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Table Rates
The table rate shipping method lets you set up a table to calculate shipping rates for a combination of conditions. The shipping rate can be based on the following:
- Weight v. Destination
- Price v. Destination
- # of Items v. Destination
If your warehouse is located 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 customer.
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
*
*
0
15
USA
*
*
50
10
USA
*
*
100
5
USA
AK
*
0
20
USA
AK
*
50
15
USA
AK
*
100
10
USA
HI
*
0
20
USA
HI
*
50
15
USA
HI
*
100
10
You can use table rates to limit free shipping to only the continental United States, while excluding Alaska and Hawaii.
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 Current Configuration Scope to the main website. Then, click the Import button to import the tablesrates.csv file. |
Setting Up Table Rates
The data that is used to calculate the rate 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.
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 menu, select System > Configuration. |
2. | In the Configuration panel on the left, under Sales, select Shipping Methods. |
3. | Click to expand the Table Rates section. Then, do the following: |
a. | Set Enabled to “Yes.” |
b. | Enter a Title for the section of table rates that appears during checkout. (The default title is “Best Way.”) |
c. | Enter the Method Name that appears next to the calculated rate in the shopping cart. |
d. | Set Condition to one of the following calculation methods: |
- Weight v. Destination
- Price v. Destination
- # of Items v. Destination
e. | 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.
f. | If charging a handling fee, set Calculate Handling Fee to one of the following: |
- Fixed
- Percent
Then, 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.
g. | In the Displayed Error Message box, type the message that appears when this method is not available. |
h. | 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.
i. | 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.) |
4. | When complete, click the Save Config button. |
1. | In the upper-left corner, set Current Configuration Scope to the “Main Website,” or any other website where you want the configuration to apply. |
Export and Import options 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. | If you want to change the Condition, clear the Use Default checkbox. Then, select another option. |
3. | Click the Export CSV button. Then, save the tablerates.csv file to your computer. |
4. | Open the file in Excel, or any other spreadsheet program. |
5. | Complete the table with appropriate values for the shipping calculation condition being used. |
- 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.
6. | When complete, save the tablerates.csv file. |
1. | Return to the Table Rates section of the Shipping Methods confiuguration. |
2. | In the upper-left corner, set Current Configuration Scope to the website where this method will be used. |
3. | Next to the Import field, click the Choose File button. Select your completed tablerates.csv file, and import the rates. |
4. | When complete, click the Save Config button. Then, go through the payment process with different addresses to make sure the shipping and handling rates are correct. |