Add or edit a Shipping Rule | Calcurates for Magento

How to add or edit a Shipping Rule

Video: How to Set Up Shipping Segments and Rules in Calcurates


Shipping Rules Grid

Note, that at least one Shipping Segment must be created before you add your a Shipping Rule, because shipping rules are created using shipping segments as conditions.

To see Shipping Rules grid you should follow Menu  > Shipping Rules.
There are 7 columns in the Shipping Rules grid:
  1. ID. Internal ID of the Shipping Rule.
  2. Created at. Date when Shipping Rule has been created.
  3. Name. Rule name (editable).
  4. Description. Rule description (editable).
  5. Shipping Options. Shipping options and methods that are affected with this rule.
  6. Action Type. Rule action type: hide, surcharge, discount or replace.
  7. Status. Rule status: enabled or disabled. Can be changed right from the grid.
  8. Action. Edit, Duplicate, or Delete a Shipping Rule. 
Shipping Rules in the grid can be sorted by ID, date of creation, name, description or status.


Step 1 — General Information

On step 1 you can change rule status (enabled/disabled), add a Shipping Rule name (required), and description (optional). These fields appear in your Shipping Rules grid.
There is also a priority setting for your Shipping Rule which is optional. Use it if you have 2 or more rules for any of your shipping options in order to define the priority in which the rules will be applied.

Step 2 — Shipping Options

On step 2 you should select shipping options, methods, and/or services that your shipping rule will affect. Shipping Options dropdowns are grouped by 4 dropdowns:
  1. Flat Rate Options
  2. Free Shipping Options
  3. Table Rates Methods
  4. Carrier Services
At least one shipping option, method, or service has to be chosen to make your Shipping Rule work.


Step 3 — Conditions

On step 3 you can specify a condition or a condition set, your Shipping Rules will work with. Shipping Rule conditions are set using Shipping Segments.


Step 4 — Actions

There are 4 action types available for every Shipping Rule:
  1. Hide (restrict)
  2. Surcharge
  3. Discount
  4. Replace

"Hide" action type

"Hide" action type means shipping options selected on step 2 will be hidden (restricted) if condition sets on step 3 are met.

Restrictive message

You can either hide shipping options without any message or add a restrictive message that explains why this shipping option is unavailable. This restrictive message will be displayed on checkout.

"Surcharge" and "Discount" action types

"Surcharge" action type means original rates of shipping options selected on step 2 will be surcharged if condition sets on step 3 are met.
"Discount" action type means original rates of shipping options selected on step 2 will be discounted if condition sets on step 3 are met.

Surcharge and Discount algorithms

There are multiple surcharge/discount algorithms available:

Surcharge/discount algorithm
Description
Example
Fixed per order (FPO)
Fixed surcharge/discount amount will be applied for the whole order regardless of the products quantity, weight and subtotal in the cart. Website base currency will be applied.
  1. The original rate for the order is $10
  2. $2 FPO surcharge/discount. Surcharge/discount amount for 10 items of product = $2.
  3. Surcharged rate after the rule is applied = $12
  4. Discounted rate after the rule is applied = $8
Fixed per item (FPI)
The surcharge/discount amount will be applied for every product item in the cart. Website base currency will be applied.
  1. The original rate for the order is $10
  2. $0.2 FPI surcharge/discount. Surcharge/discount amount for 10 items of product = $2
  3. Surcharged rate after the rule is applied = $12
  4. Discounted rate after the rule is applied = $8
Fixed per unit of weight (FPUW)
The surcharge/discount amount will be calculated depending on the cart weight. Website base currency will be applied.
  1. The original rate for the order is $10
  2. $0.2 FPUW surcharge/discount. Surcharge/discount amount for 10 items of product with weight 1 lb = $2
  3. Surcharged rate after the rule is applied = $12
  4. Discounted rate after the rule is applied = $8
Percentage of order subtotal (POS)
The surcharge/discount amount will be calculated depending on the cart subtotal. Check Advanced settings of affected shipping options to specify Tax and Discount inclusion.
  1. The original rate for the order is $10
  2. 5% POS surcharge/discount. Surcharge/discount amount for the $100 order = $2
  3. Surcharged rate after the rule is applied = $12
  4. Discounted rate after the rule is applied = $8
Percentage of rate (POR)
The surcharge/discount amount will be calculated depending on the original rate amount.
  1. The original rate for the order is $10
  2. 20% POR surcharge/discount. Surcharge/discount amount = $2
  3. Surcharged rate after the rule is applied = $12
  4. Discounted rate after the rule is applied = $8

  1. Min Surcharge/Discount Amount. Will be applied if calculated surcharge/discount amount is less than the "Min Surcharge/Discount Amount" value. Website base currency will be applied.
  2. Max Surcharge/Discount Amount. Will be applied if calculated surcharge/discount amount is more than the "Max Surcharge/Discount Amount" value. Website base currency will be applied.

"Replace" action type

"Replace" action type means original rates of shipping options selected on step 2 will be replaced if condition sets on step 3 are met.

Replace algorithms

There are multiple replace algorithms available:
Replace algorithm
Description
Example
Fixed per order (FPO)
Fixed replace amount will be applied for the whole order regardless of the products quantity, weight and subtotal in the cart. Website base currency will be applied.
  1. The original rate for the order is $10
  2. $8 FPO replace. Replace amount for 10 items of product = $8.
  3. New rate after the rule is applied = $8
Fixed per item (FPI)
The replace amount will be applied for every product item in the cart. Website base currency will be applied.
  1. The original rate for the order is $10
  2. $0.8 FPI replace. Replace amount for 10 items of product = $8
  3. New rate after the rule is applied = $8
Fixed per unit of weight (FPUW)
The replace amount will be calculated depending on the cart weight. Website base currency will be applied.
  1. The original rate for the order is $10
  2. $0.8 FPUW replace. Replace amount for 10 items of product with weight 1 lb = $8
  3. New rate after the rule is applied = $8
Percentage of order subtotal (POS)
The replace amount will be calculated depending on the cart subtotal. Check Advanced settings of affected shipping options to specify Tax and Discount inclusion.
  1. The original rate for the order is $10
  2. 8% POS replace. Replace amount for the $100 order = $8
  3. New rate after the rule is applied = $12
  1. Min Replace Amount. Will be applied if calculated replace amount is less than the "Min Replace Amount" value. Website base currency will be applied.
  2. Max Replace Amount. Will be applied if calculated replace amount is more than the "Max Replace Amount" value. Website base currency will be applied.


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