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 Shipping Rules in the left-hand navigation
  2. Click the +New button
  3. In the Basic panel, name the rule something that’s relevant to the rule. (i.e. Surcharge on Saturday Delivery day)
  4. Also under the Basic panel, select the Shipping Methods that should be surcharged. (For Example: 2nd Day Air)
  5. In the Advanced panel, under the dropdown for Applicable Delivery Days, select the delivery day this surcharge applies for (i.e. Saturday)
  6. In the Actions panel, under “Action to Perform” set  I want to… to “Modify the Price of my selcted Shipping Methods”, and then set In Order to… to “Surcharge or Discount Rates” and then choose what type of surcharge or discount (By a Flat Rate, By a Percentage, By Flat Rate and Percentage”
  7. Enter the amount you want to surcharge
  8. Be sure to apply any other Zone or Shipping Group conditions in the Conditions panel, if applicable
  9. Save your Shipping 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 Shipping Rule
  3. In the Basic panel name your rule something that’s relevant to you, and under the Shipping Methods section, select “FedEx Home Delivery”
  4. In the Actions panel, set Action to Perform to “Hide my selected Shipping Methods”
  5. Be sure to apply any other Zone or Shipping Group conditions in the Conditions panel, if applicable.
  6. In the Advanced Conditions panel, select “Saturday” in the Applicable Delivery Days field
  7. Save your Shipping Rule

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

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