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Checkout rules

Checkout rules control which delivery options are shown to customers and how they are priced.

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Written by Jakub Talarek

What is it?

Checkout rules control which delivery options are shown to customers and how they are priced. Ingrid uses four types of rules, each applied at a different stage during checkout:

Rule Type

What It Does

Region Rules

Filters delivery options by country and postal code

Filter Rules

Removes options based on cart contents, product attributes, or order value

Post Filter Rules

Refines the list based on which carriers actually responded

Price Rules

Adjusts delivery prices based on conditions (e.g. free shipping above a threshold)


How rules work together

When a customer reaches checkout, rules are applied in this order:

  1. Region rules — "Is this delivery option available in the customer's location?"

  2. Filter rules — "Should we request this carrier, given what's in the cart?"

  3. Carrier check — Ingrid contacts carriers to confirm availability, get delivery times, and find pickup points

  4. Post filter rules — "Now that we know what's available, should we hide any duplicates or show a fallback?"

  5. Price rules — "What should this delivery option cost for this specific order?"

  6. Display — final list of delivery options shown to the customer

Each step narrows the list further. By the time the customer sees delivery options, they are guaranteed to be available, relevant, and correctly priced.


When to use which rule type

I want to...

Use

Limit a delivery method to specific countries or postal codes

Region Rules

Hide a delivery method for heavy or oversized items

Filter Rules

Hide a delivery method based on cart value or product type

Filter Rules

Hide a fallback option when a preferred carrier is available

Post Filter Rules

Show a safety-net option when all other carriers are unavailable

Post Filter Rules

Offer free shipping above a cart value threshold

Price Rules

Apply a different delivery price based on weight or voucher code

Price Rules


Where to configure

All rules are configured in the Ingrid Merchant Platform under:

Delivery Checkout → Regions → [Select Region]

Rule Type

Where in the platform

Region Rules

Region settings — country and postal code fields

Filter Rules

Delivery Categories or Carrier Products → Filter rules field

Post Filter Rules

Carrier Products → Post filter rules field

Price Rules

Carrier Products → Price rules section (Add New)

Tip: Always test your rules using the Checkout Playground before going live. Enter different addresses and cart configurations to verify that delivery options appear correctly.


Checkout version compatibility

Rule Type

Checkout V1

Checkout V2

Region Rules

✅

✅

Filter Rules

✅

✅

Post Filter Rules

❌

✅

Price Rules

✅

✅


Delivery option not appearing?

If a delivery option doesn't appear at checkout, check in this order:

  1. Region — is the carrier product configured for the customer's country and postal code?

  2. Filter rules — is a filter rule excluding it based on cart contents (weight, value, dimensions)?

  3. Carrier availability — is the carrier actually returning this option for the given address?

  4. Post filter rules — is a post filter rule hiding it because another method is present?

  5. Price rules — if the option appears but with incorrect pricing, check rule order (first match wins)


Related documentation

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