ShipFlow: Shipping Rules

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1. Enable Shipping Rates App

In the Settings, you can enable the app and configure the following settings:

  • Display Preferences: Here, you can select which rate you want to display in case of multiple rates from the following:
    • All Rates
    • Highest Rate
    • Lowest Rate
  • Google Maps Integration: You can enter your Google Maps API key here for distance-based shipping calculation
  • Merge Rates: It allows you to combine multiple shipping rates by tags. This can simplify your shipping setup and make it easier to manage.

 

By “+ Add New” Button This Will Open New WindowTo create a New Merge Rate

 

  • Active: Switch this on to activate the merge rate.
  • Rate Name: Enter a descriptive name for the merged rate. Example: "Standard Shipping".
  • Service Code (Optional): Provide a service code if required by your carrier. Example: "FedEx 2Day".
  • Description (Optional): Add a brief description of the merged rate. Example: "Standard shipping for all products."
  • Merge Rate Price Calculation Type: This dropdown menu allows you to choose how the final price of the merged rate will be calculated based on the individual rates being combined.
    • SUM of the values: Adds up the prices of all the individual rates to determine the final price. Example: If you have two rates with prices $5 and $10, the total price would be $15.
    • AVERAGE of the values: Calculates the average price of the individual rates. Example: With the same $5 and $10 rates, the average price would be $7.50.
    • LOWEST of the values: Selects the lowest price among the individual rates. Example: In this case, the final price would be $5.
    • HIGHEST of the values: Selects the highest price among the individual rates. Example: The final price would be $10.
    • MULTIPLY of the values: Multiplies the prices of all the individual rates to determine the final price. Example: With the $5 and $10 rates, the total price would be $50.
  • Merge Rate Tags To Combine: Enter the tags that identify the rates to be merged. Example: "tag1.tag2.tag3".
  • Minimum Shipping Rate (Optional): Set a minimum price for the merged rate. Example: $5.
  • Maximum Shipping Rate (Optional): Set a maximum price for the merged rate. Example: $20.

Shipping Zones

This section allows you to group regions or zip codes into zones and create specific shipping rules for each zone.

  • Add Zone: Click the "+ Add Zone" button to create a new shipping zone.
  • Search by Name: Use the search bar to quickly find a specific zone.
  • Action: Edit or delete the zone as needed.

 

To create a new shipping zone, follow these steps:

  • Active: Switch this on to activate the zone.
  • Zone Name: Enter a descriptive name for the zone. Example: "West Zone".
  • Country: Select the countries included in the zone. You can add multiple countries. Example: India, Australia.
  • Currency Format: Choose the currency for the zone from the dropdown. Example: US Dollar (USD).

Once you've saved your zone edits, you'll be able to add specific shipping rates for that zone. Here's how:

 

Once you've filled in all the necessary information, click the "Save" button to create the new zone. after you've saved your zone edits, you'll be able to add specific shipping rates for that zone. Here's how:

  • Click "+ Add Rate": This will open a new window to create a shipping rate.
  • Active: Switch this on to activate the rate.
  • Rate Name: Enter a descriptive name for the rate. Example: "Standard Ground Shipping".
  • Base Rate: Enter the base price for the rate. Example: $5.00.
  • Service Code: "STD".
  • Description: "Standard ground shipping for all orders."

 

  • Condition Match: You can choose how conditions should be combined to trigger the rate. Four options are available: No Conditions, Match All, Match Any, and Match None.
  • Cart / Order: Select the criteria to base the conditions on (e.g., cart total, order quantity). Example: Quantity.
    • Operator: Choose the comparison operator (e.g., Equal, Does not Equal, Greater than or Equal, Less Than Equal). Example: Greater than or Equal.
    • Items: Enter the quantity. Example: 10.

 

For example, here’s how it’s displayed:

 

  • Applicable States/Zip Codes: This section allows you to define the specific locations where the shipping rate will apply.
    • Select States: Choose this option to specify individual states. Example: If you want the rate to apply only to California, select "Select States" and add "California (CA)" to the list.
    • All States: Select this option to apply the rate to all states.
    • Specific Zip Codes: Enter individual zip codes separated by commas. Example: enter the zip codes separated by commas (e.g., 90011, 90650, 90805, 93505).
    • Include Zip Codes: Enter zip codes to be included in the rate's applicability.
    • Exclude Zip Codes: Enter zip codes to be excluded from the rate's applicability.

 

  • Cart/Product-Based Rate/Surcharge: This section allows you to add additional charges to your base shipping rates based on specific conditions related to the cart or products in the order. To enable it, check Based On Cart and Products.
    • By Cart Surcharge:
      • Item Weight: Add a surcharge based on the total weight of items in the cart.
      • Item Qty: Add a surcharge based on the total quantity of items in the cart.
      • Cart Total Percentage: Add a percentage-based surcharge on the total cart value.
      • Based On Distance: Add a surcharge based on the distance to the shipping address.
      • Charge Per Weight: Enter the amount to charge per unit of weight. Example: $1.00.
      • Unit For Weight: Select the unit of weight (e.g., grams).

 

  • By Product Surcharge:
    • Product: Select individual products to apply the surcharge to.
    • Product Collection Id: Apply the surcharge to products belonging to specific collections.
    • Product Type: Apply the surcharge to products of a certain type (e.g., clothing, accessories).
    • Product SKU: Apply the surcharge to products with specific SKUs.
    • Vendor: Apply the surcharge to products from a particular vendor.
    • Product Tag: Apply the surcharge to products with specific tags.
    • Multiply Line Item Quantity Price:
      • Fixed: A fixed amount is added to the price of each item.
      • Percentage: A percentage of the item's price is added as a surcharge.

