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Creating a new Rate

When editing a Range that you have already saved, you will see a panel called ‘Rates’. If you have not yet created any Rates you will see a ‘create new rate’ panel:

20190103_create_rate_empty_state.png

 

Alternatively, if you have already added one or more Rates, you will see a summary list of the Rates for the current Range within this panel.

In either case, click the 'Add a postcode range' button. On the new Rate creation screen there are two panels: 'Rate Details' and 'Rate Rules'.

Within the 'Rate Details' panel there are five fields by default:

  • Title: This is a title that will allow you and your customers to identify this Rate e.g. 'Fast Shipping'. The title will be returned to customers if the rate is matched.

  • Description: A short summary of the particulars of this rate e.g, 'includes tracking and insurance'. This description will be visible to customers if this rate is returned.

    Note: This description can be modified when using rate modifiers.

  • Reference: A unique name for this rate. This name will not be visible to customers and serves as a reference for Shopify. This field will be automatically filled on save using the rate title unless you specify a custom reference in this field.

  • Status: This field allows you to disable a Rate to prevent it rates from being returned to customers. You may wish to set this field to Inactive if you are temporarily suspending this mode of shipping for customers but want to reactivate it in future. Otherwise, in most instances this field is likely to be set to 'Active'.

  • Type: This field defines the way the rate should be calculated. The options are 'free', 'flat', 'weight', 'quantity' and 'percentage'. Each of these types is described in more detail below.

 

Rate Types

When defining a rate you can choose between five types that determine how the price of your rate is calculated (prior to any modifications being applied). The five types are:

Free: As the name suggests, this rate type results in a rate with a price of zero, in other words, free shipping.

Flat: A flat rate levies a single basic charge for shipping. If 'flat' is selected as the rate type, a new field will be displayed called 'Rate'. You should enter the price you wish to charge for shipping into this field.

Weight: A weight-based rate derives its price from the total weight of an order. When selecting 'weight' as the rate type, three additional fields will be displayed:

  • Base rate: you can optionally set a price that will applied regardless of the weight of the order. For example you may wish to charge all orders at least $5 before any weight calculations are taken into consideration.

  • Surcharge per number of g/kg/oz/lb: This field is made up of two inputs. In the first you set a price and in the second you set the number of weight units that price should apply to. For example you may wish to charge customers $2 for every 500 grams that their order weighs.

    Note: The weight unit that will be displayed matches the weight unit that you have set on Shopify. If you change this weight unit you will need to update your rates accordingly.

  • Minimum charge: This field allows you to specify a minimum price that should be levied for this rate. If the base rate plus the total weight prices combined are less than the minimum amount you specify, then the minimum charge will be used instead.

Quantity: A quantity-based rate derives its price from the total number of items of an order. When selecting 'quantity' as the rate type, three additional fields will be displayed:

  • Base rate: you can optionally set a price that will applied regardless of the number of items in an order. For example you may wish to charge all orders at least $5 before any quantity-based calculations are taken into consideration.

  • Surcharge per number of items: This field is made up of two inputs. In the first you set a price and in the second you set the number of items that price should apply to. For example you may wish to charge customers $2 for every 3 items in their order.

  • Minimum charge: This field allows you to specify a minimum price that should be levied for this rate. If the base rate plus the total quantity prices combined are less than the minimum amount you specify, then the minimum charge will be used instead.

Percentage: A percentage-based rate derives its prices from a given percentage of the total value of an order. When selecting 'percentage' as the rate type, three additional fields will be displayed:

  • Base rate: you can optionally set a price that will applied regardless of amount applied as a percentage surcharge. For example you may wish to charge all orders at least $5 before any percentage-based calculations are taken into consideration.

  • Percentage surcharge: Within this field you can enter a percentage value. This percentage of the total value of the order will be added to the rate price. For example if you set a 20% surcharge and the total order value is $10, the rate price would be $2.

  • Minimum charge: This field allows you to specify a minimum price that should be levied for this rate. If the base rate plus the percentage surcharge prices combined are less than the minimum amount you specify, then the minimum charge will be used instead.

 

Rate Rules

After setting the relevant details for your rate, you a free to establish a set of rules for the rate that will determine whether it should be made available to the customer.

Rate rules are optional - if you set no rules for a rate it will always be returned to a customer if the Zone and Range that the rate sits under are matched.

If you wish to add rules to a Rate, click the 'Add new rule group' button within the ‘Rate Rules’ panel:

20190103_rate_rules_empty_state.png

This will populate a rule 'group' containing a single rule. You are free to add more than one rule to a group - adding more rules makes that rule group more specific. You can think of rules within a group as having 'AND' between each rule.

Additionally you can create any number of rule groups which are evaluated separately. You can think of groups as having 'OR' between each rule group.

Example:

Acme Inc. wants to offer customers free shipping but only under certain circumstances:

  • An order must have 3 items or less AND weigh less than 1 KG.

    OR

  • An order must be worth at least $20.

Having set up a ‘free’ rate, they create the following rules:

20190103_rate_rules_example.png

There are 4 'features' of an order that can be used to build rules:

  • Total number of items
  • Total order weight
  • Total order value
  • Day of order

Each of these features can be used only once within each rule group but can be reused between rule groups. For example, if you wanted to specify that a rate should only apply on a weekend you would need to create two rule groups that each contains a single rule:

20190103_rate_rules_example_2.png

Once you have entered details and rules for your new Rate, click the 'Save' button in the bottom right of the screen and your new Rate will be saved.

 

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