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Shipping Zones & Shipping Rules 101
Shipping Zones & Shipping Rules 101

US Shipping Zones and Shipping Rules

Marc McCall avatar
Written by Marc McCall
Updated over a week ago

Learn How to Build Your Shipping Zones and Shipping Rules

Shipping rules work within shipping zones. Shipping zones represent defined geographical areas such as countries, states and or specific zip code regions. Shipping zones can contain multiple shipping rules. Shipping rules can be defined by weight, price or custom rules with combinations of both weight and price along with supplier restrictions, label restrictions and integrated shipping services such as FedEx and UPS to pull in live negotiated rated based on your account with those services. All shipping rule types whether it be defined by weight, price or custom can be restricted to a customer type.

Note on Content Providers

Please refer to your content providers Terms and Conditions concerning freight charges. It is your responsibility to take these into consideration when configuring your shipping plan.

Note on Restrictions

The more restrictions types you use or require the more well thought out and planned your zones and rules will need to be. Shipping rules can range from very simple to very complex depending on your requirements.

Customer Type Restrictions

1. All Customers (guest or any logged in account user or personal account)

2. Account Customers (only includes full accounts not personal accounts)

3. Credit Card Customers (includes personal accounts and guests)

Supplier Restrictions

Supplier restrictions allow you to have a different shipping rule based on items in the cart. For example if you want to have a shipping plan from one supplier that charges shipping while offering free shipping from another suppler such as the Own supplier and a customer checks out with a mixed cart from both suppliers they’ll be presented with options for each set of items from each supplier.

Note on Integrated Shipping Services

1. We only send weight to FedEx and UPS to calculate shipping. You will need to take heavy and bulky items into considerations when developing your shipping plan. Review your product weight and dimension data and refer to FedEx and UPS documentation on their weight and dimension limits.

2. If you have products within a catalog that do not have weights and or dimensions included in the data, you should not calculate shipping with either the FedEx or UPS integrated service.

3. You should also review your products data for any hazardous materials that will require special handling.

Note on Heavy and Bulky Items

Special considerations should be taken with heavy and bulky items. Refer to your product data for weights and dimensions. It is your responsibility make sure your shipping plan is mapped out in a manner you don’t lose out financially when building your rules.

Note on Products with No Weight and/or Price

Special consideration should be taken when building your shipping plan with items with no weight or price.

Shipping Zones

There are 2 types of shipping zones.

1. Shipping

2. Pickup

Shipping is the standard type of zone you’ll build into your shipping plan. This type of zone your products will be delivered directly to the end user to the delivery address used during checkout. Shipping zones should be unique, meaning you should not have zones with identical criteria. All rules for one zone should be rolled up into one zone.

Pickup is the type of zones where your customer can choose one of your configured branches to come and pickup their products directly from you.

Note: Pickup zones require assistance from your EvolutionX Customer Success Manager to set up and must be activated before you have access to set a zone type of pickup.

The Shipping module is located under Store Settings>Shipping.

Creating Zone Type Shipping

1. Navigate to Store Settings>Shipping and click +New Zone

2. Enter a Shipping zone name. This should be representative of the geographical area it will be associated with.

3. Choose Shipping zone type “Shipping”

4. Click Save

Inclusion/Exclusion Areas

You can choose one or more countries that will be affected by your shipping rules. Once you select your desired countries you have a few choices.

1. You can click save and the zone will include or exclude the entire country selected.

2. You can choose advanced and either manually add zip codes or import a list of zip codes.

3. You can click on States to manually selects the desired states to include or exclude.

Once you have successfully configured your Shipping Zone and saved you can begin configuring your rules.

Adding Rules

There are 3 types of rules you can configure.

1. By Weight

2. By Price

3. Custom

Weight based and priced based have certain limitations that can be achieved using custom rules.

By Weight

Rules by weight allow you to set a minimum weight to maximum weight and assign to customer type restrictions.

1. All Customers

2. Account Customers

3. Credit Card Customers

Set a rate for the rule with one of four choices

1. Free

2. Flat rate

3. Percent based (with optional minimum and maximum charge settings)

4. Price based (total cost price of cart or total sales price of cart choice with optional min and max charge settings)

By Price

Rules by price allow you to set a minimum price and maximum price and assign to customer type restrictions.

1. All Customers

2. Account Customers

3. Credit Card Customers

Set a rate for the rule with one of four choices,

1. Free

2. Flat rate

3. Percent based (with optional minimum and maximum charge settings)

4. Price based (total cost price of cart or total sales price of cart choice with optional min and max charge settings)

Custom Rule

Custom rules allow you to add a lot more complexity to your shipping rules, such as supplier restrictions, product or customer label restrictions, add additional surcharges and integrate with UPS or FedEx shipping services to pull in negotiated rates based on your account with those services. UPS and FedEx integrations use the supplier address as the from address when calculating. Failure to configure supplier addresses will result in errors when in the checkout.

You still have the same 4 rate options as weight and prices based.

1. Free

2. Flat rate

3. Percent based (with optional minimum and maximum charge settings)

4. Price based (total cost price of cart or total sales price of cart choice with optional min and max charge settings)

You have the added options of both weights based and priced based by being able to set a minimum and maximum weights, and minimum and maximum prices.

Real Time Rates Parcels Configuration

When using the UPS shipping service you have the choice to select if you want real time rates to calculate the shipping amount based on multiple and smaller parcels or on one big parcel.
This selection will affect the shipping amount (a big parcel will cost more than multiple smaller parcels)

Note: When using a customer label restriction you may need to consider toggling the Shipping Restrict setting on the account in the Shipping Override section.

Note: You can also set account level flat rate shipping amount on the account in the Shipping Override section toggling on the Shipping Override Status and setting the amount in the Shipping Price field.

Note: When using FedEx or UPS shipping service integrations refer to their documentation on weight and size limitations. It’s your responsibility to take these into consideration.

Note: When using FedEx or UPS shipping service integrations set the Rate field to Free. The app will pull in the rate through the integration call to their services. You can check one of the other fields, Flat, Percent or Priced based fields to add charges on top of their live rates as well as a surcharge with one of these 3 other options selected.

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