Assign a Shipping Preset to a Batch based on Requested Service

If you have set up your shopping cart to allow your customers to choose the carrier service for their order, you can set up a Shipping Rule to automatically apply the correct label options as soon as the order pulls in. The Shipping Rule assigns a Shipping Preset based on the customer's requested service. You will want to set up your presets before creating your Shipping Rule.

In this example, we are going to create a rule that will map a shipping preset to a batch of orders based on the customers' requested services.

Presets and Batch Orders

Most Shipping Rules will only apply to individual orders.  However, if every order in a batch qualifies for the same rule to set a specific Shipping Preset, then the batch will display on the BATCHES page with the specified shipping preset already in place.

Since we want to be sure that every order we select to batch on the ORDERS page also passed our rule, we will set two actions for the rule: (1) Set shipping preset and (2) Assign to a Category. The Category makes it easy to see which orders can be batched together.

  1. For example, "USPS Priority Mail Express".

  2. Set the "IF" condition to look for the specific requested service(s) that require the use of the shipping preset that you will select in the next step.

    if the requested service is equal to
    • Requested service | Is equal to |USPS Priority Mail Express

  3. Set the "THEN" action to Set shipping preset and select the appropriate preset from the menu to the right.  Add an additional action to Assign to a category and select the appropriate option from the menu to the right.

    then set shipping preset to USPS priority mail express and assign to a category to free shipping
    • Set shipping preset | USPS Priority Mail Express

    • Assign to a category | Free Shipping

When you are ready to ship your orders that qualified for this rule, filter your orders by Category on the ORDERS page. Then select the orders and Group as Batch.  Learn how to batch orders.


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