Purpose: Learn how you can create shipping rules to make your label creation process more efficient.
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How to create a new shipping rule
To create a shipping rule, go to Settings > Shipping rules. From here:
- Click on Create new to make a new rule
- Give your shipping rule a name so you can identify it, and select your conditions and determination. Click the + plus button to add a new condition line. Then select an action to apply and click the + plus button to add multiple actions.
Why should I create shipping rules?
When an incoming order is pushed from your online store into Sendcloud, the order will be automatically run through all your active shipping rules.
If the order meets the condition(s) of a shipping rule, then the subsequent action(s) will be applied. this means that you can print all of your labels without making any adjustments to your orders. Instead of manually changing 100 orders, you can process them all instantly in one click.
You can choose from the following conditions:
|Integration||Is/Is not||The integration from which the order was imported|
|Dynamic Checkout Method||Is/Is not||If you want to override the Dynamic checkout orders, you can use this condition|
|Payment status||Is/Is not||If payment status of the order is 'paid' in the connected shop integration|
|Postal code||Contains/Does not contain/Ends with/Is/Is not/Starts with/In/Not in/Pattern match||Postal code of the destination of the parcel|
|Company name||Contains/Does not contain/Ends with/Is/Is not/Starts with/Pattern match||Related to the address line in the recipient information. SeeB2B shipping below.|
|Item name||Contains/Does not contain/Ends with/Is/Is not/Starts with/Pattern match||The name of an item in the order|
|Item SKU||Contains/Does not contain/Ends with/Is/Is not/Starts with/In/Not in/Pattern match||The SKU of an item in the order|
|Order number||Contains/Does not contain/Ends with/Is/Is not/Starts with/Pattern match||The order number of the incoming order|
|Order status||Is/Is not||The order status of the order|
|Item quantity||Greater or equal than/Greater/Is/Is not/Less or equal than/Less than||The total amount of items in the order|
|Total parcel item value||Greater or equal than/Greater/Is/Is not/Less or equal than/Less than||The total value of the parcel items combined (sum of all item values multiplied by the quantity. This is excluding any shipping costs, discounts, etc.)|
|Sender address||Is/Is not||From which sender address is the parcel shipped|
|To country||Is/Is not||What is the destination country of the parcel?|
|Checkout delivery method
||Contains/Does not contain/Ends with/Is/Is not/Starts with/Pattern match||The checkout delivery name of the order (this is not conflicting with Dynamic Checkout orders)|
||Greater or equal than/Greater/Is/Is not/Less or equal than/Less than||The weight in kg of the total shipment|
|Phone number||Is empty||Some carriers require a phone number. If you don't always have this information, you can use this condition to set a default phone number.|
You can set the following actions:
Insure shipment by
|Set item HS Code|
|Set item Origin Country|
|Ship with address||This action is not available for checkout orders|
This action is not available for checkout orders
|Set number of parcels||
Not all carriers support multicollo shipments. Click here for more information.
Set default phone number
Examples of smart shipping rules:
In order to give you an idea of what smart shipping rules can do for you, here are some examples.
- Match a shipping method to a check-out shipping method name: When shop checkout shipping method is letter post AND to country is Netherlands > Ship with PostNL Mailbox Parcel Extra 0-2kg
- When shipping an expensive product: If item name contains Fine Jewelry > insure shipment by 1000€
- When shipping an extra large product: If item name contains carpet AND to country is Netherlands > Ship with DHL Europlus
- Shipping to foreign countries: If to country is United Kingdom AND weight is less or equal than 5kg > Ship with UPS standard 3-6kg
- When you want to allow customers to collect orders from your physical store: If checkout method contains "Click and collect" (text must be as stated exactly on your checkout) > Ship with Unstamped letter.
Match any or all conditions
You also have the option to select “Match ALL of the conditions of this rule”. If you select this option, all of the conditions have to be met before a shipping rule is applied. If you change this to "match ANY of the conditions of this rule", any of the conditions can be present and the actions will be applied to those orders.
Multiline for Postal code and Item SKU
When it comes to Postal codes and SKUs, you can add multiple inputs to a field for the following operators: In/Not in and Pattern match. So, instead of only using pattern matches, you can also decide to add a list of Postal codes/SKUs. The shipping rule will then be applied to every Postal code or SKU in the list. Make sure to separate the input by 'Enter'.
How can I make a shipping rule for B2B shipments?
You can use the condition Company name to create a shipping rule to ship B2B shipments with a specific shipping method. To do so, use the following rule, in which entering "?*" into the text field means that any character value in the address line Company name will trigger this shipping rule to be applied.
You can then select a shipping carrier of your choice to deliver B2B shipments.
What types of shipping rules are available for my shop integration?
Not every type of webshop integration supports every shipping rule condition. If you're not sure, check the list below to see what conditions your integration supports:
Total order price value
Shop checkout shipping method
|Bol.com||Amazon||Bol.com (SKU or EAN)||Prestashop|
|Etsy||Magento V1 + V2||Etsy|
|Magento V1 + V2||Mijnwebwinkel||Magento V1 + V2|
→ Shipping rules overview and application
→ Shipping rules: guide to using pattern matching
→ How to use shipping rules with the Dynamic checkout
→ Import shipping rules in bulk/CSV file