The Integrated Quoting feature is to be used when adding your discounted rates to a shopping cart. The feature allows you to pass your rates through to your shopping cart as your cost, with a dollar markup, or a percentage markup. **At this time, the feature is ONLY available to be used with the Magento, Magento 2, Shopify, and WooCommerce Integrations. Additional shopping carts may be added in the future.**
These steps are to adjust or add to your existing integrated quoting options. If you have not set up integration quote options yet visit the link: How can my customers at check out receive a quote based on my shipping cost?
Click the Settings tab.
Under “eCommerce” select “Integrated Quoting”.
From the Integrated Quoting page, click “Add Integrated Quoting Option”
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.
Click "Save Changes" when the Service Name and Type have been entered.
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.