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How to Set Up Rules Based on Boxes

Set shipping rates and options using box size and packing efficiency

Table of Contents

Overview

With ShipperHQ's Dimensional Packing functionality, you can leverage a powerful dimensional algorithm to determine which box or boxes to use for each customer's order. This is based on how efficiently items can be packed and any limitations you set. ShipperHQ's Box-based Shipping Rules expand on this functionality by enabling you to define shipping rates or rate adjustments as well as shipping option availability based on the selected box for an order. 😊

Setup

To use Box-based shipping rules, follow these steps:

  1. Ensure Dimensional Packing is enabled by navigating to the "Advanced Features" tab in the left-hand menu.

    Enable Dimensional Packing from Advanced Features menu on the dashboard.

  2. Next, click the "Shipping Rules" link from the left navigation menu.

    Click All Shipping Rules to view the list of all rules created and to begin creating a new rule.

  3. In the upper right corner, find and click the Settings link to access advanced shipping rules options.

    Click New to begin creating a new shipping rule.

    ⚠️ Access to advanced shipping rules settings is not available for ShipperHQ Essentials plans. To use this feature, upgrade to the Standard Plan or higher. Contact CustomerSuccess@ShipperHQ.com for details on plans and pricing.

  4. Under the "Filter Based On" tab, set the Boxes dropdown to "Yes."

    Location to enable Boxes based shipping rule from advanced settings.

  5. Click Apply to finalize this setting.
  6. Once selected, you'll find a "Boxes Include" option in the Advanced Conditions section of the Advanced tab in your Shipping Rules.

    Location to add boxes to a shipping rule under the Advanced tab.

Use Cases

Once you've defined all of your boxes, you can use box-based rules in various ways:

Surcharge on Box

Set surcharges or discounts based on the chosen box. For example, adding a required amount of dry ice for shipping ice cream, depending on the package used.

Hide Shipping Options for Certain Boxes

For situations where you prefer not to display UPS services when a USPS Flat Rate box is selected by ShipperHQ.

Surcharge on Box for Certain Methods

Set a cost per box and specify that this rate applies only to certain shipping methods.

Example showing how to add surcharge to a box and shipping groups.