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How to Set WooCommerce Role-based Shipping Methods

How to Set WooCommerce Role-based Shipping Methods

Want to set WooCommerce role-based shipping methods? But need to know how to do it? You can stop worrying about it now because WholesaleX is here to help you.

This article will walk you through setting up the WooCommerce role-based shipping method. We will use a fantastic plugin named WholesaleX to set up the procedures.

WooCommerce gives you the flexibility to make up your own shipping options. Depending on the customer’s shopping cart total or purchase value, you can even provide free delivery via your online business. 

However, there’s a catch. There is no way to enable WooCommerce shipping by user roles by default.  

Regardless, it is possible to set up a WooCommerce role-based shipping method using plugins. WholesaleX is one of the best and easiest plugins for this purpose.

Keep reading to learn how to add a role-based shipping method to your WooCommerce store.

What is WooCommerce Role-based Shipping Method

The WooCommerce role-based shipping method provides the opportunity to individually set the number of shipping methods and payment gateways accessible to each created user role in WooCommerce.

How to Set a WooCommerce Role-based Shipping Method?

Let’s show you how to set up a role-based shipping method. So, let’s get started.

Installing WholesaleX

First, you must install WholesaleX to set up different discounts, including user role-based pricing.

  • Go to the “Plugins” section on your WordPress dashboard.
  • Then click on “Add New.”
  • On the right search panel, type “WholesaleX.”
  • You should now see the WholesaleX plugin.
  • Click on “Install.”
  • Then you can click on the highlighted “Activate” button.
Installing WholesaleX
Installing WholesaleX

Setting WooCommerce Role-based Shipping Method from WholesaleX User Roles

WholesaleX lets you easily create user roles. And when creating user roles, you can also set the WooCommerce role-based shipping method. Let’s find out how.

Step 1: Go to WholesaleX User Roles

First, you need to go to WholesaleX→User Roles.

WholesaleX User Roles
WholesaleX User Roles

Here you can create B2B user roles as per your need. Moreover, set some specific options while creating it.

Step 2: WholesaleX User Roles Settings

After creating a user role, expand it. You will see a lot more options awaiting your customization.

In the “Shipping Methods” section, you will see all the created zones and methods to select.

So, select your desired zone, and tick the “Free Shipping” box.

WholesaleX Role-based Shipping Method from User roles
WholesaleX Role-based Shipping Method from User roles

Remember, you can create different zones from WooCommerce→Settings→Shipping. 

No matter how many zones you create for your store will be shown in the “Shipping Methods” section, as we stated above.

Setting WooCommerce Role-based Shipping Method from Dynamic Rules

Dynamic Rules are only one of many impressive WholesaleX features. We’ll use WooCommerce’s dynamic rules today to set the WooCommerce role-based shipping method.

Step 1: Go to WholesaleX Dynamic Rules

First, you need to go to WholesaleX→Dynamic Rules.

WholesaleX Dynamic Rules
WholesaleX Dynamic Rules

This is the most impressive feature of WholesaleX. Aside from role-based shipping methods, you can do a lot more with them.

Step 2: Create a Dynamic Rule

Now you need to create a rule for your WooCommerce role-based shipping method.

Click the “Create Dynamic Rule” button to create a new rule.

WholesaleX Creating Dynamic Rules
WholesaleX Creating Dynamic Rules

The created rule will be named the “untitled rule.” You can change it once you expand the rule bar.

Step 3: Select Rule Type

Now you have to select the rule type.

We will pick the “shipping rule” option from the dropdown.

WholesaleX Rule Type Selection
WholesaleX Rule Type Selection

As the name suggests, we are setting a shipping method for user roles, so we have to select it.

Step 4: Select User/Role

Now you have to choose the specific roles you want to set the shipping method. With WholesaleX, you can easily create user roles

So from the dropdown menu, you have to choose “All roles” if you want to give discounts to all your customers. 

WholesaleX User Role Selection
WholesaleX User Role Selection

Also, you can choose “specific roles” to set the shipping method for particular roles. It is very much like role-based discounts

Step 5: Product Filter

Now you need to filter the products to which you want to give this discount.

You can select all or specific products, categories, and even more to which you want to add the shipping method.

WholesaleX Product Filter
WholesaleX Product Filter

Now, if you want to set the shipping method for every product or some particular product, you can also do that.

Step 6: Shipping Rules

Now you have to select a zone for your shipping method. So, pick your desired shipping zone in the “Shipping Zone” dropdown.

After that, in the “Shipping Zone Methods,” pick your desired shipping option. However, you should choose “Free Shipping” because role-based shipping methods are generally used to provide free shipping for particular zones and roles.

WholesaleX Shipping Rule
WholesaleX Shipping Rule

Also, you can choose whether or not to name your discount.

WholesaleX also has the “Date and Limit Rule” if you want to run your WooCommerce role-based shipping methods for a certain amount of time.

WholesaleX Date and Limits Rule
WholesaleX Date and Limits Rule

When you’re done, click “Save.” You’ve completed the setup procedures of the WooCommerce role-based shipping method.

Why offer WooCommerce role-based shipping?

Depending on the nature of your online store, you can provide various shipping options to different user roles. Setting up WooCommerce shipping by user role might be helpful in the following situations:

B2B (Business-to-Business) or Wholesale

Consider that you have both retail and wholesale clients. For example, you provide free shipping to retail customers, or you could provide wholesale customers who log in access to discounted shipping alternatives like bulk shipping and flat rate shipping tables.

There’s also the option of restricting the free delivery offer to your highest-tier wholesale user roles. After making a particular quantity of purchases, wholesale customers would automatically be upgraded to the VIP tier. Typical wholesale customers will still see a fixed fee since they will be expected to continue paying for shipping.

Registered Users

Customers who register for an account can receive shipping discounts. This means that delivery costs would be higher for “guest” users. This means you can hide shipping costs from guest users.

Membership Stores

Suppose you have both a public store and a membership store. In that case, you can sell to regular clients and charge them for shipping, while members could get benefits like free or discounted shipping.

Depending on the nature of your business and your client, there are several methods to configure WooCommerce shipping by user role. Using the WholesaleX plugin is the simplest method.

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Conclusion

As you see, WholesaleX makes it easy to set up a WooCommerce role-based shipping method for your WooCommerce store. And do you know that WholesaleX can do much more than that? Yes, its dynamic rules can create all the necessary rules for discounts and shipping methods you’ll ever need. If you have any suggestions or want to get more tutorials of WholesaleX, stay tuned.

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Written byRuhul

Ruhul is a technical and SEO-driven content writer, a tech enthusiast, and a pro gamer. He loves exploring new things and has written over 1000 articles on diverse topics.

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