Shipping Rules: Magento Extension by Amasty. User Guide.

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Modify live shipping rates: surcharge, deduct or override rates, provided by carriers. E.g. surcharge rates for delivery to Hawaii and Alaska, correct rates for LTL freights, do other shipping rate modifications. Learn more at http://amasty.com/shipping-rules.html

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Shipping Rules: Magento Extension by Amasty. User Guide.

  1. 1. User Guide: Shipping Rules Page 1 Shipping Rules Magento Extension User Guide Support http://amasty.com/contacts/ Official extension page: Shipping Rules
  2. 2. Table of contents: 1. General extension settings …….…………………..……………………………………………..……….. 3 2. Shipping rules on the grid ……………….…………..……………………………..…………………….. 4 3. Create a rule ………..………………..……………………………………………………..………………….. 6 4. Rule condition based on days and time ……........……………………………………………..…... 9 5. Coupon code condition ……………………….…………………………………………………………… 10 6. Conditions based on product attributes ….…………………..…………..……………….……….. 13 7. Specify rates for shipping price update ………….……………………..…………………………… 16 8. Conditions based on order and shipping data ……………………………………………………. 22 9. Create shipping areas ……………..…………………………………………………………………..….. 25 10. Conditions based on shipping areas ……………….………………………….…………………… 27 11. Summary of the sample shipping rule ...……………………………………….…………………. 28 12. Example of shipping rule application …………………..…………………………………………. 29 13. Shipping rules for bundled products ……………..……………………………………………….. 30 14. How to combine Amasty shipping extensions ……………….…………………………………. 31 Page 2 Support: http://amasty.com/contacts/ User Guide: Shipping Rules
  3. 3. Page 3 To configure the extension please go to System -> Configuration -> Amasty extensions -> Shipping Rules Support: http://amasty.com/contacts/ 1. General extension settings User Guide: Shipping Rules Choose whether to include tax and discount in the price. Set this option to ‘Yes’ if you want to display an old rate next to the new one. The option will work if the new rate is less than the old one. You can also specify the design of the discount.
  4. 4. Page 4 To create shipping rules please go to admin panel -> Sales -> Shipping Rules. Support: http://amasty.com/contacts/ 2. Shipping rules on the grid User Guide: Shipping Rules
  5. 5. Page 5 You can enable, disable and delete shipping rules at the rules grid. It is also possible to duplicate rules. Support: http://amasty.com/contacts/ User Guide: Shipping Rules To create a new rule please click ‘Add Rule’ button. 2. Shipping rules on the grid
  6. 6. Page 6 If you would like the rule to take effect only for some methods of the shipping carrier, please specify the methods here. In this case the rule will apply only to UPS methods with ‘2nd Day Air’ and ‘Next Day Air’ in the name of the methods. It is not mandatory to type the full name of the method here. You can just type ‘Air’ and the rule will apply to all methods of the carrier, which have the word ‘air’ in the name. Support http://amasty.com/contacts/ 3. Create a rule User Guide: Shipping Rules At the ‘General’ tab you can select to which shipping carriers the rule should apply.
  7. 7. Page 7 Support http://amasty.com/contacts/ User Guide: Shipping Rules You can specify the rule priority. When a product matches several shipping rules, only the rule with the highest priority is applied to the product. Zero (0) is the highest priority. 3. Create a rule
  8. 8. Page 8 Support http://amasty.com/contacts/ User Guide: Shipping Rules It’s possible to apply or skip rules for admin orders. At the ‘Stores & Customer Groups’ tab you can select on which store views and to which customer groups the rule should apply. 3. Create a rule
  9. 9. Page 9 Support http://amasty.com/contacts/ 4. Rule conditions based on days and time User Guide: Shipping Rules You can also specify time periods when the rule should apply. Notice, that the rule will be active only during the selected interval. Specify particular days of the week to apply the rule on these days only.
