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In the Shipping Rules module, you can define which shipping service provider (carrier) is used in which scenarios based on certain rules. The module is available as of version 21.1.
You can find the module by entering it in the super search or in the app store under shipping methods. When you call up the module, the "Rules" tab opens first. Here you can see all the rules you have created so far. Click on "+New rule" on the right to create a new rule.
The rules can help to ensure that you do not have to manually select the shipping provider in each order, but that it is pre-selected based on certain criteria.
In the window shown above you can now define various settings and parameters for the rule:
- Name: A name of your choice for the rule.
- Destination shipping method: Selection of the shipping method (e.g. DPD, DHL, GLS). If the rule applies, it is automatically set once for the order during store import. In the case of manual order entry, a note is displayed after approval.
- Active: By setting the checkmark the rule is active.
- Prio: The prioritization helps to determine which rule should apply if two different rules would apply to the same order. In this case, Prio 1 > Prio 2 > Prio 3 etc. applies.
- Article: Restriction to certain articles
- Fastlane: Selection whether the order should be a Fastlane order (higher priority)
- Order amount: Limitations regarding the order amount, e.g. < 20 € or > 50 €
- Payment method: Only orders with this payment method
- Shipping method: The rule applies to orders with this pre-selected shipping method
- Project: The rule applies only to orders of this project
- Country of delivery: Allows the rule to be restricted to deliveries for specific countries
- Store: The name of a store can be entered here
- Volume: Refers to the dimensions of the package (length x width x height)
- Weight: Restrictions regarding the weight, e.g. <=5kg or >1kg
The parameters can be used as you like or left empty. Not every available operator makes sense for every parameter, for example for article or project only "=" makes sense, while for weight you can also use other operators like "<=" or ">".
For example, a rule could look like this to send orders of a certain project with a selected shipping method.
If a rule applies to an order, it will be suggested in the order (Sales → Order → *Select order*) after you have released the order. Click on "Change shipping method" to apply the change to the shipping rule.
You can also combine rules, that is, use multiple parameters in the same shipping rule. Here is an example:
This rule means that orders with an order amount greater than 1000€ will be shipped to France using the DHL shipping method.
The History tab displays the orders for which you clicked "Change shipping method?" in the order at the above message "A shipping rule was found. Change shipping method?", you have clicked on "Change shipping method".