Schedule a Call
Smartive.io

ShipEZ Setting Guide

📚 ShipEZ User Manual

🚀 Shipping Rule Presets

Quick-start shipping rules you can apply and customize to fit your store’s needs.

Shipping Rule Preset 1: Cart Total Rule

Set shipping rates based on cart value — lower fees or free shipping for higher order totals.

Cart Total Range

Shipping Rate

$0 – $49

$5.00

$50 – $99

$2.99

$100 and up

Free

🧩 How to Set Up the Cart Total Rule

Follow these steps to replicate the rule setup shown in the screenshots.

✅ Step 1: Select Shipping Profile & Zone
  1. Go to ShipEZ > Rules



  1. Click Add Shipping Rule

Under General Profile, tick the box for the zone you want to apply the rule to (e.g. ✅ Domestic)


Click Next

✅ Step 2: Create the Rule
  1. Status: Leave as Active (required)
  2. Rule Name: Enter Cart Total Rule (required — will display at checkout)
  3. Enable Rule Scheduling: Set to No (default)
  4. Condition Type: Leave as Match all conditions (default)
    Add Condition:
    • Condition Field: Cart Total
    • Operator: Greater Than or Equal To
    • Value: 1
    • Currency: USD (or your store currency)

       5. Click Next to continue.

✅ Step 3: Set the Shipping Rate (Manual Setup)
  1. Select Manual Calculation

2. Fill in the following fields:

  • Status: Active
  • Shipping Rate Name: Cart Total Rule (required — shows at checkout)

  • Minimum Shipping Rate (Optional): 0 USD
  • Maximum Shipping Rate: 100 USD
  • Choose Rate Input Method: Use Range Values
  • Cost Type: Fixed Fee

Add 3 shipping tiers using the above table

3 . Leave the Discount and Service Fee sections blank (as shown).

Click Finish to save the rule.

✅ Final Result
  • Your rule is now active.


  • When a customer checks out, the app will display the Cart Total Rule and apply the correct rate:
    • $5 for orders under $50

 

    • $2.99 for orders $50–99

    • Free shipping for $100+

Shipping Rule Preset 2: Cart Weight Rule

Set a base shipping fee for orders up to a certain weight, and charge an additional fee for every extra kilogram over that weight.

Cart Weight Range (kg)

Shipping Rate

0-5 kg

$10.00

Over 5 kg

Base $ 10+ $2 per additional kg

🧩 How to Set Up the Cart Weight Rule

Follow these steps to replicate the rule setup shown in the screenshots.

✅ Step 1: Select Shipping Profile & Zone
  1. Go to ShipEZ > Rules



  1. Click Add Shipping Rule

Under General Profile, tick the box for the zone you want to apply the rule to (e.g. ✅ Domestic)


Click Next

✅ Step 2: Create the Rule
  1. Status: Leave as Active (required)
  2. Rule Name: Enter Cart Total Rule (required — will display at checkout)
  3. Enable Rule Scheduling: Set to No (default)
  4. Condition Type: Leave as Match all conditions (default)
    Add Condition:
    • Condition Field: Cart Weight
    • Operator: Greater Than or Equal To
    • Value: 0
    • Currency: grams

       5. Click Next to continue.

✅ Step 3: Set the Shipping Rate (Manual Setup)
  1. Select Manual Calculation

2. Fill in the following fields:

  • Status: Active
  • Shipping Rate Name: Cart Weight Rule

  • Calculation Criteria: Cart Weight
  • Minimum Shipping Rate: 0 USD
  • Maximum Shipping Rate: 100 USD
  • Choose Rate Input Method: Base Value + Increment
  • Cost Type: Fixed Fee
  • Base Amount: 10 USD
  • Skip Increment: 5000 grams (apply base fee up to 5kg)
  • Step Rate: 2 USD
  • Increment Unit: 1000 grams (apply $2 every extra 1kg)

Click Finish.

3 . Leave the Discount and Service Fee sections blank (as shown).

Click Finish to save the rule.

✅ Final Result
  • The rule is active and will display to customers during checkout as the Cart Weight Rule.

  • When a customer checks out, the app will display the Cart Total Rule and apply the correct rate.
    • Cart weight = 1kg → Shipping = $10
    • 8kg order → Shipping = $16 (Base $10 + 3kg × $2)

Shipping Rule Preset 3: Flat Rate Rule

Set a fixed shipping fee based on customer location — $10 for domestic orders within the USA, and $15 for international orders.

