Summary: To keep one customer off a carrier (for example, no USPS) while other customers still rate shop everything, make a rate shop with only the allowed services, then add a profile rule that sets the service to that rate shop when the Customer ID matches.

Before you start

You need admin access to Business Rules and rate shops, and you need to know the field that carries the Customer ID (often a user-defined field such as udf1).

Steps

  1. Under the profile, create a rate shop that lists only the services you allow. Leave the carrier you want to exclude out of it.
  2. Go to Business Rules for that profile and add a rule: when Customer ID (the user-defined field that holds it, for example udf1) equals the customer's value, set the service to the rate shop from step 1.
  3. Open the other service-setting rules on the profile and add a check that excludes that Customer ID, so they do not override your new rule.
  4. Click Save.
  5. Process a test order for that customer and check that the excluded carrier is not offered.

What you should see

A test order for that customer rate shops only the allowed services. Orders for other customers are not affected.

If something goes wrong

The excluded carrier still shows: another service-setting rule is overriding your new rule. Add the same Customer ID exclusion to that rule too.

Related articles

  • Everything slows down after adding a rate shop rule (rule loop)
  • A carrier is missing or shows as unavailable