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:
Region rules — "Is this delivery option available in the customer's location?"
Filter rules — "Should we request this carrier, given what's in the cart?"
Carrier check — Ingrid contacts carriers to confirm availability, get delivery times, and find pickup points
Post filter rules — "Now that we know what's available, should we hide any duplicates or show a fallback?"
Price rules — "What should this delivery option cost for this specific order?"
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:
Region — is the carrier product configured for the customer's country and postal code?
Filter rules — is a filter rule excluding it based on cart contents (weight, value, dimensions)?
Carrier availability — is the carrier actually returning this option for the given address?
Post filter rules — is a post filter rule hiding it because another method is present?
Price rules — if the option appears but with incorrect pricing, check rule order (first match wins)
Related documentation
Region Rules — filtering by country and postal code
Filter Rules — pre-carrier filtering with conditions
Post Filter Rules — post-carrier refinement
Price Rules — dynamic delivery pricing
Checkout Playground — testing rule configurations
