Setting Up Rules Based on Delivery Day

Overview

Say you want to apply surcharges, discounts, flat rates, or prevent specific shipping options to a certain delivery day of the week. A common example is a surcharge for Saturday Delivery, or hiding a method if it’ll deliver on Saturday. ShipperHQ’s Day-Based Rules functionality covers this need and is part of our Date & Time Advanced Feature.

This doc will example the process for setting a surcharge on a Saturday Delivery day, and hiding a method on a Saturday Delivery Day.

Requirements

Setup: Surcharge Delivery on Saturday

  1. Click on Carrier Rules in the left-hand navbar > Add New
  2. In the Basic panel, name the rule something that’s relevant to the rule. (i.e. Surcharge on Saturday Delivery day)
  3. In the Shipping Methods panel, select the method that should be surcharged. (For Example: 2nd Day Air)
  4. In the Advanced panel, under the dropdown for Applicable Delivery Days, select the delivery day this surcharge applies for (i.e. Saturday)
  5. Be sure to apply any other Zone or Shipping Group conditions in the Conditions panel, if applicable.
  6. In the Actions panel, set Action to Perform to “Set/Surcharge Shipping Methods” > set Adapt Shipping Rates to “Surcharge Rates” > and enter the amount you want to surcharge by in the Shipping Rate field.
  7. Save your Carrier Rule

ShipperHQ will now apply the surcharge whenever your selected method is delivering on the chosen day.

Setup: Hide Method when Delivery falls on Saturday

This will walk you though setting up a rule that hides FedEx Home Delivery when delivering on a Saturday.

  1. Ensure you have a FedEx Carrier set up with Home Delivery enabled as a Shipping Method
  2. Add a New Carrier Rule
  3. In the Basic panel name your rule something that’s relevant to you
  4. In the Shipping Methods panel, select FedEx Home Delivery
  5. In the Advanced Conditions panel, select “Saturday” in the Applicable Delivery Days field (see screenshot in ‘Surcharge’ Setup section)
  6. Be sure to apply any other Zone or Shipping Group conditions in the Conditions panel, if applicable.
  7. In the Actions panel, set Action to Perform to “Hide Shipping Methods”
  8. Save your Carrier Rule

ShipperHQ will now hide FedEx Ground when delivering on a Saturday.

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