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Shipping rules

Steps for

Shopify shipping or SparkLayer shipping: pick one

B2B customers get one or the other, never both. Use SparkLayer shipping rates at Settings,Shipping (opens in your SparkLayer Dashboard in a new tab) decides: unticked, they see your store's shipping (on Shopify, Shopify shipping); ticked, they only see your SparkLayer shipping methods.

ChooseYou getKeep in mind
Shopify shippingLive (calculated) carrier rates and Shopify shipping apps pass through to the SparkLayer checkout.B2B customers see the same rates as retail. For different automated rates for wholesale, use a shipping app that sets rates by customer tag. See Show B2B-only shipping methods on Shopify.
SparkLayer shippingB2B-only methods for each country and customer group, priced by order value or weight.One cost per band (the weight or value only picks the band), with no live carrier rates and no rules by product or tag. See What SparkLayer shipping rules can do.

How it works

How a customer gets a shipping cost

Add products

The customer builds their order in the cart.
(this flows forward)

Choose an address

On the Details step, they pick a shipping address.
(this flows forward)

Choose a method

On Review & Pay, they see the methods for their country (and customer group, with SparkLayer rules).
(this flows forward)

See the total

The shipping cost and tax are added to the order total.

Shipping methods come from one of two places:

OptionBest forLimits
Your store's shipping methods (default)Keeping shipping in your platform's admin, and complex rules such as country or state-level rates. Works with third-party shipping apps.Your platform may need an app for B2B-only shipping methods.
SparkLayer shipping ratesDifferent B2B rates for each customer group, especially when retail (DTC) and B2B share one store. Rates by order value or weight.Basic shipping types only. Managed in SparkLayer, not your platform's shipping admin.

Use your store's shipping methods

SparkLayer shows your eCommerce platform's shipping methods and rates out of the box, with nothing to configure.

Shopify only

On Shopify, live shipping rates and shipping rule apps also work: SparkLayer pulls their rates through. Shopify shipping settings at Settings,Shipping (opens in your SparkLayer Dashboard in a new tab) opens Shopify's Shipping and delivery settings. For help, see Shopify's guide to setting up shipping (opens in a new tab) or contact Shopify support.

Show B2B-only shipping methods on Shopify

Shopify only

Shopify can't show different shipping methods to different types of customer on its own. Use a shipping app that sets rates by customer tag, such as Intuitive Shipping, or SparkLayer shipping rates, which are B2B-only by design.

Intuitive Shipping logo

With Intuitive Shipping, you set rates and rules by customer tag, so a signed-in B2B customer (tagged b2b) gets their B2B shipping methods. For its full rates to load in SparkLayer, contact us to turn on a setting. See Features we turn on for you.

Some other shipping apps also need a setting turned on by our team, and some lower-cost apps don't work with the SparkLayer checkout. Before you buy a shipping app, ask our support team whether it's compatible.

Choose which method is pre-selected (Shopify)

Shopify only

SparkLayer pre-selects one of your Shopify shipping methods at checkout. Customers can pick another, and their choice is never overridden. To choose which one:

  1. Go to Settings,Shipping,Automatic shipping selection (opens in your SparkLayer Dashboard in a new tab).
  2. Choose an option, then click Save.
OptionWhat's pre-selected
First available method (default)Whichever method Shopify returns first, whatever its price. If a free rate comes back first, free shipping is the default.
Prefer cheapest paid methodThe lowest-priced method that isn't free, so a free rate doesn't become the default. If every method is free, the first one is used.

Change shipping costs after an order is placed on Shopify

Shopify only

Draft orders let customers pick a standard Shopify shipping method while you adjust the cost before completing the order. Pay on Account and Pay by Invoice orders arrive as drafts unless you complete drafts automatically.

  1. In the Shopify admin, open the draft order and edit its shipping.
  2. In Edit shipping, choose another rate, or choose Custom and enter a Rate name and Price.
  3. Click Done.

See Shopify's guide to adding shipping to an order (opens in a new tab).

Offer local pickup on Shopify

Shopify only

SparkLayer doesn't support Shopify's Local pickup delivery option. Instead, create a normal shipping method called "Local pickup", for example with a zero rate, in Settings,Shipping and delivery (opens in your Shopify admin in a new tab). It then appears in the SparkLayer checkout.

This method also shows to retail (DTC) customers in the Shopify checkout, unless an app hides it. To show it only to B2B customers, create it as a SparkLayer shipping method instead.

Set up SparkLayer shipping rules

SparkLayer shipping rates have two parts:

PartWhat it is
Shipping methodWhat the customer sees and picks at checkout, such as "Standard Shipping". Each method applies to chosen countries and customer groups.
Shipping bandA cost rule inside a method. For example, orders under £100 cost £20 to ship, and orders over £100 ship free. A method without a band doesn't show at checkout.

Copy the rates from your eCommerce platform or backend system, so customers see the same costs everywhere. For example, if UK customers get free shipping over £100, set up the same rule here.

What SparkLayer shipping rules can do

SparkLayer shipping rules can:

  • Offer B2B-only methods in chosen countries (and, for some countries, states or regions) to chosen customer groups.
  • Pick a band by the order's net total or its weight.
  • Charge each band's cost: free, a fixed price, a percentage of the net total, or a message instead of a cost.

