Surcharge or Discount Shipping Rates for the Entire Cart

Overview

If you are shipping from multiple origins, you may want to offer a discount or add a surcharge once, on to the entire cart’s shipping price. In this article, we’ll use the example of offering a discount on the entire cart when the customer buys from certain origins. We’ve also provided further examples of surcharges and discounts.

Prerequisites

Setup

To set this up you will create a shipping rule.

Note: you can only create Surcharge or Discount rules that apply to the Entire Cart. If the surcharge or discount is by a flat rate e.g. surcharge by $10 or discount by $5, the discount or surcharge is applied once. If there is more than one shipment in the cart, the flat surcharge or discount is applied to one of the shipments.

If the surcharge or discount is by a percentage, e.g. discount by 15% or surcharge by 20%, that surcharge or discount is applied to every shipment in the cart.

Creating your Shipping Rule

  1. Click on “Shipping Rules” in the navbar and click the +New button
  2. In the Basic tab, give your rule a descriptive name. We’ll use “Discount Entire Cart by 10% for 2 origins” in this example
  3. Under the Shipping Methods section, press Add Methods in the Live Shipping Methods Assigned field, and select the live carrier methods you want. Repeat in the Custom Shipping Methods Assigned field if you are using custom shipping methods.
  4. In the Actions tab under the “Action to Perform” section set I want to… to “Modify the Price of my selected Shipping Methods” and In Order to… to   “Surcharge or Discount Rates”
  5. Enter “-10” (or whatever percentage discount you choose) for By a Percentage. Don’t forget to make this value a negative number. If you wanted to surcharge the rate you would make this a positive number.
  6. Set And Apply This Rate to “Entire Cart”
  7. In the Advanced tab under the “Advanced Conditions – Perform Actions When… ” section, in Origins Include ALL select two origins e.g. New York and Austin
  8. Save and test your shipping rule

With this rule in place each shipping rate selected will be discounted by 10% when the customer is buying items from New York and Austin origins, at the same time.

You can add additional conditions to the rule, using settings on the Conditions tab, for example if you want to

  • limit the rule to carts over a certain value
  • limit to specfic zones
  • specify shipping group(s) must be included or excluded
  • limit to certain customer groups

More Examples

Surcharge the Entire Cart by a Flat Fee

Say you want to charge a single surcharge fee for the entire cart, if a certain item is in the cart, regardless of how many origins or shipments there are, to set this up you would:

  1. Create a shipping rule as above
  2. In the Actions tab under the “Action to Perform” section set I want to… to “Modify the Price of my selected Shipping Methods” and In Order to… to   “Surcharge or Discount Rates”
  3. Enter “20” (or whatever flat fee surcharge you choose) for By a Flat Rate
  4. Set And Apply This Rate to “Entire Cart”
  5. If you are limiting the rule to certain items, you may wish to select shipping groups on the conditions tab
  6. Save and test your shipping rule

With this rule in place

  • the surcharge will only be added once for the entire cart
  • if the cart includes shipments from multiple origins, you will see the surcharge has been applied to one of the shipments only

Free Shipping for the Entire Cart

Say you want to offer free shipping for the entire cart when customers purchase items from several origins at the same time, to setup this up you would:

  1. Create a shipping rule as above, selecting shipping method e.g. UPS ground and FedEx ground
  2. In the Actions tab under the “Action to Perform” section set I want to… to “Modify the Price of my selected Shipping Methods” and In Order to… to   “Surcharge or Discount Rates”
  3. Enter “-100” for By a Percentage
  4. Set And Apply This Rate to “Entire Cart”
  5. If you are limiting the rule to certain items, you may wish to select shipping groups on the conditions tab
  6. In the Advanced tab under the “Advanced Conditions – Perform Actions When… ” section, in Origins Include ALL select two origins e.g. New York and Austin
  7. Save and test your shipping rule

With this rule in place, a customer will receive free shipping on UPS ground and FedEx ground when the customer is buying items New York and Austin origins at the same time.

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