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This article provides an in depth explanation of ShipHawk’s rules engine and best practices. It includes instructions on creating and enabling rules and rule subtypes, and an extensive reference section that describes each rule criteria and actions.

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Rule Criteria

Type

Description

Any Rate Carrier Type

Carrier

A multi-picklist of carrier types like parcel, ltl and more.

Backordered

Other

The item is backordered. (True/False)

Carrier Name

Carrier

Name of the carrier.

Carrier Service

Carrier

Name of the carrier service.

Carrier Transit Time

Carrier

The estimated transit time for a carrier service.

Carrier Type

Carrier

The carrier type: parcel or LTL.

Channel Domain

Channel

The channel domain.

Channel Name

Channel

The channel name.

Destination Address 1

Destination

Address listed in the destination address.

Destination Address 2

Destination

Address listed in the destination address.

Destination Address Type

Destination

Residential, commercial or PO Box.

Destination City

Destination

City listed in the destination address.

Destination Company Name

Destination

Company name listed in the destination address.

Destination Contact Name

Destination

Contact name listed in the destination address.

Destination Country

Destination

Country listed in the destination address.

Destination Email

Destination

Email associated with the contact person for the destination address.

Destination State

Destination

State listed in the destination address.

Destination Zip Code

Destination

Zip code listed in the destination address.

Handling Unit Type

Item

Box, Pallet or Crate.

Item Freight Class

Item

Freight class for the item.

Item HS Code

Item

HS code for the item.

Item Height

Item

Height measurement of the item.

Item Length

Item

Length measurement of the item.

Item NMFC

Item

NMFC code for the item.

Item Quantity

Item

Quantity of the line item in the rating request.

Item Type

Item

Unpacked, parcel, pallet.

Item Value

Item

Value of the item.

Item Volume

Item

Calculated volume of the item.

Item Weight

Item

Weight of the item.

Item Width

Item

Width measurement of the item.

Order Source

Order

[DEPRECATED]

Order Value

Order

Sum of all the item values in the order.

Origin Address Type

Origin

Residential, commercial or PO Box.

Origin Address 1

Origin

Address listed in the origin address.

Origin Address 2

Origin

Address listed in the origin address.

Origin City

Origin

City listed in the origin address.

Origin Company Name

Origin

Contact company name listed in the origin address.

Origin Contact Name

Origin

Contact name listed in the origin address.

Origin Country

Origin

Country listed in the origin address.

Origin Email

Origin

Email associated with the contact for the origin address.

Origin State

Origin

State listed in the origin address.

Origin Zip Code

Origin

Zip code listed in the origin address.

Package Girth

Shipment

The girth of the package is two times the height of the package, plus two times the width of the package.

Note that the package dimension criteria (girth, height, length, width) are only available after the packing and rating steps are complete, given that the package dimensions are determined during packing. Rule Actions that are applied pre-rating are not compatible with these criteria.

Package Height

Shipment

The height of the package.

Package Length

Shipment

The length of the package.

Package Value

Shipment

Sum of all item values in a package.

Package Weight

Shipment

Sum of all item weights in a package.

Package Width

Shipment

The width of the package.

Packed

Shipment

A flag to trigger rules when items are already packed.

Product Category

Item

A product category.

Product Subcategory

Item

A product subcategory.

Prime

Other

The order is an Amazon Prime order. (True/False)

Rate Source

Order

The source system of the rate request.

Reference Number

Order

The order reference number.

SKU

Item

SKU name of the items sent in the rating request.

Shipment Value

Shipment

Sum of all item values in a shipment.

Shipment Weight

Shipment

Sum of all item weights in a shipment.

Tag

Other

The specified tag assigned to an order.

Unpacked item ID

Item

The unpacked item type id (rarely used).

Warehouse

Other

The warehouse code.

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Rating Rule Action

Type

Description

Add Insurance for Declared value

Insurance and Accessorials

Adds insurances using the specified value.

Add this accessorial for this Carrier

Insurance and Accessorials

Adds a carrier-specific accessorial. Example: Signature required.

Apply this upfront accessorial for rating

Insurance and Accessorials

Include accessorial for getting rates.

Combine USPS Priority Mail Types

Carrier

Combine USPS Priority Mail types (Priority Mail Express, Priority Mail)

Create Table Rate

Rates

Allows users to create static table rates.

Do Not Use this Carrier

Carrier

Excludes responses from specified carriers.

Do Not Use this Carrier Service

Carrier

Excludes responses from specified carrier service.

Do Not Use this Kind of Carrier

Carrier

Excludes responses from specified carrier type.

Do Not Use this Service

Carrier

Excludes responses from specified service class. Example: Ground.

Fixed Price for all Rates

Rates

Returns a fixed rate for all rate requests.

Fixed Ship Rate for SKU

Rates

Returns a fixed rate for specified SKU.

Free Shipping for Cheapest Rate

Rates

Returns $0 rates for the cheapest available carrier service.

Free Shipping for this Product Category/Subcategory

Rates

Automatically specifies free shipping for selected product categories and subcategories.

