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

Restricting a Method to a Particular Shipping Zone

Another method of restricting to a Zone would be to use a Shipping Rule’s “Zones Do Not Include” field. This allows you to setup a scenario where a Shipping Rule configured to hide a method always applies in checkout with the exception of when the assigned shipping zone matches against the address.

Another method of restricting to a Zone would be to create a Shipping Zone that excludes the location you want to ship to. In the below examples, the Shipping Zones used would include rather than exclude Countries/Regions/States/Zipcodes.

Zones which define exclusions to locations should be considered carefully before assigning to a Shipping Rules include/exclude fields.

Setup

For this example, we’ll create a new Shipping Zone that ex To achieve this, you’ll need to have defined at least 1 carrier.

  1. On the Shipping Rules page click the +New button
  2. From the Actions list, choose the Hide Methods action.
  3. On Shipping Methods, select the methods you wish to hide by selecting for all zones except your selected zone
  4. On the Conditions screen, choose the Shipping Zone condition.
  5. Change the Weight is dropdown to Under
  6. In the field below, enter your weight threshold in which products under that weight will trigger this rule.
  7. On the Shipping Rules page click the +New button
  8. On the Basic setup tab, in the Shipping Rule Name field, give this rule a descriptive name
  9. Under the I want to…. section, set the action to “Hide a Shipping Method”
  10. Scroll down to the For these shipping methods… section and assign the methods you wish to hide by selecting for all zones except your selected zone.
  11. Under Perform The Action When… select your Shipping Zone you wish to restrict your method to under “Zones Do NOT Include”. This will result in the hide rule not triggering when the zone is present.
  12. Save and test your Shipping Rule

Preventing a Method 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. On the Basic setup tab, in the Shipping Rule Name field, give this rule a descriptive name
  3. Under the I want to…. section, set the action to “Hide a Shipping Method”
  4. Scroll down to the For these shipping methods… section and assign the methods you wish to hide by selecting “Add Methods”
  5. Under Perform The Action When… select your Shipping Zone you do not wish these methods to ship to under “Zones Include”, or choose to add a new zone by selecting the “add new”
  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 setup tab, under the Shipping Rule Name field, give this rule a descriptive name. This example uses “Hide UPS GND FROM AK”
  4. Under the I want to… section, set the action to “Hide a Shipping Method”
  5. Scroll down to the For these shipping methods… section and assign the methods you wish to hide by selecting “Add Methods”. For this example, “UPS Ground” will be the method we will be using.
  6. Under Perform The Action When… assign your Shipping Zone within “Zones Include” you do not wish to these methods to ship 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”.

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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