They can't:

  • Charge by the kilogram. A band's price is fixed for the band, and the order's weight only picks the band. For example, a £10 band from 0 to 5,000 g costs £10 for a 1 kg order and for a 5 kg order.
  • Set rates by product, product tag or collection.
  • Fetch live carrier rates.

For any of these, use your store's shipping with a shipping app instead. See Show B2B-only shipping methods on Shopify.

Turn on SparkLayer shipping rates

  1. Go to Settings,Shipping (opens in your SparkLayer Dashboard in a new tab).
  2. Under Shipping rates, tick Use SparkLayer shipping rates ("Set B2B-only shipping methods, priced by customer group, order total or weight").
  3. Click Save.

The Shipping methods card appears, listing each method's Countries, Customer groups ("All groups" when none are chosen), number of Bands and Priority. To go back to your store's own rates, untick the box.

Some platforms need an extra step:

PlatformWhat to do
WixIn your Wix dashboard, go to Settings > Shipping, Delivery & Fulfillment. Make sure you have at least one shipping region, click Manage Your Apps below it, and turn on SparkLayer Shipping. See Install SparkLayer on Wix.
BigCommerceTurn off card payment (Card at checkout in your customer groups). BigCommerce overwrites the shipping method on orders paid by card in its checkout. See BigCommerce limitations.
Shopify, WooCommerce, MagentoNothing extra.

If you set up shipping during a trial

Shipping methods and bands you set up during a trial can stay live at checkout after you move to the free plan, while their settings become locked so you can't change them. To switch them off, contact our support team.

Create a shipping method

  1. At Settings,Shipping (opens in your SparkLayer Dashboard in a new tab), click Create shipping method.
  2. Fill in the fields below, then click Save. Add bands once the method is saved.
FieldWhat it does
Method nameThe name customers see at checkout, such as "Standard Shipping" or "Next Day". Make it clear.
Shipping SKUA unique ID for the method, such as standard-shipping, filled in from the name. If you use the SparkLayer API, it must match the shipping SKU in your backend system, such as your ERP.
Priority orderThe order methods are shown in. 1 shows first at checkout. Set this on every method.
Available countriesThe countries where the method is offered at checkout. Choose at least one.
States or regions (optional)For the United States, Canada and Australia, limit the method to states or regions, for example "California, New York". Leave it empty for the whole country.
Customer groupsThe B2B customer groups that see the method. Leave every group unticked to offer it to all B2B customers.

To delete a method, open it and choose More actions > Delete method. It disappears from checkout; orders already placed keep their shipping.

Add shipping bands

Shipping bands set a method's cost, by Order total (net) or Order weight (grams). Weight bands always use grams, so convert from oz or lb if your products use them.

  1. Open the shipping method and, under Shipping bands, click Add band.
  2. Fill in the fields below, then click Add band.
  3. Add more bands to cover the rest of your order values or weights.
FieldWhat it does
Band nameA name such as "Orders under £99". Customers don't see it, except in a custom message key.
Shipping SKU (optional)A shipping SKU for the band, if your backend system supports band SKUs. If you leave it blank, the method's SKU is used.
Cost typeFree, Fixed price, Percentage of the net total, or Custom message (see Show a message instead of a cost).
CostThe price, or the percentage for a percentage band. Ignored for free and custom message bands.
Applies based onOrder total (net) or Order weight (grams).
From and Up to (optional)The range the band covers. Leave Up to empty for "and over". To apply a band to every order, set From to 0 and leave Up to empty.

Band order sets each band's priority. At checkout, the first band the order matches sets the cost, so a free shipping band only applies if no band above it also matches the order. Make sure the bands cover every order value or weight with no gaps: an order whose weight falls in a gap gets no rate from this method.

Example: £20 under £99, free above

Add a band with Cost type Fixed price, Cost 20, Applies based on Order total (net), From 0 and Up to 98.99. Then add a Free band from 99 with no Up to.

To change a band, click Edit next to it. Remove deletes it: orders it covered fall to the next matching band, or the method won't show for them.

Show a message instead of a cost

Use the Custom message cost type when you can't confirm the cost yet. At checkout, the method shows a message such as "To be confirmed" instead of a cost. The order's shipping cost is set to 0.00, so you can edit it afterwards.

  1. Add or edit a band and set Cost type to Custom message, then save it.
  2. In the Shipping bands table, the band's Cost shows its key, shipping.custom-message. followed by the band's name in lowercase with dashes, for example shipping.custom-message.orders-under-250. Copy it.
  3. Go to Storefront,Options,Translation overrides (opens in your SparkLayer Dashboard in a new tab), click Add override, choose the key and enter your message, such as "To be confirmed".
  4. Click Save and publish.

For more on translation overrides, see Change checkout text.

Core Script code for your developer

A developer can set the message in your Core Script translations instead (see Languages and international):

Core Script
/* Replace orders-under-250 with your band's key */
translations: {
  en: {
    "shipping.custom-message.orders-under-250": "To be confirmed",
  }
},

Test your shipping rates

Your methods show in the My Cart and on Review & Pay, such as Standard Shipping £20.00 and Express Shipping £50.00. Try different countries, customer groups, order values and weights to check the right methods and costs show.

Set a custom shipping rate as a sales agent

With Sales agent ordering, a sales agent whose role has the Change shipping permission, such as the built-in Sales administrator, can set a custom shipping rate at checkout. It overrides your shipping rules.

Troubleshooting

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