How to Automate Tasks with Shipping Rules

The Shipping Rules feature lets you automate your shipping process to fit your specific needs. This feature is available for clients on the Plus plan or higher.

Conditions and Actions

Conditions define the criteria for applying rules, such as the number of items in an order or the destination country. 

For example, if the destination country is Canada (condition), you can set the rule to Pre-Pay duty & taxes (action). The action is what Easyship should do when the condition is met.

Conditions

  • All Shipments (always applies)
    All your shipments will have the corresponding action applied to them.
  • Shipping option selected by buyer
    If you do not use our plugin and have other rates available for your customers to choose at checkout, you can enter the rate as a condition on Easyship, e.g., "Standard" or "Express".
  • Item Category
    Applies the rule to shipments containing items in this category.
  • Destination Country is
    Applies the rule to shipments going to the specified country.
  • Destination state or province is
    Applies the rule to shipments going to the specified state or province.
  • Item SKU
    Applies the rule to products in the shipment with the specified SKU.
  • Number of items
    Applies the rule to shipments containing the specified number of items.
  • Order tag
    Applies the rule to orders with the specified tag
  • Destination Postal or Zip code
    Applies the rule to shipments going to the specified postal codes.
  • Total selling price
    Applies the rule to shipments of the specified value.
  • Total shipment weight
    Applies the rule to shipments weighing the specified amount.
  • Store or Platform:
    Applies the rule to shipments from the specified store.

Actions

  • Addresses:
    • Ship From
      Select which origin address you want to ship from based on the condition.
    • Declare residential addresses
      Choose to declare the address as a residential address so that the surcharge or residential address fee can be included beforehand if applicable.
  • Boxes:
    • Select box
      Automate the selection of custom box sizes for your shipment.
    • Exclude specified boxes
      Automate the exclusion of certain box sizes for your shipments.
  • Couriers:
    • Select couriers by
      Choose couriers based on cheapest, fastest, or best value.
    • Prefer specified courier services
      Set up a courier preference that will be automatically prioritized above any other courier options. You can also select an "Only Use" function, however, this will only work if the specific courier is available for a shipment.
    • Exclude specified courier services
      Exclude certain couriers from being used.
    • Filter couriers by tracking quality
      Show couriers that provide a certain level of tracking services.
    • Filter couriers by delivery time
      Show only couriers that deliver within a certain timeframe.
  • Others
    • Set import tax and duty payor
      Choose who will be responsible for any import fees associated with the shipment (sender or receiver).
    • Insurance
      Choose to always add or never add insurance.
    • Include domestic labels (domestic)
      Include pre-paid return labels billed only when scanned.

How to Create a Shipping Rule

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

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2. Now, let's create a shipping rule that will always apply residential address fees to all shipments to the United States. Choose a condition and click Save Condition.

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3. Choose an action and click the Save Action button.

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4. Click Create to apply your shipping rule to your Easyship account.

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Shipping Rules Priority

When you have multiple shipping rules, they are prioritized from top to bottom. If two rules contradict each other, the higher rule takes priority.

For example:

  • High-quality tracking
  • Asendia to France

Asendia services offer basic tracking, and the High-quality tracking rule is a top priority. Therefore, Asendia services will be overridden high-quality tracking rates.

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If you want to ensure that Asendia is used for shipments destined to France, but keep your high-quality tracking rule in place for other shipments, simply move it to the first priority.

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