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How to Capture a Shipping Price as its Own Price Rule in CRM?

  • Updated

Question:

How to capture the Shipping Price as its own Price Rule?

Answer:

While custom Record Types on the pricing rules are not supported, there are two suggested workarounds:

Create a Shipping Cost product.

  • Shipping cost is captured in its own line
  • Pricing rules can be set up for different shipping options

OR

MyInsights:

  • Have a custom MyInsights report to calculate the shipping cost based on the order entered
  • Have a custom field on the Order Header where the rep manually enters the cost based on the calculation done in MyInsights

Both workarounds are considered out-of-scope of support. Reach out to the customer Services rep if assistance is needed implementing one of these workarounds.

Related Documentation:

CRM Help Documentation: Pricing Rules Overview 

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