Automate Shipping Process: Shipping Rules

The Shipping Rules feature allows you to automate your shipping experience in a manner that suits your specific fulfillment process. In this article, we guide you through the tool and how to use it. 

What we'll cover

Video Overview

Conditions and Actions

The condition refers to the detail in which you want the rule to apply. This can be things like the number of items in the order, or the destination country. The action is what Easyship should do when the condition is met. For example, if the destination country is Canada (condition), Pre-Pay duty & taxes (action).

Conditions

  • All Shipments (Always applies): All your shipments will have the corresponding action applied to them.
  • Buyer-selected shipping solution at checkout: If you do not use our plugin and have other rates available for your customers to select at checkout, you can enter the rate as a condition on Easyship. E.G "Standard" or "Express".
  • Contains the Category: All shipments that contain an item in this category will have the corresponding action applied to it.
  • Destination Country is: All shipments created to this country will have the corresponding action applied to it.
  • Destination state or province is: All shipments created to this state/ province will have the corresponding action applied to it.
  • Item SKU: Products contained in shipment with specified SKU will have the corresponding action applied to them. 
  • Number of items is: All shipments that contain the specified amount of items will have the corresponding action applied to them.
  • Order tag is: All orders that sync with the specified tag will have the corresponding action applied to them. 
  • Reciever Postal or Zip code: All shipments created to the specified postal codes, or postal code areas, will have the corresponding action applied to them. 
  • Selling price is: All shipments of the specified value will have the corresponding action applied to them.
  • Shipment weight is: All shipments weighing the specified amount will have the corresponding action applied to them.
  • Store or Platform is: All shipments created from this store will have the corresponding action applied to them.

Actions

  • Sort couriers by: Here you can choose which service will be displayed as the 1st, 2nd, and 3rd courier option.

  • Taxes & duties: Choose who will be responsible for any import fees associated with the shipment (sender or receiver).

  • Insurance: You can choose to always add insurance to your shipments or to never add insurance.

  • Residential Surcharge: You can choose to always add the residential address fee or to never add the residential address fee.

  • Use this courier: Setup a courier preference that will be automatically prioritized above any other courier options. You can also select an "Only Use" function, however, this is dangerous in case that the specific courier is not available for a shipment. 

  • Never use this courier: There may be some couriers that you would not like to offer as a shipping option. You can exclude them here.

  • Use Courier With Tracking: You can choose to only show couriers that provide a certain level of tracking services.

  • Use Package: Automate which custom box sizes will be used for your shipments.

  • Never use Package: Automate which custom box sizes will never be used for your shipments.

  • Ship From: Select which origin address you want to ship from based on the condition. 
  • Return labels for domestic shipments (USA only): Include pre-paid return labels in shipments that are only billed when scanned (pay on scan). 

Creating a Shipping Rule

Step 1:

Navigate to Settings > Shipping Rules and click Add Shipping Rule.

 

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Step 2:

Now let's create a shipping rule that will always apply residential address fees to all shipments going to the United States.

Choose a condition and click the Save Condition button.

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Step 3:

Choose an action and click the Save Action button.

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Step 4:

Now you can click the Create button to apply your shipping rule to your Easyship account.

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Shipping Rules Priority

When you have multiple shipping rules, they will be prioritised from top to bottom. In the event that two shipping rules contradict eachother, the higher rule with be prioritised. 

In the below example we have 2 conflicting shipping rules:

  1. High quality tracking
  2. Asendia to France

Asendia services offer basic tracking, and the High quality tracking rule is top priority, therefore Asendia services will be overridden by regular to excellent tracking rates. 

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If you want to make sure that Asendia is used for shipments destinted to France, but keep your High quality tracking rule in place for other shipments, simply move it to first prioirty as shown below. 

 

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If you have any questions, reach out to support@easyship.com

 

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