Shipping Rules: how this screen works
Shipping Rules let QrX handle shipments for you automatically. A rule says: IF a transaction matches these conditions, THEN do these actions, for example "IF the country is Germany and the weight is over 5000 g, THEN use the UPS Standard method". This guide explains the rule list, the rule editor and the Rule Tester.
How rules work
Rules run automatically when a new transaction is created.
QrX checks your active rules one by one, in Priority order: the lowest number first.
When a rule matches, its actions are applied. Then QrX goes on to the next rule, unless the rule has Stop Processing turned on.
Rules with a merchant channel only apply to transactions of that channel. Rules with All Channels apply to every channel.
Actions that change the shipment (for example the shipping method or the delivery options) are only applied while the shipment can still change, so not after a shipping label exists. Tags and printing still work.
What you see on this screen
New Rule (top right): create a rule.
Search rules…: find a rule by name.
Refresh (the round arrow): reloads the list.
The rule list. When you have no rules yet, it shows "No shipping rules found". Once you add rules, you see these columns:
The drag handle (six dots): drag a row to change the order (see below).
Priority: the order number. Lower numbers run first.
Rule Name: the name, the channel under it, and a Stop badge when the rule has Stop Processing turned on.
Conditions and Actions: how many conditions and actions the rule has.
Match: All (every condition must be true) or Any (one condition is enough).
Status: Active or Inactive. Inactive rules are skipped.
Updated: when the rule was last changed.
Click a row to open the rule. Click the Priority, Rule Name or Updated title to sort by it. The list loads more rules automatically as you scroll.
Change the order of your rules
Drag a row by its handle and drop it above or below another rule. QrX renumbers the priorities for you and shows "Rules reordered successfully." Dragging only works when the list is sorted by Priority from low to high (the default order).
Turn on, duplicate, edit or delete a rule
Move your mouse over a row to see the icons at the end of it:
Activate / Deactivate (power icon): switch the rule on or off right away.
Duplicate Rule: opens Copy Rule, a new rule filled in with the same conditions and actions and "(copy)" after the name. The channel is cleared, so pick it again if needed. Nothing is created until you press Save.
Edit (pencil): opens the rule.
Delete (bin): asks you to confirm, then deletes the rule.
Create or edit a rule
Click New Rule or click a rule in the list. At the top you see these buttons:
Test Rules (only on a saved rule): opens the Rule Tester.
Cancel or the back arrow: go back to the list without saving.
Save: saves the rule. A new rule stays open after saving so you can test it.
General
Rule Name: a clear name, for example "International orders over €50".
Priority: a number from 1 to 999. Lower numbers run first.
Merchant Channel: limit the rule to one channel, or keep All Channels.
Active (ON/OFF): only active rules run.
Match Mode: click to switch between All (every condition must be true, shown as AND between the conditions) and Any (one condition is enough, shown as OR).
Stop Processing (ON/OFF): when this rule matches, no further rules are checked. Use it for a final rule that must win over all others.
Conditions (IF)
Click Add Condition. For each condition choose a field, an operator and a value. Use the bin to remove a condition. You can check, for example:
Where it goes: Country, Postal code, City, Address type (Residential or Business), Locale.
The order: Order Amount, Currency, Order Lines Count, Weight (g), Colli count, Status, Transaction type (Payment, No payment, OTP only or Data only), Test mode, Merchant channel.
The products: SKU (any item), EAN (any item), Product Name.
The shop's choice: Shipping Method (the method the shopper chose in your shop) and Preferred method empty.
Numbers: Transaction ID, Order ID, Shop Order ID.
Time: Current Time (UTC) and Date/Time (UTC), for example to treat orders after 16:00 differently.
Operators include Equals, Not Equals, Greater Than, Less Than, Between (fill in both values), Contains, Starts With, Ends With, In and Not In (pick or type several values).
Actions (THEN)
Click Add Action and choose what should happen. Some actions need extra details; others show "No additional configuration needed." The hint under the title follows the match mode: with All it says "These actions execute when all conditions are satisfied.", with Any "These actions run when any one condition is met."
Set Shipping Method: use a method profile from one of your shipping provider accounts.
Clear shipping method: remove the shipping method from the shipment.
Hold for manual method: remove the shipping method and mark the transaction so someone picks the method by hand.
Set delivery options (accessorials): Signature required, Adult signature required, Direct delivery only and Saturday delivery.
Set sender address: set one of your sender addresses (address type Sender) as the sender address of the shipment. Return and pickup addresses are not offered.
Set Label Format (PDF or ZPL) and Set Label Count.
Add Tag: add a tag to the transaction description.
Apply work tag: put one of your work tags on the transaction.
Split Shipments: split into several parcels By Weight or By Quantity, with a maximum per shipment.
Set Picking Template and Set Packing Template.
Print shipping labels and Print packing slips: print automatically.
Older rules can still show actions that are no longer offered for new rules. They keep working as before or are skipped.
Warehouse actions can mark an order urgent, snooze it until a time, move it to a warehouse, assign one picker, advise a package preset, or pick a label or packing printer. These actions do not change the amount or the payment status. A printer must already be on one of your pack stations. A cheapest-method action keeps the lowest price-book price among the active methods and does not call the carrier. A method on your own carrier contract is skipped.
Test your rules with the Rule Tester
Open a saved rule and click Test Rules. Enter a Transaction ID and click Run Test. QrX checks all your active rules against that transaction without changing anything. For each rule you see Pass or Fail, which conditions were true, which actions would be applied, and where processing stops. The rule you are editing is marked Current. Use the X to clear the results.
Tips and common questions
"Please enter a rule name.": give the rule a name.
"At least one condition is required." and "At least one action is required.": every rule needs at least one of each.
"All conditions must have a field, operator, and value selected.": complete or remove the empty condition.
"Between conditions require both a start and end value.": fill in both numbers.
"Please fill in all required fields for each action.": an action is missing its details, for example the method profile.
A rule did not do anything: check that it is Active, that a rule with a lower priority and Stop Processing did not match first, and use the Rule Tester to see which condition failed.
Your plan allows a limited number of rules: when you reach the limit, QrX asks you to upgrade before you can add more.
Someone else saved the rule at the same time: QrX shows a message and lets you reload the latest version.
Need help? Click Chat at the bottom of the Help Center.