Shipping Rules | FAQs

Also known as mapping, Shipping Rules allow you to automate order processing within ShippingEasy. This saves you time and effort. Learn how to create a Shipping Rule

We have a comprehensive list of our favorite Shipping Rules with step-by-step instructions - view the Best of Shipping Rules get started - or read through these FAQs and discover all the ways you can customize Shipping Rules to your needs.

Just a few examples of how "Shipping Rules" can be used:
    • If you know that all incoming orders that have a status of Awaiting Payment should be assigned to a particular category, you can define a shipping rule so that ShippingEasy will do that assignment automatically.  
    • If all orders that have a specific Requested Service will eventually be shipped using one of your shipping presets, define a shipping rule to make that assignment happen automatically.
    • If you want to be able to bypass the ORDERS screen completely, you can define a shipping rule that automatically creates a shipment for incoming orders, too, and they will be waiting for you on the READY TO SHIP screen.

An order popup is available on the ORDERS, READY TO SHIP, and SHIPMENT HISTORY screens that list all Shipping Rules that were applied to the order.

Can I use Shipping Rules if I enable Branded Emails?

If you have shipping rules that contain the actions:

"set shipment notice template" and/or "set delivery notice template"

enabling Branded Tracking will override these rules. If you have created specific templates that you want your customers to receive via these rules, we recommend not enabling Branded Tracking.

For all other Shipping Rules, enabling Branded Emails has no effect.

How do I use Conditions to target specific orders with a Shipping Rule?

Understanding Conditions

You specify one or more conditions, each of which is checked against every incoming order. If all of the conditions for a shipping rule exist for an order, then that shipping rule is applied to that order. If any of the conditions do not exist, then the shipping rule is not applied to that order.

An example of two conditions:

IF shipping rules.PNG

If an order has a status of Awaiting Payment and the total weight is less than or equal to 13 ounces, then this shipping rule will be applied to the order.

Available Conditions
  • All SKUs
  • Alternate order number
  • Any SKUs
  • Custom Field 1
  • Custom Field 2
  • Custom Field 3
  • Customer is a first-time buyer
  • Customer status
  • Customer tags
  • Destination
  • Destination type
  • Destination state
  • Destination country
  • Item Name
  • Item SKU
  • Number of line items
  • Order is Amazon Prime
  • Order is gift
  • Order month
  • Order number
  • Order reference ID
  • Order status
  • Order tags
  • Order total
  • Order weight
  • Product category
  • Product description
  • Product has low stock
  • Requested service
  • Sales channel
  • SKU tags
  • Store
  • Total expanded quantity
  • Total quantity
  • Zone
Limitations of Conditions

Up to 6 conditions can be specified in each Shipping Rule.

Conditions with Multiple Selections

Some shipping rule conditions contain more than one selection.

Here is an example with two selections:

awaiting payment partially shipped.png

If an order has a status of Awaiting Shipment - OR - Partially Shipped, then this shipping rule will be applied to the order.

How do I control what Actions a Shipping Rule applies to the order?

Understanding Actions

Shipping Rules use Actions to make changes to qualifying orders. The Actions are just things that ShippingEasy does for you.

Here is an example of two actions:

For every order that meets the conditions of this rule, ShippingEasy will set its shipping preset to Large Envelope Flat and will set a specific Stored Address when that order is shipped. 

Available Actions
  • Add customer tags
  • Add order tags
  • Add to order weight
  • Assign to a category
  • Assign to a user
  • Break out and split by SKU
  • Clear the order
  • Create a pay-on-use return label for outbound shipment
  • Remove order tags
  • Set confirmation option
  • Set delivery notice template
  • Set estimated order weight
  • Set order weight
  • Set final packing slip template
  • Set packing slip template
  • Set shipping preset
  • Set saved recipient billing
  • Set saved third party billing
  • Set ship from address
  • Set shipment insurance based on Specified Amount
  • Set shipment insurance based on Order Total
  • Set shipment notice template
  • Split all line items
Limitations of Actions

Up to 6 actions can be specified in each Shipping Rule.

How do I automatically create a shipment or purchase a shipping label?

After the list of actions, there are options for creating a shipment or purchasing a shipping label.

meet_rule_conditions.PNG

The default is to just send the order to the ORDERS page - no shipment is created automatically.

If you select the "Send to Ready to Ship page", ShippingEasy will create a shipment for each order that meets the conditions of the shipping rule. So, if you prefer to ship orders one-by-one, this allows you to skip the ORDERS page.

If you also specify a shipping preset, then the order will be put onto the READY TO SHIP screen automatically, with the correct shipping preset. All you have to do is click a button to purchase the shipping label.

The final option, "Purchase and print label", not only creates a shipment but will also purchase the shipping label and print the label. This is ShippingEasy's InstantLabel feature.

The shipping label can only be purchased if you have used a shipping rule to assign a valid shipping preset to the order. If the assigned printer for the carrier is PDF, then the shipping label will be on the READY TO PRINT page. If the assigned printer for the carrier is a ConnectEasy printer, then the label will be sent to the printer.

Some customers will see a Drop Ship option. This is only displayed if at least one Amazon store in the account has Multi-channel Fulfillment enabled.

Are the rules applied after a shipment is created?

No. If a Shipping Rule has the option checked to create a shipment for each order that meets the conditions of the rule and an order meets all the conditions of that Shipping Rule then no subsequent Shipping Rules are applied to that order. If there are multiple Shipping Rules that you want to apply to each order, just set the create a shipment option on the last Shipping Rule in the list.

In what order are the Shipping Rules processed?

From top to bottom, as displayed on the SHIPPING RULES SETUP page.

What if two Shipping Rules specify overlapping actions?

The last Shipping Rule in the list will determine the value that gets set by ShippingEasy.

An example:

You define two Shipping Rules, each with one condition.

  1. The condition on the first rule is that the order status is Awaiting Payment and the action is to set the order category to Yellow.
  2. The condition on the second rule is that the weight is greater than one pound and the action is to set the order category to Purple.

If an order comes in with an order category of Awaiting Payment and a weight of five pounds it meets the conditions of both Shipping Rules. But it can only have one category assigned.

Assuming the second Shipping Rule is listed below the first Shipping Rule on the SHIPPING RULES SETUP page, the category for the order will be set to Purple. You can reorder the Shipping Rules by using the arrow links on the SHIPPING RULES SETUP page.

Why do I not see one of my store's requested services listed from the conditions list?

The list of requested services is taken from the orders that you have loaded into ShippingEasy. After an order comes in with that requested service specified, you will see it listed as an option when defining a Shipping Rule.

If I use a rule to apply a shipping preset, can I batch my shipments?

Yes. If all of the orders within a batch have the same shipping preset assigned by a Shipping Rule, then that shipping preset will be used on the READY TO SHIP page.  However, if even just one order in the batch didn't qualify for the rule, then the default shipping preset will be assigned on the READY TO SHIP page.  Learn more about the best way to apply Shipping Presets to a batch using Shipping Rules.

What does it mean to set the estimated weight?

There is a shipping rule action for setting an order's weight to an estimated value.

ew.png

This action sets the weight of the order based on past orders that contained the same product(s). For more information, take a look at our FAQ guide.

Can I apply packing slips in overlapping shipping rules?

No. Once a packing slip template has been applied with one rule, that assignment cannot be overridden with a subsequent rule. It's best to narrowly define the conditions when assigning packing slips.

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