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ShipEZ Setting Guide

πŸš€ Section 2: Shipping Rule – Set Up & Configuration

Shipping Rules in ShipEZ define when and how a shipping rate is applied. Each rule includes a trigger condition and rates assigned by zone (like Thailand or International).

πŸ” 2.1 Shipping Rule – List View

This is where you manage all your shipping rules in one place. You can:

  • Search by name using the search bar
  • Filter by Status (Active / Disabled)
  • Click on a rule to edit it
  • Create a new rule using the New Shipping Rule button

πŸ“Έ Screenshot example: β€œShipping Rules List” view

Shipping Rules List
πŸ“ 2.2 Shipping Rule – Edit View

Click a rule to enter the edit view. This is where you define the trigger conditions and assign shipping rates per zone.

🧭 Step-by-Step: How to Set Up a Shipping Rule
βœ… Step 1: Create a Shipping Rule (Required)
  1. Status – Active or Disabled
  2. Rule Name – Give it a clear name (e.g., Standard Shipping Rule)
  3. Enable Rule Scheduling (Optional) – Set active dates for time-limited rules
  4. Condition Type – Choose how conditions are applied:
    • Match all conditions (Default)
    • Match any conditions
    • Match no conditions
  5. Conditions – Define when this rule applies:
    • Cart conditions (Total, Quantity, Weight)
    • Product conditions (Tag, SKU, etc.)
    • Customer conditions (Email, City, Group)
🧩 Required Condition (Even for Simple Rules)

Every shipping rule in ShipEZ must have at least one condition. If you don’t have any special logic, you can simply use a basic cart condition to activate the rule.

πŸ”Ή Suggested Basic Condition
Cart Total is Greater Than or Equal To 1

βœ… This ensures the rule will apply to all valid orders where the customer has added at least one item to the cart.

πŸ›‘ If no condition is added, the rule won’t trigger at checkout.

🚚 Step 2: Add Shipping Rates per Zone (Required)

Inside your rule, scroll to the Shipping Zones & Rates section and:

  1. Click Add Rate under your zone (e.g., Thailand, International)
  2. Choose:
    • Manual Calculation: Flat rate or tiered pricing
    • Carrier Services: Real-time rates from DHL, FedEx, USPS, etc.
  3. Set your Rate Name
  4. Configure:
    • Calculation Criteria: Cart total, weight, quantity
    • Cost Type: Fixed or Percentage
    • Rate Range(s): If applicable
    • Handling Fee (Optional): Default is 0.00
  5. Save your rate
πŸ’Έ Step 3: Add Discount / Adjustment (Optional)

Located under each rate block.

  • Discount Type: Fixed or Percentage
  • Discount Threshold: Optional minimum amount to trigger discount
  • Service Fee: Optional added charge (e.g., handling)
πŸ†˜ Fallback Rate (Carrier Services Only)

If your carrier doesn’t return a result (e.g., due to API failure or unsupported zone), you can configure a fallback:

  • Enable the Fallback Rate toggle
  • Set a flat rate to be used as backup
🌍 Example Shipping Rate Setup by Zone
πŸ‡ΉπŸ‡­ Thailand Zone
πŸ“¦ Example 1 – Tiered Shipping (Manual)

Cart Total (THB)

Rate

0–499

30.00

500–999

15.00

1000+

0.00

πŸ›  Manual rate based on Cart Total with fixed fees

πŸš€ Example 2 – Express by Weight

Weight (kg)

Rate

0–2

50.00

2.01–5

80.00

πŸ›  Manual rate based on Cart Weight

🌐 International Zone
✈️ Example 1 – Carrier-Based with Fallback

Condition

Carrier

Notes

Cart Total β‰₯ 50

DHL Express

Real-time rates applied

Else

USPS

Lower cost alternative

Fallback

N/A

Fixed $15 if carrier fails

πŸ›  Use real-time carrier integration with backup

🌎 Example 2 – Flat Rate by Region

Region

Rate

Southeast Asia

$8.00

Other International

$15.00

πŸ›  Use manual rates for global zone segmentation

πŸ” Pro Tip: Use One Rule, Many Zones

You only need one shipping rule, then assign different rates for each shipping zone (e.g., Thailand, International) under the Shipping Zones & Rates section.

This keeps your configuration clean and reduces duplication.