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How to: Create a Shipping Rule

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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.

To create a 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. If you would like the rule to automatically queue qualifying orders for shipment, check the box to Create a shipment for each order that meets the condition of this rule. This will send your orders to the READY TO SHIP page.




  7. Save your new rule! This rule will be applied to all future shipments that are synced or added into ShippingEasy.  

 


Related articles:

FAQs: Shipping Rules / Mapping
What Shipping Rules are available for set-up?
Shipping Tips: Map processes + use rules to improve efficiency
Can I control the order that my Shipping Rules are applied?
Why doesn't my new Shipping Rule apply to my existing orders?

Comments

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  • 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:

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