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Create Prioritized Shipping Scenarios

Harness the power of Intuitive Shipping to create a series of prioritized, tiered Shipping Scenarios.

Let’s say you have three special product groups with their own flat rates that take priority over general rates. You can create multiple Shipping Scenarios to ensure that the correct rate is always displayed no matter what’s in the cart.

For this example we’ll use Tags to represent our special product groups and general weight-based rates for our remaining products. We’ll tag the product group with the highest flat rate ‘Large’, we’ll tag the group with the next highest flat rate ‘Medium, and we’ll tag the group with the lowest flat rate ‘Small’. However, you can use any identifier, such as ‘Collection’ or ‘Vendor’.

This setup guide is useful if you want to charge a single flat shipping rate for special products regardless of what other products are in the cart. For example, if a customer orders a product tagged ‘Large’ along with any other product, only the rate associated with the ‘Large’ product will be displayed at checkout.

This setup process does not combine your special flat rates with your general rates. To learn more about Combined Shipping Methods, click here.

Add The First Priority Shipping Scenario

  • Click the Shipping menu button, then select Shipping Scenarios from the drop-down list.
  • Click the Add Shipping Scenario button.
  • Set Visibility to On.
  • Enter a Title for your Shipping Scenario – e.g. ‘Special Large’.

Shipping Scenario Titles are not visible to customers, so name them something that keeps you organized.

Set The Priority Condition

  • Leave the Default settings under Condition Match, Product Filtering, and Products with Custom Shipping Charges.
  • Click the Add Another Condition button.

For this example, we’ll set the Condition based on a Product Tag. You can set the Condition based on other criteria if desired.

  • Click the Condition field, then select Tag under the Individual Product Conditions section.
  • Set the Condition to Equals.
  • Enter the Value as the Tag name you assigned to the products with the highest shipping rate – e.g. ‘Large’.
  • Below the Value, be sure the ‘Any Product In The Cart Must Satisfy This Condition‘ statement is selected. This is the default setting.

Add A Shipping Method

  • In the Shipping Methods section at the bottom of the Edit Shipping Scenario page, click Add Shipping Method beside the applicable Shipping Zone – e.g. ‘United States’.

Shipping Zones are determined by your Shopify Settings. To learn how to adjust your Shipping Zones, click here.

  • Create a Title for your Shipping Method – e.g. ‘[Carrier Name] Flat Rate’.

Select The Shipping Calculation Method

  • In the Calculate Shipping Based On section, select Combined Quantity under the Combined Product Values section.

Enter The Shipping Cost

  • In the Shipping Costs section, click the Add Another Shipping Cost button.
  • Under Up To, enter the ~ symbol.

In the Intuitive Shipping app, the ~ symbol means ‘Infinite’.

  • Enter the Shipping Cost. For this example, we’ll use ’80’ – i.e. $80.00.
  • Leave all Optional settings blank.

Save Your Shipping Method

  • Click the Save button to save your Shipping Method!

Add The Second Priority Shipping Scenario

After saving your Shipping Method, you’ll be returned to the Edit Shipping Scenario screen for your first Shipping Scenario.

  • Click the Duplicate button.

Clicking the Duplicate button automatically brings you to the new duplicated version of the Shipping Scenario.

Make Changes To The Duplicate Scenario

By default, the Title of the duplicated Scenario appears as ‘Copy of [the original Scenario’s title]‘. The Duplicate contains all of the Conditions and settings of the original Scenario, including the Shipping Methods.

  • Set Visibility to On.
  • Change the Title for your second Shipping Scenario – e.g. ‘Special Medium’.
  • Under Conditions, change the ‘Large’ Tag setting to Does Not Equal.
  • Below the Tag Value, change the statement to ‘All Products In The Cart Must Satisfy This Condition‘.
  • Click the Add Another Condition.

For this example, we’ve been setting the Conditions based on a Product Tag. You can set the Condition based on other criteria if desired.

  • Click the Condition field, then select Tag under the Individual Product Conditions section.
  • Set the Condition to Equals.
  • Enter the Value as the Tag name you assigned to the products with the second highest shipping rate – e.g. ‘Medium’.
  • Below the Value, be sure ‘Any Product In The Cart Must Satisfy This Condition‘ statement is selected. This is the default setting.

Save Your Settings

  • Click the Save button!

Change The Shipping Rate

  • In the Shipping Methods section at the bottom of the Edit Shipping Scenario page, click on the existing Shipping Method – e.g. ‘[Carrier Name] Flat Rate’. The Shipping Method is an exact copy of the one we created while adding our first Shipping Scenario above.
  • In the Shipping Costs section, edit the Shipping Cost. For this example, we’ll use ’50’ – i.e. $50.00.

Save Your Shipping Method

  • Click the Save button to save your Shipping Method!

Add The Third Priority Shipping Scenario

After saving your Shipping Method, you’ll be returned to the Edit Shipping Scenario screen for your second Shipping Scenario.

To add the Third Shipping Scenario, you will repeat all of the steps you followed to Add The Second Shipping Scenario.

  • Click the Duplicate button.

Clicking the Duplicate button automatically brings you to the new duplicated version of the Shipping Scenario.

Make Changes To The Duplicate Scenario

By default, the Title of the duplicated Scenario appears as ‘Copy of [the original Scenario’s title]‘. The Duplicate contains all of the Conditions and settings of the copied Scenario, including the Shipping Methods.

