Custom Table Rate Setup

Overview

Table Rates enables you to define your rates according to any combination of destination, product, price, quantity, weight and customer group rules.

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You can also create ‘shipping groups’ to categorize your products and define shipping rates. For example, you could assign one rate for books, another for CDs and yet another for DVDs.

Setup

The First thing you will need to do is create a Custom Rule Based Carrier.

  • Carriers —> Add New + —> Carrier Type: Custom Carrier—>Carrier:Table Rate —> Name Your Carrier (Shipping)

 

The CSV File

While you could manually add each table rate, ShipperHQ also provides the capability of uploading a CSV file with your table rates entries.

The CSV file must contain certain fields to be valid for import. To obtain a sample CSV, click export and you should receive a blank one. An example CSV would look something like this:

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Below you will find a description of the fields.  Note: All of these headers must be present:

Field Description
Include Zones Comma separated list of zone names to match on, leave as ‘*’ for all zones
Exclude Zones[1] Comma separated list of zone that are exceptions to the “Include Zones”, if empty/* no zones are excluded
Shipping Group Comma separated list of shipping groups, use ‘UNDEFINED’ to specify rates where products do not have a shipping group assigned, ‘*’ to cover all items
SKU Advanced Feature. SKU to match on, only used with SKU Based totalling.
Customer Group Used to filter dependent on customer group at checkout (e.g. General/Retailer). If you do not need to change shipping prices based on customer group leave this field blank
Weight > Minimum combined weight of the products assigned to the shipping group (above) in cart must be greater than this value
Weight <= Maximum combined weight of the products assigned to the shipping group (above) in cart must be less than or equal to this value
Price > Minimum combined price of the products assigned to the shipping group (above) in cart must be greater than this value
Price <= Maximum combined weight of the products assigned to the shipping group (above) in cart must be less than or equal to this value
Qty > Minimum quantity of the products assigned to the shipping group (above) in cart must be greater than this value
Qty <= Maximum quantity of the products assigned to the shipping group (above) in cart must be less than or equal to this value
Shipping Price Price of shipping
Algorithm[2] Rate Algorithm. Unless you are doing something complex you can leave this column empty
Delivery Type This is the label that will tell the end user the shipping method name. E.g. 1st Class, Courier, UPS Ground.
When multiple shipping groups are in the cart then the prices are combined based on the Delivery Type field (see Totalling Algorithm, below). If unable to match delivery types across shipping groups then the rate is discarded
[1] – The “include zones” denote which zone(s) the rule is applicable to, whereas the “exclude zones” denote the exceptions to the “include zones”. For example, if you have a zone that applies to everywhere within the US in the “include zones” and Alaska and Hawaii in the exclude zones, this denotes that the rule applies for everywhere in the US except for AK and HI. If, by comparison, you entered US in the “include zones” and UK in the “exclude zones” that zone exclusion would be redundant because the UK is not a part of the “include zones” so it would not apply anyway.

[2] – See “Advanced Options” below

Importing CSV File

To import a CSV file: in the “Table Rates” section of your custom carrier, simply click the CSV button, then choose “Import”.

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Price/Weight Range Filtering

Price’s range are defined with the following parameters:

Price > Price <=

This verbally translates to “price is greater than X and price is less than or equal to Y
Lets use this commonly misconfigured 3 rows as an example:

Price > Price <= Qty > Qty <= Shipping Price
0.01 29.99 * * 6.95
30 49.99 * * 7.95
50 59.99 * * 0

If I were to checkout with a subtotal of $30.00 then this would actually not be covered by the three rows above and fall into a gap that would not return a rate. Notice the value of 30 is greater than and not greater than or equal to. This means this price range would start at 30.01 for that row.
To fix this, this just change the 29.99 and any ##.99 rates in the “Price <=” column to a penny higher to show something like the following:

Price > Price <= Qty > Qty <= Shipping Price
0.01 30 * * 6.95
30 50 * * 7.95
50 60 * * 0

In the example above, if my item cost $30; then my shipping cost would be $7.95.

The same applies to weight ranges.

Totalling Algorithm

The totalling algorithm defines how the rates are totaled when there are multiple shipping groups in the cart.

Totalling Algorithm

Cumulative

For each shipping group present (and the rates covering all products) the rates are added together.

Highest

The highest price shipping group shipping rate is taken to be the rate.

Per Item

For every SKU in the cart (and every qty of that sku) the rates are totaled together. In addition when searching for rates each item is searched for separately, i.e. if I have 2x 5lb items it will search for a weight of 5lb in the rules, rather than a weight of 10lb in the rules.

SKU Based

Each SKU requires a row in the table. For every SKU the price is taken and totaled together. If there are multiples of one SKU the price is multiplied e.g. 2x SKU BIKE where shipping price = $5 would be $10 total.

Example

Example Rates
Weight From Weight To Shipping Group Price
0 5 * 10
5 10 * 15
10 35 * 25
10 50 BEDS 50
Example Carts
Items Cumulative Shipping Price Highest Shipping Price Per Item Shipping Price Notes
1*5lb $10 $10 $10
2*5lb $15 $10 $20
1*BIKES 5lb $10 $10 $10 Even tho no group specified the ALL group provides rates
1*BEDS 5lb $10 $10 $10 Gets rates as ALL is a catch all
1*BEDS 35lb $50 $50 $50
2*BEDS 35lb No Rates No Rates $100 No rates as total for group is 70lb
1*BEDS 35lb&1*5lb No Rates No Rates $55 No rates as can’t find for ALL

 

Advanced Options

Algorithm Column

This section details the algorithm column. Unless you have a specific need then suggest you leave this column empty.

Use ‘&’ if you need multiple switches e.g. perUnitWeight=5@8&perUnitQty=3

Algorithm Switch Description Syntax
perUnitWeight Weight rounded to the next highest full measurement. Adds the specified amount for every unit to from a weight of 0 perUnitWeight=<weight threshold> @ <price>to add $1.50 per 1lb use:perUnitWeight=1@1.5 surcharge for 0.5lb would be 1 * 1.5 = 1.5
perUnitQty Unit based price increase. Used to specify an additional per item rate perUnitQty=<price> Increase per unit added E.g. to add $5 for every item added use:perUnitQty=5
perUnitDistance Adds to shipping price based on distance from the destination.  Note: You must have Google API Key set for this to work perUnitDistance=<unit of distance> @ <price>to add $5 per 100 miles use:perUnitDistance=100@5 surcharge for 300 miles would be 3 * 5 = $15 shipping price
perUnitPrice Price rounded to the next highest full measurement. Adds the specified amount for every unit to the next rounded to the next whole number of cart/group/item price above the “price >” field perUnitPrice=<price threshold> @ <shipping price>to add $1.50 per $10 use:perUnitPrice=10@1.5 surcharge for $20 cart price would be 2 * 1.5 = 3
addPercentage Calculate shipping as a Percentage surcharge of the group subtotal of the cart addPercentage=10 will add 10% of the shipping group subtotal to the shipping price e.g. 10% of 20 will add $2 to shipping price set
perBox Box based price increase. Used to specify additional per box rate perBox=<price> Increate per box added E.g. to add $5 for each box use perBox=5

Working with Shipping Groups

Please see the separate article for working with shipping groups in a table rates carrier.