You can create an Automation Rule to automatically assign a carrier and service when an order is above, below or within a particular value.
This can be useful when higher-value orders need a particular shipping service.
For example, we'll create a rule that assigns a specific carrier and service to orders valued at more than $500.
⚠️ Important: Once an Automation Rule has run against an order, the changes cannot be undone through Automation.
We recommend creating new Automatic rules as Inactive, then using Dry run to check which orders will match before making the rule Active.
Create the rule
Go to Settings > Automation and click New Rule.
Enter a Title that describes what the rule does.
For example: Orders over $500
Select Automatic as the rule type.
Leave Active turned off while you set up and test the rule.
Set the Trigger
Click Add Condition Group.
Select the order value Trigger as:
Order.Total Order Amount
Greater than
500
This will match orders with a value greater than $500.
Assign the carrier and service
Click Add Action and select:
Assign Carrier and Service
Select the carrier and service you want to use for orders over $500.
If Order options are available, tick Override for any options you want the rule to change, then configure the required setting.
Note: Order options that are not overridden will use the defaults configured for the carrier account.
Save and test the rule
Click Save, then use Dry run to check which orders match.
Check that the correct orders over $500 are identified.
If the correct orders are returned, set the rule to Active.
ReadyToShip will now automatically assign the selected carrier and service when a matching order is imported.
Other ways to use this rule
You can use different order value conditions depending on how you want orders to be shipped.
For example, you could create separate rules for different value ranges, with each range assigned to a different carrier or service.
This could be useful for applying a tracked or premium service to higher-value orders while using your standard service for lower-value orders.
Tip: If you create several rules using different order value ranges, make sure the values don't unintentionally overlap.
Check the priority of your rules
If you have other rules that assign a carrier and service, make sure your order value rule is positioned appropriately.
For example, if orders over $500 must always use the service selected by this rule, place it above broader shipping rules that could change the assigned service.
You can also enable Stop after this rule if no further rules should be applied when this rule matches.
See Set the priority of Automation Rules for more information about rule order and Stop after this rule.