Magento for B2B Commerce, 2.2.x

Shipping Experience Rules

Use the Shipping Experiences option in the Magento Shipping Portal menu to create rules that automate the shipping process.  Each shipping experience rule is associated with a specific step in the shipment workflow.

Because most shipping experience rules reference information from the Locations, Shipping Partners, and Packaging configuration, you should complete the basic setup of each profile before creating rules.


Shipping Experience
  • Shipment Workflow

    Your customer is ready to check out their cart.

    • Qualify Rules

    You receive your customer’s order.

    • Allocation Rules
    • Quoting Rules
    • Batch Fulfillment Rules
    • Fulfillment Rules

    Shipment is dispatched.

    Delivery arrives.

The following instructions show how to create a Qualify rule; however, the process is essentially the same for all shipping experience rules. First, describe the condition, then, choose an operator, and define the action to be taken. You can follow these basic instructions to create any type of rule. Refer to the field descriptions for more information about different rule types and options.

To create a shipping experience rule:

1. In the Admin sidebar, choose Stores. Then under Shipping, choose Experiences.
2. Tap Create New Experience. Then, do the following:

Shipping Experiences
a. Enter a descriptive Name for the new rule.
b. For now, accept the default Status of “Draft.” When you are ready to “go live” with the rule in your store, you can change Status to “Production.”

Experience Name and Status
c. Choose the type of rule that you want to create. In the rule section, tap Create Rule. Then, do the following:

This example shows how to create a Qualify Rule. Notice the icon and note before each section is mapped to the corresponding step in the shipment workflow.


Create Rule
d. Enter a brief Description of the rule that states its purpose and the conditions that trigger the rule.

Description
3. In the Conditions section, choose the Condition that must be met to trigger the rule.

Think about conditions that are required to trigger the rule. For example, the condition might be, “Country is China,” or “Country is not China.” You can also combine multiple conditions, such as, “Country is China or Hong Kong,” or “Country is China and order items total weight is less than 50 pounds (lb).”


Conditions
4. Choose the Operator that is needed to describe the condition. Then, do the following:

Choose an Operator
a. Complete the condition by entering appropriate values in the remaining field(s).

Complete the Condition
b. To add another condition, click Add Condition. Then, choose the logical operator that describes how the conditions are to be applied.
  • AND

    Triggers the rule when both the previous condition and the new condition are met.

    OR

    Triggers the rule when either the previous condition, or the new condition is met.


Add Another Condition
c. Repeat the previous steps to complete the new condition.

Completed Condition
5. In the Outcomes section, do the following:
a. Choose the Action that applies when the conditions are met.
b. Enter the Shipping Method Label that appears during checkout.
c. Choose the Currency to be used to display the shipping charge.
d. To add an additional action, click Add Outcome.

Outcomes
6. When complete, tap Save.

The description of the new rule appears in the list of Qualify Rules.


Qualify Rules
7. Tap Finish to save the rule and exit.
  • Field Descriptions

    Field

    Description

    Name

    A descriptive internal reference to identify the rule.

    Status

    Determines if the rule is active in the store. Options: Draft / Production

    Qualify Rules

    Qualify Rules

    Specifies the shipping methods that you want to make available to customers during checkout, such as Flat Rate, Collection Point, and Click & Collect.

    If more than one qualify rule exists, the first one to have its conditions met is used.

    Earlier version of Magento Shipping had separate rules for Qualification, Click & Collect, and Collection Point. These have now been consolidated under Qualify Rules. Any rules created with an earlier version are automatically migrated to the Outcome section of a Qualify rule.

    Description

    A brief description of the rule for internal reference.

    Conditions

    Determines the conditions that must be met to trigger the rule. A simple condition might have two parts (or operands), separated by an operator. The options for the first part of the expression are listed below. The options for the second part of the expression vary, depending upon the first option. For example, if the first part of the condition is “Destination country,” the second part will be a list of countries where the condition applies. The Conditions block walks you through the process of building the condition. and presents the available options for the condition. Options for the first part of the condition:

    Always

    Destination country

    Destination postal code

    Order items with SKU

    Order items with name

    Order items with categories

    Order items with weight

    Order items with quantity

    Order items with price

    Order items total weight

    Order total

    Ordered at

    Operator

    The following operators can be placed between the two parts of the condition. Options:

    any of

    is

    is not

    not any of

    Use the following logical operators to determine how multiple conditions are used to trigger the rule.

