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.
Attributes are grouped in the attribute list by type. Cart attributes appear twice: under Origin Cart (the part of the order shipped from one origin; with a single origin, the whole order) and under Entire Cart (the whole order across all origins). Some attributes depend on your platform; the table notes them.
Attribute list (top):
Ship From group:
Origin Cart on Magento (with the tax and discount subtotals):
| 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, CONTAINS WORD, DOES NOT CONTAIN WORD, STARTS FROM, ENDS WITH | — | Country dependent. |
| Address line 2 | GEO | CONTAINS, DOES NOT CONTAIN, CONTAINS WORD, DOES NOT CONTAIN WORD, STARTS FROM, ENDS WITH | — | Country dependent. |
| Address type | GEO | IS, IS NOT | — | This attribute is not applicable yet. |
| Distance | GEO | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN, IS EMPTY, IS NOT EMPTY | — | Distance from the origin to the customer's address, in the website's distance unit. Requires a Google Distance Matrix API key in Account settings > External APIs. |
| Company Name | GEO | IS ONE OF, IS NOT ONE OF, CONTAINS, DOES NOT CONTAIN, STARTS FROM, ENDS WITH, DOES NOT START FROM, DOES NOT END WITH, IS EMPTY, IS NOT EMPTY | — | Company name from the destination address. |
| Vat Number | GEO | IS ONE OF, IS NOT ONE OF, CONTAINS, DOES NOT CONTAIN, STARTS FROM, ENDS WITH, DOES NOT START FROM, DOES NOT END WITH, IS EMPTY, IS NOT EMPTY | — | VAT number from checkout. WooCommerce: requires the "VAT Number checkout field" plugin setting. |
| Origin | Ship From | IS ONE OF, IS NOT ONE OF | — | Multi-select from your Origins. |
| Country, State / Region, City | Ship From | IS ONE OF, IS NOT ONE OF | — | Origin address. |
| Postal Code | Ship From | IS ONE OF, IS NOT ONE OF, CONTAINS, DOES NOT CONTAIN, STARTS FROM, ENDS WITH, DOES NOT START FROM, DOES NOT END WITH | — | Origin address. |
| Origins Quantity | Ship From | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN, IS EMPTY, IS NOT EMPTY | — | Number of origins Calcurates selected to ship the order from. Example: 50% discount when the order ships from more than 2 origins. |
| 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. |
| Subtotal incl. Discount, Subtotal excl. Discount | Cart | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN, IS EMPTY, IS NOT EMPTY | — | Website currency will be applied. Shopify and WooCommerce show these instead of the tax and discount variants; Magento shows both. |
| Weight or Volumetric Weight | Cart | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN, IS EMPTY, IS NOT EMPTY | — | The weight used for the shipping option the rule applies to: volumetric weight when Volumetric Weight is applied for that option and is higher, otherwise the regular weight. |
| Duties & taxes amount | Cart (Origin Cart only) | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN, IS EMPTY, IS NOT EMPTY | — | Estimated duties and taxes returned with the rate. Requires International Duties & Taxes for the shipping option. Can't be used in Hide rules. |
| Packages Quantity | Cart (Origin Cart only) | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN, IS EMPTY, IS NOT EMPTY | — | Number of packages from Smart Packaging. Without Smart Packaging the order counts as 1 package. Checked after rates are calculated. |
| Carrier Delivery Days | Cart (Origin Cart only) | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN, IS EMPTY, IS NOT EMPTY | — | Transit days the carrier returns for the service. |
| Carrier Delivery Day of Week | Cart (Origin Cart only) | IS ONE OF, IS NOT ONE OF | — | Day of the week the carrier's delivery date falls on (UPS and ShipEngine carriers). Example: hide services that deliver on Saturday or Sunday. |
| Shipping Rate | Cart (Origin Cart only) | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN, IS EMPTY, IS NOT EMPTY | — | Rate of each shipping method selected in the rule. Example: 20% discount when the rate is over $50. Works with Hide rules. |
| Custom Counter | Cart | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN | — | Sum of a numeric product attribute across the cart: select the attribute, an operator and a value. Products without the attribute count as 0. |
| 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.
Magento and WooCommerce. On WooCommerce: Customer for logged-in shoppers, Guest for everyone else.
|
| 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. |
| HS Code | Product | IS ONE OF, IS NOT ONE OF, CONTAINS, DOES NOT CONTAIN, STARTS FROM, ENDS WITH, DOES NOT START FROM, DOES NOT END WITH, IS EMPTY, IS NOT EMPTY | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Product HS code. |
| Stock Quantity | Product | IS, IS NOT, GREATER THAN, EQUALS OR GREATER THAN, LESS THAN, EQUALS OR LESS THAN, IS EMPTY, IS NOT EMPTY | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Magento only. |
| Backorder Status | Product | IS, IS NOT | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Magento only. |
| 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.
Magento and WooCommerce. WooCommerce sends the first applied coupon.
|
| 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. |
| Tags | Product | IS ONE OF, IS NOT ONE OF, CONTAINS, DOES NOT CONTAIN, STARTS FROM, ENDS WITH, IS EMPTY, IS NOT EMPTY, CONTAINS WORD, DOES NOT CONTAIN WORD | ALL PRODUCTS IN CART, ANY OF PRODUCTS IN CART | Website dependent. Shopify product tags, retrieved when you sync the Website. |
| Tags | Customer | IS ONE OF, IS NOT ONE OF |
|
Website dependent, Multi-select. Matches a customer's tags (e.g.
b2b)
Shopify only.
|
CONTAINS WORD / DOES NOT CONTAIN WORD. Matches the value as a whole word, ignoring letter case. A space, hyphen or punctuation mark ends a word. Letters, digits and the underscore do not. Example: "HCR" matches "123 HCR 456" and "HCR-BOX". It does not match "ARCHCREST" or "HCR2".
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