By usinig product categories and subcategories, rule creation is simplified: you do not have to enter specific SKUs that qualify for free shipping.

Free Shipping for this SKU

Rates

Returns $0 rates for the specified SKUs.

Markdown Rate by this Amount

Rates

Allows marking down each carrier’s rates by a specified amount.

Markdown Rate by this Percent

Rates

Allows marking down each carrier's rates by specified percentage.

Markdown Total Rate by this Percent

Rates

Allows marking down of total rate by a specified percentage when multiple carriers are returned for a single shipment.

Markup Rate by this Amount

Rates

Allows marking up each carrier’s rates by a specified amount.

Markup Rate by this Amount per Package

Rates

Allows marking up rate by a specified amount per package.

For instance: markup shipping rates based on estimated labor and material costs for the shipment based on the size of the shipping container.  This is useful especially if you are constructing shipping crates or other custom packaging, and therefore need a variable markup based on estimated cost. In the definition, you can specify Packing Material Cost per Sq/Ft Material Surface Area, Packing Labor Time per Sq/Ft Surface Area for Material, and Labor Rate Per Hour.

Markup Rate by this Percent

Rates

Allows markup of each carrier rate by a specified percentage.

Markup Total Rate by this Percent

Rates

Allows marking up of total rate by a specified percentage when multiple carriers are returned for a single shipment.

Mask Carrier and Service

Carrier

Hides carrier name and service with service class.

You can either use ShipHawk default service masking, or with the new functionality, you can custom define service level names, carrier mapping, and number of service levels. With custom Mask Carrier and Service, you can display your unique text and map only the specific carrier services based on your preferences.

The default Mask Carrier and Service rule action returns the lowest shipping cost based on four predefined service levels, including Standard Ground, Standard Three-Day, Standard Two-Day, and Standard Next Day, that are mapped to all carrier services.

Example: Ground.

Prevent User from Booking Shipment

Other

Prevents users from being able to book a shipment.

Return List Rates from Carrier

Rates

Return consumer (“list”) rates (as opposed to negotiated rates) for Basic (Ground International Economy), Preferred (Three-Day, Two-Day, International Priority), and Premium (Next Day).

Return Standard In-Cart Rates for Hazmat Orders

Rates

Returns the standard in-cart rates for orders that include HAZMAT items.

Return This Many of the Cheapest Rates

Rates

Rank all the returned rates from least to most expensive and display only the specified number of the least expensive options to the user.

Return This Many of the Cheapest Rates

Rates

Return a specified number of the cheapest available rates.

Round up rates to the cents

Rates

Automatically round up shipping rates to the nearest dollar or other increment, improving the aesthetics and usability of in-cart rate display.

For example, when the Round Up Rates is enabled, a rate of $6.17 or $6.89 will automatically round up to $7.00. Alternatively, you can round to the nearest value, so $6.17 rounds to $6.00 and $6.89 rounds to $7.00.

NOTE: when specifying the Value field for Round Up Rates, ShipHawk recommends values of $1.00 (the default) or $0.50. Be aware that if you use a value such as $0.99, $0.99 is added each time, starting from $1.99. For example, if the rate is $7.77, the rule would round up the rate to $7.92.

Set Maximum Package Value

Other

Set the maximum package value that will be shipped. With this rule action, you can set the maximum package value so that you can limit the value of each package in a shipment.

Set Maximum Package Weight for Multi-Item Packages

Other

With this rule action, you can set the maximum package weight so that you can limit the weight of each package in a shipment. When enabled, ShipHawk will limit the total weight of any package with shipping multiple items to the value set in the rule. Single items that are heavier than the threshold will be shipped individually. This can prevent fees and chargebacks from carriers and clients that have weight thresholds for packages.

Use Cheapest Service that meets Delivery promise (in Days)

Carrier

Select this action to return the following in the shopping cart:

  1. The cheapest Ground rate

  2. The cheapest 2 or 3 day Ground rate

  3. The cheapest Next Day Ground rate

Note that Ground rates do not include Flat rate services  such as FedEx OneRate.

Use closest Warehouse for rating

Other

Limits response to closest warehouse.

Use one of these Carrier Services

Carrier

Limits response to one or more specified carrier services.

Use one of these Carrier Services

Carrier

Limits response to specified carrier services.

Use one of these Carriers or 3PL accounts

Carrier

Limits response to the specified carrier or 3PL account.

Use one of these Kinds of Carrier

Carrier

Limits response to one or more of the specified carrier types: LTL, Parcel, and so on.

Use one of these Services

Carrier

Limits response to one or more specified carrier service classes. Example: Ground.

Use one of these Services

Carrier

Limits response to specified carrier service class(es). Example: Ground.

Use these Kinds of Carrier

Carrier

Limits response to the specified carrier type: LTL, Parcel, and so on.

Use this Carrier Service

Carrier

Limits response to specified carrier service.

Use this Packing Material

Other

Uses a specified packing material.

Use this Warehouse for rating

Other

Uses specified warehouse as origin address for carrier rating.

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