Shipping Rules - General Configurations and Settings

Shipping Rules - General Configurations and Settings

Shipping Rules is an OEM (Original Equipment Manufacturer) module from an Omnyfy partner, that allows you to have greater control of how you ship and prices based off certain parameters and conditions.

  • Create shipping rules depending on purchases history, cart or customer attributes

  • Apply individual rules to specified shipping methods and shipping carriers

  • Define a selection of shipping carriers, available to your customers, and manage their shipping rates

  • Change the rate for the whole cart both by fixed amount and by percent

  • Choose specific days or periods of the rules validity


General Configuration

Extension settings are located at Stores > Configuration > Amasty Extensions > Shipping Rules

Field Name

Notes

Include tax in subtotal

This field indicates whether the subtotal includes taxes.

Use subtotal after discount

Set to Yes, if the subtotal should contain prices after the discount.

Set to No, if the subtotal should contain only original prices.


Shipping rule settings

Shipping Rules are set up in Sales > Shipping Rules.



All rules are displayed on a handy grid. You can see the ID of the rules, their Priority, Status, Name, shipping Carriers and Methods, Customers Groups, type of Calculation and Store Views in one place.

Easily manage all the created shipping rules right on the grid. Edit them or Duplicate in the Action column.

To commit mass actions, tick the rules and choose the action from the Actions dropdown menu. You can Delete the rules or Change Status to Activate / Inactivate.

To create a new rule, click the Add Rule button.


Shipping Methods


Field Name
Notes
Rule Name
Specify the name of the shipping rule, which will be used in the admin area. Rule Name is also displayed on the grid.
Rule Status
Define the rule as active or inactive.
Shipping Carriers and Methods
Choose shipping carriers to which the rule should be applied and determine the list of available shipping methods.
Rule Priority
Define the importance of the rule. The higher the rule priority is, the earlier the rule will be applied in comparison with others.
NOTE: Keep in mind, that when two or more rules are applied to a shipping rate of a product simultaneously, the customers will see the rate, provided by the rule with the lowest priority.



Products

NOTE: This option is unavailable for the Replace calculation type, since in this type shipping rates are replaced for the whole cart, regardless of the products in it.


Here you can choose which products to apply this shipping rule to.

Click on the + so that you can add a rule so you can choose the product parameters to use. This will turn into a dropdown.




In this example, we are saying that this shipping rule will only apply to the products from Vendor with the Vendor ID as 1. Clicking on 'is' will allow you to select if it's just 1 or is one of, or is not one of. This allows you to specify more values in place if applicable (depending on the attribute used).


Depending on what your attribute is, you can also select from a list.

The little icon that looks like a table will appear if the data is able to be multi-selected.


Click on the relevant rows and select the green tick icon to save that selection.

As a Marketplace Owner, you can use this to create a specific shipping price for a vendor. Ensure that your conditions and products that it applies to match (eg if in this case, the shipping rule only applies to Microtech, ensure that:
1. In your conditions, you have Vendor ID selected for that specific vendor.
2. In your products, you are applying it only for that Vendor ID (and any other additional attribute you want to use).

This way, other vendors will not be affected by this rule.



Ignore Free Shipping Promo - set to Yes, if you want the rule to be applied to all products, including free shipping promo items; set to No, if the rule should be applied only for items with non-free shipping.

Field Name

Notes

Ignore Free Shipping Promo

Set to Yes, if you want the rule to be applied to all products, including free shipping promo items; set to No, if the rule should be applied only for items with non-free shipping.


You can also choose to apply the Free Shipping promo to a certain threshold from Weight, Qty and Price.

Rates

In this tab you can set the necessary rates.




Field Name

Notes

Calculation

Replace - if you want the original shipping rate for the whole cart to be changed to another value;

Surcharge - to add the calculated value to the present shipping rate;

Discount - if you want to deduct the calculated value from the present shipping rate;

Partial Replace - if you want the original shipping rate to be changed to another value by additional product conditions (mixed cart).

If you want to apply particular shipping cost for specific products, select Partially Replace type and set the necessary product conditions according to which this calculation type will be applied. Thus, shipping cost for the specified products in a mixed cart will be calculated differently and the total sum for shipping will be recounted.

Base Rate for the Order

Determine the total rate per order.

Fixed Rate per Product

Specify a fixed rate for each product in the cart. The rate for the whole order will be formed by multiplying the mentioned fixed rate by the number of products in the cart.

Rate per unit of weight

Define a rate that will be automatically multiplied by the products’ weight to create a shipping rate. For example, if you set $5 rate per unit of weight (regarding that a unit of weight equals to 1 kilo), then the rate for the order, containing 5 kilos of products of the mentioned category (without products of other categories), will constitute $25.

Percentage per Product

Determine the rate as a percentage of the original cost of products in the cart (the costs are taken without any discounts that might have been applied).

Handling Percentage

Specify the percentage that will be automatically added or deducted from the shipping rate. The percentage will be calculated on the original shipping rates basis.

Minimal \ Maximal Rate Change

Set boundary (minimal or maximal) values, for which the original rate can be changed.

Minimal \ Maximal Total Rate

Determine boundary (minimal or maximal) values of a shipping rate which can be set after the rule application.


Conditions


Specify the conditions according to which the rule will be applied.

Condition tree - if there are some conditions specified, the rule will be applied only when the conditions are met. If there are no conditions set, the rule will be applicable all the time.

The conditions may include Products Sub-selection, Conditions Combination, Cart Attributes, Advanced Conditions, Customer Attributes and Shipping Areas. Thus, in this option you can allow shipping according to the product level and category, various customer attributes, custom groups, shipping areas, etc. This works like product selection.

NOTE: In case you want to set several independent conditions and you need any of them for the rule to be applied, change ‘ALL' value to ‘ANY’ in the dropdown menu.

Backorders - the option determines how the rule will work if there are Backorder items in the cart.

  • Backorders only - the rule is applied when there are only Backorder items in the cart.

  • Non backorders - the rule works when there are no Backorder items in the cart.

  • All orders - the rule works regardless of whether there are Backorder items in the cart or not.

Generally Backorders will depend on how you manage stock on the marketplace.


Stores & Customer Groups

In this tab you can configure rules application for different store views and customer groups.

Field Name

Notes

Admin Area

Enable or disable the rule application in the admin area.

Stores

Specify the stores where the rule should be applied.

Customer Groups

Define customer groups, to which the rule should be applied.


Days & Time

Expand this tab to choose particular days of the week and time for the rule to be applied.

Field Name

Notes

Days of the Week

Choose separate days of the week if you don’t want the rule to be applied the entire time.

Time From - Time To

Determine the specific validity period of the rule.


Coupons

Use this tab to limit certain customer’s facilities and to disable or allow shipping with coupon.



Apply Rules Only With

- Coupon Code - when a coupon is provided here, the rule will be activated only when this coupon is entered.

- Shopping Cart Rule (discount) - works the same as the setting above, but uses the list of coupons in the selected rules instead of a single coupon.



Do NOT Apply Rules With

- Coupon Code - when a coupon is provided here, the rule won't work when this coupon is entered.

- Shopping Cart Rule (discount) - works the same as the setting above, but uses the list of coupons in the selected rules instead of a single coupon.




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