  10. 10. Page 10 Support http://amasty.com/contacts/ User Guide: Shipping Rules If you fill in the field with a coupon code, the shipping rule will apply only when the coupon is used. Please be aware that the coupon needs to be created in Promotions -> Shopping Cart Price Rules section. You can also cancel the shipping rule for a specific coupon. 5. Coupon Code condition
  11. 11. Page 11 Support http://amasty.com/contacts/ User Guide: Shipping Rules If you’ve got multiple coupons in one shopping cart price rule and want to apply all of them to a specified shipping rule please choose the appropriate shopping cart rule here. 5. Coupon Code condition
  12. 12. Page 12Support: http://amasty.com/contacts/ 5. Coupon Code condition User Guide: Shipping Rules Please go Promotions -> Shopping Cart Price Rules -> Add new rule. Create a shopping cart rule with coupon and conditions, but with zero discount. Then you can assign the coupon to any (may be multiple) shipping rules and they will be applied only if a customer enters the coupon. It allows you to discount separate shipping methods and use full power of the shipping rules with flexible coupon conditions.
  13. 13. Page 13Support: http://amasty.com/contacts/ 6. Conditions based on product attributes User Guide: Shipping Rules At the ‘Products’ tab you can specify to which products the rule should apply with the help of conditions based on product attributes. You can use category, brand, SKU and any other product attributes for conditions. Leave blank if the rule should apply to all products.
  14. 14. Page 14Support: http://amasty.com/contacts/ User Guide: Shipping Rules You may have shopping cart price rules, which give free shipping for certain products. Set this option to ‘Yes’ if you would like this rule to ignore the ‘free shipping’ discounts. If the option is set to ‘No’, the rule will be applied only to products with non-free shipping. 6. Conditions based on product attributes
  15. 15. Page 15Support: http://amasty.com/contacts/ User Guide: Shipping Rules You can specify additional product parameters, which should be met for the rule to apply. In this case the rule will apply to orders, in which the matching products weigh between 5 and 50, there are at least 10 matching products in the order, total price of the matching products is between 150 and 7000. You can leave ‘from’ or ‘to’ fields blank not to set lower or upper limitation. 6. Conditions based on product attributes
  16. 16. Page 16 Support: http://amasty.com/contacts/ 7. Specify rates for shipping price update User Guide: Shipping Rules Fixed rate will be applied to the shipping price once per each matching product. In this case if there 10 matching products, the discount will be equal to 30. At the ‘Rates’ tab you can select the rate modification action – surcharge, discount or replace. And specify the modification rates. IMPORTANT. All rates are specified in base currency. If you have several currencies at your store, the rates will be converted from base currency to other currencies according to the conversion rates.
  17. 17. Page 17Support: http://amasty.com/contacts/ User Guide: Shipping Rules Base rate will be applied to the shipping price only once per order. 7. Specify rates for shipping price update
  18. 18. Page 18 Support: http://amasty.com/contacts/ User Guide: Shipping Rules Percentage rate is based on the product price in cart, without discounts. In this example, it’s one percent of the price of all matching products. If the matching products cost 500, the shipping discount will be 5 – one percent of 500. IMPORTANT. Based, Fixed and Percentage rates are added up to each other. So with this rule shipping will be discounted: - One time by 5 for all matching items - Plus discount of 3 for each matching product - Plus discount equal to one percent of the price of all matching products. 7. Specify rates for shipping price update
  19. 19. User Guide: Shipping Rules Page 19Support: http://amasty.com/contacts/ Handling Percentage will add or deduct the total shipping rate depending on the Calculation method you choose. Replace calculation doesn’t influence on handling percentage. E.g. Shipping costs $30 and ‘Discount’ calculation is chosen. In this particular case handling percentage is 10. So the shipping cost will become $27 ($30 minus 10 percent). 7. Specify rates for shipping price update
  20. 20. Page 20Support: http://amasty.com/contacts/ User Guide: Shipping Rules Maximal total rate change is the maximal amount which can be added to or deducted from the shipping price of the order by this rule. Let’s say the discount calculated for shipping of matching products is 150. If you specify 100 in this field, the maximum shipping discount for matching products will be 100. Minimal total rate change is the minimal amount which can be added to or deducted from the shipping price. 7. Specify rates for shipping price update
  21. 21. Page 21Support: http://amasty.com/contacts/ User Guide: Shipping Rules Minimal rate is minimal amount shipping rate could be. Maximal total rate is maximum amount shipping rate could be. If the rate is counted according to conditions as $220 but maximal total rate is $200, it will be counted as $200, not $220. It will never be larger than $200. 7. Specify rates for shipping price update
  22. 22. Page 22Support: http://amasty.com/contacts/ 8. Conditions based on order and shipping data User Guide: Shipping Rules At the ‘Address Conditions’ tab you can specify conditions based on order data, such as subtotal, subtotal with discount, items quantity and total weight. And shipping address information, such as zip code, state/province, city and country. IMPORTANT. These conditions are checked against all items in the order, not only products matching conditions from ‘Products’ tab.
