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magento_2:shipping-rules

For more details see the Shipping Rules for Magento 2 extension page.

Shipping Rules for Magento 2

Achieve your goals by managing shipping conditions according to your demands.

  • Create shipping rules depending on purchases history, cart or customer attributes
  • Apply individual rules to specified shipping methods and shipping carriers
  • Define a selection of shipping carriers, available to your customers, and manage their shipping rates
  • Change the rate for the whole cart both by fixed amount and by percent
  • Choose specific days or periods of the rules validity

General extension settings

Extension settings are located at Stores > Configuration > Amasty Extensions > Shipping Rules

  • Include tax in subtotal - indicate whether the subtotal includes taxes.
  • Use subtotal after discount - set to Yes, if the subtotal should contain prices after the discount; set to No, if the subtotal should contain only original prices.
Effectively deal with all stages of RMA process to organize the efficient process of returning products.

Shipping rule settings

Shipping Rules are set up in Sales > Shipping Rules > Add Rule button.

General

  • Name - specify the name of the shipping rule.
  • Status - define the rule as active or inactive.
  • Shipping Carriers - choose shipping carriers to which the rule should be applied.
  • Shipping Methods - determine the list of available shipping methods to which the rule will be applied.
  • Priority - define the importance of the rule. The higher the rule priority is, the earlier the rule will be applied in comparison with others.
Keep in mind, that when two or more rules are applied to a shipping rate of a product simultaneously, the customers will see the rate, provided by the rule with the lowest priority.

Products

  • Condition tree - use numerous attributes to select products, to which the rules should be applied. To obtain more information, look through the Difference between conditions on Products and Conditions tabs section.
  • Free Shipping - Ignore Free Shipping Promo - set to Yes, if you want the rule to be applied to all products, including free shipping promo items; set to No, if the rule should be applied only for items with non-free shipping.
  • Totals for selected products, excluding items shipped for free - specify, if needed, boundary values for products selection. Set Weight From/Qty From/Price From condition if you want the rule to be applied after the total weight/total quantity/total price of selected products reaches the specified value. Set Weight to/Qty To/Price To condition if you want the rule to be applied until the total weight/total quantity/total price of selected products reaches the defined value.

Rates

  • Calculation - set to Replace if you want the original shipping rate to be changed to another value; set to Surcharge to add the calculated value to the present shipping rate; set to Discount if you want to deduct the calculated value from the present shipping rate.
  • Base Rate for the Order - determine the total rate per order.
  • Fixed Rate per Product - specify a fixed rate for each product in the cart. The rate for the whole order will be formed by multiplying the mentioned fixed rate by the number of products in the cart.
  • Rate per unit of weight - define a rate that will be automatically multiplied by the products’ weight to create a shipping rate. For example, if you set $5 rate per unit of weight (regarding that a unit of weight equals to 1 kilo), then the rate for the order, containing 5 kilos of products of the mentioned category (without products of other categories), will constitute $25.
  • Percentage per Product - determine the rate as a percentage of the original cost of products in the cart (the costs are taken without any discounts that might have been applied).
  • Handling Percentage - specify the percentage that will be automatically added or deducted from the shipping rate. The percentage will be calculated on the original shipping rates basis.
  • Minimal\Maximal rate change - set boundary (minimal or maximal) values, for which the original rate can be changed.
  • Minimal\Maximal rate - determine boundary (minimal or maximal) values of a shipping rate which can be set after the rule application.

Conditions

  • Condition tree - if there are some conditions specified, the rule will be applied only when the conditions are met. If there are no conditions set, the rule will be applicable all the time.
  • Backorders - the option determines how the rule will work if there are Backorder items in the cart. When it's set to Backorders only, the rule is applied when there are only Backorder items in the cart. With Non backorders, the rule works when there are no Backorder items in the cart. If set to All orders, the rule works regardless of whether there are Backorder items in the cart or not.

Use conditions, based on customer/cart attributes or advanced conditions, to create specific rules that meet your requirements.


Stores & Customer Groups

  • Admin Area - enables or disables the rule application in the admin area.
  • Stores - specifies the stores where the rule should be applied.
  • Customer Groups - defines customer groups, to which the rule should be applied.

Please note that if nothing is specified in Stores and Customer Groups conditions, the rule will be applied to all stores and customer groups accordingly.


Days & Time

  • Days of the Week - choose separate days of the week if you don’t want the rule to be applied the entire time.
  • Time From - Time To - determine the specific validity period of the rule.

Coupons

  • Apply Rules Only With - Coupon Code - when a coupon is provided here, the rule will be activated only when this coupon is entered.
  • Apply Rules Only With - Shopping Cart Rule (discount) - works the same as the setting above, but uses the list of coupons in the selected rules instead of a single coupon.
  • Do NOT Apply Rules With - Coupon Code - when a coupon is provided here, the rule won't work when this coupon is entered.
  • Do NOT Apply Rules With - Shopping Cart Rule (discount) - works the same as the setting above, but uses the list of coupons in the selected rules instead of a single coupon.

Usage example

Free Shipping for selected items

Complete three easy steps to offer free shipping for certain categories of products in the store while all other items save their regular shipping rates.

Step 1. Create a shipping rule (go to Sales > Shipping Rules > Add Rule button). Define single products or product categories, for which free shipping should be offered, on the Products tab.

Step 2. Set the fixed rate per specified products (the value should be 0$) on the Rates tab to offer free shipping.

Step 3. Select shipping methods to be recalculated. You can select a carrier in the Shipping Carriers field to choose all the available methods of this carrier for one click.


Troubleshooting checklist

Please review the information below to figure out why the rule you've set up doesn't work or works incorrectly.

Check if conditions are specified correctly

One of the most common reasons, that shipping rules either don’t work properly or don’t work at all, is incorrectly set conditions.

The problem may arise because Magento will search for a product with the specified single SKU (in our example the SKU is “23rf,29rt,300ds”) in the cart, not any of the products with the SKUs from the list: 23rf, 29rt or 300ds. If you’ve meant the second requirement (one of the products from the list), you should configure the rule in the way presented below.

Consider the difference: conditions specified on Products tab and on Conditions tab

  • Conditions tab defines the cases when the rule should be used.

  • Products tab specifies the products to which the rules should be applied.

Now let’s check how the rule presented above works: when the cart contains 3 or more products with SKUs 23rf, 29rt or 300ds, the shipping rates will be replaced with $0 only for products with the mentioned SKUs. Shipping rates of products with other SKUs in the cart won’t be changed when the rule activates.

Check if there are no other activated rules that are not needed

To avoid undesirable results, make sure there are no active rules that shouldn't be applied. Let’s check the situation: you have several shipping rules and all of them are set as active. Rule 1 has the highest priority, Rule 2 has lower priority and Rule 3 has the lowest one. That’s how it will work when the cart contents meet all active shipping rules conditions:

  • Rule 1 will be applied first. It is set to replace a shipping rate of any one item in the cart with $0.50.
  • Rule 2 will be applied the second. It replaces the cost of shipping for the whole order with $15.
  • Rule 3 will be applied the last. This rule sets free shipping for all items in the cart. This means, that shipping rate for the whole order will constitute $0.

Use Conditions tab to restrict the cases of the rule application.


Find out how to install the Shipping Rules for Magento 2 via Composer.

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magento_2/shipping-rules.txt · Last modified: 2018/09/19 07:57 by milosh