How Shipping Rates Work
Table Of Contents
- 3 Important Features of Shipping Rates
- Shipping Rates Are Only Applied to Scheduled Orders
- How a Shipping Rate Is Automatically Applied to a Scheduled Order
- How the "Default" Shipping Rate is Automatically Applied to Each Scheduled Order
- Overriding the "Default" Shipping Rate with Another Available Shipping Rate
- How To Create A Shipping Rate
Shipping Rates for Scheduled Orders are managed and powered by your connected QPilot Site. Shipping Rates for Scheduled Orders are not part of your WooCommerce Shipping Rates and do not apply to the WooCommerce Cart or Checkout.
Merchants can create and manage Shipping Rates in their connected QPilot Site or when logged into the WordPress Admin ( WP-Admin > Autoship Cloud > Shipping Rates ).
3 Important Features of Shipping Rates
- Automated: Also known as "frictionless", Shipping Rates for Scheduled Orders will automatically recalculate and automatically apply each time a Scheduled Order is created or updated. This automation removes the "friction" from Shipping Rates, so that customers always receive the best Shipping Rate possible - even when making a change to an upcoming Scheduled Order!
- Matched to Specific Scheduled Order Conditions: Merchants can create different conditions for each Shipping Rate that must be matched by a Scheduled Order in order to be applied. When a Shipping Rate matches the conditions of a Scheduled Order, this is called an "Available" Shipping Rate for the Scheduled Order. Many different conditions are possible, and the most common conditions are:
- Shipping Address
- Product Shipping Class
- Minimum Subtotal
- Minimum Item Quantity
- Minimum Cycles
Shipping Rates Are Only Applied to Scheduled Orders
This means that the Shipping Rates you create (in WP-Admin > Autoship Cloud > Shipping Rates) to apply to Scheduled Orders are completely independent of the WooCommerce shipping rates that you create to apply to an Order in the cart/checkout.
For example, many stores will offer a "Free Shipping" Flat Rate or "Low Cost" Flat Rate exclusively to their Autoship Customers in order to incentivize their loyalty and recurring orders with Autoship. A Shipping Rate for Scheduled Orders is only applied to your Autoship Customer's Scheduled Orders, so it will not affect any of the shipping rates offered at cart/checkout.
Pro Tip! If you do want to offer a Free Shipping rate to Customers in the WooCommerce Cart/Checkout when they opt into Autoship, the Autoship Cloud powered by QPilot plugin does provide a special option for this! Learn more about this option here.
How a Shipping Rate Is Automatically Applied to a Scheduled Order
A Shipping Rate is automatically applied to a Scheduled Order when it matches a cascading set of rules that are defined on the Shipping Rate.
This is done in 3 validation steps:
1. A Shipping Rate is validated by matching Scheduled Order and Product(s) data
Each Shipping Rate is configured with rules that are validated to match a Scheduled Order’s data like Minimum Cycles and Minimum Subtotal, as well as Product data like Quantity, Weight, and Shipping Classes.
2. A Shipping Rate is validated by matching the Shipping Address of the Scheduled Order
Each Shipping Rate is validated to match a Scheduled Order’s Shipping Address by searching for a match for country, state, city and postcode combination.
3. Matching Shipping Rates are filtered by following an order of "specificity" to see if they are available and can be applied to a Scheduled Order
This means that the more specific a Shipping Rate's rules are (for Address, Product Shipping Class, Product Dimensions, Minimum Subtotal, etc.), then it will be considered an "Available" Shipping Rate and will be selected over other less specific matching Shipping Rate/s.
How Shipping Address matching works from the most specific match to less specific match:
- First, a match is searched for the country, state, city, street address and postcode combination (Shipping Rates which have country, state, city, street address and postcode defined)
- If none is found, a match is searched for the country, state, city and postcode combination (Shipping Rates which have only country, state, city, and postcode defined)
- If none is found, a match is searched for the 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 and postcode combination (Shipping Rates which have only country and postcode defined)
- If none is found, a match is searched for the country (Shipping Rates which have only country defined)
How the "Default" Shipping Rate is Automatically Applied to Each Scheduled Order
When all available Shipping Rates have been determined for a Scheduled Order, the Shipping Rate that is the lowest cost will be labeled as "Default" and automatically applied to the Scheduled Order.
When more than 1 Shipping Rate can be applied to a Scheduled Order, they are displayed within a dropdown of Available Shipping Rates.
If no Shipping Rates are available for the Scheduled Order, the Scheduled Order fails ( processing error #1002). This error occurs when there is no Shipping Rate found for the Scheduled Order.
Refreshing Available Shipping Rates for a Scheduled Order
When making changes to a Scheduled Order's shipping address or products, the available Shipping Rates can be refreshed & updated by selecting the "Refresh" button next to the Shipping Rates field.
Follow these steps to refresh & update the available Shipping Rates for a Scheduled Order:
- Edit a Scheduled Order
- Select the "Refresh" button next to the Shipping Rates for the Scheduled Order
- All available Shipping Rates will appear with the "Default" rate automatically labeled and applied
How To Create A Shipping Rate
- From within the WordPress Admin, visit WP-Admin > Autoship Cloud > Shipping Rates and select the "+" action to create a new Shipping Rate
- To create a Carrier Rate, first please ensure that you have already followed our 3 Step Guide to USPS Shipping Carrier Integration. Note: currently, we support Carrier Rates from USPS (US Postal Service).
- Enter a name for the Shipping Rate
- In the "Shipping Address" section, select a Country for the Shipping Rate to match.
- In the "Enabled Shipping Methods" section, select Flat rate as the Shipping Type
- In the "Shipping Pricing" section, enter a Base Price for the Shipping Rate
- To offer a Flat Rate cost of $4.95, enter "4.95"
- Your site's actual currency will apply to the cost
- To offer "Free Shipping", enter a Base Price of "0" or "0.00"
- At the bottom of the page, select "CREATE"
- Your new Flat Rate Shipping Rate will now be displayed in the Shipping Rates page!