Custom shipping rates

Shipping Rates rely on Configure zones for tax and shipping areas to determine what rates are available for each order. If the shipping address is within any of the zones for an applicable Shipping Rate, that rate will be available to the customer. It is often easier to set up your zones prior to setting up Shipping Rates. If an order shipping address does not fall within a zone used by any applicable shipping method, shipping will not be available to that customer at the checkout.

Example shipping rate configuration

For all products add Courier to the Shipping Method multi-select picklist field on the product record. Any order less than $100 will pay $20 for shipping, all others will pay $10.

The above example uses total order price to determine what ‘Courier’ method rate to apply to the order. You can also determine the rate based on the cart weight. To make this work, all products that are assigned that shipping method must have a weight and weight unit entered into the product record.

If free shipping is offered for a selection of products, you could add the following Shipping Rate:

For all products that qualify for Free Shipping, add Free Shipping to the Shipping Method multi-select picklist field on the product record. If free shipping doesn’t apply to all products, add Courier to the Shipping Method multi-select picklist for all products including the ones that get free shipping. This will ensure a common Shipping Method exists for all products. In this example, orders that only contain products with free shipping will ship for free, for all other orders, those less than $100 will pay $20 for shipping, the rest will pay $10.

You can provide multiple options to your customers, applying to different zones and order subtotals. When a customer goes through the checkout process, they will be able to select their preferred option. Once they have paid for their order, you can then view and edit the Shipment record in Salesforce and manage the remainder of the shipping process. See Split shipments and manual shipping.

Scope shipping rates to channels

The Channels field on a Shipping Rates record controls which sales channel the shipping rate applies in. To see the Channels field you may need to add it via the Object Manager.

Use channel scoping when you need different shipping rates for in-store versus online — for example, a flat “Local pickup” rate that only appears on POS.

Channel	Effect
Web	Rate appears at web checkout only; not available in POS
POS	Rate appears in POS only; not available at web checkout
Web + POS	Rate is available on both channels

Carrier pricing rules

When using an external shipping carrier that quotes rates dynamically, you can adjust the carrier-quoted price before it is shown to the customer. Pricing rules are configured on the Shipping Carrier Product record in Salesforce.

The rules apply in this order:

1. Fixed Price — if set, overrides the carrier-quoted price entirely. All other rules are ignored.
2. Markup Percentage — adds a percentage on top of the carrier-quoted base price (for example, 10 adds 10%).
3. Markup Amount — adds a flat amount on top of the marked-up price.
4. Min Price — raises the result to this floor if it falls below it.
5. Max Price — clamps the result to this ceiling if it exceeds it.

Leave any rule blank to skip it. Validation prevents negative values and ensures Max Price is not set below Min Price.

Field	API Name	Effect
Fixed Price	s_c__Fixed_Price__c	Hard override — ignores all other rules
Markup Percentage	s_c__Markup_Percentage__c	Adds a percentage to the carrier-quoted price
Markup Amount	s_c__Markup_Amount__c	Adds a flat amount after the percentage markup
Min Price	s_c__Min_Price__c	Sets a minimum floor after markup
Max Price	s_c__Max_Price__c	Sets a maximum ceiling after markup

Incremental cost shipping rates

Some shipping companies may charge a flat rate plus an extra amount per weight unit (i.e. 40c per kg or $1.20 per 3kg).

You can allow for this using the Cost Per Additional Unit field and the Quantity of each Additional Unit field.

• Name: Express Courier (Sydney Metropolitan Area)
• Zone: Sydney Metropolitan Area
• Order Total Range Type: Calculate by Weight
• Order Total Range Unit: kg
• Cost: $25.00
• Unit Quantity: 1
• Unit Cost Amount: $0.40
• Order Weight Minimum: 0
• Order Weight Maximum: None

This would then charge $25 as a base rate and $0.40 per kg after that. Note, the minimum price a customer would be charged in this case would be $25.40 for the first kg.