Shipping Rules

Creating shipping rules

Shipping rules determine which carrier and service you want to use for each parcel. They are used to translate the information in a sales record, into a carrier and service that can be printed on your label or invoice. They are also used to determine which carrier and service to be used.

In the Records Tab, select Shipping>Shipping Rules , this will show the shipping rules dialog. To create a rule, click Add and then define the rule for the carrier and service you want to use.

Use the Up/Down arrows to move the rules. More important ones need to be above less important ones, the order of the rules should be International, Next Day, Signed, Tracked, Others .

Rule section
Defines to rules that decide which carrier to be used

The field drop-down lists the available fields that can be tested. The test drop-down shows the tests that cab be stood match the field to the text.

A rule set consist of one or more rules that match the fields in the sales record. When a sales record matches a rule set, it's Carrier, Method and Parcel count will be changed. If you have defined a Label creator in the bottom section, that will change carrier export details for the record.

Rule order
Shipping rules are evaluated from the the top of the list down. Once a match is made, rules below that are not evaluated.

Carrier Section
Defines the carrier and method to be shown on the sales record.

 when a sales record it matches a rule set, the chosen carrier details are applied to it. The carrier details are for display and identification only, to define a carrier export or upload, use the settings in the Label section below.

Amazon Carriers
When this checkbox is ticked, only carriers that are compatible with Amazon VT are listed in the drop-down

Label Section
Defines which creator will be applied to the sales record.

When a sales record matches a rule set, the chosen label creator will be applied to it. The fields in this section are different for each label creator, depending on the options that are available for the creator.

Defining a default rule

It's always a good idea to define a default rule so that you can easily identify records that didn't match any shipping rules. You can use [ShipMethod] contains (leave Text blank) to define your default carrier and method. This rules needs to be that last in the list

Available fields

Field name



Name or reference for buyer


Carriage charge


Sales Channel e.g. Amazon, eBay, etc


Three letter currency code, e.g. GBP, EUR, AID


Sub total of the sale without carriage, discounts or charges


Gross total of the sale


The package value shows how many units will fit into a package, usually a letter or large letter.

If three of an item will fit into a large letter, but four need to be parcel, the package value will be 0.3 - A shipping rule to change Large Letter to Packet would be: IF [Package] Is More Than 1
As package values are unique to Packing Partner, they must be entered using product lookup .


The total weight of the sale. If supported, weights are collected from a channel, otherwise they can be added using product lookup .


The total volume of the sale, calculated from the dimensions of the product. If supported, dimensions are collected from a channel, otherwise they can be added using product lookup .


The total number of items in the sale


Delivery address


Delivery postcode




The Sale ID supplied by the selling channel


The value returned by the Collect_FieldValue(Record As RecordStruct) function

Scripts can be used when the two rules are not enough to determine a Carrier and service. The return value of the script is used in a comparison. e.g. IF [Script] Equals 'Over Seas'...


The sellers name as given by the channel. If a name is not available, the web site name is used.


The notes left by the seller, in general only SellerNotes1 is used.


Ship extra codes are added to the sales record to indicate various carrier states, such as Royal Mail Tracked and Signed countries, Highlands and Islands Postcodes.

ShipExtra codes


Two letter ISO code for the delivery country, e.g. IC:UK


Highlands and Islands postcodes (for Royal Mail)


Isle of Man postcodes


Isle of Wight postcodes


Northern Ireland postcodes


Channel Islands postcodes





Postcodes where MyHermes charges extra(IM, HS, ZE, JE, GY)

Postcodes where DPD and Interlink charge extra)

Postcodes where Parcelforce charges extra

Postcodes where UPS charges extra


Delivery address is outside the UK


Delivery address is to Europe


CN22 is required (you must make sure sender country is set correctly in Tools>Options>Settings>Sender Country )


International Tracked and Signed country


International Tracked country


International Signed country


The shipping method from the sales channel, either the default or one chosen by the buyer.


The code if you use PacketSort or Mail Sort with Royal Mail


For channels with multiple streams, this returns the stream where the purchase was made, otherwise it returns the channel


The stream for channels with multiple selling channels. Will be blank for channels with a single stream.


A list of SKU, Code, Location, Title, Comment or Custom attribute from the sale, that shows the quantity and the name of the products in the order. e.g.

A SkuList would be:

1 x SKU123
2 x SKU231
1 x SKU321

A TitleList would be:

1 x Product title one
2 x Product title two
1 x Product title three