Table Rates

The table rate shipping method references a table of data to calculate shipping rates based on a combination of conditions, including:

  • Weight v. Destination
  • Price v. Destination
  • Number of Items v. Destination

For example, if your warehouse is in Los Angeles, it costs less to ship to San Diego than to Vermont. You can use table rate shipping to pass the savings on to your customers.

The data that is used to calculate tables rates is prepared in a spreadsheet and imported into your store. When the customer requests a quote, the results appear in the shipping estimate section of the shopping cart.

Only one set of table rate data can be active at a time.

Table Rate in Shopping Cart

Step 1: Complete the default settings

The first step is to complete the default settings for table rates. You can complete this step without changing the scope of the configuration.

  1. On the Admin sidebar, go to Stores > Settings > Configuration.

  2. In the Sales section of the left panel, choose Delivery Methods.

  3. Expand Expansion selector the Table Rates section.

    If necessary, first deselect the Use system value checkbox to change the following settings as described.

  4. Set Enabled to Yes.

  5. Enter the Title that you want to appear for table rates section during checkout.

    The default title is Best Way.

  6. Enter the Method Name that you want to appear as a label next to the calculated rate in the shopping cart.

  7. Set Condition to one of the following calculation methods:

    • Weight v. Destination
    • Price v. Destination
    • Number of Items v. Destination
  8. For orders that include virtual products, set Include Virtual Products in Price Calculation to Yes if you want to be able to include the virtual product(s) in the calculation.

    Because virtual products—such as services—have no weight, they cannot change the result of a calculation that is based on the Weight v. Destination condition. However, virtual products can change the result of a calculation that is based on either the Price v. Destination or # of Items vs Destination condition.

  9. Configure the handling fee options according to your requirements.

    The handling fee is optional and appears as an additional charge that is added to the shipping cost. If you want to include a handling fee, do the following:

    • Set Calculate Handling Fee:

      • Fixed
      • Percent
    • Enter the Handling Fee rate according to the method used to calculate the fee.

      For example, if the charge is based on a fixed fee, enter the amount as a decimal, such as 4.90. However, if the handling fee is based on a percentage of the order, enter the amount as a percentage. For example, if you are charging six percent of the order, enter the value as .06.

  10. If needed, change the Displayed Error Message.

    This text box is preset with a default message, but you can enter a different message that you want to appear if this delivery method becomes unavailable.

  11. Set Ship to Applicable Countries:

    All Allowed Countries Customers from all countries specified in your store configuration can use this delivery method.
    Specific Countries When you choose this option, the Ship to Specific Countries list appears. Select each country in the list where this delivery method can be used.
  12. For Sort Order, enter a number to determine the sequence in which Table Rate Shipping appears when listed with other delivery methods during checkout.

    0 = first, 1 = second, 2 = third, and so on.

  13. Click Save Config.

    Table Rates

Step 2: Prepare the table rate data

  1. In the upper-left corner, set Store View to Main Website, or to any other website where the configuration applies.

    If necessary, first deselect the Use system value checkbox to change the following settings as described.

  2. Change the Condition as needed.

  3. Click Export CSV.

  4. Save the tablerates.csv file to your computer.

    Export CS

  5. Open the file in a spreadsheet application.

  6. Complete the table with appropriate values for the shipping calculation condition.

    • Use an asterisk (*) as a wildcard to represent all possible values in any category.
    • The Country column must contain a valid three-character code for each row.
    • Sort the data by Region/State so the specific locations are at the top of the list, and the wildcard locations at the bottom. This will process the rules with the absolute values first, and the wildcard values later.

    Weight vs. Destination (Australia)

  7. Save the tablerates.csv file.

Step 3: Import the table rate data

  1. Return to the Table Rates section of your store configuration.

  2. In the upper-left corner, set Store View to the website where this method will be used.

  3. For Import, click Choose File and select your completed tablerates.csv file to import the rates.

    Import Table Rates

  4. Click Save Config.

Step 4: Verify the rates

To make sure that the table rate data is correct, go through the payment process with several different addresses to make sure the shipping and handling rates are calculated correctly.

Example 1: Price v. destination

This example uses the Price v. Destination condition to create a set of three different shipping rates based on the amount of the order subtotal for the continental United States, Alaska, and Hawaii. The asterisk (*) is a wildcard that represents all values.

COUNTRY REGION / STATE ZIP / POSTAL CODE ORDER SUBTOTAL (and above) SHIPPING PRICE
USA HI * 100 10
USA HI * 50 15
USA HI * 0 20
USA AK * 100 10
USA AK * 50 15
USA AK * 0 20
USA * * 100 5
USA * * 50 10
USA * * 0 15

Example 2: Weight v. destination

This example uses the Weight v. Destination condition to create different shipping rates based on the weight of the order.

COUNTRY REGION / STATE ZIP / POSTAL CODE WEIGHT (and above) SHIPPING PRICE
AUS NT * 9 39.95
AUS NT * 0 19.95
AUS VIC * 9 19.95
AUS VIC * 0 5.95
AUS WA * 9 39.95
AUS WA * 0 19.95
AUS * * 9 29.95
AUS * * 0 9.95

Example 3: Restrict free shipping to the continental United States

  1. Create a tablerates.csv file that includes all the state destinations to which you are willing to provide free shipping.

  2. Complete the table rate configuration with the following settings:

    Setting Value
    Condition Price v. Destination
    Method Name Free Shipping
    Ship to Applicable Countries Specific Countries
    Ship to Specific Countries Select only United States
    Show method if not applicable No
  3. In the upper-left corner, set Store View to Main Website, or to any other website where the configuration applies.

  4. For Import, click Choose File and select your completed tablerates.csv file to import the rates.