Autoship Cloud Shipping Rates

In this doc, we'll learn the following about Autoship Cloud Shipping Rates:

  1. How to Create a Shipping Rate
  2. How Shipping Rates Work for Autoship Scheduled Orders
  3. Examples for Creating Different Types of Shipping Rates
    1. How to Setup Free Shipping for all Scheduled Orders
    2. How to Setup Free Shipping for Scheduled Orders over $100
    3. How to Setup Free Shipping for Scheduled Orders over $100 Only Within a Specific Country
    4. How to Setup Free Shipping for Scheduled Orders Within A Specific Country That Have Processed At Least 3 Times
    5. How to Setup a Flat Rate for "Heavy" Items Shipped within a Country
    6. How to Setup a Flat Rate for "Large" Items Shipped within a Country - Applied by Shipping Class
    7. How to Setup a Free Shipping Rate for Orders over $30 within a Country - Multiple Product Shipping Classes

The Shipping Rates page displays an embedded report of rule-based shipping rates that are automatically applied to Scheduled Orders.

You can view, create and edit these rates within WP-Admin > Autoship Cloud > Shipping Rates

Creating A Shipping Rate

First, setup the required fields for Name and, if applicable, Shipping Class:

  1. From within the Wordpress Admin, visit WP-Admin > Autoship Cloud > Shipping Rates and select the "+" action to create a new Shipping Rate
  2. Enter a name for the Shipping Rate
  3. If your WooCommerce site uses Product Shipping Classes that you want to apply this rate to, enter the "slug" (unique identifier) of the WooCommerce Product Shipping Class.
    1. Note: you must add a shipping rate for each shipping class that your WooCommerce Products use.  Likewise, you must add a shipping rate for WooCommerce Products that do not include a shipping class.

Next, setup any additional conditions that should be used to apply the Shipping Rate to matching Scheduled Orders:

  1. Shipping Address
    1. Country
      1. Dropdown: Used to match the rate to the Shipping Address Country
    2. State
      1. Text: Used to match the rate to the Shipping Address State
      2. For United States, use the Two-Letter State Code.  For example "CO".
    3. City
      1. Text: Used to match the rate to the Shipping Address State
    4. Post Code
      1. Alphanumeric: Used to match the rate to the Shipping Address Post Code
      2. For United States, we suggest you only enter a 5-digit Post Code
  2. Enabled Shipping Methods
    1. Shipping Type
      1. Flat Rate
        1. The rate cost will be set by the Merchant
        2. Shipping Method: Select Default
        3. Shipping Pricing
          1. Base Price: the Flat Rate's price for this shipping rate
            1. Prices are always entered up to 2 decimals and without a currency symbol
          2. Price Per Unit: the added Price that is applied per each quantity added to the Scheduled Order
            1. For example: Set Price Per Unit to "1.00" with a Base Price of "3.99" to offer a 4.99 Flat Rate that increases by 1.00 for each additional quantity added.
      2. USPS (United States Postal Service)
        1. Important: You must first add USPS as a shipping integration to your QPilot Site
        2. The rate cost will be requested from the merchant's USPS WebTools Account
        3. Shipping Method(s): Select one or more (multi-select) USPS methods
        4. Example: Priority Mail or USPS International
  3. Shipping Conditions
    1. Min Units
      1. Integer: the minimum quantity of items that must be included in a Scheduled Order to be eligible for this shipping rate
    2. Min Cycles
      1. Integer: the minimum number of previous scheduled orders processed (from the same scheduled order) to be eligible for this shipping rate
    3. Min Subtotal
      1. Price: The minimum subtotal required to qualify for this shipping rate.
      2. Prices are always entered up to 2 decimals and without a currency symbol
  4. Weight Restrictions
    1. Min Weight
      1. Float: the minimum weight required to qualify for this shipping rate
    2. Max Weight
      1. Float: The maximum weight required to qualify for this shipping rate
    3. Unit of Weight
      1. Dropdown: select a unit of measurement (Default, Pound, Ounce, Kilogram, Gram)
      2. If "Default" is selected, then your site's Default Unit of Measurement will apply

How Autoship Cloud Shipping Rates Work

Autoship Cloud Shipping Rates are managed and powered by your QPilot Site and are not part of your WooCommerce Shipping Rates.  In this section, we'll outline the features of Autoship Cloud Shipping Rates.

Exclusively Applied to Autoship Scheduled Orders

Autoship Cloud Shipping Rates are applied exclusively to your Autoship Scheduled Orders.  

This means that the rates you create to apply to Autoship Scheduled Orders are completely independent of the WooCommerce shipping rates that you create to apply to customers at cart/checkout.

For example, many stores will offer a Free Shipping or Low Cost Flat Rate exclusively to their Autoship Customers to incentivize the convenience of recurring orders with Autoship.  Since this shipping rate is only applied to your Autoship Customer's Scheduled Orders, it will not affect the shipping rates offered at cart/checkout.

Shipping Rates are Automatically Calculated and Applied to Autoship Scheduled Orders

QPilot will automatically apply the "best shipping rate" to a Scheduled Order.  This means that anytime a Scheduled Order is changed, updated, or processed, QPilot will automatically review all possible Shipping Rates for a Scheduled Order and then automatically apply the rate that is the lowest cost.

