EXAMPLE: You receive an order from Amazon requesting Standard shipping. The ordered item is less than 13 oz. You can create a rule to automatically print a USPS First Class label through SolidShip.
What we'll cover:
- Adding a Shipping Rule
- Filling Out the "If Order Matches" Side of the Rule
- Filling Out the "Then Use These Options" Side of the Rule
- The Most Popular Advanced Options
- Related Articles
Adding a Shipping Rule
1) Go to the Admin menu -> Shipping Rules.
2) Click the plus sign "New Shipping Rule"
3) In the pop up, create a "Shipping Rule Name"
- This is a free-form field, but we recommend using a name that describes the rule. For example, using Standard 1oz - 13oz on a rule for shipping Standard orders USPS First Class.
4) When you're finished creating your rule, click the Save icon
5) After you have saved a rule, you can use the Copy button if you want to make a similar rule.
Filling Out the "If Order Matches" Side of the Rule
The If order matching the following side of the rule focuses on the characteristics of the rule. If the rule meets these criteria, then ship it according to the settings saved on the right side of the rule.
|Shipping requested is:||Select the Shipping Method your buyer selects when they place the order.|
|And order address type is:||
Most of the time people start by creating general rules for Any address.
If needed, they will also create rules for specific addresses, like PO Box or APO addresses.
|And order amount is greater than or equal to:||
Your rule will apply to orders with totals greater than, or equal to, the value you put here.
Enter 0 for rules that should apply to all orders.
People often use this setting to require a signature if the order total is above a certain level.
|And item was bought on marketplace:||
This filter allows you to create rules that only apply to a specific marketplace or marketplace locale.
People often leave this drop-down set to Any. However, some shipping methods are unique to a specific marketplace.
EXAMPLE: If you use eBay specific shipping methods on your eBay listings, you will want to select eBay from this marketplace drop-down. After that, eBay's shipping methods will populate the Shipping requested is drop-down, so you can choose the exact method that will import with your orders.
|And package weight is between (oz):||
Establishes a weight range for your rule. Enter an integer—no decimal points.
For the minimum weight, enter 1 or more. Don't enter 0.
|And ship-to zone is:||Choose Any, Domestic, or International from the drop-down menu.|
|And zip code is between:||
Sets a zip code range for your rule.
This can be left blank if you want to ship to all zip codes.
Some people fine tune several zip code ranges so that Solid Commerce will automatically use the correct shipping method based on the Ship To address and package weight. Spending some time setting up the rules saves them money by ensuring each package is always shipped via the cheapest method.
|And product is in ship class:||
Shipping Classes are special groups of products. The Ship Class setting in the rule allows you to create a rule that only applies to the products in that Shipping Class. If you don't have any Shipping Classes, leave the drop-down set to All.
EXAMPLE: You ship most of your products USPS Priority Mail. However, some of your products are cheaper to send in a USPS Priority Mail Flat Rate Medium Box. You could create a Priority Med Flat Rate Shipping Class and add it to products that fit in the flat rate box. You would choose that Shipping Class from this drop-down to create a rule that prints USPS Priority Mail Flat Rate Medium Box labels for these particular products.
|And qty packaged in shipment is greater than or equal to:||
Your rule will only apply to orders with at least this number of items.
Usually people set this to 0, but you can enter a number if you want to use a specific shipping method and package type on multiple item orders.
Filling Out the "Then Use These Options" Side of the Rule
The Then use these options side of the rule specifies how the order should be shipped.
|Ship method:||Specifies the shipping method that will be printed on your shipping label.|
You can create multiple profiles for each shipping carrier. This allows you to bill multiple accounts. However, most people only have one profile.
Select a profile from the drop-drown.
The Package Type refines what type of label will be printed. You need to select a Ship Method before you can choose a Package Type.
For USPS, if you are using specific flat rate packaging, select it from this drop-down. Otherwise, select USPS Rect Parcel.
For FedEx and UPS, unless you are using specific packaging from the carrier, select Custom Packaging.
|Ship From Address:||
You can save multiple Ship From Addresses.
The default address can be edited by going to the Admin menu -> Manage Seller Account. Select the Default Ship From Address tab to edit and save your address.
If you want to add Ship From Addresses, stay on the Shipping Rule page and click on the Manage button to the right of the Ship From Address header.
Select the appropriate address from the drop-down.
The Most Popular Advanced Options
To add Advanced Options, select the option you want from the drop-down menu and click the Add New Options button.
|Receiver Signature Type:||Select Not Required, Service default, Indirect, Direct, or Adult from the drop-down.|
|Insurance option:||Select Not Required, Asset Protection, or Declared Value from the drop-down.|
|Shipping insurance provider:||Select USPS, UPIC, or Endicia Parcel from the drop-down.|
|Custom Label References:||
These references allow you to add custom information to your shipping labels.
The names of the reference fields vary by carrier. However, all of them have drop-down menus that allow you to select the Solid Commerce field you want to use as a reference.
If the drop-down list of references doesn't include the field you want to add to your labels, you can reference any of the fields available on a packing slip.
Select Custom from the drop-down.
Other Advanced Options are available. We have only highlighted the most commonly used.
- Shipping Rule Priorities
- Installing the SolidShip Shipping Tool
- Getting Started With Order Management - An Overview of the Manage Orders Page