Checkout Rules - Revision history

Admin: /* Example Checkout Rules */

2025-11-13T19:43:20Z

Example Checkout Rules

Admin: /* Creating Checkout Rules */

2025-11-13T19:32:27Z

Creating Checkout Rules

Admin: /* Creating Checkout Rules */

2025-04-16T05:58:51Z

Creating Checkout Rules

Admin at 05:58, 16 April 2025

2025-04-16T05:58:25Z

Admin at 23:07, 29 January 2025

2025-01-29T23:07:10Z

Admin: /* Creating Checkout Rules */

2025-01-29T22:54:19Z

Creating Checkout Rules

Admin: /* Example Checkout Rules */

2024-06-29T01:29:31Z

Example Checkout Rules

Admin: /* Creating Checkout Rules */

2024-06-29T01:20:44Z

Creating Checkout Rules

Admin: /* Creating Checkout Rules */

2023-05-16T05:05:08Z

Creating Checkout Rules

Shawn: /* Example rule: Restrict a shipping rate so it only applies to customers that are within a certain distance from you */

2022-02-03T00:41:54Z

Example rule: Restrict a shipping rate so it only applies to customers that are within a certain distance from you

← Older revision		Revision as of 19:43, 13 November 2025
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	All standard shipping rates are disabled, including rates that are selected using Shipping Codes.		All standard shipping rates are disabled, including rates that are selected using Shipping Codes.
		+	=== Example Rule: Add a 10% surcharge to all prices to cover the cost of tariffs imposed on imports to the USA ===
		+	Add a new rule, choosing the "Add Checkout Surcharge" rule action. Make sure you add a descriptive name for the rule, as this is included on the order to describe the surcharge. For example, a good rule name in this case would be "US Tariff 10%".
		+
		+	For a rule like this, you want it to apply to all items if the shipping destination is in the United States. Choose the "Rule is applied to customers shipping to United States" condition and that's all that is required. Save the rule, and you're done.
		+
		+	Of course, as some items may be exempt from import tariffs, you may need to add more conditions for the rule to apply, such as creating a Super Collection containing all your exempt products, and then add a condition to only apply the rule to all products, except for those in the exempt collection.

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 #* Set a Shipping Tag
 #* Set a Payment Tag
 #* No Shipping Rates
-# Enter the required quantities or tags as required for the rule action. A Shipping Tag or Payment Tag is a single word, starting with a letter and containing only letters and digits. The tag is used to associate the rule with a specific shipping rate or payment method.
+# Enter the required quantities or tags as required for the rule action. A Shipping Tag or Payment Tag is a single word, starting with a letter and containing only letters and digits. The tag is used to associate the rule with a specific shipping rate or payment method. If you want to add a Checkout Surcharge, enter the required percentage amount for the surcharge, such as "10" if you want to increase the price by 10%.
 # If rule is only going to run for a limited time, then enter a start date and optionally an end date. The rule will not be active until the start date and will no longer be available after the end date.
 # You can associate a rule with a set of specific products, if required. The products can be selected by specifying which collection they belong to, or by specifying that all products with a specific product type, vendor or tag are to be used. If you don't specify a product, then the rule applies to all products.

@@ Line 35: / Line 35: @@
 #* The rule can be configured to only apply on one or more days of the week.
 # Finally, the rule can be limited to apply to only a certain group of customers. You choose between the following options:
-#* Only customer who have logged into their account.
+#* Only customers who have logged into their account.
-#* Only customer who have not logged into their account or who have not created an account.
+#* Only customers who have not logged into their account or who have not created an account.
 #* Only customers who have a specific customer tag.
 #* All customers who don't have a specific tag.

@@ Line 35: / Line 35: @@
 #* The rule can be configured to only apply on one or more days of the week.
 # Finally, the rule can be limited to apply to only a certain group of customers. You choose between the following options:
 #* Only customers who have a specific customer tag.
 #* All customers who don't have a specific tag.

← Older revision		Revision as of 23:07, 29 January 2025
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	Whilst checkout rules may appear complex at first, you will find that the advanced functionality provided by them makes it worthwhile to spend some time experimenting until you get it right. After you've created a rule, make sure you test it in your checkout to make sure you've set it up right!		Whilst checkout rules may appear complex at first, you will find that the advanced functionality provided by them makes it worthwhile to spend some time experimenting until you get it right. After you've created a rule, make sure you test it in your checkout to make sure you've set it up right!
		+
		+	=== Shipping Distances ===
		+	If you create a rule using the shipping distance, the distance is calculated from your store location as specified in ''Preferences -> General Settings''.
		+
		+	The distance is initially calculated as the distance between your store location and the shipping address as provided by the customer for the order. This is a straight-line distance measurement, and can be an unreliable way to assess the actual costs of making a local delivery. For example, in some more remote areas, an address may be within a straight-line distance of your store location, say 50 km, but the actual distance to drive there may be much greater, for example 75 km, due to the lack of a direct route.
		+
		+	It is for this reason, that the initial distance calculation is further refined to use a direct calculation of the route and the distance it takes to drive between the two points using the best possible route.

	== Tagging Shipping Rates and Payment Methods ==		== Tagging Shipping Rates and Payment Methods ==

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 == Example Checkout Rules ==
 We'll update this section further as more example uses for checkout rules pop up.  They are so flexible and have some many uses that we think this section might grow pretty quickly.
+=== Example Rule: Restrict a shipping rate so it only applies to customers that are within a certain distance from you ===
 This is a two part tutorial.  You first create a shipping tag, and you then add the tag to a shipping rate.
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 # Click '''Save'''.
 # Ensure you edit your other rates.  You must add the '''"*"''' (wildcard) and '''"LOCAL"''' Shipping Tag to your other rates if you want local customers to see the other rates as well as this one.  If you don't want them to, don't add it.

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 #* Check the price of the product. If the price of the cart item is greater than the nominated limit, then the rule is applied.
 #* Check the total value of the cart. If the total value of all items in the cart exceeds the specified limit, then the rule is applied.
 # The rule can be limited to only apply at certain times.
 #* The rule is applicable at any time.

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 # Click the '''Add a Checkout Rule''' button.
 # For the '''Name''', enter "Local Shipping" or whatever you prefer. For the '''Action''', choose '''Set a Shipping Tag'''.
-# In the '''Enter Shipping Tag''' field enter "localshipping".
+# In the '''Enter Shipping Tag''' field enter "LOCAL".
 # Scroll down to the '''Rule is applied to all customers''' section, and click the options until you get to the "customers with shipping distance up to" option.
 # Enter '''5km''' (or whatever you prefer) in the '''Enter distance''' field.
@@ Line 147: / Line 147: @@
 # Save your shipping rate, then click on it to edit it.
 # Click the small edit link, and you'll see there's a new section titled '''Shipping Tags'''
-# In the '''Enter Shipping Tag''' field enter "localshipping".
+# In the '''Enter Shipping Tag''' field enter "LOCAL".
 # Click '''Save'''.
-# Ensure you edit your other rates.  You must add the "'''*'''" (wildcard) Shipping Tag to your other rates if you want local customers to see the other rates as well as this one.  If you don't want them to, don't add it.
+# Ensure you edit your other rates.  You must add the '''"*"''' (wildcard) and '''"LOCAL"''' Shipping Tag to your other rates if you want local customers to see the other rates as well as this one.  If you don't want them to, don't add it.