Dialogs Shipping Rules

Creating Shipping Rules

Shipping rules allow you to specify which carrier and service to use, depending on the details of the order.

Rules can include any details from the order, to make sure that your parcels are always shipped by the best method.

Rule evaluation
Rules are evaluated from the top down, the first rule to match will be applied.

Toolbar


Filter rules	Filter the list of rules
Add above	Add new rule above the selected one
Add below	Add new rule below the selected one
Duplicate	Duplicate the selected rule
Remove	Remove the selected rule
	Move the selected rule up in the list
	Move the selected rule down in the list
Show match	Select the rule in the list that matches the selected record.
Tick records	Tick records in current view that match the currently selected rule

Rule List

The list of rules that will be evaluated to set the carrier and service for each parcel. The following rules will set the parcel type for Royal Mail, based on the size and weight of the items in an order.

Sample shipping rules

Rule

Defines the set of conditions that decide which carrier and service to set. There can be any number of conditions in each rule, but it is easier to organise your rules if each one only has two or three.

Field
Title	Title of the rule. This is for identification only, it doesn't have any effect on the rule.
Field	Select the field to be compared from the drop-down list
Test	Select the test to match with the text in Text
Value	The value to be compared with the value of Field
Mode	None: Only the first condition line will be valid And: Both the condition on the line and the line below must be true Or: Either the condition on the line or the line below must be true

Carrier


Show only Amazon carriers	Shows only the carrier names that are accepted by Amazon, in the list of carrier names.
Name	Used to update the carrier field when marking despatched on the channel the order came from.
Method	Used to update the carrier method field when marking despatched on the channel the order came from.
Parcels	Number of parcels to create when getting labels from the carrier. Most carriers support multiple parcels, but there are a few that don't. Please check with your carrier if you need multiple parcels.
VAT Exempt	Only applies to some sellers when using Royal Mail letter or large letter. You must be certain that you are entitled to use a Royal Mail VAT except service.

Creator


Type	Select the type of shipping label to create. Options are: Royal Mail: Get a label from your Click & Drop account API Other Carrier: Get a label from your carrier API File Export: Create a CSV file export for importing to a carrier Custom Script: Create a label from a custom script
Carrier	The carrier that will create the label. You need to have an account with the carrier, and have added credentials for them in the Credentials Dialog.
Dept	The department that you have setup on your Click & Drop account. This option is only available for Royal Mail labels. You must have departments setup on your Click & Drop account.
Service	The service to send the parcel by. These are different for each carrier and will change depending on the carrier you have chosen.
Other fields	The names and options will change according to the features available for each carrier.
DAP customs terms	For export orders: The recipient is responsible for paying duty on the parcel. The default customs terms are DDP, where the seller is responsible for all customs duty. Only use this option if you are certain that it is correct, as your customer will have to pay any duty before delivery.