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Fulfillment by Category

Learn how to set up and use category-based shipping in checkout.

About

  • Fulfillment by category is a new feature that will allow shipping rates to be determined by category vs by weight & price-based shipping rules.

Checkout

  • To enable fulfillment by category, navigate in Admin to Settings > Fulfillment > Fulfillment by category.
  • Toggle on "Use category-based fulfillment settings in checkout" and save changes.

 

When enabled and saved, these settings will override and replace Shipping Methods.

Shipping

Define default and category-specific shipping rates, and optionally offer free shipping.

Default Rate

  • The default shipping rate is used for products that do not have a category rate and is charged per item.
  • To set a default rate navigate in Admin to Settings > Fulfillment > Fulfillment by category and toggle on the type(s) of shipping you would like to offer (Standard and/or Expedited).

  • Click "set price" and enter the default amount you would like to charge in the Standard and/or Expedited rate box and click "Save".

Category Rate

  • Under "Shipping" click "Add category rate" to add a category rate.

  • Click into the "Add categories" box and expand the categories until you see the category you'd like to select and then select it. 
  • Click "Set price" and enter the rate for that category and click "Save".

  • Click "Add category rate" to add additional rates for other categories (if desired).

Free Shipping

  • To turn on free shipping, toggle on "Offer in checkout".

  • To set the free shipping threshold click "Set threshold", and then enter the threshold amount.
    • Once free shipping is enabled a threshold must be set. 
    • The threshold can be $0.00.
  • Categories can be excluded from free shipping. To do this, click into the excluded categories box and select the categories you'd like excluded.

Home Delivery

  • Choose where home delivery is available and set rates.
  • To offer Home delivery in checkout, toggle on "Offer in checkout".
  • Click into included postal codes box and enter the postal codes you'd like to include.

Pickup

  • By default, if Fulfillment by category is enabled, in-store pickup is always available during checkout and is always free.
  • Check the corresponding boxes to include warehouse shipping times (set in Supplier Sync settings), and to include store transfer time. 

  • Click "Save" after any changes are made.

Guidance & Tips

  • Shipping is charged PER ITEM. 
  • If a category rate exists for an item, it is used instead of the default rate and the default rate is NOT also charged.
  • Category rates apply to their configured categories and anything in subcategories of the configured categories. e.g. a rate for bikes applies to products in bikes > mountain.
  • If a product is in more than one category that has a shipping rate assigned and each category has a different rate, then the most specific category ( and subsequent rate) will be assigned.
    • A products most specific category is determined by our backend shipping rates table, in which each item and all their associated categories are ranked in order of specificity.
    • If multiple category rates have the same specificity (rare) the highest price is used.
  • The total shipping charge in checkout is the sum of the shipping charges for each item in an order.
  • These rules apply to shipping and home delivery.
  • Example: If a customer orders a bike and helmet then the category rate for each item will be charged.
    • 1 Bike ($200 category shipping rate + 1 Helmet ($5.00 default rate) = $205 shipping total