Example: Let's say you want to add a $5 surcharge to the product "5 Panel Camp Cap". You would:

  • Select "Product" as the criteria.
  • Search for "5 Panel Camp Cap" in the search bar and select it.
  • Choose "Fixed" as the calculation method.
  • Enter "5" in the fixed amount field.

This would add a $5 surcharge to each "5 Panel Camp Cap" item in the cart.

 

For example, here’s how it’s displayed:

 

  • Exclude Rate for Products: Choose the criteria to select the products you want to exclude. The options include:
    • Product SKU: Exclude products based on their unique SKU codes.
    • Product Vendor: Exclude products from specific vendors.
    • Product Tag: Exclude products with certain tags.
    • Product Type: Exclude products of a particular type.

Example: Let's say you have a shipping rate that applies to most products but you want to exclude products from a specific Product SKU.

  • Select "Product SKU" as the criteria.
  • Enter the name of the vendor whose products you want to exclude.

Any products from that vendor will now be excluded from the selected shipping rate.


 

 

Rate Modifiers

Rate modifiers allow you to adjust the base shipping rate based on specific criteria. You can add different modifiers to create more complex pricing rules.

  • Click the "Add Rate Modifier" button.
  • Modified Rate Name: Enter a descriptive name for the modified rate. Example: "Weekend Discount".
  • Title: Enter an optional title for the modifier. Example: "Weekend Discount".
  • Type: None, AND, OR.

Choose how the modifier will interact with other modifiers.

None: The modifier is applied independently.

AND: The modifier will only apply if all other "AND" modifiers are also met.

OR: The modifier will apply if any of the "OR" modifiers are met.

  • Apply this rate modifier when: Set the condition for the modifier to apply

(Options : Day of Order order value, Time, Price ,Weight , Quantity ,Day , Date Available Quantity ). Example: "Day of Order is Sunday"

  • Behavior:
    • Stack: Multiple modifiers can be applied cumulatively.
    • Terminate: Only the first matching modifier is applied.
  • Modifier Type:
    • Fixed: Add a fixed amount to the base rate.
    • Percentage: Add a percentage-based adjustment to the base rate.
    • New Rate: Set a completely new rate.
    • Remove Rate: Remove the base rate.
    • No Change: Leave the base rate unchanged.
  • Effect:
    • Increase: Increase the base rate.
    • Decrease: Decrease the base rate.
  • Adjustment: Enter the amount of the adjustment.

Example: To create a 10% discount on orders placed on Sundays, you would:

  • Add a new rate modifier.
  • Set the "Apply this rate modifier when" condition to "Day of Order is Sunday".
  • Set the "Modifier Type" to "Percentage".
  • Set the "Effect" to "Increase".
  • Enter "10" in the "Adjustment" field.

Now, any order placed on a Sunday will have a 10% discount applied to the base shipping rate.

 

For example, here’s how it’s displayed:

 

  • Rate Tag (for Merging): This field allows you to assign a tag to a specific rate. Tags can be used to group multiple rates together and apply them as a single merged rate. This can be useful for simplifying your shipping rules and creating more complex pricing structures.
    • Add a tag to each rate you want to merge.

Example: Let's say you have two rates:

  • Standard Shipping: Tag: "standard"
  • Expedited Shipping: Tag: "expedited"

You can create a merged rate with the tag "fast_shipping" that includes both "standard" and "expedited" rates. This allows you to offer a single rate that includes both standard and expedited options.

  • Schedule Rate : This feature allows you to set up shipping rates that are only available during specific time periods. This is useful for running promotions, seasonal sales, or time-limited offers. Turn on the toggle to enable the schedule rate feature.
    • Start Date & Time: Set the start date and time for the rate to be active. Example: 11/12/2024 05:59 PM
    • End Date & Time: Set the end date and time for the rate to be active. Example: 11/12/2024 05:59 PM

Example: To offer a discounted shipping rate for Black Friday weekend, you would: 

  • Enable the "Schedule Rate" feature.
  • Set the "Start Date & Time" to the beginning of Black Friday weekend.
  • Set the "End Date & Time" to the end of Black Friday weekend.
  • Configure the discounted rate.

During the specified time period, the discounted rate will be available to customers. After the end date, the regular shipping rates will apply.

  • Display Additional Rate : This feature allows you to create additional shipping rates within the same zone. You can add multiple additional rates to provide customers with more options. Check Send Another Rate to add another rate.
    • Another Rate Name:Enter a descriptive name for the additional rate.Example: "Expedited Shipping"
    • Another Rate Description: Add a brief description of the additional rate.Example: "Faster delivery for urgent orders"
    • Update Price Type:
      • Fixed: Add a fixed amount to the base rate.
      • Percentage: Add a percentage-based adjustment to the base rate.
      • Static: Set a completely new rate.
    • Update Price Effect:
      • Increase: Increase the base rate.
      • Decrease: Decrease the base rate.
    • Adjustment Price: Enter the amount of the adjustment. Example: $10
    • Service Code: Enter a unique service code for the additional rate. Example: "EXP"
    • Another merge rate tag: Add a tag to the additional rate to group it with other rates for merging. Example: tag1

Example : To add an expedited shipping option with a $10 surcharge, you would: 

 

  • Check the "Send Another Rate" To enable.
  • Enter "Expedited Shipping" as the rate name.
  • Select "Fixed" as the update price type.
  • Select "Increase" as the update price effect.
  • Enter "10" in the adjustment price field.
  • Enter "EXP" as the service code.
  • Add a tag like "tag1" to group it with other expedited rates.

This will create a new expedited shipping rate with a $10 surcharge compared to the base rate.

For example, here’s how it’s displayed:

Updated:

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