Set Shipping Rules and Restrictions for Magento 2 | Calcurates

How to Set Shipping Rules and Restrictions for E-commerce: Popular Use Cases Solved

Jan 2021

Nikolay Pasholok

Product Owner, Calcurates

Table of contents

What Are Shipping Rules and Restrictions?

Shipping Rules and Restrictions is a feature by Calcurates for Magento 2, Shopify, and WooCommerce stores. With Shipping Rules and Restrictions you can create unique customized scenarios. For example, set up Magento 2 free shipping over a certain amount or on specific products, restrict shipping locations or any other shipping rules. The shipping rules and restrictions feature is very popular on Magento, due to its extensive functionality.

Why Is It Important To Use Shipping Rules and Restrictions for Your E-commerce?

Applying certain shipping rules for your Magento 2 e-commerce makes your shipping more cost-effective. You can restrict any shipping methods, exclude certain costly areas from your shipping network, or apply any international shipping restrictions.

To demonstrate better how to use Calcurates' Shipping Rules for Magento, WooCommerce, or Shopify e-commerces, we selected the most popular Shipping Rules and Restrictions case studies.

Set Magento Free Shipping On Specific Products or Categories

Problem

Let's say you own an online bicycle store on the Magento e-commerce platform. You want to offer free shipping for orders from the Small Accessories category only. How do you customize free shipping in the Magento store for this particular case?

Solution

With Calcurates you can customize free shipping based on the product category. You may set one specific category or a few of them as well. Free Shipping will be available for orders that contain only Small Accessories from the small product categories of your Magento store.

Increase Shipping Rates Depending On Order Weight, Subtotal or Quantity in Cart

Problem

Increase your shipping rate for orders with a total weight of more than three pounds, priced more than $75 when three or more items are added to the cart.

Solution

First, set a shipping segment that includes:

  1. Order weight is more than three pounds;
  2. Subtotal with tax is more than $75;
  3. More than three items in the cart.

Apply a 20% Shipping Rate Discount If There Are Specific Product Categories In The Cart

Problem

When customers buy products from specific categories you want to offer a 20% discount on shipping.

Solution

Start with a Shipping Segment for your Rule: choose categories (e.g. Pants or Shorts) that will discount a shipping rate. Use the "selection" control to define that a segment works when ANY (not ALL) of the products in the cart match the selected categories.

Charge More or Apply Magento Delivery Restriction to a Particular Area or Region

Problem

You want to restrict shipping of particular products to some countries or regions (e.g. distant states like Alaska, Hawaii, and Puerto Rico).

Solution

Create the Shipping Segment for your Shipping Rule. Select certain conditions, choose the shipping area that you want to restrict or surcharge shipping for, and add product attributes such as certain categories, price, weight, SKUs, etc.

How to Configure Shipping Rules and Restrictions With Calcurates on Magento?

Shipping Rules and Restrictions is a feature by Calcurates for Magento, Shopify, and WooCommerce stores

  1. Fill in the shipping rules grid in Calcurates settings;
  2. Fill in the general information like rule name and rule description;
  3. Select shipping options affected by the rule: flat rate, free shipping, table rates, or carrier services;
  4. Set your rule conditions using preset shipping segments;
  5. Choose from the list of applicable actions: Hide (Restrict), Surcharge, Discount, and Replace;
  6. Set algorithm for Surcharge, Discount, and Replace actions: per order, per item, per unit of weight, percentage of order subtotal, or percentage of rate;
  7. Review, enable or disable your shipping rules and restrictions right from the grid.