Method Merging

Overview

Method Merging

When a cart contains products shipping from two (or more) origins with each origin assigned to certain carriers, then you may have scenarios where there are no shared shipping options between all origins in the order. In this case, you must use Method Merging in order for ShipperHQ in order to be able to return shipping options.

Method merging gives you the ability to merge more than one method into one with a custom method names, as well as combine the rates of the methods into a single rate.

You’ll see Method Merging under “Carriers” in the dashboard when you turn on either of the two advanced features: Multi-origin and drop shipping OR Rate shopping and shipping options management.

 

Rate shopping: Method Merging rules are also used to setup rate shopping between two or more methods, it takes the shipping method from one or more carrier and compares it to another to find the cheapest rate and will then only display that rate at checkout. Here is how you can setup Rate Shopping.

Use Cases

Multiple origins

When each of the origins is restricted for a certain carrier/method. I.E: Origin “Dallas” is restricted for UPS and Origin “Houston” is restricted for FedEx. You can define a merge rule that has both methods selected, create a new method name, and when you have both of the products in the cart, the new merge rule will show up with both UPS and FedEx rates combined into one under the method name you created.

Split Shipping Groups

When two or more products are coming from the same origin but they require separate shipping method. For example, product “Umbrella” is assigned to the “Perishable” shipping group and that group is restricted to be rated via UPS Ground, and on the other hand you have product “Salt” which is assigned to the “Rush” shipping group which is restricted for UPS Next Day Air.

 

How to set up Method Merging

  1. Create Carriers
  2. Make sure you have the shipping methods enabled under each carrier that you want ShipperHQ to compare
  3. Go to Method Merging tab, found under the Carrier tab
  4. Select add new
  5. Enter the Shipping Method Title – this is what will be displayed in checkout as the shipping method
  6. Enter a Method Code

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  1. Select one shipping method under two or more of the Carriers under Live Shipping Methods or Custom Shipping Methods.
  2. If you want to offer more than one merged option (i.e. offer Ground, but also expedited), you will need a merge rule for each method type.

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  1. Select Save

For Method merging to take effect when Split Shipping groups is the applicable condition. Ensure to create a merge rule via following the steps above, and then go to each shipping group product(s) assigned to and tick “Rate Products in this Group as a Separate Shipment”.

Make sure that only one of the methods from each of the carrier should be selected. This denotes which shipping methods specifically to add together.

For example, if you choose “UPS Ground” and “Home Delivery” then the shipping rate for that merged method will be the sum of those two methods. If, by comparison, you select “UPS Ground”, “UPS Next Day Air”, “UPS 2nd Day Air” and “Home Delivery” then it would not be able to determine which of the UPS methods to add to “Home Delivery”.

If multiple combinations should be presented as possible methods (for example “UPS Ground” + “Home Delivery” and “UPS Next Day Air” + “Home Delivery”) then a separate merged method will be required for each different combination.

Special Note
For FedEx Home Delivery is used for residential methods up to 70lb and Ground for either commercial addresses or residential above 70lb. As a result, commonly, both should be selected within the same merged method rule.
Note

When using method merging between flat rate and table rate carriers ensure method codes are different on each of the methods selected on merge rule(s).

 

Conclusion

You have now set up Method merging to combine rates for orders that include products ships from multiple origins OR coming from one origin but assigned to two or more shipping groups.