Surcharge Over X Qty of Items in a Shipping Group


If you want to add a surcharge for a shipping method(s) whenever a certain quantity of a product is in the cart, follow the steps outlined in this guide.

In this example, we’ll use a surcharge of $10.00 applied to UPS Ground if the order has over 10 items assigned under the Shipping Group “Bulky”.

To demonstrate this type of rule setup, we’ll use UPS Ground for the shipping method to be surcharged and two conditions in the rule creation; Shipping Group & Quantity

For more details on managing and assigning shipping groups and filters, please see the articles linked below.

Shipping Groups


The shipping group will be titled Bulky and the quantity filter will be 10+.


1. Navigate to the Shipping Rules option on the left navigation menu and then click +New.

Click New to configure a new shipping rule.

2. When prompted to select the action you would like to perform, select Surcharge Rates.

Location to select Surcharge Rates as the action for the shipping rule.

3. Select how you want to apply your surcharge.

For this rule, we’ll select a Flat Rate of $10.00 for the Entire Cart.

Example showing how to configure flat rate surcharge.

4. Select the method(s) that you want to surcharge.

In this case, we’ll select Ground, however, you may select as many options as you want and each will be overridden with this surcharge. 

Example showing selecting shipping methods to which the rule will apply.

5. Select Shipping Groups & Quantity for the conditions that are required for the rule to apply.

Location to select Quantity and Shipping Groups as a condition for this shipping rule use case.

6. Select the shipping group(s) you want to use to apply the surcharge.

We’ll use Bulky.

Example showing how to configure shipping group for the shipping rule.

If you have not created your shipping group for this rule yet, you have the opportunity to do so while on the shipping group selection screen. 

Simply select “I Want to Create a New Shipping Group” and follow the prompts to create a new shipping group. 

Setting to create a new shipping group for the rule if needed.

7. After applying your shipping group and proceeding, the next condition can be applied for Quantity.

Example showing how to configure quantity condition for the surcharge rule.

Once all conditions have been entered, a summary of the shipping rule will be displayed.

Be sure to add a title for the new rule so that it can be easily identified in the shipping rules list and when testing.

Example showing summary of the shipping rule before you click on Finish and complete the set up.

8. Click “Finish” to save the new rule. This will apply the rule immediately.

Once the rule has been created, we recommend using the “Test your Rates” feature to confirm the new rule is working as intended.


Once completed, ShipperHQ will apply the $10 surcharge defined in this rule for UPS Ground whenever the cart contains 10 or more items within the Bulky Shipping Group.

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