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user-interface-for-shipments.md

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User interface for shipments

This article explores important elements of the user interface for shipments. While Solidus's user interface is entirely customizable, this article is modelled after a typical Solidus installation, which would use the standard UI elements present in the solidus_frontend and solidus_backend gems.

Customer-facing UI

In a typical Solidus store, there is no mention of shipping until checkout.

After the customer enters the shipping address for their order, the UI displays any shipping methods that are available for the current order. (Every time that the order is changed or updated, the available shipping methods would also be updated.)

For more information on how shipping methods are filtered, see Shipping method filters.

The customer must choose a shipping method for each shipment before proceeding to the next stage of the checkout process.

Once they have reached the order confirmation page, the shipping cost is shown and included in the order total.

Administrator-facing UI

Shipment objects (Spree::Shipment) are created during checkout. Multiple shipments can be associated with a single order.

Shipments do not have their own dedicated part of the admin UI. Shipments are viewable and editable from within an order.

In the admin dashboard, the administrator can update each shipment's shipping cost and add tracking codes when editing an order. They can also perform other tasks, such as splitting a single shipment into multiple shipments. They can do all of this from the "Shipments" tab of any order.

Shipping instructions

The optional configuration setting Spree::Config[:shipping_instructions] controls whether customers can add additional shipping instructions for store administrators. If enabled, the customer can provide shipping instructions during checkout.

If your store uses the solidus_frontend gem, the shipping instructions can be provided during the checkout's delivery step.

By default, this setting is set to false.

If an order has any shipping instructions attached, the instructions are displayed in the admin when you edit an order (from the /admin/orders URL) on the "Shipment" tab.

Note that shipping instructions are attached to the order and not just an individual shipment.