How to Configure Filters

Overview

Use filters on carrier rules to affect shipping rates based on price, weight, or quantity thresholds. For example: over $100 in cart value, you want to set the price of Ground Shipping to free. The filter in this scenario a price filter.

Each filter allows you to set whether filters are looking at the entire order, the part of the order being shipped from a specific origin, the part of the order belonging to a specific shipping group, or each item within a certain shipping group.

Creating a Filter

A filter must be applied to a Carrier Rule in order to be effective.

  1. Under Carrier Rules, Select the Filters tab
  2. Under Edit Filter: Enter a Name that explains what the filter does.
  3. Select how the filter will apply: Whole Cart, Everything in Shipping Group, Everything in Origin, or Each Item within Shipping Group. See below for insight on each option.
  4. Under the “Standard Filters” panel, you will need to choose what the filter is looking at: price, weight, or quantity (screenshot below)For Example: if you want to Filter by Price you will need to select Range under Price and enter the min/max for the prices that apply for this filter. Weight and Quantity should both be set to Ignore in this case.

Screen Shot 2016-08-19 at 17.59.57

  1. Select Save

Filter Applies To

Below is a description of each option for the “Filter Applies To” setting:

  • Whole Cart: you want the filter to read the entire cart’s price, quantity, or weight.
  • Everything in Shipping Group: you want the filter to read for a specific Shipping Group’s price, quantity, or weight.
  • Everything at Origin: you want the filter to read the price, quantity, or weight of only the products shipping from a specific origin.
  • Each Item within Shipping Group: you want the filter to read for price or weight of each individual item within a Shipping Group. NOTE: quantity is not typically used in this setting.

Min and Max Values

When setting up your ranges, it’s important to remember that Min is an inclusive value (that is, if your Min entry is $5, for example, this will include anything equal to or greater than $5) and Max is an exclusive value (that is, if your Max entry is $10 it will include anything up to but not including $10). This means ranges can be set using whole numbers. For example, you can set up filters for 0-100 lbs and 100 to 200 lbs instead of 0-99.99 lbs and 100-199.99 lbs.

Volume Filtering

Using volume filtering requires that your ShipperHQ Plan and eCommerce platform both include support for this. The volumes used in volume filtering are values entered in the Volume field on your products in your eCommerce platform. This is different from ShipperHQ’s Dimensional shipping functionality and requires that you define the specific volume of each product.

Adding Filters via CSV Import

You can also add filters by importing a CSV file, this is useful if you have multiple Filters or already have a CSV file with this information in it. You can import the file by selecting CSV and then import. To ensure you have the correct fields in your file it may be useful to create one Filter and export the file by selecting CSV then export. You can either use that document, change one you currently have to fit the same fields or create a new one. You can find an example of a Filter CSV below. (The asterisk indicates the field includes all)

Screen Shot 2016-05-12 at 17.12.38

Attach Filters to Rules

After a filter is created, you can add it to any Carrier Rule in ShipperHQ that needs it. For example: adding it to a Free Shipping over $50 rule.