Shipping Zone

Shipping Rate

Domestic (USA)

$10.00

International

$15.00

🧩 How to Set Up the Flat Rate Rule

Follow these steps to replicate the rule setup shown in the screenshots.

✅ Step 1: Select Shipping Profile & Zone
  1. Go to ShipEZ > Rules



  1. Click Add Shipping Rule

Under General Profile, tick the box for the zone you want to apply the rule to (e.g. ✅ Domestic)


Click Next

✅ Step 2: Create the Rule

✅ Domestic Flat Rate Setup

  1. Status: Set to Active (default).
  2. Rule Name: Enter Flat Rate Rule.
  3. Add Condition:
    • Field: Cart Total
    • Operator: Greater Than or Equal To
    • Value: 1 USD.

Click Next to continue.

✅ Step 3: Set the Shipping Rate (Manual Setup)
  1. Select Manual Calculation

2. Fill in the following fields:

  • Shipping Rate Name: Domestic Flat Rate Rule
  • Calculation Criteria: Cart Total
  • Choose Rate Input Method: Use Range Values
  • Cost Type: Fixed Fee
  • Minimum Value: 0 USD
  • Maximum Value: ~ (unlimited)
  • Price: 10 USD

Click Finish.

✅ After clicking Finish, the Domestic Flat Rate Rule is created and shown on the Rule list.

✅ Step 4: Add the International Rate
  1. Go to the Flat Rate Rule just created.
  2. Under the International zone, click Add Rate.
  3. Choose Manual Calculation.
  4. Fill in the following fields:
    • Shipping Rate Name: International Flat Rate
    • Calculation Criteria: Cart Total
    • Choose Rate Input Method: Use Range Values
    • Cost Type: Fixed Fee
    • Minimum Value: 0 USD
    • Maximum Value: ~ (unlimited)
    • Price: 15 USD

Click Finish.

✅ After clicking Finish, the International Flat Rate is created and shown under the International zone.

✅ Final Result

When a customer checks out, the app will display the correct Flat Rate shipping:

  • Customers in the USA will see Domestic Flat Rate: $10.

  • Customers outside the USA will see International Flat Rate: $15.

Shipping Rule Preset 4: Product Tag Rule

Apply a special shipping fee for products with a specific product tag — for example, add an extra $12 shipping cost if the product is tagged as “Fragile.”

Product Tag

Shipping Rate

Fragile

$12.00

🧩 How to Set Up the Product Tag Rule

Follow these steps to replicate the rule setup shown in the screenshots.

Set Up the Product Tag

To apply a shipping fee for fragile items, you must tag your products correctly first.

  1. Go to your Shopify Admin → Products.
  2. Open the product you want to apply the rule to.
  • Example: ZWILLING J.A. Henckels Coffee Mug 2 Piece, Clear.
  1. In the Tags section, add the tag:
  • Fragile
  1. Save the product.

Now your product is ready to match the “Fragile” condition for the shipping rule.

✅ Step 1: Select Shipping Profile & Zone
  1. Go to ShipEZ > Rules



  1. Click Add Shipping Rule

Under General Profile, tick the box for the zone you want to apply the rule to (e.g. ✅ Domestic)


Click Next

✅ Step 2: Create the Rule
  1. Status: Set to Active (default).
  2. Rule Name: EnterProduct Tag Rule.
    • Add Condition:
      • Field: Product Tag
      • Operator: GInclude
      • Value: Fragile.
        Only products tagged with Fragile will trigger this rule.

Click Next to continue.

✅ Step 3: Set the Shipping Rate (Manual Setup)
  1. Select Manual Calculation

2. Fill in the following fields:

  • Shipping Rate Name: Product Tag Rule
  • Calculation Criteria: Cart Total
  • Choose Rate Input Method: Use Range Values
  • Cost Type: Fixed Fee
  • Minimum Value: 0 USD
  • Maximum Value: ~ (unlimited)
  • Price: 12 USD

Click Finish.

✅ After clicking Finish, the Product Tag Rule will be created and shown in the Rule List.

