1. Choose the desired plan.
2. Connect the app to your FedEx account.
3. Prepare Shopify to use the app.
4. Identify your warehouse and drop ship locations.
   • In-store pickup settings.
   • Local delivery settings.
5. Choose the desired quote settings.
6. Box Size (Packaging) Settings.
   • Identify your standard box sizes.
   • Add carrier-provided packaging.
   • Items that ship as multiple boxes.
7. Shipping Rules.
8. Enter the product shipping parameters.

Other information contained in this guide:

Begin by selecting Apps from the Shopify menu. Locate the entry for Eniture’s Small Package Quotes app and click on the app name to access the app preferences.

The Plans page is used to confirm the plan you are currently subscribed to, see the features offered on each plan, and to perform upgrades or downgrades according to your needs. The plan you’re currently subscribed to will have This is your current plan above the monthly subscription rate. To change plans, click on the desired plan’s monthly subscription rate. You must be signed into Shopify with the Store Owner credentials to change plans.

You must have the Third-party calculated shipping rates feature on your Shopify plan to have live carrier quotes displayed in the checkout process. It is standard on the Shopify Advanced plan and can be added to other Shopify plans by calling Shopify Customer Service at 888-746-7439. (Learn more) Navigate to the Settings>Shipping page. Click on the Manage rates link for the General shipping rates in the Rates at checkout section.

In the General shipping profile, locate the shipping origin from which you want the app to provide quotes.

If the only shipping zone you have is Rest of world, click on the Create shipping zone link and then enter a zone name (i.e. “Domestic”).

Locate the shipping zone for which you want the app to provide quotes. Click the Add rate button.

Select the option Use carrier or app to calculate rates.

It may take a moment for Shopify to retrieve the list of apps capable of providing shipping quotes for your store. After it has, the appearance of the Add rate page will be similar to the image below. Perform the following actions:

1. Select the app from the drop-down list.
2. Enable the Services are selected in the app preferences setting. If this setting isn’t available to enable, don’t be concerned. Click the Done button at the bottom of the page and continue on to the next step.
3. Click the Done button at the bottom of the page.

Repeat the steps above to enable the app for any other shipping zone. You should only enable the app in shipping zones that the app is capable of returning quotes for.

The app will return rates for the following types of shipments:

• U.S. domestic shipments
• Canadian domestic shipments
• Shipments from the United States to Canada
• Shipments from Canada to the United States
• Shipments from the U.S. to countries serviced by the carrier
• Shipments from Canada to countries serviced by the carrier

You can choose to use the app’s warehouse and drop ship functionality, or Shopify’s Locations feature to determine the shipment origins for orders placed on your store. Make your selection using the drop-down field labeled, How will your shipment origins be identified?

If you ship from only one location, it doesn’t matter which option you choose. However, your decision will matter if you ship from more than one location.

The app’s functionality assumes that an unlimited amount of inventory is available from each stocking location. The app has two types of stocking locations: warehouses and drop ship locations. If multiple warehouses exist, the one closest to the ship-to address is used as the ship-from location. This approach minimizes the estimated shipping costs and, if you have the setting enabled, presents your shopper with quicker estimated delivery dates. When an item is assigned to a drop ship location, it always ships from there.

Shopify Locations introduces the ability to do inventory tracking at multiple locations. Shopify Locations may be a good option for you if:

Be aware that Shopify’s selection of the ship-from location isn’t influenced by its proximity to the ship-to address. Instead, you’ll list your locations in the order in which you want Shopify to look for available inventory. Once Shopify finds it, that location (or locations) becomes the ship-from address even if the next one on your list is across the street from the ship-to address and has enough inventory to fulfill the order. To get a better understanding of how Shopify Locations identifies the ship-from location, review the example adapted from Shopify’s Help Center.

If you choose to use Shopify Locations, you’ll lose visibility to how the app built the shipping quote when Shopify determines that more than one location is needed to fulfill the order. This occurs because Shopify makes individual shipping rate requests for each location and doesn’t provide enough information to relate each of them back to the same order. The section in this document titled, What you see, has examples of the information normally captured with an order. This information will be missing when Shopify Locations is used, and more than one location is used to fulfill the order.

Click the Add button in the appropriate sections to add warehouse and drop ship locations. Warehouses should have a complete inventory of all products not otherwise assigned to a drop ship location. If you have more than one warehouse defined, the warehouse closest to the shopper will be used to retrieve shipping rate estimates.

Drop ship locations usually represent vendors that supply items that you don’t inventory. These items are shipped directly to your customer on your behalf. An item can be assigned to only one drop ship location. Items not assigned to a drop ship location are assumed to ship from your warehouse(s).

When an order will ship from more than one stocking location (e.g. warehouse and drop ship locations or more than one drop ship location) a single figure will display for the shipping rate estimate labeled “Shipping”. The amount of the quote will be equal to the sum of the cheapest shipping option for each location.

A best practice is to define at least one warehouse, even if all your products are drop shipped. If all your products are drop shipped (you have no warehouses), make the highest volume drop ship location a warehouse. This ensures that shipping rate estimates will still be returned if a product is added to your catalog without an assigned drop ship location.