    AND

    (Default) Triggers the rule when both the previous condition and the new condition are met.

    OR

    Triggers the rule when either the previous condition, or the new condition is met.

    Outcomes

    The outcome describes the action that is taken when the condition is met. The selection of options varies by type of condition. Actions:

    Offer a flat rate

    Additional fields:

    Shipping Method Label (as shown on checkout page)

    Cost

    Currency

    Offer collection points locations

    In the list, mark the checkbox of each carrier that you want to associate with the action.

    Additional fields:

    Shipping Method Label (as shown on checkout page)

    Cost

    Currency

    Offer click and collect locations

    In the list, mark the checkbox of each location that you want to associate with the action.

    Additional fields:

    Shipping Method Label (as shown on checkout page)

    Cost

    Currency

    Click & Collect must be enabled in the Magento Shipping configuration for each store or warehouse location.

    Allocation Rules

    Allocation Rules

    Controls the automated processing of shipments.

    Description

    A brief description of the rule for internal reference.

    Conditions

    Determines the conditions that must be met to trigger the rule. Options:

    Always

    Order items with SKU

    Order items with name

    Operator

    (Same as for Qualify Rules)

    Outcomes

    Describes the action to be taken, and provides any additional information that is needed to reach the outcome. Actions:

    Set Origin Location

    Displays list of locations.

    Set Package

    Additional fields:

    Package Type

    Value

    Unit

    Quoting Rules

    Quoting Rules

    Control the carrier service selection. The rule is triggered when you get quotes while processing an order.

    Description

    A brief description of the rule for internal reference.

    Conditions

    Determines the conditions that must be met to trigger the rule. Options:

    Always

    Destination country

    Destination postal code

    Packages gross weight

    Origin Location Type

    Destination Location Type

    Signature Required

    Authority to Leave

    Operator

    (Same as for Qualify Rules)

    Outcomes

    Describes the action to be taken, and provides any additional information that is needed to reach the outcome. Actions:

    Quote With All Carriers

    Makes the quote available to all carriers.

    Quote With Carrier Services

    In the list, mark the checkbox of each carrier that you want to associate with the action.

    batch fulfillment Rules

    Batch Fulfillment Rules

    Allows you to run automated batch fulfillment processing.

    Description

    A brief description of the rule for internal reference.

    Conditions

    Specifies the conditions that must be met to trigger a batch fulfillment rule. Option: Always

    Operator

    (Same as for Qualify Rules)

    Outcomes

    Describes the action to be taken, and provides any additional information that is needed to reach the outcome. Actions:

    Book Shipment with Cheapest Carrier Service

    In the list, mark the checkbox of each carrier that you want to associate with the action.

    Book Shipment with Carrier Service

    In the list, mark the checkbox of each carrier that you want to associate with the action.

    fulfillment Rules

    Fulfillment Rules

    Allows you to override the default carrier service, and choose another based on a set of conditions.

    Description

    A brief description of the rule for internal reference.

    Conditions

    Specifies the conditions that must be met to trigger a batch fulfillment rule. Options:

    Destination Location Type

    Signature Required

    Authority to Leave

    Shipment Status

    Packed Items with SKU

    Packed Items with Name

    Operator

    (Same as for Qualify Rules, although selection might vary for condition.)

    Outcomes

    Describes the action to be taken, and provides any additional information that is needed to reach the outcome. Actions:

    Include a shipment return label

    In the list, mark the checkbox of each carrier that you want to associate with the action.

    This action generates a return shipment that can be accessed only from Magento Commerce. The return label is added to the package at the time of fulfillment. Any service that is marked with an asterisk (*) might have additional charges at the time of booking.

    Make sure that you understand which type of service you have selected for your returns, and how the carrier charges for that service.

    Book Shipment with Cheapest Carrier

    In the list, mark the checkbox of each carrier that you want to associate with the action.

    Book Shipment with Carrier Service

    In the list, mark the checkbox of each carrier that you want to associate with the action.