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Octolize Shipping Rates Rules & Shipping Zones – Configuring shipping rates

Zones & Rates screen

Once your custom shipping zones have been configured, your Zones & Rates screen should look similar to what you see here — with your shipping zones listed in the Zone name column on the left, and no shipping rates added yet on the right side of the table:

Shipping Rates Rules & Shipping Zones Shopify app: Zones & Rates screen

If this does not happen and instead, after installing the app, you see the following banner:

CCS and Carrier Service API access required banner

most likely, your store doesn’t have access to the Carrier Service API and the Carrier-Calculated Shipping (CCS) feature required for the app to work properly. In most cases, this means that you’ll need to upgrade your Shopify plan in order to be able to use the app. Please follow the instructions in the banner or learn how to enable Carrier-Calculated Shipping in your Shopify store →

Adding a custom shipping zone

To add a new custom shipping zone for the first time, click the Configure your first shipping zone button in the middle of the screen:

'Configure your first shipping zone' button

Later on, you’ll be able to add more zones anytime if needed, using the Add shipping zone button at the top:

Shipping Rates Rules & Shipping Zones Shopify app: 'Add shipping zone' button

Once clicked, you’ll be redirected to the shipping zone configuration screen.

Configuring a custom shipping zone

Shipping Rates Rules & Shipping Zones Shopify app: Custom shipping zone configuration screen

Zone details

Zone name – enter a name for this shipping zone for easier identification. It will be used only in the Zones & Rates table for app configuration purposes and will not be shown to store customers.

Countries – select the countries this zone should cover from those you ship to.

If a country you ship to isn’t currently listed in the drop-down, e.g., because it was added later in Shopify’s Shipping and delivery settings, click the Refresh country list button to update the list and make it appear there:

'Refresh country list' button

If, in turn, after reaching the shipping zone configuration screen, the Countries option and the ones below it are grayed out:

App error: Shipping zones or destination countries not configured in the Shopify 'Shipping and delivery' settings

it usually means that shipping zones or destination countries have not been configured yet in your Shopify Shipping and delivery settings. To resolve this, go to Shopify Shipping and delivery settings and create shipping zones that include your destination countries there first, so you can select them later here. If you’ve already done this, click Refresh country list button to reload the page and unlock the disabled options.

Limit the selected countries to the following – decide whether to further narrow the shipping zone for the country or countries selected above by choosing one of the available options:

  • ZIP / Postal codes – the shipping zone will be narrowed to cover only the postal codes from the previously selected country or countries that you enter in the text field below:

    Shopify shipping zone narrowed to cover specific postal codes

    If selected, please enter the Postal / ZIP codes one per line or separated by commas.

    Different ways of entering postal codes

    Please note that you can enter the postal codes to which the shipping zone should be narrowed in three different ways:

    1. directly, by typing the full postal codes manually, one per line or separated by commas, e.g.:
      2600
      2610
      2614
      2616, 2617, 2618
    2. by defining their ranges and placing an ellipsis between the starting and ending postal codes of the range, e.g.:
      2619...2898

      If used, the shipping zone will cover all postal codes from 2619 to 2898 such as 2619, 2620, 2621, 2622, and so on, up to 2898.

    3. using so called wildcards and placing an asterisk sign * in right place of the postal code, e.g.:

      3*
      42*
      574*

      The 3* wildcard will cover all postal codes starting with 3 (e.g., 3000, 3124, 3999).
      The 42* wildcard will cover all postal codes starting with 42 (e.g., 4201, 4215, 4299).
      The 574* wildcard will cover all postal codes starting with 574 (e.g., 5740, 5742, 5749), etc.

      The same rule applies to postal codes containing letters, such as UK postcodes. For example, SW1* wildcard will cover all codes starting with SW1 phrase (e.g., SW1A 1AA, SW1E 6QP, SW1H 0ET), and B2* wildcard will cover all codes starting with B2 (e.g., B2 4QA, B2 5EP, B2 6LG).

      We highly recommend using ranges and wildcards instead of listing each postal code separately when configuring shipping zones, to optimize the amount of data that Shopify needs to process on their side.

    How to configure a shipping zone covering all postal codes in a selected country

    You can use the wildcards described above to easily configure a shipping zone that covers all postal codes in a given country. To do this:

    1. In the Countries field, select the country this zone should cover,
    2. Choose Limit the selected countries to the following: ZIP / Postal code,
    3. Enter an asterisk * in the text field at the bottom.

