What types of shipping rules can I create?

You can create rules that show or hide specific shipping methods based on customer tags. This lets you offer wholesale-only shipping rates, free shipping for VIP customers, or restrict certain delivery options to specific customer groups.

Can I show different shipping options to different customer groups?

Yes! Use BMT's Custom Shipping Rules to control visibility. Create rules targeting different customer tags so wholesale customers see wholesale shipping rates while retail customers see standard options.

What happens when multiple shipping rules apply to the same customer?

The priority setting determines which rule takes precedence. Rules with lower priority numbers (e.g., 0) are applied first, and higher priority numbers override them.

Do I need the Advanced Plan for shipping rules?

Yes, Custom Shipping Rules are available on the Advanced Plan ($29.99/month or $299.90/year). This plan also includes Custom Payment Rules and all Standard plan features.

Can I combine shipping rules with payment rules?

Absolutely. You can use both shipping and payment rules together to give wholesale customers a fully customized checkout experience — with specific shipping methods and payment terms tailored to their group.

How do I set up wholesale shipping rates in Shopify?

First, create a shipping profile or rate in Shopify's Shipping and delivery settings specifically for wholesale. Then use BMT's shipping rules to ensure only wholesale-tagged customers see that rate at checkout.

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Custom Shipping Rules Guide

Set Up Custom Shipping Rules in Shopify

Managing different shipping options for your wholesale and retail customers helps deliver the right experience for each group. Learn how to set up and customize shipping rules for B2B and wholesale customers in your Shopify store.

Start Configuration

Video Tutorial

Watch this step-by-step video guide to set up custom shipping rules

Prerequisites: You need the Advanced Plan to access Custom Shipping Rules. Make sure you have admin access to your Shopify store and have set up your shipping profiles.

Configure Shipping Rules Step by Step

Follow these steps to set up custom shipping rules for your wholesale and retail customers

Step 1

Click Settings in Shopify Admin

Open your Shopify admin dashboard and navigate to Settings.

Log in to your Shopify admin
Click 'Settings' in the lower-left corner of the dashboard

Step 2

Select Shipping and Delivery

Navigate to the Shipping and delivery section to view all shipping configurations.

Click 'Shipping and delivery' from the Settings menu
This page shows all your shipping profiles and delivery customizations

Step 3

Review Your Shipping Routes

Under Shipping and delivery, locate and review your shipping routes including general, express, standard, and wholesale options.

Review all existing shipping profiles
Note which routes are configured for general, express, standard, and wholesale shipping
Identify which routes need to be restricted to specific customer groups

Step 4

Ensure BMT Delivery Customization Is Active

Under Delivery customization, make sure the B2B wholesale pricing rule is active. If not, add it.

Scroll to 'Delivery customizations' on the Shipping and delivery page
Check that 'B2B wholesale pricing' is listed and active
If it's not active, click 'Add delivery customization' and choose 'B2B wholesale pricing'

Step 5

Navigate to Shipping Rules in the App

Return to the BMT B2B Wholesale Pricing app and open the Shipping rules section.

Open the BMT B2B Wholesale Pricing app
Click on 'Shipping rules' in the app navigation

Step 6

Add a New Shipping Rule

Click Add shipping rule to configure a new rule for wholesale customers.

Click 'Add shipping rule' to start creating a new rule
A form will appear for entering shipping rule details

Step 7

Configure Your Shipping Rule

Name your rule, set the priority, and apply it to the right customer group using tags.

Enter a descriptive name (e.g., 'Wholesale Shipping Rule')
Set the priority to 0 (or your preferred priority level)
Apply the rule to customers with a specific tag, such as 'wholesale'

Step 8

Hide Non-Wholesale Shipping Methods

Select which shipping methods to hide so wholesale customers only see wholesale shipping at checkout.

Choose to hide all shipping methods except wholesale shipping
This ensures tagged wholesale customers see only the relevant shipping option

Step 9

Save Your Shipping Rule

Click Create shipment rule to save. Wholesale customers will now see only the wholesale shipping option at checkout.

Click 'Create shipment rule' to save the configuration
The rule takes effect immediately for matching customers

Step 10

Create a Rule for Retail Customers

Repeat the process to create a rule that hides wholesale shipping from retail customers.

Click 'Add shipping rule' again
Use a different priority (such as 1)
Apply the rule to all customers
Hide the wholesale shipping method
Click 'Create shipment rule' to save

See It In Action

Verify your shipping rules are working correctly for each customer group

Step 1

Test your store as a wholesale customer — you should see only the wholesale shipping option at checkout.

Step 2

Test as a retail customer — the wholesale shipping method should be hidden if you configured the retail rule.

Step 3

Verify each customer group sees the correct shipping options based on your rules.

Common Issues and Solutions

Resolve common shipping rule configuration issues

Shipping rule not applying at checkout

Solutions:

Verify the BMT delivery customization is active in Settings → Shipping and delivery → Delivery customizations
Ensure the customer is tagged correctly to match your shipping rule
Check that the shipping rule priority is set correctly
Clear browser cache and refresh the checkout page

Wrong shipping methods appearing for customer group

Solutions:

Review the customer tags assigned to the shipping rule
Check rule priority — lower numbers are applied first
Verify the customer is logged in if the rule requires authentication
Ensure no conflicting rules exist for the same customer type

Wholesale shipping visible to retail customers

Solutions:

Create a separate rule for retail customers that hides the wholesale shipping method
Ensure the retail rule has a higher priority number than the wholesale rule
Verify customer tags are correctly assigned in Shopify admin
Test with different customer accounts to confirm visibility

Frequently Asked Questions

Common questions about custom shipping rules

Need Help with Shipping Rules?

Our support team is ready to help you configure and optimize your shipping rules

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