Hide Shipping for Customer Group Below $ Amount

Overview

ShipperHQ allows you to set up rules for different groups of customers based on the Customer Group set in your eCommerce platform. 

This guide will demonstrate how to hide shipping rates for a customer group when the cart value is under a designated price.

For this example, we’ll use UPS Ground, the customer group “Wholesale,” & a price filter of $0 to $150. Carriers, customer groups, & price filters can each be tailored for your specific rules.

Prerequisites

  1. At least one Carrier set up in ShipperHQ
  2. Customer groups enabled within ShipperHQ.
  3. A Price Filter (optional) *Note, price filters can be created while making the shipping rule. 
  4. Customers assigned to the correct Customer Group in your eCommerce platform.

Enabling Customer Groups for Shipping Rules

1. On the Shipping Rules page in ShipperHQ, click the “Settings” link in the top right corner.

Location of Settings option on Shipping Rules page.

2. From here, a list of advanced shipping rule settings will be presented, including the option to enable Customer Groups.

Advanced settings to activate Customer Group based shipping rules.

3. Once enabled, the “Customer Groups” option will be added to the left-hand navigation menu and Customer Groups will be available as a condition on Shipping Rules.

Location of Customer Groups option under Shipping Rules menu on dashboard.

Shipping Rule Setup

1. Go to “Shipping Rules” using the left menu > Add New

Click New to start creating a new shipping rule.

2. Select the type of rule to be created.

In this example, we’ll apply a Hide Rule to prevent UPS Ground from quoting for the “Wholesale” customer group when the cart price is under $150.

Location to select Hide Methods as the action for shipping rule.

3. Select the method(s) to be modified with the surcharge under this rule.

Select shipping methods on which the rule will apply.

5. Select Customer Groups & Price to be used as the conditions that apply for this rule.

Select Price and Customer Groups as condition for the shipping rule in this use case.

6. Select the customer group(s) that will be used for this rule.

For example, select Wholesale so that UPS Ground rates will be hidden for wholesale customers.

Example showing how to select Customer Group for the rule.

7. Select the Price to be used for this rule.

Example showing how to configure price condition for the rule to apply and how it would apply to the cart.

If you have already created a price filter, select I Want to Apply and Existing Filter instead.

Setting to create a new price filter for the shipping rule.

8. After applying the price filter and customer group, a summary of the shipping rule will be displayed.

Be sure to add a title for the new rule so that it can be easily identified in the shipping rules list and when testing.

Example showing summary of the shipping rule before making it live by clicking on Finish.

9. Click “Finish” to save the new rule. This will apply the rule immediately.

10. Once the rule has been created, we recommend using the “Test your Rates” feature to confirm the new rule is working as intended.

Conclusion

Once completed, ShipperHQ will hide UPS Ground as defined in this rule for the Wholesale customer group when the cart price is less than $150.

Test Your Rates

Verify that your carriers and rules are working and see how they will display in your checkout right from the ShipperHQ dashboard.

Learn More

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