How to Surcharge Over X Qty of Items in a Shipping Group

Overview

Say you want to surcharge rates on a method when a certain quantity of a shipping group is passed. In this article, we’ll use the example of surcharging UPS Ground shipping if the order has over 10 items for the Shipping Group “Ship”.

Pre-requisites: Ensure you have your Carrier set with your needed shipping methods.

Steps

Part 1: Create Shipping Group and Filter

    1. Create a Shipping Group. In our case we’ll call it “Ship”.
    2. Click on Filters on the navbar and add a new filter.
      1. Give the Filter a Name (i.e. Qty of 10+)
      2. On your new filter, under Filter Applies To, select “Everything in Shipping Group” > Under “Shipping Group Filter Applies to”, select your group. (In our case, “Ship”)
      3. Select “Range” for the Quantity filter > enter a Min value for the filter (in our case, 10) > check the No Max checkbox
      4. Save.

Part 2: Add Rule

    1. Click on Carrier Rules on the navbar and add a new Rule.
    2. In the Basic panel, give a descriptive Name to the rule (e.g. “UPS Ground surcharge over 10 items”)
    3. Under Shipping Methods panel, choose the method you want to surcharge. In our case, UPS Ground.
    4. In the Conditions panel, under Weight/Price/Quantity Filters, select the Filter you just set up in Part 1. We’ll select our “Qty of 10+ filter”.
    5. Also in the Conditions panel, under the Includes One or More of These Shipping Groups dropdown, select your Shipping Group from Part 1. Ours would be “Ship”.
    6. In the Actions panel, under the Rule Action section, choose “Set/Surcharge Shipping Methods” in the Action to Perform dropdown > choose “Surcharge Rates” from the Adapt Shipping Rates dropdown > choose “Per Cart” in the Apply Shipping Rate/Percentage dropdown.
    7. In the Set/Modify Shipping Rate section of the Actions panel, enter the $X amount to surcharge in the Shipping Rate field.
    8. Save your rule.

ShipperHQ will now surcharge UPS Ground by $X if the order has over X items.

Other Options

Combining the price Filter with other Filters or Shipping Groups or Zones you can define more specific scenarios in which to offer free shipping. You can also use this same approach to set Flat Rate shipping in certain scenarios.

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