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 certain items
Note, that Shipping Segment itself does nothing if not used in Rules, Table Rates, Delivery Dates or Custom Calculation.
Shipping Segments: Examples
- Carts over 5 lbs weight
- Carts with items over 15 lbs
- Carts over $100
- More than 5 items in Cart
- Distant states orders
- Destinations with specific postcodes
- "Category Name" items over $100
- Items with specific Tags or Metafields
- Specific SKUs
- Weekend US orders over $50
Shipping Segment: Configuration Steps
Step 1: Add / Edit Shipping Segment
Step 2: Specify Segment's conditions
Step 3: Apply Shipping Segment to a Rule, Delivery Dates, Table Rates or Custom Calculation
Step 1: Add / Edit Shipping Segment
Add a Shipping Segment in the "Segments" section. Click "Add Shipping Segment" yellow button.
Specify Segment's name and description in the "General" section.
Step 2: Specify Segment's conditions
In the "Conditions" section you should specify a condition set that covers your Shipping Segment using multiple attributes categorized by types and operators. You may set multiple conditions for your Shipping Segment using AND / OR operators between them.
In the following table, you may find information on some available attributes and their operators.
Attribute | Type | Available Operators | Selection | Additional Info |
Shipping Area | GEO | IS ONE OF, IS NOT ONE OF | — | Multi-select from your created Shipping Areas. |
| Country | GEO | IS ONE OF, IS NOT ONE OF | — | Multi-select. |
Region | GEO | IS ONE OF, IS NOT ONE OF | — | Country dependent, Multi-select. |
Postal code | GEO | IS ONE OF, IS NOT ONE OF, CONTAINS, DOES NOT CONTAIN, STARTS FROM, ENDS WITH | — | Country dependent, Mass and Range input types. |
City | GEO | IS ONE OF, IS NOT ONE OF | — | Country dependent, Multi-select. |
Address line 1 | GEO | CONTAINS, DOES NOT CONTAIN, STARTS FROM, ENDS WITH | — | Country dependent. |
Address line 2 | GEO | CONTAINS, DOES NOT CONTAIN, STARTS FROM, ENDS WITH | — | Country dependent. |
Address type | GEO | IS, IS NOT | — | This attribute is not applicable yet. |
Subtotal incl. tax and discount | Cart | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | — | Website currency will be applied. Shipping option advanced setting that determines Discount and Tax inclusion is ignored. |
Subtotal excl. tax and discount | Cart | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | — | Website currency will be applied. Shipping option advanced setting that determines Discount and Tax inclusion is ignored. |
Subtotal incl. tax excl. discount | Cart | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | — | Website currency will be applied. Shipping option advanced setting that determines Discount and Tax inclusion is ignored. |
Subtotal excl. tax incl. discount | Cart | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | — | Website currency will be applied. Shipping option advanced setting that determines Discount and Tax inclusion is ignored. |
Subtotal | Cart | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | — | Website currency will be applied. Discount and Tax inclusion is determined in shipping option advanced setting. |
Quantity | Cart | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | — | |
Weight | Cart | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | — | Website weight unit will be applied. |
Group | Customer | IS ONE OF, IS NOT ONE OF | — | Website dependent, Multi-select. Calcurates gets the list of available customer groups from your platform when you sync the Website. |
Day | Date & Time | IS ONE OF, IS NOT ONE OF | — | Multi-select. Days of week selection from Sunday to Saturday. Depends on the synced Website timezone. |
Time period | Date & Time | IS, IS NOT | — | Ranges for hours and minutes. Depends on the synced Website timezone. |
Date period | Date & Time | IS, IS NOT | — | "Date from" and "date to" calendar pickers. Depends on the synced Website timezone. |
Date | Date & Time | IS ONE OF, IS NOT ONE OF | — | Multi-select. Date calendar picker. Depends on the synced Website timezone. |
Looped sub date | Date & Time | IS ONE OF, IS NOT ONE OF | — | Multi-select. Date calendar picker (repeats every year). Depends on the synced Website timezone. |
Price incl. tax and discount | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Price of product item. Website currency will be applied. Shipping option advanced setting that determines Discount and Tax inclusion is ignored. |
Price excl. tax and discount | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Price of product item. Website currency will be applied. Shipping option advanced setting that determines Discount and Tax inclusion is ignored. |
Price incl. tax excl. discount | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Price of product item. Website currency will be applied. Shipping option advanced setting that determines Discount and Tax inclusion is ignored. |
Price excl. tax incl. discount | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Price of product item. Website currency will be applied. Shipping option advanced setting that determines Discount and Tax inclusion is ignored. |
Price | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Price of product item. Website currency will be applied. Discount and Tax inclusion is determined in shipping option advanced setting. |
Quantity | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | |
Subtotal incl. tax and discount | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Subtotal of product items. Website currency will be applied. Shipping option advanced setting that determines Discount and Tax inclusion is ignored. |
Subtotal excl. tax and discount | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Subtotal of product items. Website currency will be applied. Shipping option advanced setting that determines Discount and Tax inclusion is ignored. |
Subtotal incl. tax excl. discount | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Subtotal of product items. Website currency will be applied. Shipping option advanced setting that determines Discount and Tax inclusion is ignored. |
Subtotal excl. tax incl. discount | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Subtotal of product items. Website currency will be applied. Shipping option advanced setting that determines Discount and Tax inclusion is ignored. |
Subtotal | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Subtotal of product items. Website currency will be applied. Discount and Tax inclusion is determined in shipping option advanced setting. |
Weight | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Weight of product item. Website weight unit will be applied. |
Total Weight | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Total weight of product items. Website weight unit will be applied. |
SKU | Product | CONTAINS, DOES NOT CONTAIN, STARTS FROM, ENDS WITH | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Product SKU. Multiple input. |
Category | Product | IS ONE OF, IS NOT ONE OF | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Product categories. Website dependent. Multi-select. |
Promo code | Promotion | IS ONE OF, IS NOT ONE OF | — | Promo code. Multiple input. |
Custom group | Group | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | — | Website dependent. Calcurates gets the list of available custom attributes from your platform when you sync the Website. |
Custom attributes | Custom | Attribute dependent | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Website dependent. Calcurates gets the list of available custom attributes from your platform when you sync the Website. |
Step 3: Apply Shipping Segment(s)
Now you can use your Segment(s) 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 certain items
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