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# Bulk Rate Editor

## What is the Bulk Rate Editor?

The Bulk Rate Editor provides a table interface for managing all rates within a shipping zone. Instead of editing rates one at a time across multiple pages, you can view, create, edit, duplicate, and delete rates in a single interface with all changes saved together.
## Accessing the Editor

1. Navigate to a shipping zone's edit page
2. Look for the banner promoting the bulk rate editor
3. Click to open the editor

The traditional single-rate editing interface remains available if preferred.

## Overview

The editor displays all rates for the selected shipping zone in a table format. Each row represents one rate, with columns for all rate properties.

###### Table Columns

* **Title** - Rate name shown to customers
* **Region** - Region this rate applies to (color-coded)
* **Product Group** - Product group this rate applies to (if product groups are enabled)
* **Reference** - Internal reference code
* **Type** - Rate calculation method (Free, Flat, Weight, Quantity, Percentage)
* **Active** - Toggle to enable/disable the rate
* **Match Rules** - Conditional rules for when this rate applies
* **Base Rate** - Starting cost for this rate
* **Minimum Charge** - Minimum cost (for Weight/Quantity rates)
* **Surcharge Tiers** - Tiered pricing (for Weight/Quantity rates)
* **Percentage Surcharge** - Percentage to add (for Percentage rates)

## Creating Rates

1. Click **Add Rate**
2. A new row appears at the top of the table
3. Fill in rate details directly in the table
4. Click **Save** to create the rate

New rates show a status indicator until saved.

## Editing Rates

Click directly into any field to edit. Changes are tracked but not saved until you click **Save**.

**Editable fields:**

* Title
* Reference
* Region
* Product Group
* Rate Type
* Active status
* Base rate, minimum charge, percentage surcharge (depending on type)

**Complex fields (open in a popup):**

* **Match Rules** - Click "Add/Edit Rules" to open rule builder
* **Surcharge Tiers** - Click "Add/Edit Tiers" to define tiered pricing

###### Auto-Reference Generation

When you enter a title and leave the field, if no reference exists, one generates automatically from the title (converted to snake_case).

## Selecting Rates

Check boxes on the left to select rates for bulk operations. Select multiple rates to:

* Bulk edit common fields
* Bulk duplicate
* Bulk delete

## Bulk Operations

###### Bulk Edit

1. Select multiple rates
2. Click **Bulk Edit** from the actions menu
3. Change fields you want to update across all selected rates
4. Click **Apply**

**Bulk editable fields:**

* Title
* Reference
* Region
* Product Group
* Rate Type
* Active status

###### Bulk Duplicate

1. Select rates to duplicate
2. Click **Duplicate** from the actions menu
3. Duplicated rates appear with "(Copy)" appended to the title
4. Edit duplicates as needed
5. Click **Save** to create them

###### Bulk Delete

1. Select rates to delete
2. Click **Delete** from the actions menu
3. Deleted rates move to "Trashed" status
4. Click **Save** to permanently delete, or restore them before saving

## Filtering Rates

Use filters to show only specific rates:

**Available filters:**

* **Region** - Show rates for specific regions
* **Product Group** - Show rates for specific product groups
* **Rate Type** - Filter by Free, Flat, Weight, Quantity, or Percentage
* **Status** - Filter by Active or Inactive rates

**Search:** Type in the search box to filter by rate title or reference.

Filters help manage large numbers of rates by showing only what you need to work with.

## Sorting Rates

Click column headers to sort:

* Region name
* Product group name
* Title
* Reference
* Type
* Base rate

Click again to reverse sort order.

## Saving Changes

The editor tracks all changes without saving automatically.

**When you have unsaved changes:**

* A save bar appears at the top
* Status indicators show which rates are new or modified
* Validation errors highlight on save

**To save:**

1. Click **Save** in the save bar
2. All changes (new, edited, deleted rates) save together
3. Validation errors display if any fields are invalid

**To discard:**

1. Click **Discard** in the save bar
2. All unsaved changes revert to last saved state

## Trashed Rates

Deleted rates move to "Trashed" status and can be restored before saving.

**To view trashed rates:**

1. Click 'Trashed' button (appears when rates are trashed)
2. Review deleted rates
3. Select rates to restore
4. Click **Restore Selected**

**Important:** Trashed rates permanently delete when you click **Save**. Restore them before saving if you change your mind.

