Shipping Rules
Shipping Rules are an easy way to automate almost all of the shipping process. From assigning shipping presets to setting packing slip, they can save you more time than anything else within ShippingEasy.
Step By Step Guide
Access shipping rules by going to the Shipping Rules section on the settings page:
Click “Add new” on the right side to create a new rule:
First, give your rule a name:
Rules consist of 2 parts: The “IF” statement, and the “THEN” statement. The “IF” statement tells ShippingEasy what to look for in an order, and the “THEN” statement tells it what to do with the order once it finds it.
The “IF” section is capable of identifying almost anything about an order, from destination type to the number of line items, to weight, to almost anything. Here is a complete list of possible “IF” conditions:
You can add as many conditions as you need, just keep in mind they are all “AND” statements, and not “OR” statements, so every condition listed in the “IF” section must be met for the rule to apply.
The “THEN” statement is capable of adjusting many things about the order, here is the complete list:
The most common use of rules is to assign a Shipping Preset to orders meeting a specific Condition. For instance, the below rule identifies products in the 8x8x8 Box category, ensures it consists of a single quantity single line item, and is going domestically, and then assigns the domestic priority 8x8x8 box preset to the order:
Now all of those orders can be easily shipped from the Orders Page using the Buy Labels button without any further decisions to be made by you.
At the bottom of each rule, the radio buttons have a few options as to where to put the order:
Send to orders page: Leaves the order on the orders page.
Send to Ready to Ship page: Moves this order to the ready to ship page
Purchase and Print label (InstantLabel): This will purchase the label if a valid rate quote is retrieved for the order.
NOTE: Be very careful when using this option as it will purchase labels without any human intervention. Make sure any order that gets purchased with InstantLabel will have correct weight and packaging.
Drop Ship: Moves this order to fulfillment by Amazon if you have it set up on your account.
Comments
It would be nice to be able to re-order shipping rules by dragging and dropping, rather than using the arrow system, which is slow and tedious. All of your other features have that, this should too.
It would have also been nice to be told that the each rule BELOW will supersede the rules above it, if in conflict. One would think that the final rule applied would appear on the top. its counter intuitive.
Hi Nicole,
Thank you for your post!
On the top of the Shipping Rule page, it states this: "Shipping Rules will be applied in the sequence they appear below. A subsequent rule with matching conditions will override. You can move rules up and down using the arrow icons. You can define up to thirty shipping rules."
As far as dragging and dropping the rules to change the order, that's a great suggestion!
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