Filters Configuration

Overview

Within ShipperHQ you can set up shipping rules which will set/adapt/hide your shipping rates. For example you may have a rule that says over 100$ in cart value set the price of Ground Shipping for free.  The filter in this scenario is setting the condition on the rule to be when > $100.

Filters are used when you need to set up Carrier Rules based on ranges of Price, Weight, Quantity, or Volume.

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

Creating a Filter

It is important to keep in mind that 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, Select how the filter will apply to the cart, and Select which Shipping Group the Filter Applies to
  3. Under Standard Filters, you will need to choice how you want the filter to work
    1. You can filter by price, weight and/or quantity
  4. 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
    1. Weight and Quantity should both be set to Ignore

Screen Shot 2016-08-19 at 17.59.57

  1. Select Save

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.