# Rates

You can create the custom rates on the basics of different rules and conditions.&#x20;

* Select the type of rate you wish to set up, and fill in the required fields. Choose between:
  * Simple Rate
  * Live rate from carrier
  * Based on weight
  * Based on total
  * Based on quantity
  * Based on volume
  * CSV Table rate
  * CSV SKU rate
  * CSV Zone/Weight rate
*   **Simple rate**

    * A simple rate is a fixed rate that always applies. Enter the value of the fixed rate when selecting this setting. The value is in dollars of the currency you have selected.

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* **Live rate from carrier**
  * Live rates are rates which come directly from a carrier, we extract these rates in real-time using your own account credentials.
  * You must have an account with the carrier in order to use their rates.
  * Select the carrier you wish to use, additional fields will be shown based on the carrier.
  * When this rate is added to a product group, the rate will be calculated for products within that product group only.

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*   **Create a rate based on weight, total, quantity or volume**

    * Weight, Total, Quantity or Volume based rates allow you to set up rates for various ranges.
    * You can add as many rows as you need, when calculating your rates, the app will stop at the first qualifying range and use the corresponding rate.
    * For rates with no upper range, use a large number like 9999999

    **For Example**

    * To create a rate that is:
    * $5.95 for orders greater than 0lb and less than or equal to 10lb
    * $10.95 for orders greater than 10 lb and less than or equal to 20lb
    * $25.95 otherwise
    *

        <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeXhDY_iKYDwwj8t2hiVGDyv0xP9A7rzxXYtMaU_vftoNXjgaX5q9NZ5KImdVbFRX28g8cSbJgPesQr-U3exgZBT3SoFaRV6fusLWu8ClQvCqpTQQN5-AOUznsiBZneqSywN5UN?key=PWWdpJ3Y_qEUOcs-2MfQnVdS" alt=""><figcaption></figcaption></figure>
    * When this rate is added to a product group, the rate will be calculated on the products within that product group only.
*   **CSV table rates**

    * CSV table rates allow you to set up multiple rates by country, province, postcode range, weight range and qty range.
    * CSV table rates give you an alternative way to set up bulk rates easily.
    * There is no editor built into the app to edit your CSV, you will need to download the template to your PC and complete it before uploading it back into the app.
    * You will not need to set a display name, display code or display description when using CSV table rates, these are set within the CSV itself. Important thing is that don’t edit the csv heading. You only need to add or edit csv values data according to your data.
    * You can get started by downloading a CSV template for your rates. Click Download blank template to download a template with example rates.
    * Click Download current template to see your current uploaded data.
    * Once you have completed your template, you can upload it back into the app by selecting the file and clicking Upload
    * The app accepts files in CSV format only.

    #### Calculate rates on total consignment weight: Used in conjunction with the app's boxing functions, you can specify if you want the rate calculated per package or as a whole consignment. Some carriers may charge you based on the total consignment weight whereas some will charge per package

    * The first row of the CSV contains the header, this is a description of each column, please do not delete this. Do not rearrange or add or remove any columns from the CSV.
    * Each row other than the header will represent a single shipping rate rule, the app will go through each rule from top to bottom and any rule which satisfies all the specified conditions will result in a shipping rate.
    * Unless a matched shipping rate rule has stop on match specified, in which case the app will stop processing once it matches that rule.
    * Column descriptions are as follows: For optional fields, leave blank if they do not apply.

| Column name            | Required  | Description                                                                                                                                                                      |
| ---------------------- | --------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| name                   | mandatory | The name of the rate                                                                                                                                                             |
| code                   | mandatory | The shipping code of the rate.                                                                                                                                                   |
| desc (max 100chr)      | optional  | The description of the rate, max 100chr. NB: this does not show on Bold Cashier                                                                                                  |
| country                | optional  | The 2 letter country code the rule is valid for.                                                                                                                                 |
| province               | optional  | The 2 letter province code the rule is valid for.                                                                                                                                |
| postcode start         | optional  | The lower limit of the postcode, you can also specify postcode ranges                                                                                                            |
| postcode end           | optional  | The upper limit of the postcode                                                                                                                                                  |
| weight start           | optional  | The lower limit of the weight for the product group this rate is placed in.                                                                                                      |
| weight end             | optional  | The upper limit of the weight for the product group this rate is placed in                                                                                                       |
| price start            | optional  | The lower limit of the pre-discounted total for the product group this rate is placed in                                                                                         |
| price end              | optional  | The upper limit of the pre-discounted total for the product group this rate is placed in                                                                                         |
| qty start              | optional  | The lower limit of the number of items in the product group this rate is placed in                                                                                               |
| qty end                | optional  | The upper limit of the number of items in the product group this rate is placed in                                                                                               |
| base rate              | optional  | The rate component which applies once per rate                                                                                                                                   |
| fixed rate per product | optional  | The rate component which applies once per unit of item in the product group                                                                                                      |
| price per kg/lb        | optional  | The price per kg/lb rate component, the weight will be rounded up to the nearest whole number, kg or lb will be used depending on your unit settings in your preference settings |

