Configure Rules-based Shipping

When mapping carriers to ship service levels, you can set rules to use different carriers for different shipments based on details such as weight, number of items, shipping address, and order total. This helps you select the best carrier for each shipment situation.

Note that for each ship service, you must have at least one backstop, a carrier class mapping without any rules specified. This ensures that any shipments for that service that don’t match any stated rules will still be fulfilled. Without a backstop in place, you run the risk of shipments slipping through the cracks and not being fulfilled.

  1. Expand the Ship Services pane. Select the desired Ship Service.
  2. In the Carrier Class Mappings pane, select the desired mapping. Click under the Rules column to edit the rules.
  3. In the Carrier Class Mapping Rules window, press the [Add Rule] button.
  4. Select a Field on which to base the rule.
    1. Estimated weight
    2. Sub total. This includes the price of the items plus shipping.
    3. Product total. This includes just the price of the items.
    4. Grand total. This includes the price of the items plus shipping and discounts.
    5. Total quantity
    6. Country code
    7. State code
    8. Postal code
  5. Select the Operator and enter a Value.
    1. Note that the IN operator allows you to include multiple values for one rule. For example, if you wanted to ship all items to California, Arizona, and Nevada using the same carrier, you can create a rule for state_code using the IN operator and entering values CA, AZ, NV.
  6. After adding all rules, select the Match Mode.
    1. Any. If selected, orders must adhere to at least one rule before this carrier can be used.
    2. All. If selected, orders must adhere to all rules before this carrier can be used.
    3. None. If selected, orders must not adhere to any of these rules to use this carrier.
  7. Set the Duties rule for international orders through the carrier.
    1. DDU (Delivered Duty Unpaid). The customer is responsible for customs fees and duties.
    2. DDP (Delivered Duty Paid). You as the retailer are responsible for customs fees and duties.
  8. Select the Signature type required upon delivery.
    1. Indirect. A signature is required from someone at the delivery address, a neighbor, or a building manager.
    2. Direct. A signature is required from someone at the delivery address. If no one is present, the carrier will reattempt delivery.
    3. 21+. A signature is required from someone at the delivery address who is at least 21 years old. If no such person is present, the carrier will reattempt delivery.

Prioritize Carrier Class Mappings and Rules

The arrangement of carrier class mappings affects the priority of carriers used.

Say that you have a shipment for Standard delivery. Your Standard ship service has four carrier class mappings: one based on weight, another based on the state from the shipping address, another based on the order’s Grand Total, and a backstop. Imagine your shipment fits all criteria so it could potentially be fulfilled by any of these four carriers. ROP will go down the list of carrier class mappings and select the first carrier that can ship the order. In this case, ROP will select the carrier at the top of the list.

To re-arrange the carrier class priority:

  • You can simply click-and-drag the carrier class mappings up and down to your desire.
  • Be sure to prioritize mappings with rules over any backstops. If you set backstops above your other rules, shipments will always be fulfilled by the backstop carriers.
Prioritize Carrier Class Mappings and Rules
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