How to Automatically Update Shipment Details with Shipping Rules


Shiptheory’s shipping rules engine allows you to set up a series of conditions that control how each order is shipped. That way, you can create simple or complex rules that will automate every step of your shipping process based on a combination of shipping destination, order weight, value, product SKU’s and more.

Moreover, you can specify the importance level of each rule, essentially allowing you to assign a higher priority to one shipping rule over another.

By default, if you create a shipping rule with a carrier and a delivery service, when a shipment matches that rule, the shipment is sent to the carrier, a label is generated, and the tracking number is sent back to your sales channel.

Nevertheless, it is possible to change this default behaviour. For example, you can schedule an order to ship at a specific time and date or queued for approval before shipping. All these options are available from the Advanced Settings by clicking the grey button on the bottom left corner of the shipping rule page.

Overwrite any shipment information before booking

In the Advanced Settings of each shipping rule page, there is also the option to automatically update specific details on a shipment when the rule is matched.

For example, you may want to change the currency of all shipments going to Spain to Euros (EUR) or set the delivery instructions of any shipment booked in with a specific delivery service to ‘request signature’.

By default, this option will not change anything on a shipment’s information and will only do so once you specify the fields you want to be updated.

The following fields are available to be updated:

·        Weight

·        Number of boxes for this shipment

·        The total value of the shipment

·        Currency

·        Shipping method

·        Delivery instructions

·        Shipping cost

·        Reason for export

·        Receiver details

·        Sender details

If you have any questions about this functionality, please do not hesitate to contact support. We’ll be more than happy to help!

Stathis Kampylis

Marketing and Communications Coordinator at Shiptheory