Integrated quoting is an optional feature available within XPS Ship that allows you to pass your rates through to your shopping cart at your cost, with a dollar markup, or a percentage markup, as well as a weight markup for packaging. The below guide will walk you through the process of setting up your WooCommerce and XPS Ship account for integrated quoting. You must have your WooCommerce Integration already setup before adding up the integrated quoting feature.
**If you previously set up WooCommerce Integrated Quoting you will need to delete the prior Webship Integrated Quoting Plug-in from your Word Press account before proceeding to setup.
A few items to note before setting up integrated quoting:
All items will need weights programmed into your WooCommerce site in order to quote properly.
If an order contains multiple items, the system will assume you are packaging the items in the same box and not as separate orders.
Click the Settings tab.
Under “eCommerce” select “eCommerce Integrations”.
Locate your WooCommerce Integration from the list.
Scroll to the bottom of the integration, you will see the WooCommerce Integrated Quoting Options. Click the copy button next to the API Key field, it will be copied to your clipboard. You will need to paste it into your WooCommerce settings in a later step.
Leave the page open and open a new browser tab to login to your Word Press account.
On the left-hand side under WooCommerce select “XPS Ship”.
On this page select the link for “integrated quoting settings page”.
Select the checkbox next to "Enable" and paste the API Key copied from your WooCommerce Integrated Quoting settings in XPS earlier into the box.
Select "Save Changes".
Return to XPS Ship to configure your integrated quoting settings.
Click the Settings tab.
Under “eCommerce” select “Integrated Quoting”.
Click “Add Integrated Quoting Option” **If you have previously set up your integrated quoting options and do not need to make any changes, you can skip this step.
Add the Name of your Shipping Service. For example, upon checkout, your customers may have options such as “Standard Shipping”, or “Expedited Shipping” this would be the name you enter here.
Select the Service Type that you would select upon booking the shipment. For Example, if a customer selects “Standard Shipping” at checkout and you process all Standard Shipping orders as FedEx Home Delivery, you would select that service type here.
You can continue to add additional services as necessary by clicking “Add Integrated Quoting Option” again until all services have been added accordingly.
Markup Option
The second piece of the integrated quoting is the markup option. If you choose to pass through your rates with no markup, or maximum quote amount, you do not need to enter anything for these fields. However, if you choose to add a flat rate, percentage markup, a negative flat rate, or percentage markup, or maximum quote amount to your cost, continue with the instructions below.
Quote Charge Markup
Choose whether you would like your rate to be a Flat Rate Markup or a Percentage Markup.
Enter the markup amount with no dollar or percent symbols. For example, if you wanted to markup your rate by 5% on top of your cost, you would choose “Percent Markup” from the drop-down menu and enter “5” in the box to the right and click "Save" when finished. When entering less than a whole dollar amount you will need to use a leading 0, i.e 0.75.
Negative Quote Charge Markup
If you wanted to do a negative quote charge markup so that the shipping cost is less than your cost you can do so. For example, if you wanted to reduce the rate at checkout by $5.00 less than your cost, you would choose “Flat Rate Markup” from the drop-down menu and enter “-5” in the box to the right, and click "Save" when finished. The negative amount only applies to what your customer pays at checkout, it does not limit how much you would pay for the shipment.
Package Weight Markup
Choose if you want to include a Package Weight Markup, this would add the package weight plus the item weight to equal the total weight for the package being quoted. You could use this if you wanted to markup weight to account for the box and filler material on top of your item weight listed. For example, if you wanted to markup your weight by 1 pound in addition to the total weight of the products in the order, enter “1” in the box to the right, choose “lb” from the drop-down menu and click "Save" when finished. When entering less than a pound you will need to use a leading 0, i.e 0.25
Maximum Quote Amount (Domestic Only)
Choose if you want to include a Maximum Quote Amount, this would limit your customers paying over the amount you set for shipping. The limit only applies to what your customer pays at checkout, it does not limit how much you would pay for the shipment. Enter the amount with no dollar or percent symbols and click "Save" when finished.