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Create and Manage Shipping Rate Profiles

With shipping rate profiles, you can set up customizable shipping options that automatically apply when a shipment order is placed. You can create rules to determine shipping rates by country and service level. 

Note: Shipping rate profiles cannot vary based on where the shipment order was created.

Create a Shipping Rate Profile

To start with setting up shipping, you’ll need to create a shipping profile. A shipping profile is a combination of settings that control where and how you’ll ship your items. Profiles can be deleted at any time.

  1. From your Account & Settings page, go to Fulfillment > Shipment.

  2. Click Add new profile.

  3. Enter a shipping profile name. This name won’t be visible to customers.

  4. Click Select countries to choose the countries where you offer shipping. Click Done. Note: You can only assign countries to one profile at a time.

  5. Click Add rate. Enter the rate name that will be visible to customers at checkout and choose a rate type. Click Done.

  6. Click Save when finished.

Shipping Rate Options

When adding a rate to your shipping profile, which type you choose depends on what you’re shipping. You can edit and delete rates at any time. Here’s a quick overview of your options and how to set them up.

Flat rate

Select Flat rate to charge customers a single fee based on the type of shipping service they select. This is a good choice if you want to keep things simple and know that your shipping costs won’t vary much. When you select Flat rate when creating a shipping rate profile:

  1. Enter the Fee you’ll charge customers for shipping.
  2. Click Done and review your profile details to finish.

Free shipping

Select Free shipping to create a minimum order threshold for your customers to qualify for free shipping. Use this to give your customers a deal on larger purchases. When you select Free shipping when creating a shipping rate profile:

  1. Choose which fulfillment orders are eligible for free shipping: All orders or Based on order total. If you select Based on order total, enter the minimum order total amount required for free shipping.
  2. Click Done and review your profile details to finish.

Order total

Select Based on order total to set a shipping fee based on your customer’s total at checkout. Use this option to discount shipping for customers who spend more than a certain amount on a single order. When you select Based on order total when creating a shipping rate profile:

  1. Create your order total range by entering the starting and ending prices for the range.
  2. Enter a shipping fee for the range.
  3. Click +Add row to add another range. Note: Ranges cannot have gaps between prices or overlapping prices.
  4. Click Done and review your profile details to finish.

Order weight

Select Based on order weight to set a shipping fee based on the weight of all items in an order. This can work well when you ship within a limited area. When you select Based on order weight when creating a shipping rate profile:

  1. Create your weight range by entering the starting and ending prices for the range.
  2. Enter a shipping fee for the range.
  3. Click +Add row to add another range. Note: Ranges cannot have gaps between prices or overlapping prices.
  4. Click Done and review your profile details to finish.

Note: Items with no weight data will be assumed to have “0” weight.

To add weights to your items, learn more about creating and managing items from Square Dashboard.

Number of items

Select Based on number of items to set a shipping fee based on the number of all items in an order. This is helpful if you’re selling items of a similar size and weight and your cost increases when you need to ship multiple items. When you select Based on number of items when creating a shipping rate profile:

  1. Create your item number range by entering the starting and ending prices for the range.
  2. Enter a shipping fee for the range.
  3. Click +Add row to add another range. Note: Ranges cannot have gaps between prices or overlapping prices.
  4. Click Done and review your profile details to finish.

Shipping Rate Profiles with the Square Retail POS App

With Square for Retail, you can create orders with shipping fulfilment and utilize Shipping Rate Profiles to automatically calculate shipping fees. You can set up and manage these profiles in your Square Dashboard, and they’ll automatically be applied in your Square Retail POS cart to save you time manually calculating fees for each order.

Note: To use Shipping Rate Profiles, your Square Retail POS app ​​must be updated to version 6.25 or later on iOS and Android devices. To apply a shipping rate profile with Square Retail POS, you must have the new checkout experience enabled

Use shipping fees

After you set up shipping rate profiles, you can apply them when you check out in the Square Retail POS app. To add a shipping fee to an order with pre-existing shipping rate profiles:

  1. Select an item to add to your cart > Shipment as your fulfilment method > tap Add to Cart.
  2. From the Shipment screen, tap Add a new or existing customer, or add shipping information manually.
  3. Tap Done to add the customer to the order.
  4. From the cart, tap Add shipping.
  5. The Shipping fee screen will show eligible fees based on the contents of your cart and the Shipping Rate profiles you’ve already set up. Choose a shipping fee from your existing shipping rate profiles, or include an ad hoc fee for this specific order.
  6. Tap Save to add your shipping fee to the order.
  7. Tap Charge to complete the transaction.

Note: If the contents of your cart change, such as adding/removing items or updating the delivery address, you’ll be prompted to update shipping. The shipping fees will be updated based on the new contents of your cart.

To add a shipping fee to an order without a shipping rate profile from your Square Retail POS app:

  1. Select an item to add to your cart > Shipment as your fulfilment method > tap Add to Cart.
  2. From the Shipment screen, tap Add a new or existing customer, or add shipping information manually.
  3. Tap Done to add the customer to the order.
  4. From the cart, tap Add shipping.
  5. From the Shipping fee screen, add a shipping fee.
  6. Tap Save to add your shipping fee to the order.
  7. Tap Charge to complete the transaction.

Remove shipping fees

To remove a shipping fee or custom shipping fee from your order via your Square Retail POS app:

  1. From your cart with an order with a shipping fee previously added, tap Shipping.
  2. From the Shipping fee screen, tap Remove.
  3. Tap Charge to complete the transaction.

Custom shipping fees

To add a custom shipping fee to your order via your Square Retail POS app:

  1. Select an item to add to your cart > Shipment as your fulfilment method > tap Add to Cart.
  2. From the Shipment screen, tap Add a new or existing customer, or add shipping information manually.
  3. Tap Done to add the customer to the order.
  4. From the cart, tap Add shipping.
  5. From the Shipping fee screen, tap Ad hoc fee.

Note: This custom/ad hoc fee is order-specific and will not be saved to your profiles or future orders.

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