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 in the left panel, choose Shipping Methods.

  3. Expand the Table Rates section.

  4. Set Enabled to Yes.

  5. If necessary, clear the Use system value checkbox to edit for any field to be edited.

  6. Enter the Title that you want to appear for table rates section during checkout. (The default title is “Best Way”.)

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

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

    • Weight v. Destination
    • Price v. Destination
    • Number of Items v. Destination
  9. 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.

  10. (Optional) Configuring handling fee:

    • If charging a handling fee, set Calculate Handling Fee to one of the following:

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

      If the handling fee is based on a percent, enter the whole number without the percent sign.

  11. In the Displayed Error Message box, type the message that appears when this method is not available.

  12. Set Ship to Applicable Countries to one of the following:

    • All Allowed Countries–Customers from any country specified in your store configuration can use table rate shipping.

    • Specific Countries–After choosing this option, the “Ship to Specific Countries” list appears. Select each country where customers can use table rate shipping.

  13. Enter a Sort Order number to determine where table rates appear in the list of shipping methods during checkout. (0 = first, 1 = second, 2 = third, and so on.)

  14. 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. When prompted to confirm, tap OK.

    The Export and Import options now appear in the Table Rates section, with “Use Default” checkboxes to the right of each option.

    To change any of the current settings, you must first clear the “Use Default” checkbox next to the field.

  2. To change the Condition, clear the Use Default checkbox. Then, choose another option.

  3. Click Export CSV.

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

    Export CS

  5. Open the file in a spreadsheet.

  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. Next to the Import field, tap Choose File. Select your completed tablerates.csv file, and 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.

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.

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. Set Store View to the main website. Then, click Import to import the tablesrates.csv file.