Configure Rule Based Shipping

1. Navigate to the left navigation menu, and select Administration > System Config > Ship Services. 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 - calculated using the sum of lot weights for all items in the shipment 

   2. Sub total. This includes the price of the items plus shipping price.

   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. Count of all order items. 

   6. Country code. Destination Country Code from the Shipping Address

   7. State code. Destination State Code from the Shipping Address

   8. Postal code. Destination Postal Code from the Shipping Address

   9. NEW: Product Attribute

      • Example rule: Product Attribute -"Perishable" (=) "Yes"

5. Select the Operator and enter a Value.

   1. The IN operator allows you to select from a list.

      • Example Rule: State Code (IN) CA, OR, WA, NV, AZ

   2. The Regex operator allows you to use expressions, including wildcards. (To use a wildcard, add .* after the starting value. Example: Country code = U.* to select country codes beginning with U)

      • Example Rule: Postal Code - (Regex) - 92.* This will match any zip codes which begin with "92". 

      • To use a regex operator for multiple values, please use the pipe to delimit your list. For example: Postal Code  (Regex)  92.*|93.*|94.* This will match any zip codes which begin with 92, 93, or 94.

        

   3. NEW The != operator means does not equal.  

6. After adding all rules, select the Match Mode.

   • Any. If selected, orders must adhere to at least one rule before this carrier class can be used.

   • All. If selected, orders must adhere to all rules before this carrier class can be used.

   • None. If selected, orders must not adhere to any of these rules to use this carrier class.

7. Arrange your Carrier Class mappings in the order you would like them evaluated. Carrier classes and rules are evaluated from the top down, in order. To adjust the order of evaluation, drag and drop individual rows.

Optional Endorsements

Please note- specific options may not be available for specific carriers. If you have a question about a specific option or setting for a carrier or label processor, please contact RetailOps Support. All options are subject to an additional fee from the shipping carrier. 

1. Insured%. Enter the percent of the order grand total to be used as the insured value of the package.
2. Declared %. Enter the percent of the order grand total to send as the International Declared value of the package. (International only)
3. Set the Duties rule for international orders through the carrier.
   • DDU (Delivered Duty Unpaid). The customer is responsible for customs fees and duties.
   • DDP (Delivered Duty Paid). You as the retailer are responsible for customs fees and duties.
4. Select the Signature type required upon delivery.

   • Indirect. A signature is required from someone at the delivery address, a neighbor, or a building manager.

   • Direct. A signature is required from someone at the delivery address. If no one is present, the carrier will reattempt delivery.

   • 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.

5. Saturday Delivery. Specific carriers may support deliveries on Saturdays for an additional fee. 
6. Direct Delivery. The option ensures a package is delivered only to the address you provide, the package will not be forwarded. 

The arrangement of carrier class mappings affects the priority of carriers used. All Carrier Class Mappings and their corresponding rules are evaluated from the top down.

Using the above screenshot, an order with a zip code of 92101 would evaluate the shipping rule on the first row, and be shipped via FedEx ground.

An order with a zip code of 48169 would evaluate the first rule, and bypass FedEx Ground. Next, the order would evaluate the second row, USPS Priority Mail. As there are no rules for this mapping, the order will ship USPS Priority Mail. 

To re-arrange the carrier class priority:

• You can simply click-and-drag the carrier class mappings up and down to your desire.

Please 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 processing shipments which do not pass any rule, and cannot be fulfilled. Many customers opt to use "Willcall" as a backstop. 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.