QPilot follows this basic process to automatically calculate and apply a shipping rate to a Scheduled Order:

  1. Validate Shipping Rates for the Scheduled Order's Shipping Address
  2. Validate Shipping Rates for the Product(s) within the Scheduled Order
    1. This includes any Product Data like product dimensions, shipping class that are synchronized with your WooCommerce Products and required by your Shipping Rates
  3. Return all valid Shipping Rates for the Scheduled Order and apply the lowest cost rate.

Examples

How to Setup Free Shipping for all Scheduled Orders

  1. Create a new Shipping Rate called "Free Shipping" within Autoship Cloud > Shipping Rates.
  2. For the Base Price of the Shipping Rate, enter "0".

Result: Shipping Rate named "Free Shipping" that applies a 0.00 price to all Scheduled Orders.

How to Setup Free Shipping for Scheduled Orders over $100

  1. Create a new Shipping Rate called "Free Shipping" within Autoship Cloud > Shipping Rates.
  2. For the Base Price of the Shipping Rate, enter "0".
  3. For the Min Subtotal, enter "100"

Result: Shipping Rate named "Free Shipping" that applies a 0.00 price when a Scheduled Order's subtotal is over 100.00.

How to Setup Free Shipping for Scheduled Orders over $100 Only Within a Specific Country

  1. Create a new Shipping Rate called "Free Shipping" within Autoship Cloud > Shipping Rates.
  2. For the Base Price of the Shipping Rate, enter "0".
  3. For the Min Subtotal, enter "100"
  4. For the Country, select a specific value like: "US | USA"

Result: Shipping Rate named "Free Shipping" that applies a 0.00 price when a Scheduled Order's subtotal is over 100.00 and has a shipping address within the US.

How to Setup Free Shipping for Scheduled Orders Within A Specific Country That Have Processed At Least 3 Times

  1. Create a new Shipping Rate called "Free Shipping" within Autoship Cloud > Shipping Rates.
  2. For the Base Price of the Shipping Rate, enter "0".
  3. For the Country, select a specific value like: "US | USA"
  4. For the Min cycles, enter "3"

How to Setup a Flat Rate for "Heavy" Items Shipped within a Country

  1. Create a new Shipping Rate and give it a name (for example, "Oversized") within Autoship Cloud > Shipping Rates.
  2. For the Base Price of the Shipping Rate, enter a value (for example "49.00").
  3. For the Country, select a specific value like: "US | USA"
  4. For Weight Restrictions
    1. For Min Weight, enter a value (for example "75.00")
    2. For Unit of Weight, enter a unit of measurement for Min Weight (for example "Pound")

Result: Shipping Rate named "Oversized" that applies a 49.00 price to ship any package that weighs 75 Pounds or more to a shipping address within the US.

How to Setup a Flat Rate for "Large" Items Shipped within a Country - Applied by Shipping Class

  1. Create a new Shipping Rate and give it a name (for example, "Large") within Autoship Cloud > Shipping Rates.
  2. Enter the shipping class that matches the "slug" of the shipping class for the WooCommerce Product (for example, "large-items")
  3. For the Base Price of the Shipping Rate, enter a value (for example "49.00").
  4. For the Country, select a specific value like: "US | USA"

Result: Shipping Rate named "Large" that applies a 49.00 price only when a product within a Scheduled Order has the class "large-items" and has a shipping address within the US.

How to Setup a Free Shipping Rate for Orders over $30 within a Country - Multiple Item Shipping Classes

  1. Create a new Shipping Rate (for each item with a shipping class you want to meet the Minimum [Scheduled Order] Subtotal condition) and give it a name (for example, "Large ", "Small", etc.) within Autoship Cloud > Shipping Rates.
  2. shipping rates for multiple classes
  3. Enter the shipping class that matches the "slug" of the shipping class for the WooCommerce Product (for example: small / large)
  4. For the Country, select a specific value like: "US | USA"
  5. For Minimum Subtotal enter the subtotal the Scheduled Order must meet for free shipping

Result: Though neither item on the Scheduled Order (below) meets the $30 minimum subtotal alone, the Scheduled Order would receive free shipping because it meets the shipping class of both items and the Minimum Subtotal condition for the Scheduled Order ($30).

scheduled order with multi shipping classed items


How a Shipping Rate is Automatically Applied to Each Scheduled Order

Like the examples (above) show, all shipping rates follow "specificity", meaning that the most specific shipping rates will be validated for the Scheduled Order.  You can think of this like a cascading set of rules:

First, these basic rules are applied to decide which Shipping Rates are valid and "match" the Scheduled Order:

  • If a country is defined on a shipping rate, it must match the shipping country of the Scheduled Order.
  • If both country and state are defined on a shipping rate, a match is made only if the shipping country and shipping state match the Scheduled Order.
  • Min cycles, min units, min subtotal, and minimum/maximum weight must be satisfied, as well as shipping class (product and shipping rate having exactly same class)

Then, the more specific rules are applied:

  • First, a match is searched for country, state, city, and postcode combination (shipping rates which have country, state, city, and postcode defined)
  • If none is found, a match is searched for country, state, and city combination (shipping rates which have only country, state, and city defined)
  • If none is found, a match is searched for country and state combination (shipping rates which have only country and state defined)
  • If none is found, a match is searched for country, state, and postcode combination (shipping rates which have only country, state, and postcode defined)
  • If none is found, a match is searched for country and postcode combination (shipping rates which have only country and postcode defined)
  • If none is found, a match is searched for country (shipping rates which have only country defined)
  • If none is found, a match is searched that matches only the min cycles, min units, min subtotals and shipping class
  • If none is found, scheduled order fails, since there is no shipping possible for these item

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