Create shipping label.

  4. Enter the full address you’re shipping from if it’s your first time printing a shipping label.

  5. Confirm the origin and shipping addresses, then select Verify address.

  6. Choose the package details or select packaging from the dropdown, then click Use these packages.

  7. Select the Shipping Rate and whether an Adult signature is required.

  8. Depending on your setup, you may need to Buy shipping labels or Add a credit card.

  9. View the shipping label in Print mode or save it for future printing.

Print Shipping Labels

  1. Repeat these steps for all the orders you need to fulfill, then print all labels at once or as needed.

International Shipments and Customs Forms

When shipping internationally, additional steps may be required. If a customs form is necessary, you’ll need to provide relevant information for each item being shipped. Some shipments may require separate customs documents.

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For USPS international shipments, a single shipping label will be split into three parts: proof of payment, customs declaration, and dispatch note. In these cases, you’ll need to place the three parts inside a USPS-provided window pocket.

For DHL Express shipments to non-supported countries, you need to print the customs documents. The option to print the customs document will appear after printing your label. Alternatively, you can find and print the customs documents from your order page.

Customs Form

Remember to attach the customs documents to the package using a plastic sleeve. You can order these plastic sleeves for free from DHL and USPS or pick them up from the post office.

Tracking and Refunds

To track your shipments, you can find the tracking number in several places:

  • In the Shipping Label metabox on the top of your order page, click on the Track Package button.
  • The Shipping Label metabox on the right side of your order page displays the tracking number.
  • The tracking number(s) will also be included in the email sent to your customer when the order is marked as completed.

If you need to request a refund, keep in mind that carriers have specific policies for refunds. You can request a refund if the labels haven’t been shipped and are still in the pre-transit phase. Refunds can only be processed within a certain time frame, so make sure to check the carrier’s guidelines.

Live Shipping Rates and Troubleshooting

To enable live shipping rates for USPS or Canada Post, follow these steps:

  1. Go to WooCommerce > Settings > Shipping.

  2. Add a USPS or Canada Post shipping method to the applicable zone.

  3. Name the shipping method and enter the post code you’re shipping from.

  4. Select the carrier services you want to offer and enter any price adjustments if necessary.

  5. Choose which rates to offer customers and set fallback options if needed.

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Shipping Rates

If you encounter any issues with WooCommerce Shipping, you can enable debugging and logging for more information. The System Status page under WooCommerce > System Status > WooCommerce Shipping & Tax can help diagnose these issues.

Debugging Mode

Remember to ensure that your products have weights and dimensions set for accurate shipping rates.

Getting Help

If you have any further questions or need assistance, you can reach out to ProgramMatek for support via our Help Desk. We are here to help you with any Woocommerce Shipping and Tax inquiries you may have.

Now that you have all the information you need, you’re ready to set up your shipping and tax options with confidence. Happy selling!