  • Set Visibility to On.
  • Change the Title for your third Shipping Scenario – e.g. ‘Special Small’.
  • Under Conditions, leave the ‘Large’ Tag settings as-is.
  • Change the ‘Medium’ Tag setting to Does Not Equal.
  • Below the ‘Medium’ Tag Value, change the statement to ‘All Products In The Cart Must Satisfy This Condition‘.
  • Click the Add Another Condition.

For this example, we’ve been setting the Conditions based on a Product Tag. You can set the Condition based on other criteria if desired.

  • Click the Condition field, then select Tag under the Individual Product Conditions section.
  • Set the Condition to Equals.
  • Enter the Value as the Tag name you assigned to the products with the lowest shipping rate – e.g. ‘Small’.
  • Below the Value, be sure ‘Any Product In The Cart Must Satisfy This Condition‘ statement is selected. This is the default setting.

Save Your Settings

  • Click the Save button!

Change The Shipping Rate

  • In the Shipping Methods section at the bottom of the Edit Shipping Scenario page, click on the existing Shipping Method – e.g. ‘[Carrier Name] Flat Rate’. The Shipping Method is an exact copy of the one we created while adding our second Shipping Scenario above.
  • In the Shipping Costs section, edit the Shipping Cost. For this example, we’ll use ’30’ – i.e. $30.00.

Save Your Shipping Method

  • Click the Save button to save your Shipping Method!

Add The General Shipping Scenario

After saving your Shipping Method, you’ll be returned to the Edit Shipping Scenario screen for your third Shipping Scenario.

To add the General (fourth) Shipping Scenario, you will repeat all of the steps you followed to Add The Third Shipping Scenario along with some additional steps.

  • Click the Duplicate button.

Clicking the Duplicate button automatically brings you to the new duplicated version of the Shipping Scenario.

Make Changes To The Duplicate Scenario

By default, the Title of the duplicated Scenario appears as ‘Copy of [the original Scenario’s title]‘. The Duplicate contains all of the Conditions and settings of the copied Scenario, including the Shipping Methods.

  • Set Visibility to On.
  • Change the Title for your third Shipping Scenario – e.g. ‘General’.
  • Under Conditions, leave both the ‘Large’ and ‘Medium’ Tag settings as-is.
  • Change the ‘Small’ Tag setting to Does Not Equal.
  • Below the ‘Small’ Tag Value, change the statement to ‘All Products In The Cart Must Satisfy This Condition‘.

No additional Conditions are required.

Save Your Settings

  • Click the Save button!

Change The Shipping Method

For the General Shipping Scenario, we’ll remove the special Flat Rate and add a weight-based rate table.

  • In the Shipping Methods section at the bottom of the Edit Shipping Scenario page, click on the existing Shipping Method – e.g. ‘[Carrier Name] Flat Rate’.
  • Scroll to the bottom and click the Delete Shipping Method button.

After deleting the Shipping Method, you’ll be returned to the Edit Shipping Scenario screen.

  • In the Shipping Methods section at the bottom of the page, click Add Shipping Method beside the same Shipping Zone we used for our three Priority Shipping Scenarios – e.g. ‘United States’.
  • Create a Title for your Shipping Method – e.g. ‘[Carrier Name].

Select The Shipping Calculation Method

  • In the Calculate Shipping Based On section, select Combined Weight under the Combined Product Values section.

Enter The Shipping Cost

  • In the Shipping Costs section, click the Add Another Shipping Cost button.
  • Under Up To, enter the maximum weight for your lowest weight-based rate. For this example, we’ll use 5 – i.e. 5 kg.
  • Under Shipping Cost, enter the cost of your lowest weight-based rate. For this example, we’ll use 10 – i.e. $10.00.
  • To add more weight-based rates, click the Add Another Shipping Cost button and repeat the above two steps for each additional rate. For this example, we have five weight limits ranging from ‘up to 5 kg’ to ‘up to 30 kg’, with Shipping Costs ranging from $10.00 to $50.00.
  • Leave all Optional settings blank.

Save Your Shipping Method

  • Click the Save button to save your Shipping Method!

Save Your Settings

After saving your weight-based Shipping Method, you’ll be returned to the Edit Shipping Scenario screen.

  • Click the Save button to save your General Shipping Scenario!

Review Your Settings

  • Click the Shipping menu button, then select Shipping Scenarios from the drop-down list.
  • Review your Shipping Scenarios. For this example, you should have four (4) Scenarios – General, Special Large, Special Medium, and Special Small.

Shipping Scenarios are listed alphabetically.

Now, if a customer orders a ‘Large‘ item with any other product, only the ‘Large’ rate – $80.00 – will appear at checkout.

If a customer orders a ‘Medium‘ item with any other product (excluding ‘Large’ items), only the ‘Medium’ rate – $50.00 – will appear at checkout.

If a customer orders a ‘Small‘ item with any other product (excluding ‘Large’ and ‘Medium’ items), only the ‘Small’ rate – $30.00 – will appear at checkout.

If a customer does not order any ‘Large’, ‘Medium’ or ‘Small’ items, only the applicable weight-based rate will appear at checkout.

Nice!

You just created a set of Prioritized Shipping Scenarios!

Updated on April 8, 2020

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