Rate Rules

Learn how to add a set of rules to a Rate that determine the conditions under which it will be shown to customers.

After setting the relevant details for your Rate, you a free to establish a set of rules for the rate that will determine whether it should be made available to the customer.

Rate Rules are optional - if you set no rules for a Rate it will always be displayed to a customer if the Shipping Zone and Region that the Rate sits under are matched.

If you wish to add rules to a Rate, click the Add new rule group button within the ‘Rate Rules’ panel:

This will populate a rule ‘group’ containing a single rule. You are free to add more than one rule to a group - adding more rules makes that rule group more specific. You can think of rules within a group as having ‘AND’ between each rule.

Additionally you can create any number of rule groups which are evaluated separately. You can think of groups as having ‘OR’ between each rule group.

Available rule types

Order totals

• Total number of items — the total item quantity in the cart
• Total order weight — the combined weight of all items
• Total order value — the cart subtotal before any discounts
• Discounted cart value — the cart total after discount codes and automatic discounts have been applied
• Day of order — the day of the week the rate is being requested

Customer

• Customer tags — match based on tags assigned to the logged-in customer in Shopify. Useful for wholesale pricing, VIP tiers, or trade accounts. Guest checkouts (no logged-in customer) will never match a customer tag rule.
• Customer ID - the Shopify ID of a specific customer you want to show or hide a rate for. Guest checkouts (no logged-in customer) will never match a customer ID rule.

**Product groups **

If you use Product Groups, additional variables are available for each group you've created:

• [Group] item total — number of items in the cart belonging to this group
• [Group] weight total — combined weight of items in this group
• [Group] value total — combined value of items in this group

Product group variables let you create rules that respond to the composition of a cart — for instance, only showing a rate when a customer has at least one item from a specific category.

Each of these features can be used only once within each rule group but can be reused between rule groups. For example, if you wanted to specify that a rate should only apply on a weekend you would need to create two rule groups that each contains a single rule:

Once you have entered details and rules for your new Rate, click the Save button in the bottom right of the screen and your new Rate will be saved.

Updated on: 08/05/2026