How to Restrict or Prevent Shipping Methods to Specific Zones

Overview

In certain scenarios, you may want to restrict or prevent a certain carrier from displaying to a specific state or country.

Restricting carriers can be done directly in the carrier settings while preventing or hiding methods for shipping zones is accomplished via shipping rules. Both scenarios with instructions are listed below.

Restricting a Carrier to a Particular Shipping Zone

When you set up a carrier you may want to only offer that carrier for specific countries, states or regions, or even specific ZIP or post codes.

Setup

  1. Click on “Carriers” in the navbar and either create a new carrier or edit an existing carrier
  2. On that carrier, in the Optional panel, you’ll find a Restrict to Destinations field.
  3. Select the dropdown, and choose your Shipping Zone or press ‘Add New’ to create one.
  4. Ensure the Shipping Zone in this selected in the dropdown and save your carrier.

Example: Restricting UPS to US48

You may use UPS for shipping to the US48. You don’t need a Shipping Rule to accomplish this, you can set up this restriction directly on the carrier as listed below.

This assumes that you’ve defined at least a UPS carrier.

  1. Edit the UPS Carrier
  2. Under the Options panel, under the Restrict to Destinations dropdown, specify the shipping zone you wish the carrier to ship to (US 48 in the example shown)
  3. Click Save

Preventing a Carrier from a Particular Shipping Zone

As an alternative, you may want to hide a particular carrier for specific countries, states or regions, or even specific ZIP or post codes. A good way to conceptualize this difference is understanding that carriers are available to all zones by default. Restricting carriers is easy as instructed above but excluding zones will require a shipping rule.

Setup

This assumes that you’ve defined at least 1 carrier.

  1. On the Shipping Rules page click the +New button
  2. In the Basic tab, in the Name field, give this rule a descriptive name
  3. Under the Shipping Methods section, choose the methods you want to hide with +Add Methods under Live/Custom Shipping Methods Assigned
  4. In the Action tab under the “Actions to Perform” section, set I want to… to “Hide my selected Shipping Methods”
  5. In the Conditions tab in the Zones Include dropdown, select your Shipping Zone, or choose to add it there
  6. Save and test your Shipping Rule

Now if a customer enters an address in that particular zone, the selected methods won’t be shown as an option preventing unnecessary returns, saving you customer service hours and making your customers happier.

Example: Hide UPS Ground for Shipments to Alaska

You want to restrict “UPS ground” from shipping to any city in “Alaska” however, you still want the other methods you’ve selected within the UPS carrier to ship there.

To go through the example scenario, please follow the instructions below:

  1. Define an Alaska zone if you haven’t. See Creating a Shipping Zone steps here.
  2. On the Shipping Rules page click the +New button
  3. In the Basic tab, in the Name field, give this rule a descriptive name. This example uses “Hide UPS GND FROM AK”
  4. Under the Shipping Methods section and choose the methods you want to hide with +Add Methods under Live/Custom Shipping Methods Assigned. For this example, “UPS Ground” will be the method we will be using.
  5. In the Action tab under the “Actions to Perform” section, set I want to… to “Hide my selected Shipping Methods”
  6. Go to the Conditions tab, under Zones Include, set the Shipping Zone you don’t ship the method to. For this example, Alaska is the zone to restrict. If you want to restrict more zones, simply just select other ones.
  7. Save and test your Shipping Rule

Once you’ve done all of the mentioned above, Alaska zone will no longer get rates from “UPS Ground”.

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