    Using the wildcard this way will make it cover all postal codes for the selected country.

    Here’s an example of a shipping zone configuration using a wildcard to cover all postal codes in France:

    Shopify custom shipping zone based on postal codes covering all postal codes in a specific country

  • Cities – the shipping zone will be narrowed to cover only the specific cities from the previously selected country or countries that you enter in the text field below:

    Shopify shipping zone narrowed to cover specific cities

    If selected, please enter the city names one per line or separated by commas.

If you finished configuring your custom shipping zone (like the ‘UK Mainland’ example below), make sure to save changes with the Save button at the top of the screen.

Once it’s done, you should see the success banner confirming the shipping zone has been successfully created. From here, you can either click the Add shipping rates for this zone button to immediately add a rate for the zone you just created:

UK Mainland custom Shopify shipping zone based on postal codes created

or use the ‘Back’ button to return to the Zones & Rates screen and create another zone there:

Shipping Rates Rules & Shipping Zones Shopify app: Custom shipping zone added

While on the Zones & Rates screen, you can also use the plus button + in the Actions column next to a zone to add shipping rates for it.

Please note that, for now, custom shipping zones created this way will only support the shipping rates added by Shipping Rates Rules & Shipping Zones app.

How to edit an existing shipping zone

If you want to edit an existing custom shipping zone and change how it is currently configured, click the Edit icon next to its name to reach its configuration screen:

Shipping Rates Rules & Shipping Zones Shopify app: Edit shipping zone button

Once you’re done there with all the adjustments, confirm the changes with the Save button in the top bar.

How to delete an existing shipping zone

To delete an existing custom shipping zone, while on its configuration screen, click the More actions button, select the Delete shipping zone action, and then confirm it by clicking the Delete button in the popup window which should appear next.

Shipping Rates Rules & Shipping Zones Shopify app: Delete custom shipping zone

Please note that deleting a shipping zone is irreversible. Once a zone is deleted, it cannot be restored and will need to be recreated the same way it was originally added.

How to duplicate an existing shipping zone

To duplicate an existing shipping zone click the ‘More actions’ button next to the zone you’d like to copy, and choose Duplicate shipping zone from the dropdown menu:

The ‘More actions’ button becomes available when the shipping zone has at least one rate added.

Duplicate Custom Shipping Zone Shopify

The duplicated shipping zone will include all the rates from the original one, but they will remain inactive until manually activated:

Shopify custom shipping zone duplicated

Shipping zone matching – How it works

When the customer enters their shipping address at checkout:

Shopify checkout: Delivery address entered

the app matches it to the shipping zones you’ve configured in the Zones & Rates table, in the order they are listed there, starting from the top to the bottom:

Shopify custom shipping zones matching order

The first zone that matches the entered shipping destination will have its shipping rates applied.

As shown in the example above, the customer entered United Kingdom as the shipping country and the postal code AB33 8AD at checkout. The first shipping zone (Northern Ireland, Isle of Man, Isles of Scilly) was checked but not matched, since it does not include the postal code entered by the customer. The app then checked the next zone in order — Scottish Highlands and Islands. This zone covers postal codes starting with AB33*, which includes AB33 8AD:

Shopify custom shipping zone matched

As a result, this zone was matched with the customer’s shipping address, and the shipping rates added to it (Economy delivery and Standard delivery) were displayed at checkout:

Shipping Rates Rules & Shipping Zones: Rates based on custom shipping zone displayed at Shopify checkout

Therefore, it’s important to make sure that more specific zones — for example, those containing exact postal codes — are placed above the broader ones that include postal code ranges, wildcards, or covering entire countries. This ensures they are matched first and helps avoid incorrect matches.

How to change the order in which shipping zones are matched

To manage the position of shipping zones in the Zones & Rates table — and so the order in which they’re matched — you can use the arrows in the Position column to move them up or down:

Reordering shipping zones Shopify

Excluding specific locations from shipping

If you need to exclude a specific shipping zone — for example, a region you don’t ship to — you can easily do so by following these steps:

  1. Place the zone you’d like to exclude from shipping at the top of the Zones & Rates table to ensure it is always considered first.
  2. Make sure that no shipping rates are added to this zone, and delete any if necessary.

If configured this way:

Shopify custom shipping zone with no shipping rates added

when a customer enters a postal code belonging to a zone you don’t ship to, they will see the standard Shipping not available message at Shopify checkout, stopping them from placing an order:

No shipping methods available to pick at Shopify checkout
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