Create and Manage Delivery Rate Profiles
With shipping rate profiles, you can set up customisable shipping options that automatically apply when a shipment order is placed. You can create rules to determine shipping rates by country and service level.
Create a Shipping Rate Profile
Log in to your Square Dashboard and click Account & Settings > Fulfilment.
Click Shipment > Add new profile.
Enter your preferred shipping profile name. This will not be visible to your customers.
Click Select countries to choose the countries where you offer shipping. Note: You can only assign countries to one profile at a time.
Click Add rate and enter the rate name that will be visible to your customers at checkout.
Select the rate type: Flat rate, Free shipping, or Based on order total. Click Done.
Click Save.
Note: Shipping rate profiles cannot vary based on where the shipment order was created.
Select Flat rate to charge your customers a single fee based on the type of shipping service they select. If you select Flat rate when creating a shipping rate profile:
- Enter the Fee. This is the amount you will charge your customers for shipping.
- Click Done and review your shipping rate profile details.
- Click Save.
Select Free shipping to create a minimum order threshold for your customers to qualify for free shipping. If you select Free shipping when creating a shipping rate profile:
- 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.
- Click Done and review your shipping rate profile details.
- Click Save.
Select Based on order total to set a shipping fee based on your customer’s total at checkout. Similar to free shipping, you can create multiple levels and offer discounted shipping rates with this rate type. If you select Based on order total when creating a shipping rate profile:
- Create your Order total range. Enter the starting and ending prices for the range.
- Enter a shipping fee for the range.
- Click + Add row to add another range. Note: Order total ranges cannot have gaps between prices or overlapping prices, and will automatically adjust your ranges if one occurs.
- Click Done and review your shipping rate profile details.
- Click Save.
Edit a Shipping Rate Profile
Log in to your Square Dashboard and click Account & Settings > Fulfillment.
Click Shipment > Edit.
Apply the necessary changes, then click Save.
Remove a Shipping Rate Profile
Log in to your Square Dashboard and click Account & Settings > Fulfillment.
Click Shipment > Edit > Delete.
Click Delete again to confirm.
Shipping Rate Profiles with the Square Retail POS App
With Square for Retail, you can create orders with shipping fulfilment and utilise shipping rate profiles to automatically calculate shipping fees. You can set up and manage these profiles in your Square Dashboard and they will 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.
After you set up shipping rate profiles, you can apply them when you checkout in the Square Retail POS app. To add a shipping fee to an order with preexisting shipping rate profiles:
- Select an item to add to your cart > Shipment as your fulfilment method > tap Add to Cart.
- From the Shipment screen, tap Add a new or existing customer, or add shipping information manually.
- Tap Done to add the customer to the order.
- From the cart, tap Add shipping.
- 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.
- Tap Save to add your shipping fee to the order.
- 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 will 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:
- Select an item to add to your cart > Shipment as your fulfilment method > tap Add to Cart.
- From the Shipment screen, tap Add a new or existing customer, or add shipping information manually.
- Tap Done to add the customer to the order.
- From the cart, tap Add shipping.
- From the Shipping fee screen, add a shipping fee.
- Tap Save to add your shipping fee to the order.
- Tap Charge to complete the transaction.
To remove a shipping fee or custom shipping fee from your order via your Square Retail POS app:
- From your cart with an order with a shipping fee previously added, tap Shipping.
- From the Shipping fee screen, tap Remove.
- Tap Charge to complete the transaction.
To add a custom shipping fee to your order via your Square Retail POS app:
- Select an item to add to your cart > Shipment as your fulfilment method > tap Add to Cart.
- From the Shipment screen, tap Add a new or existing customer, or add shipping information manually.
- Tap Done to add the customer to the order.
- From the cart, tap Add shipping.
- 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.