✅ Final Result

When a customer buys a product tagged with Fragile (for example, ZWILLING J.A. Henckels Coffee Mug 2 Piece),

the app will automatically apply a $12 shipping fee at checkout.

Shipping Rule Preset 5: Cart Volume Rule

Set different shipping rates based on the total cart volume.

Orders with a cart volume over 150,000 cm³ will have a higher shipping fee.

Cart Volume Range (cm³)

Shipping Rate

0-149,999 cm³

$50.00

150,000 cm³ and up (~)

$150.00

  • Small to medium-sized products (below 150,000 cm³) → Standard Shipping Fee ($50).

  • Large products or bulky carts (above 150,000 cm³) → Higher Shipping Fee ($150).

🧩 How to Set Up the Cart Volume Rule

Follow these steps to replicate the rule setup shown in the screenshots.

Important Setup: Sync Product Dimensions

Before setting the Cart Volume rule, make sure you have:

  • Enabled Sync Dimensions Values from product/variant metafields.
  • Correct metafield mapping:
    • Width: custom.width
    • Height: custom.height
    • Length: custom.length

  • Set your Dimension Format to Centimeters (cm).

The product volume will be automatically calculated as:

Volume = Width × Height × Length

🛒 Example Product
  • Product: EKTORP 3-seat sofa
  • Dimensions:
    • Length: 218 cm
    • Width: 88 cm
    • Height: 88 cm
  • Calculated Volume:
    • 218 × 88 × 88 = 1,691,648 cm³ (over 150,000 cm³)
✅ Step 1: Select Shipping Profile & Zone
  1. Go to ShipEZ > Rules



  1. Click Add Shipping Rule

Under General Profile, tick the box for the zone you want to apply the rule to (e.g. ✅ Domestic)


Click Next

✅ Step 2: Create the Rule
  1. Set up the rule:
  • Status: Active
  • Rule Name: Cart Volume Rule
  • Condition Type: Match all conditions
  • Condition:
    • Cart Volume → Greater Than or Equal To → 1 cm³

        2. Click Next.

✅ Step 3: Set the Shipping Rate (Manual Setup)
  1. Select Manual Calculation

2. Fill in the following fields:

  • Shipping Rate Name: Cart Volume Rule
  • Calculation Criteria: Cart Volume
  • Choose Rate Input Method: Use Range Values
  • Cost Type: Fixed Fee
  • Shipping Rates:
    • Minimum Value: 0 cm³ | Maximum Value: 149,999 cm³ | Price: 50 USD
    • Minimum Value: 150,000 cm³ | Maximum Value: ~ (unlimited) | Price: 150 USD

Click Finish.

 

✅ After clicking Finish, the Cart Volume Rule will be created and shown in the Rule List.

✅ Final Result

Calculated Volume:

  • 218 × 88 × 88 = 1,691,648 cm³ (over 150,000 cm³)

Result:

  • Shipping Fee = $150

At checkout, customers will see:

💡 Pro Tips for Setting Preset Rules

  • Always Start Simple:
    Set up basic rules first (like Cart Total or Flat Rate) before moving to advanced rules like Cart Weight, Volume, or Product Tags.
  • Be Consistent with Units:
    Always check that your store’s unit settings (Weight, Distance, Dimension) match the rule you are setting.
    → Example: If you use Centimeters, make sure all product dimensions are in Centimeters too.
  • Name Rules Clearly:
    Use clear, simple names for rules like “Cart Total Free Shipping” or “Fragile Item Fee”.
    It helps you (and your team) manage and update rules easily later.
  • Use Product Tags Wisely:
    Tag special products (like fragile, oversized, or heavy items) and create specific rules for them instead of adjusting general rules.
  • Test with Real Products:
    Always test your rules with real or sample products on checkout to ensure the correct rate is applied before going live.
  • Avoid Overlapping Rules:
    Make sure different rules don’t conflict. For example, avoid setting multiple Free Shipping and Weight Shipping rules together unless needed.
  • Set Default Shipping:
    If unsure, set a simple fallback rule (like Flat Rate $10 for any orders) to avoid shipping calculation errors.
  • Document Rule Logic:
    Write a short internal note for each rule explaining why it exists.
    → Example: “This rule is for orders over $75 to get free shipping.”
  • Update Regularly:
    As your products or shipping strategy changes, revisit and adjust your shipping rules every 3–6 months.