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ShipEZ Setting Guide

πŸš€ Section 4: Shipping Rule Logic – Conditions, Criteria & Real-World Examples

This section explains how shipping rules work in ShipEZ. It defines key terms, explains how rule conditions and rate criteria function, and provides real-world business examples to help you configure effective shipping logic.

πŸ“˜ 4.1 Key Terms

Term

Definition

Rule Condition

Defines when a shipping rule is applied (e.g., cart value, product tag).

Rate Criteria

Defines how the shipping cost is calculated (e.g., weight-based fee).

Shipping Rate

The cost shown to the customer at checkout.

Shipping Rule

A combination of conditions that trigger the rate setup.

πŸ”€ 4.2 Condition Type Logic
This logic determines how multiple conditions are applied together.
Option Description When to Use
Match all conditions All selected conditions must be true. Strict filtering. Example: Product Tag is fragile and Cart Total β‰₯ 100.
Match any conditions One of the selected conditions must be true. Broader rules like: Cart Weight > 10kg or Cart Total > $200.
Match no conditions All selected conditions must not match. Exclude carts. Example: If no free_shipping tag exists.
βš™οΈ 4.3 Rule Conditions & Rate Criteria Definitions

πŸ“¦ Cart-Based Conditions (Used to determine when a shipping rule applies)

Condition Type

Description

Sample Value

When to Use

Cart Total

Total cart value before discount

β‰₯ 100 USD

Free shipping over $100

Cart Quantity

Number of items in the cart

β‰₯ 3 items

Bulk order discount

Cart Weight

Total weight of items

β‰₯ 5 kg

Heavy item shipping

Cart Distance

Distance from origin (if app supports geo)

≀ 10 km

Local delivery pricing

Cart Postal Code

Customer’s postal code

10001

Deliver only to NYC

Cart Length/Width/Height

Cart physical dimensions

β‰₯ 100 cm

Oversized packaging

Cart Volume / Volumetric Weight

Total size or dimensional weight

β‰₯ 30,000 cmΒ³

Volumetric shipping pricing

πŸ›’ Product-Based Conditions

Condition Type

Description

Sample Value

When to Use

Product Total

Combined value of specific products

β‰₯ 200 USD

Luxury product shipping

Product Quantity

Quantity of selected products

β‰₯ 2 items

BOGO shipping offer

Product Weight/Volume

Product-based measurements

β‰₯ 2 kg or 2000 cmΒ³

Large item shipping

Product Tags

Tags like fragile, free_shipping

Tag: dhl

Filter for premium shipping

πŸ‘€ Customer-Based Conditions

Condition Type

Description

Sample Value

When to Use

Customer Tags

Tags assigned to customer profiles

VIP, B2B

Special rates for key segments

Customer Address/City/Postal Code

Geographic-based condition

New York City, 10001

Regional shipping rates

Β 

πŸ“ 4.4 Rate Criteria (Used to determine how the rate is calculated)

Criteria Type

Description

Cart Total

Calculate cost based on total cart value.

Cart Quantity

Based on number of items in the cart.

Cart Weight

Based on overall cart weight.

Cart Volume / Volumetric

Charges based on dimensional weight or size.

Product Weight

Based on weight of specific product(s).

Product Volume

Based on dimensions of individual product(s).

Postal Code / Region

Determines rate based on customer location.

Carrier Rate

Fetches real-time rates from carrier APIs like FedEx, DHL, USPS.

πŸ› 4.5 Real-World Examples by Business Type

Business Type

Use Case

Rule Condition

Rate Criteria

Electronics Store

Free shipping over $100

Cart Total β‰₯ 100

Cart Total

Apparel Store

Heavier orders cost more

Cart Weight

Cart Weight

Beauty Brand

VIP customers get cheaper rates

Customer Tags = VIP

Cart Total

Furniture Store

Large boxes increase fees

Product Volume or Product Length

Product Volume

Wholesale B2B

Discounts for bulk order customers

Customer Tags + Cart Quantity > 50

Cart Quantity

Subscription Boxes

Limit free shipping to local zones

Customer City / Postal Code

Flat Rate or Carrier

Custom Packaging

High-value, fragile items ship express

Product Tags = fragile

Carrier Rate

πŸ’‘ Pro Tip:
  • Start simple: Test one condition (e.g., Cart Total β‰₯ $100) before layering complex logic.
  • Use “Match All Conditions” for strict filters (e.g., only apply if Cart Total β‰₯ $100 and tag is fragile).
  • Use “Match Any” to allow more flexible rules (e.g., VIP customers or cart over $200).
  • Use “Match None” to exclude certain carts (e.g., skip customers with free_shipping tag).
  • Use customer or product tags for targeted rules (e.g., bulk buyers, subscription customers).
  • Product-based conditions allow shipping to respond to individual product behavior, not just the whole cart.
  • Rate criteria should match the business modelβ€”e.g., volumetric for furniture, weight for food items.