## Status Indicators

Colored indicators show rate status:

* **New** - Rate created but not yet saved
* **Modified** - Rate edited but not yet saved
* **Error** - Rate has validation errors (red highlighting)
* **Unchanged** - Rate has no unsaved changes

## Validation

When you save, rates are validated. Invalid rates display:

* Error banner at the top of the editor
* Red error messages on specific fields
* Status indicator showing which rates have errors

**Common validation errors:**

* Missing title
* Missing reference
* Missing region
* Invalid base rate (required for non-free rates)
* Invalid percentage surcharge (required for percentage rates)

Fix errors and save again.

## Working with Match Rules

Match rules determine when rates apply based on cart properties.

**To add/edit match rules:**

1. Click **Add Rules** or **Edit Rules** on the rate row
2. Rule builder modal opens
3. Define conditions for when this rate applies
4. Click **Save**

Match rules can only be edited one rate at a time (not available in bulk edit).

## Working with Surcharge Tiers

Weight and Quantity rate types support tiered pricing.

**To add/edit tiers:**

1. Click **Add Tiers** or **Edit Tiers** on the rate row
2. Tier editor modal opens
3. Define weight/quantity bands and surcharges
4. Click **Save**

Surcharge tiers can only be edited one rate at a time (not available in bulk edit).

## Best Practices

###### Use Filters Effectively

For shipping zones with many rates, filter to show only what you're working on. This improves performance and reduces clutter.

**Examples:**

* Filter to one region when adjusting regional pricing
* Filter by "Inactive" to bulk activate seasonal rates
* Filter by product group when updating rates for specific products

###### Duplicate for Efficiency

When creating similar rates across regions:

1. Create and configure one rate fully
2. Duplicate it
3. Use bulk edit to change the region on all duplicates at once
4. Make individual adjustments as needed

###### Review Before Saving

The editor holds all changes until you save. Review your changes before clicking **Save**:

* Check trashed rates to ensure you meant to delete them
* Verify new rates are configured correctly
* Confirm bulk edits applied as intended

###### Save Frequently

While the editor allows many changes before saving, save periodically to avoid losing work. Large change sets are harder to review and fix if validation fails.

###### Use Descriptive References

References help identify rates in reports and logs. Use consistent naming:

* `standard_uk_flat` - Standard UK flat rate
* `express_london_weight` - Express London weight-based rate
* `free_over_50` - Free shipping over £50

## Common Workflows

###### Adjusting Rates for All Regions

1. Filter by rate type (e.g., "Flat")
2. Select all rates
3. Bulk edit to update base rate
4. Save changes

###### Duplicating Rates Across Regions

1. Create and configure rate for first region
2. Duplicate the rate X times (for X additional regions)
3. Select all duplicates
4. Bulk edit to assign different regions
5. Save

###### Seasonal Rate Activation

1. Filter by inactive status
2. Select seasonal rates to activate
3. Bulk edit to set status to "Active"
4. Save

###### Creating Regional Rate Structure

1. Add one rate for the first region
2. Configure all settings (type, base rate, match rules, tiers)
3. Duplicate for each additional region
4. Use bulk edit to change regions for all duplicates
5. Adjust individual rates as needed for regional differences
6. Save

## Performance Considerations

The editor uses pagination to handle large numbers of rates efficiently. However, for best performance:

* Use filters to work with subsets of rates
* Avoid selecting hundreds of rates for bulk operations
* Save periodically rather than accumulating hundreds of unsaved changes

## Troubleshooting

**Changes Not Showing After Save**
If changes don't appear after saving, check for validation errors. The save bar remains visible and errors display in the banner and on affected fields.

**Can't Find a Rate**
Use search to filter by title or reference. Check if filters are hiding the rate (e.g., filtering to one region while looking for a rate in another).

**Bulk Edit Not Working**
Ensure you've selected rates before clicking bulk edit. Selected rates show checkmarks on the left.

**Duplicate Creates Too Many Rates**
Duplicating creates one copy per selected rate. If you select 10 rates and duplicate, 10 new rates are created. Use "Add Rate" to create single new rates.

**Trashed Rates Disappeared**
Once you click **Save**, trashed rates permanently delete. They cannot be recovered after saving. Always review trashed rates before saving.

**Validation Errors After Bulk Edit**
Bulk edit applies the same values to all selected rates. If you set incompatible values (e.g., setting base rate to blank for flat rates), validation fails. Review the error banner to identify which rates and fields have issues.