Shipping Rules Page

1. Create a Shipping Rule Group

First, organise your rules into logical groups - this helps you manage and maintain large numbers of rules over time

1. Click Create Rule Group

2. Enter a clear Group Name (for example, “UK Standard Services” or “Express International”)

You can always return to edit your group name or delete unused groups

2. Define Group‑Level Restrictions

Before you add individual rules, narrow down which orders your entire rule group should evaluate - this prevents irrelevant orders from ever reaching your shipping logic

1. Stores and Channels
   Select one or more Helm stores or connected sales channels (for example “Amazon UK” or “Shopify EU”) where this group of shipping rules will apply

2. Warehouses
   Choose the fulfilment centre(s) or physical locations from which orders must be shipped for these rules to take effect

3. Selected Countries
   Pick the destination markets such as specific countries or regions - to restrict the group to only those orders being sent overseas or domestically

By combining these three dimensions of restriction, you guarantee that only the precise subset of orders you intend will ever enter this group’s rule set

Create Your Group

• Click Create Group once you’ve chosen your restrictions

• You’ll see a confirmation banner: “Group created successfully.”

• From here you can either Add Rules Now to build out your logic immediately, or Skip and return later

Your new group will now appear in the Shipping Rule Groups list, ready for you to add rules at a time that suits your workflow

3. Create Individual Rules

Within each group, you build one or more rules that evaluate order attributes and assign courier services

1. Click on your group

2. Click the + button in Rules

3. Enter a descriptive Rule Name (e.g. “Orders > 2 kg to EU → Economy Service”)

a) Set Filters

Filters are the conditional triggers that determine whether the rule fires for a given order

• Click the + button to add filters such as:

  • Total Order Weight (e.g. > 2 kg)

  • Shipping Country (e.g. is Germany, is not France)

  • Delivery Experience (e.g. is Late, is On Time)

  • Shipping Postcode (e.g. is YO25)

You can combine multiple filters (AND/OR logic) so that the rule only applies when all conditions are met

b) Assign Output Services

Decide which courier service Helm should use when the rule matches

• Courier Service – search and select your primary shipping partner (e.g. “DHL Express”)

• Failover Service (optional) – choose a backup carrier in case the primary fails or is unavailable

• Return Service (optional) – specify a dedicated carrier for handling returns

4. Order of Evaluation

Rules within a group run from top to bottom. Helm stops at the first rule that matches all filters, applies its services, and ignores the rest

• You can drag and drop to reorder rules

• Use test orders on the Group Page to preview which rule and service each order would receive

5. Activate and Monitor

Once your groups and rules are live, Helm applies them silently in the background. To verify:

• Place a test order or use the Rule Tester to simulate different scenarios

• Review assigned services in the Shipments list to confirm correct application

By grouping rules, setting precise restrictions, defining clear filters, and assigning primary/failover carriers, you build a robust, automated shipping logic that ensures each order is routed according to your business priorities - even as volumes grow or requirements change