Path to selling physical products
What to set up, and in what order, to sell a product shipped by mail or carrier, with shipping on the checkout, bundles and invoices.
A physical product takes more preparation than a digital one: the checkout needs to know where the order goes, how much shipping costs and, in Brazil, what data goes on the invoice. Set things up in the order below, because the product can only be sold once there is a way to deliver it.
Before you start
- The store activated. See choose the plan and activate the account.
1. Connect a provider
In Brazil, connect an account with PIX (Brazil's instant payment) and card installments, such as Pagar.me, Mercado Pago or Asaas. Then set the installments rule and see how PIX works.
2. Say where you sell and deliver
In GeneralSettingsGeneral, in the Selling and shipping locations card, choose:
- Sell to: the countries accepted in the billing address.
- Ship to: the countries accepted in the shipping address.
- Address at checkout: whether the checkout asks for the shipping address first, the billing address first or a single address.
3. Set up shipping
In CatalogShipping, create the shipping zones (country, state or CEP range, the Brazilian postal code) and, in each one, the methods:
- Flat rate: Fixed cost (or formula) per order, with extras per shipping class.
- Free shipping: Always free, with a coupon or above a minimum amount.
- Local pickup: The customer collects the order; optional cost.
The checkout uses the first zone that matches the buyer's address, so keep the most specific ones at the top. Each method takes a delivery time text, such as "Arrives within 4 days", which shows on the checkout exactly as you wrote it. Vipter doesn't calculate delivery time or shipping costs with carriers.
No method, no sale
If no zone has an active method for the buyer's address, the checkout can't deliver the order. The product warns you: No active shipping method: set up Shipping before selling this product.
4. Create a physical product
In CatalogProducts, create the product with Product type set to Physical product. Also fill in:
- Shipping: weight, dimensions and, if you use one, the shipping class that changes the cost on the flat rate.
- Fiscal data: NCM (the Brazilian product tax code), CFOP (the Brazilian tax operation code), unit and origin for the NF-e (Brazilian electronic goods invoice). If left blank, the invoicing integration's defaults apply.
See product types and create a product.
5. Create the offer and the bundles
Create the offer with the price of one unit. To sell bundles (3 jars, 6 jars), use the offer's packs: each pack has its own link. The same page holds the order bump and the one-click upsell. Coupons, including free shipping ones, are in CatalogCoupons.
6. Issue the invoice
In GeneralIntegrationsInvoices, connect Notazz, eNotas or PlugNotas. The integration can issue the NF-e on its own when the order is paid and cancel it on a refund. The NF-e requires the buyer's CPF (Brazilian individual taxpayer ID) or CNPJ (Brazilian company taxpayer ID).
7. Test
Test the store with an address from each zone: check the shipping offered, the total and the order in SalesTransactions with the shipping address.
Path to selling SaaS and digital subscriptions
What to set up, and in what order, to charge for software or digital content by subscription, with a free trial, plan changes, the customer portal and notices to your system.
Path to selling a subscription box
What to set up, and in what order, to sell a subscription with a delivery every cycle, such as a monthly box, with shipping built into the price.