Delivery Profiles

A delivery profile is a set of rules for how a group of products ships. It holds the warehouses those products ship from, the places they can be sent to, and the delivery methods offered for each of those places. Every product ships on a profile, so the delivery methods a customer sees at checkout are dependant on which profile their address and the products in their cart qualify for. Most stores need more than one. Bulky furniture does not ship like a pair of shoes, and a download does not ship at all. Rather than setting rules product by product, you build a profile for each kind of goods and point products at it. To manage delivery profiles, navigate to Settings → Delivery profiles, under the Shipping & delivery group.

Reviewing Your Delivery Profiles

Each row shows:

Name - What the profile is called. One profile carries a Default badge.
Capabilities - What this profile can do: Ships, Pickup, Digital, or a combination.
Ships from - How many stock locations its goods leave from, or All locations.
Products - How many products are assigned to it.
Zones - How many destination zones it covers.
Methods - How many delivery methods it offers in total.

The Products count is read-only. A product is assigned to a profile from the product page, not from the delivery profile.

How to Create a Delivery Profile

Click Add profile to open the delivery profile creation form.

Name - Name it after the kind of goods it covers, such as Bulky Items or Digital, rather than after a carrier.
Kind - Shipping for physical goods, or Digital for downloads. This decides which fulfillment providers the profile’s methods can use.
Origins - All locations, or Selected locations to name the warehouses these goods ship from.

Click Create profile, then open it to add zones and methods. That is where the real work is.

The Kind cannot be changed after the profile is created. If you pick the wrong one, you will need to create a new profile and reassign its products.

Inside a Profile

A delivery profile is built in three layers: the origin the goods leave from, the zones that origin can reach, and the delivery methods offered within each zone.

Two panels on the right side of the page control the profile itself:

General - The profile’s Name, its Kind (fixed at creation), and a Default switch. The default profile is what products without a profile of their own ship on.
Ships from - All locations, or a tick box per stock location.

Shipping from more than one warehouse

If goods leave from several warehouses and the rates differ, click Split shipping origins. This breaks the profile into origin groups, each with its own zones and methods, so stock leaving Amsterdam can be priced differently from the same goods leaving California. If rates are the same wherever goods ship from, leave it unsplit.

How to Add a Delivery Zone

A zone is a set of destinations a method can be offered to. Click Add delivery zone within the origin group it belongs to.

The zone editor, listing the countries a zone covers

Name the zone after the region it covers, then choose the countries in it. A zone can hold one country or two hundred, so a single International zone is often easier to maintain than one zone per country.

Every profile has a default No zone restriction container. Methods placed inside it are offered wherever the profile reaches, regardless of destination.

A customer whose address falls outside of every configured delivery zone will have no delivery method to choose from and be unable to complete checkout. Make sure each delivery profile covers every location you plan to sell to.

Postal code rules

For finer control, add postal code rules within a country. This is how you separate destinations that cost more to reach, such as pricing the Scottish Highlands differently from the rest of the United Kingdom, or excluding offshore postcodes from a next-day service. Each rule offers three fields:

Prefix - Matches any postal code starting with what you enter, so IV covers every code in the Scottish Highlands. Works with every postal code format.
From and To - Matches a range of postal codes, and the range includes both ends. 1000 to 1999 covers 1000 and 1999 as well as everything between them.

Prefix and the From / To range are alternatives, not companions. Set one or the other on a rule, never both. A rule carrying both is rejected.

Which you use depends on the country. From and To only work with numeric postal codes, such as the Netherlands or the United States, so a country with letters in its postal code format has to use Prefix. Prefix, on the otherhand, works everywhere.

How to Add a Delivery Method

A delivery method is what the customer actually chooses at checkout. Click Add method inside the zone it should belong to.

Within the side panel editor, there are several different sections that need to be configured:

Providers

These two settings decide who handles the delivery and where its price comes from. Most stores can leave both on their defaults and price the method themselves.

Fulfillment provider - How fulfillments for this method are dispatched and tracked:
- Manual for goods you ship yourself,
- Pickup for collection,
- Pickup Point for a third-party collection point.
Delivery rate provider - Where the price comes from:
- Internal prices with the calculator below, which is what most stores want.
- Freight is for freight carriers.

Both dropdowns show a greyed entry reading “Connect EasyPost to use it”. That is a prompt, not a choice. Connecting EasyPost lets these methods quote live carrier rates instead of using an internal calculator.

Naming and visibility

What this method is called, who sees it, and where it can be used. Customers only ever see the Name, so it is worth wording it around how fast the delivery is rather than which carrier you use.

Name - What customers see at checkout. Be specific about speed rather than carrier, such as “Next day” rather than “DHL”.
Internal name - What your team sees. Useful when two methods look alike at checkout.
Code - A short reference for integrations and exports.
Visible in storefront - On by default. Turn it off to keep a method for staff-created orders only.
Available to sellers - Off by default. Turn it on to let marketplace sellers ship with this method.

Pricing

What the method charges and how that charge is taxed.

Rate Calculator - How the price is worked out. See the calculators below.
Tax category - Which tax applies to the delivery charge, if delivery is taxed where you sell.
Currency - Which currency the rate is priced in. This only applies to the rate-based calculators, so it has no effect on a method that does not charge a set amount.

Rate calculators

The calculator decides what a method charges. Six are available:

Calculator	What it charges
Flat Rate	One price per order, whatever is in the cart. The simplest option and the right default for most methods.
Per Item	A price for each item in the cart, so a cart of five item costs five times a cart of one.
Flat Percent	A percentage of the order total, so delivery scales with cart value.
Flexi Rate	A price for the first item plus a smaller price for each additional item, up to a cap. Suits goods that combine into one parcel.
Price Sack	Charges one rate below a set order value and a discounted rate above it, so larger orders pay less to ship.
Digital Delivery	For downloads, where nothing physical ships.

Delivery expectations

What you tell the customer about timing and tracking. Neither field changes the price, but both reduce the number of “where is my order” messages your team answers.

Estimated transit, business days - A minimum and a maximum, shown to the customer at checkout.
Tracking URL - The carrier’s tracking link, with :tracking being where the tracking number goes.

Conditions

Conditions limit when a method is offered, based on what is in the cart or who is buying. A method with no conditions is offered to everyone who reaches it. Click Add condition to choose from:

Item total - Offer the method only above or below a cart value. This is how a free delivery threshold is built.
Weight - Offer the method only within a certain weight range.
Excluded products - Hide the method when the cart contains particular products.
Channel - Offer the method only on certain sales channels.
Volume - Offer the method only within a certain size range.
Company - Offer the method only to particular business customers.

With no conditions set, the method is offered wherever it otherwise applies.

Free delivery over a threshold is an Item total condition on a method priced at zero, not a setting of its own.

Click Create delivery method when you are done.

Pickup

Pickup is for orders customers collect in person. It sits in its own section on the profile page, outside the origin groups, because collection has no destination and zones do not apply.

Add a method the same way as any other, choosing Pickup as the fulfillment provider, then tick the locations under Collect from. Only the locations you tick are offered to customers.

The Collect from tick boxes save the moment you click them. There is no Save button on this panel and no confirmation, so an accidental tick takes effect immediately.

How to Delete a Delivery Profile

Open the row menu on the profiles list and choose Delete.

The default profile cannot be deleted. Its row offers Edit only, because products with no profile of their own rely on it. Make another profile the default first if you need to remove it.

Manage

Reviewing Your Delivery Profiles

How to Create a Delivery Profile