* The final rate is calculated as: \[base rate] + (number of products)\*\[fixed rate per product] + (weight rounded up to nearest whole number)\*\[price per kg/lb]

**CSV SKU rate**

* A CSV SKU rate allows you to rate by SKU. You can also specify different rates by quantity break for each SKU.
* A CSV SKU rate returns up to 1 rate.
* CSV SKU rates allow you to set up rates by SKU, there is allowance for up to 10 qty tiers.
* There is no editor built into the app to edit your CSV, you will need to download the template to your PC and complete it before uploading it back into the app.
* You can get started by downloading a CSV template for your rates. Click Download blank template to download a template with example rates.
* Click Download current template to see your current uploaded data.
* Once you have completed your template, you can upload it back into the app by selecting the file and clicking Upload
* The app accepts files in CSV format only.
* The first row of the CSV contains the header, this is a description of each column and also where your qty breaks are specified, please do not delete this.
* Each row other than the header will represent a SKU, you can specify a rate with SKU set to DEFAULT as a default rate for any products which do not match a SKU in the CSV.
* Quantity breaks allow you to set up tiered pricing for each SKU, they are specified in the column header from the second column onward, this is in the format break = ?? where ?? is a whole number >= 1.
* If you do not specify a valid header, the quantity break for that column will be assumed to be 1.
* Quantity breaks for each column must be increasing from left to right.
*

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**CSV Zone/Weight rate**

* A CSV Zone/Weight rate allows you to load in carrier zone and rate information together, this rate type accepts different zone formats and postcode ranges to allow you to enter complex zone information found commonly with your shipping carrier.
* A CSV Zone/Weight rate returns up to 1 rate.
* This rate is broken up into two parts:
  * A sub zone CSV, this is generally a mapping of countries or postcodes to a zone specified by your carrier.
  * A rate schedule CSV, this is generally a set of rates based on your carrier's zone, and a weight range.
* You will need to provide both for this rate to work correctly.
* #### Calculate rates on total consignment weight: Used in conjunction with the app's boxing functions, you can specify if you want the rate calculated per package or as a whole consignment. Some carriers may charge you based on the total consignment weight whereas some will charge per package.
* #### Round weight up to nearest whole number: Useful when you specify a per kg or per lb rate, your carrier may multiply this with the actual rate or may require you to round up to the nearest whole number.
* #### Sub zone format:&#x20;
  * #### The first row of the CSV contains the header, the app accepts 4 possible columns:

| Column       | Required    | Meaning                                                                                                        |
| ------------ | ----------- | -------------------------------------------------------------------------------------------------------------- |
| country code | conditional | used to specify international zones or lock the rates to a specific country, use the 2 letter ISO country code |
| postcode     | conditional | a postcode or postcode range                                                                                   |
| suburb       | conditional | often used with Australian carriers where suburbs may have duplicate postcodes                                 |
| zone name    | mandatory   | the name of the zone, use - if your carrier does not ship to a certain area                                    |

* Conditional columns means you must provide at least one of these along with the zone column.
* If you specify the postcode and suburb columns, the app may automatically compress this data by matching on the postcode only is ALL suburbs for a postcode has the same zone.
* **For Example:** In the following example, all suburbs for postcode 0812 is assigned to the zone DARW, therefore the app will assume the zone is DARW as long as the postcode matches 0812 for a given order. It will not check the suburb/city as well.
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| Column | Required | Meaning                                                                                                               |
| ------ | -------- | --------------------------------------------------------------------------------------------------------------------- |
| base   | optional | a fixed charge per package, this is only added if the app does not match a rate specified in a weight range           |
| pkg    | optional | a per kg rate calculated per package, this is only added if the app does not match a rate specified in a weight range |
| plb    | optional | a per lb rate calculated per package, this is only added if the app does not match a rate specified in a weight range |
| min    | optional | minimum rate                                                                                                          |

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