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Shipping and Tax at Checkout

shipping charge calculation ‧ cannot be shipped to your location ‧ free shipping order minimum ‧ flat rate shipping per item ‧ ups live rate ‧ in store pickup shipping method ‧ how is tax calculated on an order ‧ no tax product ‧ shipping not taxed

On This Page
  • Placing an Address in a Shipping or Tax Zone
  • How Shipping Is Calculated
  • How Tax Is Calculated

An order’s shipping charge and tax are calculated automatically during checkout. Rhythm uses the order’s addresses, products, and your configured zones, methods, and rates. This article explains how Rhythm calculates those amounts and why an order might not ship or show the shipping price you expected.

Placing an Address in a Shipping or Tax Zone ​

Before Rhythm can calculate shipping or tax, Orders & Inventory matches the relevant address to a zone. Postal codes are compared as plain text, so postal-code ranges work correctly only when the codes use the same length and format. State and country must match exactly, except for capitalization, so an address will not match when either value is written differently than the zone expects. If an address matches no configured zone and there is no “rest of world” zone to use instead, checkout refuses a shippable order with the message "One or more items in your cart cannot be shipped to your location."

International orders need the same setup. If you only have domestic zones and methods, an address outside your home country matches nothing, so checkout shows the same no-shipping-options message even though the address is valid. Before you enable international orders, check Orders & Inventory › Setup › Shipping for a zone and method that cover the countries you plan to sell to.

Whether an address needs to match a zone depends on the product. An item that is not configured as shippable skips this check, so a buyer whose address matches no shipping zone can still buy a downloadable product.

How Shipping Is Calculated ​

A shippable order needs a shipping address that resolves to a zone, a shipping method offered in that zone, and a shipping product to post the charge to. If any of these is missing, the order cannot proceed. When the resolved zone has no available method, checkout keeps asking for a shipping method, but no method appears. In the Console order wizard, you cannot change the shipping address on the order-details step itself. To ship to a different address, staff need to change who the order ships to earlier in the wizard, before reaching that step.

A product’s settings determine whether the order needs shipping at all. A merchandise item is shippable by default because its Shipping setting is turned on, so it needs a shipping address, method, and product. Turn Shipping off for an item that should never ship, such as a digital download, and checkout stops asking for a shipping address for that item. Leaving Shipping on for a digital item is the usual reason checkout asks for a shipping address on something that never gets mailed. Turning Shipping off is also the simplest way to keep a specific item shipping free, rather than trying to do that through zone or method settings. If you leave Shipping on for an item, make sure it also has a usable zone, method, and shipping product. A shippable item with no usable shipping setup can make checkout fail with a no-shipping-options error, even when the item’s own settings look correct.

Depending on how a zone is set up, it can offer any of these shipping methods:

  • Free shipping, optionally limited to orders within a value range. That range uses the order’s value before tax and discounts are applied, so a coupon does not change whether the order still qualifies.
  • Flat-rate shipping, charged once per order or once per line. When charged per line, it counts distinct lines, not quantities. A single line for five units of the same product is charged the flat rate once, not five times. Flat-rate shipping is usually broad: unless you scope it, it charges every product in the order, including products you would rather ship free. If only certain products should incur a charge, such as textbooks but not everything else in your store, turn flat-rate shipping off in the zone and use weight-based shipping instead. A weight-based method only adds a charge for products with a configured shipping weight. Per-item flat-rate shipping can still charge for a line whose product has Shipping turned off when another shippable product is in the same order. It skips the charge completely only when the non-shippable item is alone in the cart.
  • Range-based shipping, from a table of order-value or weight ranges. Each range includes its lower bound (From) and excludes its upper bound (Up To), so an order that lands exactly on a boundary falls into the higher range. For example, a range entered as 0 to 0.99 includes a weight of exactly 0, but not one of exactly 0.99. Start your next range at 1, not at 0.99 again, so that boundary weight is covered by exactly one range. If no range matches, the shipment can be priced only when the method has a default charge. When a default charge is set, the method still appears for a product whose own weight falls outside every range, and it charges the default amount instead of a range-specific one.
  • In-store pickup, offered free or for a handling charge.
  • Live UPS rates, quoted at checkout with your store’s markup added when a UPS account is connected. UPS quotes the whole order as a single package regardless of its actual size, so the quote can be inaccurate for orders that would really ship as more than one package. Turning UPS on for a zone adds it as one option among others. It does not guarantee checkout has a selectable method by itself, so also configure a free, flat-rate, or other method in the same zone in case a UPS rate cannot be quoted.

Weight-based methods use each product’s configured weight. A product with no weight set contributes zero to the order’s total weight, which can create an unexpectedly low weight-based charge if the product was never given one. An order line with no cost at all, such as merchandise priced at $0, generally does not add a shipping charge either, even when the zone offers a paid method such as UPS.

A shipping charge depends on both the product’s own setting and the zone’s method rules. Because of that, turning off one method is not always enough to stop a charge. Another method in the same zone, or a product still marked shippable, can add one anyway.

Tip

If an order gets the default shipping charge instead of the rate you expected, check two things: that the zone is actually set to calculate by weight rather than by order total or price, and that your ranges cover the item’s exact configured shipping weight, including any boundary value. A gap between ranges, or a zone priced by the wrong basis, falls back to the default charge instead of the rate you set up.

Tip

A shipping problem does not always look like one. If checkout or order processing says no shipping address was found even though the order clearly has one, check whether your Rhythm account has a default shipping product configured. A missing shipping product can appear as this unrelated message instead of a clear shipping-product error.

During checkout, changing the shipping address updates the available methods and prices. If the new address resolves to a different zone, checkout switches to that zone’s methods and prices instead of keeping the previous zone’s rate. Once an order is placed, the shipping and billing addresses stay attached through review and fulfillment, even when they differ from the contact’s saved preferred address.

Warning

Editing an order’s shipping address after it has already been placed — from Orders & Inventory › Orders › Search › [Type] Order #[number] › Order Options › Update Order Details — changes where the order ships, but it does not recalculate the shipping charge, the tax, or any other price on the order. If the shipped-to address needs to change and the shipping charge should change with it, plan to adjust the order’s pricing separately rather than assuming the update will do it for you.

How Tax Is Calculated ​

Tax is calculated line by line, using the order’s billing address to find a tax zone. If the order has no billing address, Rhythm uses the shipping address instead. After Rhythm finds a zone, every enabled tax rate in that zone that covers a line’s product tax class adds its own tax line for that product. Each tax line is calculated on the line’s total after discounts. Tax is calculated before a card-processing fee or manual price override is applied, so a line with an overridden price shows tax based on its earlier, pre-override price rather than the overridden one.

Tax always follows the order’s address, and it is calculated the same way for every line. You cannot configure a product or event to always charge one specific country’s tax to every buyer, regardless of where that buyer is. If a business need calls for that, it needs a different approach outside automatic tax-zone calculation.

Shipping itself is never taxed. No tax line is added for a shipping charge, whatever the buyer’s tax zone. If your Rhythm account has no tax product configured at the level tax calculation needs, an order that should be taxed is refused rather than processed with tax silently skipped.

Tip

If tax is missing from an order and your tax zones and rates look correctly configured, check the product next. A product with no tax class assigned never gets a tax line, whatever your zones say.

In your online store, the cart total shown to shoppers includes any tax already calculated for the items in it, not just the item subtotal.

Shipping and tax are two pieces of an order’s total price. How they combine with discounts and coupons is covered separately.

Continue in This Subject

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On This Page

  • Placing an Address in a Shipping or Tax Zone
  • How Shipping Is Calculated
  • How Tax Is Calculated
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