Addresses and Shipping Rules
Sender, return and pickup addresses tell carriers where parcels come from and go back to. Shipping rules choose the carrier, delivery options and printing for each order automatically.
Addresses
Go to Settings > Operations > Addresses (permission Manage Shipping). Tabs: Sender, Return and Pickup. Click Add Address.
Choose the address type (only when creating), a label and a code you can use in API calls.
Contact information: company, contact name, phone and email.
Address: address line 1, house number, address line 2, postcode, city, state or province, country and an optional postal box.
Optional business details: VAT ID (used as the UPS shipper tax number), chamber of commerce number, EORI, GB EORI, GB VAT and IOSS for customs.
Merchant channel: leave empty to use the address for all channels. Mark one address as Default per channel.
Row actions: edit, Copy address (opens a new form prefilled), Set as default and delete.
Which sender address is used? A sender chosen on the shipment wins. Otherwise the sender linked to the provider account is used, and otherwise the default address. A shipping rule can also set the sender address.
Shipping Rules
Go to Settings > Operations > Shipping Rules (permission Manage Rules) and click New Rule. Rules run automatically when a transaction is created from PortalX, a CSV or Excel import or the Shopify app. For the QrX API you can choose to apply them.
How Rules Are Evaluated
Only active rules for the order's channel, plus rules without a channel, run.
They run by Priority: lower numbers first. Drag rows to reorder.
Every matching rule applies its actions in turn, so a later rule can overwrite an earlier one.
Stop Processing: when this rule matches, no further rules are evaluated.
Match Mode: All conditions must be true, or Any condition.
Conditions
You can check the merchant channel, country, postcode, city, address type (residential or business), order amount, currency, number of order lines, weight in grams, number of parcels, shipping method, whether the preferred method is empty, test mode, transaction type, status, locale, SKU, EAN, product name, transaction ID, order ID, shop order ID, and time or date (UTC). Operators include equals, not equals, greater than, less than, between, contains, starts with, ends with, in and not in.
Actions
Set Shipping Method, Clear shipping method, or Hold for manual method (clears the method and tags the order HOLD_MANUAL).
Set delivery options: signature, adult signature, direct delivery only, Saturday delivery.
Set Return Address: note that this action sets the shipment's sender address.
Set Label Format (PDF or ZPL) and Set Label Count.
Add Tag and Apply work tag.
Split Shipments by weight (default maximum 30 kg) or by quantity.
Set Picking Template and Set Packing Template.
Print shipping labels and Print packing slips automatically.
Testing Rules
Use Test Rules: enter a transaction ID and click Run Test. You see pass or fail per condition, the actions that would be applied, and where processing stops. Use Duplicate Rule to copy a rule.
Common Problems
"At least one condition is required." or "At least one action is required.": add a condition and an action.
"Between conditions require both a start and end value.": fill in both values.
A rule does not apply: check the channel, the priority order and whether an earlier rule has Stop Processing on. Use the rule tester.
When to Contact Our Support Team
Contact QrX when the rule tester shows a rule matching but the created transaction does not get the expected shipping method, or when you need a carrier method that is not in your list.