Magento Tutorials

How to Setup Table Rates Shipping Method in Magento 1 & 2

Table Rates Shipping in Magento

Along with the growth of e-commerce, Shipping becomes a challenge with every business when customers demand more and more ways for them to be able to receive the items that they purchase online. In this section, we will show you how to config table rates shipping method with powerful tools provided by Magento.

The table rates shipping method references a table of data to calculate shipping rates based on a combination of conditions, including:

  • Weight v. Destination
  • Price v. Destination
  • # of Items v. Destination

The data that is used to calculate tables rates is prepared in a spreadsheet and imported into your store. When the customer requests a quote, the results appear in the shipping estimate section of the shopping cart.

How to setup table rates shipping in Magento

Magento 1

Step 1: Complete the Default Settings

The first step is to complete the default settings for table rates. You can complete this step without changing the scope of the configuration.

Magento table rates
  1. In your Magento backend, go to System > Configuration
  2. In the panel on the left under Sales, choose Shipping Methods
  3. Expand the Table Rates section
    a. Enabled: set to Yes.
    b. Enter Title and Method Name for the Flat Rate method
    c. Condition: set to one of the following calculation methods: Weight v. DestinationPrice v. Destination or # of Items v. Destination
    d. Include Virtual Products in Price Calculation: set to Yes if you want to be able to include the virtual product(s) in the calculation for orders that include virtual products.
    e. Calculate Handling Fee: set to one of the following: Fixed or Percent if charging a handling fee. Then, enter the Handling Fee rate according to the method used to calculate the fee
    f. Displayed Error Message: type the message that appears if Flat Rate Shipping becomes unavailable.
    g. Ship to Applicable Countries: set to All Allowed Countries or Specific Countries
    h. Sort Order: Enter a number to determine the position of free shipping in the list of shipping methods during checkout. (smaller number will be sorted first)
  4. Save Config when finish editing

Step 2: Prepare the Table Rate Data

  1. In the upper-left corner, set Store View to Main Website, or to any other website where the configuration applies. When prompted to confirm, tap OK. The Export and Import options now appear in the Table Rates section, with Use Default checkboxes to the right of each option
  2. To change the Condition, clear the Use Default checkbox. Then, choose another option.
  3. Click Export CSV. Then, save the tablerates.csv file to your computer.
  4. Open the file in a spreadsheet. Then, complete the table with appropriate values for the shipping calculation condition
    • Use an asterisk (*) as a wildcard to represent all possible values in any category.
    • The Country column must contain a valid three-character code for each row.
    • Sort the data by Region/State so the specific locations are at the top of the list, and the wildcard locations at the bottom. This will process the rules with the absolute values first, and the wildcard values later.
  5. When complete, save the tablerates.csv file

Step 3: Import the Table Rate Data

  1. Return to the Table Rates section of your store configuration.
  2. In the upper-left corner, set Store View to the website where this method will be used.
  3. Next to the Import field, tap Choose File. Select your completed tablerates.csv file, and import the rates.
  4. When complete, tap Save Config.

Step 4: Verify the Rates

To make sure that the table rate data is correct, go through the payment process with several different addresses to make sure the shipping and handling rates are calculated correctly.

Magento 2

Step 1: Complete the Default Settings

The first step is to complete the default settings for table rates. You can complete this step without changing the scope of the configuration.

  1. In your Magento 2 backend, go to Stores > Settings – Configuration
  2. In the panel on the left under Sales, choose Shipping Methods
  3. Expand the Table Rates section
    magento 2 table rates
    a. Uncheck the box Use System Value to start editing
    b. Enabled: set to Yes.
    c. Enter Title and Method Name for the Flat Rate method
    d. Condition: set to one of the following calculation methods: Weight v. DestinationPrice v. Destination or # of Items v. Destination
    e. Include Virtual Products in Price Calculation: set to Yes if you want to be able to include the virtual product(s) in the calculation for orders that include virtual products.
    f. Calculate Handling Fee: set to one of the following: Fixed or Percent if charging a handling fee. Then, enter the Handling Fee rate according to the method used to calculate the fee
    g. Displayed Error Message: type the message that appears if Flat Rate Shipping becomes unavailable.
    h. Ship to Applicable Countries: set to All Allowed Countries or Specific Countries
    i. Sort Order: Enter a number to determine the position of free shipping in the list of shipping methods during checkout. (smaller number will be sorted first)
  4. Save Config when finish editing

Step 2: Prepare the Table Rate Data

  1. In the upper-left corner, set Store View to Main Website, or to any other website where the configuration applies. When prompted to confirm, tap OK. The Export and Import options now appear in the Table Rates section, with Use Default checkboxes to the right of each option
  2. To change the Condition, clear the Use Default checkbox. Then, choose another option.
  3. Tap Export CSV. Then, save the tablerates.csv file to your computer.
  4. Open the file in a spreadsheet. Then, complete the table with appropriate values for the shipping calculation condition
    • Use an asterisk (*) as a wildcard to represent all possible values in any category.
    • The Country column must contain a valid three-character code for each row.
    • Sort the data by Region/State so the specific locations are at the top of the list, and the wildcard locations at the bottom. This will process the rules with the absolute values first, and the wildcard values later.
  5. When complete, save the tablerates.csv file

Step 3: Import the Table Rate Data

  1. Return to the Table Rates section of your store configuration.
  2. In the upper-left corner, set Store View to the website where this method will be used.
  3. Next to the Import field, tap Choose File . Select your completed tablerates.csv file, and import the rates.
  4. When complete, tap Save Config.

Step 4: Verify the Rates

To make sure that the table rate data is correct, go through the payment process with several different addresses to make sure the shipping and handling rates are calculated correctly.

See more: How to Add Shipping Methods in Magento 2

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