Example: Custom Rates using Carrier Rules

Overview

This article describes how you can use a Custom Carrier with just carrier rules to get offline rating in the checkout.  You can use only a table rate with custom carrier or a combination of table rates with carrier rules if you prefer.

There are 2 parts to this process:

  1. Add and configure the carrier
  2. Add the Carrier Rules to set the shipping prices

Adding the Carrier

  1. Click on “Carriers” in the left sidebar
  2. Click “Add New” to add a new carrier
  3. In the “Create New Carrier” modal, enter the desired name for your carrier in “Carrier Name”, set “Carrier Type” to “User Defined Carrier” and select “Custom Defined” under “Carrier” (see screenshot)
  4. Click “Create Carrier”
  5. Enter the name to be shown to customers under “Carrier Title to display in checkout” in the “Carrier Overview” panel.
  6. Choose at least one Shipping Origin under “Shipping Origins”

ShipperHQ New Custom Rates Carrier

Define the Shipping Methods

You need to think about which shipping methods/services to display (e.g. Ground, Next Day).

Add these via the Shipping Methods tab.

ShipperHQ Custom Rates Carrier Create Shipping Method Dialog

Once complete save your Carrier.

Set Shipping Prices via Carrier Rules

Creating a Zone

  1. Click on “Zones” under “Carrier Rules” in the left-hand nav menu.
  2. Click the “Add New +” button.
  3. Enter a “Name” for the Zone.
  4. Choose a Country from the “Countries” list.
  5. You can now either select more countries to define a zone made up of countries or change the “For states/regions” selector to “Including” or “Excluding” and choose a list of states, provinces, or regions from the “States/regions” list.
  6. Click the “Save” button to save your Zone.
Action Panel of Rules Interface
Action Panel of Rules Interface

Creating a Rule

  1. Click on “Carrier Rules” in the left-hand nav menu.
  2. Click the “Add New +” button.
  3. Enter a “Name” for the Rule in the “Overview” panel, this should be a descriptive name (e.g. “Eastern US Standard Shipping”).
  4. In the “Applicable Shipping Methods” panel, choose the shipping method you set up earlier under the custom carrier you set up earlier.
  5. Choose the Zone you set up earlier under “Apply to Zones” in the “Conditions” panel.
  6. Enter a value in the “Shipping Rate” field under “Base Shipping Price Modifications” in the “Set or Modify Shipping Price” panel of the “Actions” panel.
  7. Click the “Save” button at the bottom of the page.

Conclusion

We’ve walked through the process of setting up a Custom Rate carrier with an associated Carrier Rule and Zone. If you followed these instructions, you now have a basic, working Custom Rates carrier.

Please bear in mind that if you do not cover all conditions then you will not see rates. For example if you only set up a rule for US 48 then no carrier rates will show for a UK address. The same applies with other conditions such as price, weight, etc.