Add or edit a Shipping Rule | Calcurates for Magento

Shipping Rules: restrict methods or modify rates based on conditions

Overview

With Shipping Rules you may restrict certain shipping methods or modify (surcharge, discount or replace) shipping rates if certain condition set (configured with Shipping Segments) is met.
One Shipping Rule can be applied to many Shipping Options.

Shipping Rules: Popular Scenarios

Check some popular scenarios perfectly solved with Shipping Rules:
  1. Restrict shipping method or surcharge / discount / replace rate if certain products are in cart
  2. Restrict shipping method or surcharge / discount / replace rate if certain cart weight is reached
  3. Restrict shipping method or surcharge / discount / replace rate if certain cart subtotal is reached
  4. Restrict shipping method or surcharge / discount / replace rate if certain product's weight, quantity or subtotal is reached
  5. Restrict shipping method or surcharge / discount / replace rate for residential or commercial addresses
  6. Restrict shipping method or surcharge / discount / replace rate if combination of conditions is met
  7. Restrict shipping or surcharge / discount / replace rate to certain destinations
  8. Restrict shipping or surcharge / discount / replace rate to PO Boxes

Shipping Rules: Configuration Steps


Before you start: make sure you have at least one Shipping Option, for which you want to apply the Shipping Rule

Step 1: Add Shipping Segment(s) as a preset condition for your future Rule
Step 2: Add / Edit Shipping Rule
Step 3: Specify which shipping methods must be affected by the Rule
Step 4: Specify Rule's conditions using Segment(s)
Step 5: Specify Rule's action type (hide, surcharge, discount, replace)

After you finish: check applied Shipping Rules in the Activity Feed while testing

Step 1: Add Shipping Segment(s) as a preset condition for your future Rule

Consider Shipping Segment(s) as a preset condition for your future Shipping Rule, which can be added in the "Segments" section.
Refer to the "How to add or edit a Shipping Segment" article to learn how to configure Segments.

Step 2: Add / Edit Shipping Rule

Proceed with adding a Shipping Rule in the "Rules" section. Click "Add Shipping Rule" yellow button.
Specify Rule's name and description in the "General" section.


Step 3: Specify which shipping methods must be affected by the Rule

Specify which shipping method(s) must be affected by the Rule in the "Shipping Options" section of the Rule settings:


Step 4: Specify Rule's conditions using Segment(s)

In the "Conditions" section specify Rule's conditions using Segment(s) configured on the Step 1 and available logical operators (ANY IS TRUE, ANY IS FALSE, ALL IS TRUE, ALL IS FALSE).
You may add multiple conditions using AND, OR operators between them.


Step 5: Specify Rule's action type (hide, surcharge, discount, replace)

In the "Actions" section specify Rule's action type. There are 4 action types available:
  1. Hide. Hides shipping methods if conditions are met.
  2. Surcharge. Surcharges shipping rates based on calculation algorithm if conditions are met.
  3. Discount. Discounts shipping rates based on calculation algorithm if conditions are met.
  4. Replace. Replaces shipping rates based on calculation algorithm if conditions are met.

"Hide" action type

"Hide" action type means shipping options selected in the "Shipping Options" section will be hidden (restricted) if conditions set in the "Conditions" are met.

Add Restrictive Message

This setting is not available for Shopify
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", "Discount" and "Replace" action types

  1. "Surcharge" action type means original rates of shipping options selected in the "Shipping Options" section will be surcharged if conditions set in the "Conditions" are met.
  2. "Discount" action type means original rates of shipping options selected in the "Shipping Options" section will be discounted if conditions set in the "Conditions" are met.
  3. "Replace" action type means original rates of shipping options selected in the "Shipping Options" section will be replaced with a new rate if conditions set in the "Conditions" are met.


Calculation Algorithms

There are multiple surcharge/discount/replace calculation 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 Item From The Attribute (FPIA)
The surcharge/discount amount will be taken from the specific attribute set in your Platform (Shopify, Magento, WooCommerce). If product is missing the attribute or value missing, then "0" surcharge/discount will be applied to this product.

 Fixed Per Unit Of Distance (FPUD)
The surcharge/discount amount will be applied per kilometer or mile (distance between Origin and Destination address). Website's distance unit will be applied. This calculation requires Google Matrix API.

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) 
n/a for "Replace" action type.
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
 Fixed Per Custom Item (FPCI)
The surcharge/discount amount will be applied for every custom item in the cart. This calculation requires Custom Calculation to be set.


Multiple calculations will be summed up
  1. Min Surcharge/Discount Amount (optional). 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 (optional). Will be applied if calculated surcharge/discount amount is more than the "Max Surcharge/Discount Amount" value. Website base currency will be applied.

Add Text if Rule is Applied

  1. Add text to the method's description if rule is applied (optional). This additional text will be displayed next to the method's name if the Rule is applied.

    • Related Articles

    • What is Shipping Rule

      What is Shipping Rule Shipping Rule — a certain change of the shipping option or/and method and its rates that is applied under specified conditions or a condition set (also defined as shipping segment). Shipping Rule example: 20% surcharge for ...

    • How to add or edit a Shipping Segment

      Overview Shipping Segments are preset conditions that can be used in: Shipping Rules as conditions Table Rates Shipping Option as Segments for "PRODUCT SEGMENTS" method's algorithm Delivery Dates Profiles as conditions Custom Calculation to cover ...

    • Shipping Areas: set up geo conditions for shipping method and rates

      Video: How to Set Up a Shipping Area in Calcurates Overview Shipping Area — a preset location where you ship or you don't ship your orders to. Can be configured as a preset condition using the following multiple GEO attributes: Country, State/Region, ...

    • What is Shipping Segment

      What is Shipping Segment Shipping Segment — a preset condition (or a condition set) configured using different attribute types such as GEO, Cart, Product, Date & Time, Promo, Customer and Custom. Use these preset conditions to configure Shipping ...

    • What is Shipping Area

      What is Shipping Area Shipping Area — a preset location where you ship or you don't ship your orders to. Can be configured as a preset condition using the following multiple GEO attributes: Country, State/Region, City, Postal Codes (Range or Mass), ...