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Create Separate Retail & Wholesale Shipping Setups

Creating separate Retail and Wholesale shipping setups is one of the most common uses of Intuitive Shipping. Here’s how to set it up in your store.

You will need two (2) Shipping Scenarios to complete this setup.

Add a Retail Shipping Scenario

  • Click the Shipping menu button, then select Shipping Scenarios from the drop-down list.
  • Set Visibility to On.
  • Enter the Shipping Scenario Title as ‘Retail’.

The Shipping Scenario Title is not visible to customers, but it helps keep you organized within the Intuitive Shipping app.

Set The Retail Scenario Condition

  • Leave the Default settings under Condition Match, Product Filtering, and Products with Custom Shipping Charges.
  • Click the Add Another Condition button.
  • Click the Condition field. Then from the list of options, select Tag under the Customer Conditions section.
  • Set the Condition to Does Not Equal.
  • Enter the Value as ‘Wholesale’.

The above Condition set will also include customers who are not tagged.

Add Shipping Methods for the Retail Scenario

  • Add a Shipping Method for each Shipping Zone based on how you want shipping to be calculated for Retail customers.

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

To learn how to create a Live Rate Shipping Method, click here. To learn how to create a Custom Shipping Method, click here.

Save Your Settings

  • Click the Save button!

Add a Wholesale Shipping Scenario

  • Create another Shipping Scenario.
  • Set Visibility to On.
  • Enter the Shipping Scenario Title as ‘Wholesale’.

The Shipping Scenario Title is not visible to customers, but it helps keep you organized within the Intuitive Shipping app.

Set The Wholesale Scenario Condition

  • Leave the Default settings under Condition Match, Product Filtering, and Products with Custom Shipping Charges.
  • Click the Add Another Condition button.
  • Click the Condition field. Then from the list of options, select Tag under the Customer Conditions section.
  • Set the Condition to Equals.
  • Enter the Value as ‘Wholesale’.

Add Shipping Methods for the Wholesale Scenario

  • Add a Shipping Method for each Shipping Zone based on how you want shipping to be calculated for Wholesale customers.

To learn how to create a Live Rate Shipping Method, click here. To learn how to create a Custom Shipping Method, click here.

Save Your Settings

  • Click the Save button!

Review Your Scenarios

  • Click the Shipping menu button, then select Shipping Scenarios from the drop-down list. You’ll now see Shipping Scenarios called Retail and Wholesale on the Scenarios list.
Amazing!

You’ve just created Shipping Scenarios to manage your Retail and Wholesale needs!

What’s Next: Test Your Setup or check out more Common Setups

Updated on October 29, 2019

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