  23. 23. Page 23Support: http://amasty.com/contacts/ User Guide: Shipping Rules At the ‘Address Conditions’ tab you can specify conditions based on specific products. If there are specific products in the order you can increase, decrease or determine shipping rate not only for particular product but for the whole order. IMPORTANT. These conditions are checked against specific items in the order. Let’s say you specify manufacturer ‘Apple’ at this tab. If there’s a product of the manufacturer in the cart, the shipping rule will apply to the whole order. 8. Conditions based on order and shipping data
  24. 24. Page 24Support: http://amasty.com/contacts/ User Guide: Shipping Rules New condition types “starts from” and “ends with”. It can be especially useful for zip codes. You can point starting and last numbers or letters of zip code. The rule will apply to all codes starting from “numbers or letters you type” or ending with “numbers or letters you type”. 8. Conditions based on order and shipping data
  25. 25. Page 25Support: http://amasty.com/contacts/ 9. Create shipping areas User Guide: Shipping Rules It’s possible to group several countries in a shipping area. If such area is specified in the Address Conditions tab, the rule will be applied to all countries at once.
  26. 26. Page 26Support: http://amasty.com/contacts/ User Guide: Shipping Rules Name the shipping area and tick the countries you’d like to include in it. Please, remember to save the changes. 9. Create shipping areas
  27. 27. Page 27Support: http://amasty.com/contacts/ 1o. Conditions based on shipping areas User Guide: Shipping Rules Choose a shipping area to apply or cancel the rule for multiple countries.
  28. 28. Page 28Support: http://amasty.com/contacts/ 11. Summary of the sample shipping rule User Guide: Shipping Rules So we’ve created a shipping rule, which apply only on English store view and only for customers, who are members of Wholesalers group. The rule will give one discount of ‘5’ for the whole order plus discount of ‘3’ for each matching product plus discount of one percent of the price of all matching items. Please see the next page for example of the rule application.
  29. 29. Page 29 Support: http://amasty.com/contacts/ 12. Example of shipping rule application User Guide: Shipping Rules Here’s shipping price without discount. Here the shipping price is discounted by our rule. The total discount is 50, it consists of the following discounts: - 5 base rate once per order - All ten items match the rule, so the fixed rate discount is 3 for each product, 30 for all ten products. - The price of all matching items is 1500, so percentage discount of one percent is equal to 15. 5 + 30 +15 = 50
  30. 30. Page 30Support: http://amasty.com/contacts/ 13. Shipping rules for bundled products User Guide: Shipping Rules Please be aware that for shipping rules a bundled product is a set of products and each component of a bundled product is treated like a separate product. So discounts and surcharges are applied separately to each component. For example, you have a rule, which applies surcharge of 5 to each product. If you add a bundled product, consisting of 5 components to cart, the surcharge will be 25.
  31. 31. Page 31Support: http://amasty.com/contacts/ 14. How to combine Amasty shipping extensions User Guide: Shipping Rules Read the article to learn how to combine Amasty shipping extensions for advanced tasks. 1. Shipping Discount for your own methods 2. Free shipping for the chosen products 3. Block a certain shipping method for shoppers using a promotion 4. A special shipping method for those who have a coupon 5. Different shipping options for various customer groups 6. А promotion, which blocks one method and gives the discount for the other one
  32. 32. Thank you! Your feedback is absolutely welcome! Page 32Support: http://amasty.com/contacts/ Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/ User Guide: Shipping Rules

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