Follow

How to: Create a Shipping Rule

Created:   |   Updated:

Shipping Rules allow you to automate the processing of your orders within ShippingEasy. Using simple If... Then... statements, you dictate actions that ShippingEasy should take, based on the conditions you specify. Find a complete list of available variables.

We have a comprehensive list of our favorite Shipping Rules with step by step instructions - view them to get started quickly. To learn more about the possibilities of Shipping Rules, read through our FAQs - or - explore our guide to using rules to improve operational efficiency.

If you already have a good idea what you want to automate, this quick set up guide will help you get started. You can choose to create a new Shipping Rule, or build on your automation by cloning an existing Shipping Rule.

How to: Create a new Shipping Rule

  1. Go to SETTINGS >> SHIPPING RULES.
    Settings_-_Shipping_Rules.png
  2. Click the blue Add New button.
  3. In the field Rule Name, enter a name that describes this rule.
  4. Set the "IF" 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.
    Here is an example with two conditions:

    Shipping_Rule_-_if_statement.png

    If an order has a status of Awaiting Payment, and the total weight is equal to 13 ounces, then this shipping rule will apply the "THEN" actions, listed below.

  5. Set the "THEN" action: actions are what ShippingEasy does for you.
    Here is an example with two actions:

    Shipping_Rule_-_Then_Statement.png

    For every order that meets the conditions of this rule, ShippingEasy will set a specific 'Ship From' address and will set the Saved Carrier Selection to Large Envelope Flat.

  6. Optionally, you can direct the Shipping Rule to create a shipment for qualifying orders.
    NOTE: skip this step if you wish for the order to remain in an unshipped, pending status.
    • To create a shipment on the READY TO SHIP page: check the option to Send to Ready to Ship page.
    • To automatically purchase a label: check the option to Purchase and print label (InstantLabel). Learn more about InstantLabel.
    NOTE: when one of these actions are applied to a qualifying order, no other Shipping Rules will be considered against the order. So, it's best to place any rule applying one of these actions at the end of the list of Shipping Rules. Learn more.
  7. Save your new rule! This rule will be applied to all future shipments that are synced or added into ShippingEasy.  

  8. This rule will be placed last in the list of Shipping Rules.
    NOTE: since Shipping Rules apply in order, that means that this rule will override any previous rules with overlaps conditions or actions. Take the opportunity to reorder your Shipping Rules now. Learn more.
  9. All new orders will be run through this new rule. If you would like the rule to be applied to existing orders, you can rerun your Shipping Rules from the ORDERS page. Learn more.

How to: Clone an existing Shipping Rule

  1. Go to SETTINGS >> SHIPPING RULES.
    Settings_-_Shipping_Rules.png
  2. Locate the existing Shipping Rule that you want to use as the basis for your new Shipping Rule.
  3. Click the clone (two-papers) icon.
    clone_shipping_rule.PNG
  4. This will open a view that is preloaded with all of the conditions and actions of the existing Shipping Rule. In the field Rule Name, enter a name that describes this new rule.

  5. Make any required edits to the "IF" 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.
    if_edits.png
  6. Make any required edits to the "THEN" action: actions are what ShippingEasy does for you.
    then_edits.png
  7. Optionally, you can direct the Shipping Rule to create a shipment for qualifying orders.
    NOTE: skip this step if you wish for the order to remain in an unshipped, pending status.

    meet_rule_conditions.PNG

    • To create a shipment on the READY TO SHIP page: check the option to Send to Ready to Ship page.
    • To automatically purchase a label: check the option to Purchase and print label (InstantLabel). Learn more about InstantLabel.
    NOTE: when one of these actions are applied to a qualifying order, no other Shipping Rules will be considered against the order. So, it's best to place any rule applying one of these actions at the end of the list of Shipping Rules. Learn more.
  8. Save your new rule.
  9. This rule will be placed last in the list of Shipping Rules.
    NOTE: since Shipping Rules apply in order, that means that this rule will override any previous rules with overlaps conditions or actions. Take the opportunity to reorder your Shipping Rules now. Learn more.
  10. All new orders will be run through this new rule. If you would like the rule to be applied to existing orders, you can rerun your Shipping Rules from the ORDERS page. Learn more.

Comments

Please sign in to leave a comment.

  • Avatar
    Jim Wilson

    When an order has multiple items with shipping costs set for each item, I need to have shipping cost default to the cost of the largest item either by weight or shipping cost, AND remove the shipping cost from a small item having much smaller weight than the defaulted large item.

     

    I do not want my customers to be charged multiple shipping fees when the LARGE item easily covers all costs.

    I see nowhere in these pages that explains such a shipping strategy.

     

    Thanks

    Jim Wilson

    A Mazing Lavender Farm 

  • Avatar
    Jennifer R. [ShippingEasy]

    Hello Jim - Thanks for your post. I'd like to get a little more clarification about what you're trying to accomplish with Shipping Rules.

    ShippingEasy Shipping Rules are intended to act on your orders after your customer has placed the order. They aren't able to act on your shopping cart or control what shipping costs are extended to your customers.

    With this in mind, Shipping Rules could help you assign a range of actions, such as a specific Carrier Service or Order Category, to your shipments based on a range of conditions, such as the Order Total, Order Weight, or Requested Service. We provide details about all of the available Actions and Conditions in this article:

    On the other hand, if you need shipping costs to be automated within your shopping cart, this is something that your sales platform should be able to assist with. We recommend reaching out to their support team directly for further guidance customizing the rates available in your shopping cart.

    I would be happy to provide more ideas for constructing Shipping Rules in ShippingEasy. Please provide some more details about what you'd like to automate for orders that have already been placed in your store. You're also welcome to explore our example rules in this section:

Community browse

COMMUNITY FORUMS

Questions & Answers

Issues & Bugs

FEATURE REQUESTS

Productivity: Features, Interface & Settings

Partners: Integrations, Carriers & Stores


Shipping Management: Orders, Labels & Shipments

Inventory Management: Products, Purchase Orders & Suppliers

Customer Management: Lists, Templates & Campaigns