Nickname	Enter a nickname for the location. It will only be seen in the app settings.
Street Address	Enter the street address for the location. This is important for features in the app that need to know the distance between the location and the ship-to address. Examples are the In-store pickup and Local Delivery features.
ZIP	Enter the postal code for the location. Enter only the five-digit ZIP code for U.S. addresses.
City	The app will attempt to prefill the City based on the postal code. Edit it if the prefilled value is incorrect.
State	The app will attempt to prefill the State based on the postal code. Edit it if the prefilled value is incorrect.
Country	The app will attempt to prefill the Country based on the postal code. Edit it if the prefilled value is incorrect. Use only the two-character standardized country code.
Handling Fee / Markup	Increases the amount of the quote received for this location by a specified amount prior to displaying it/them in the shopping cart. The number entered will be interpreted as dollars and cents unless it is followed by a % sign. For example, entering 5.00 will cause $5.00 to be added to the quotes. Entering 5.00% will cause each quote to be multiplied by 1.05 (= 1 + 5%). Note: The app has four settings that can be used to mark up shipping quotes. They are applied to shipping quotes in the following order: 1) Product-specific Mark Up (Product settings); 2) Location-specific Handling Fee / Mark Up (Warehouse settings); 3) Service-specific Mark Up (Quote settings); and 4) General Handling Fee / Mark Up (Quote settings).

The locations you identified in Shopify will be displayed on the page when you select Shopify Locations from the How will your shipment origins be identified? drop-down list. Any changes to your locations will need to be made in Shopify. If you are on the app’s ADVANCED plan, you can use the Edit link to enable and manage your in-store pickup and local delivery settings.

The Advanced Plan is required to use this feature. If you aren’t on the Advanced Plan the words Advanced plan required will appear adjacent to the settings header, and the fields associated with the feature will be inaccessible.

Click on the text Advanced plan required to upgrade your plan and gain access to the feature. You must be signed into Shopify with the Store Owner credentials to perform the upgrade.

In-store pickup can be offered during checkout based on the shopper’s postal code or proximity. It will be offered only when the feature is enabled and a single stocking location (warehouse or drop ship location) is involved in providing the quote. The settings for In-store pickup are available on the page used to add or edit a warehouse or drop ship location.

Enable in-store pickup	Check the box to enable the in-store pickup feature.
Offer if address is within (miles)	The distance in miles within which you’d like to offer in-store pickup. The distance is route miles (driving distance). Leave blank if you don’t want to use distance to determine if in-store pickup should be offered. If both distance and postal codes are used as evaluation criteria, in-store pickup will display if either is satisfied.
Offer if postal code matches	The postal codes to which you’d like to offer in-store pickup. Enter only the five-digit ZIP code for U.S. addresses. Leave blank if you don’t want to use postal codes to determine if in-store pickup should be offered. If both distance and postal codes are used as evaluation criteria, in-store pickup will display if either is satisfied.
Checkout description	The description to use to identify the option in the checkout process. The most obvious candidate is In-store pickup, but you can make it anything you’d like.
In-store pickup fee	Enter an amount, in dollars (e.g. 5.00), that you want to charge for in-store pickup. Leave this field blank if you don’t charge for in-store pickup.

The Advanced Plan is required to use this feature. If you aren’t on the Advanced Plan the words Advanced plan required will appear adjacent to the settings header, and the fields associated with the feature will be inaccessible.

Click on the text Advanced plan required to upgrade your plan and gain access to the feature. You must be signed into Shopify with the Store Owner credentials to perform the upgrade.

Local delivery can be offered during checkout based on the shopper’s postal code or proximity. It will be offered only when the feature is enabled and a single stocking location (warehouse or drop ship location) is involved in providing the quote. Local delivery can be free or have an associated charge. Other shipping options provided by the app can be suppressed when local delivery is offered. The settings for Local delivery are available on the page used to add or edit a warehouse or drop ship location.

Enable local delivery	Check the box to enable the local delivery feature.
Offer if address is within (miles)	The distance in miles within which you’d like to offer local delivery. The distance is route miles (driving distance). Leave blank if you don’t want to use distance to determine if local delivery should be offered. If both distance and postal codes are used as evaluation criteria, local delivery will display if either is satisfied.
Offer if postal code matches	The postal codes to which you’d like to offer local delivery. Enter only the five-digit ZIP code for U.S. addresses. Leave blank if you don’t want to use postal codes to determine if local delivery should be offered. If both distance and postal codes are used as evaluation criteria, local delivery will display if either is satisfied.
Checkout description	The description to use to identify the option in the checkout process. The most obvious candidate is Local delivery, but you can make it anything you’d like.
Local delivery fee	Enter the amount to charge for local delivery. Leave blank to offer local delivery for free.
Suppress other rates	Check the box to show only the option for local delivery when the criteria for doing so (distance or postal code) is met. Leave unchecked to have local delivery offered in addition to the shipping options normally displayed by the app.

On this page you’ll choose the settings that will affect every Small Package Quote your shopper sees. Enter the information prompted for, and then click the Save Settings button at the bottom of the page.

Quote Service Options	Place checkmarks next to the services you want to be displayed in the shopping cart at checkout. Selected services will be displayed only if the destination is included in a corresponding shipping zone and the service is offered to that zone. Check the carrier’s service guide for a description of its services. Beneath each service is a markup field. You can enter a dollar amount (e.g. 5.00) or percentage (e.g. 3.5%) in the field if you’d like to mark up the rate returned for that service. You can also enter a negative value if you want to mark down the rate. Entering “-100%” will cause the service to be offered to the shopper for free. Later in the Quote Settings, there is a general Handling Fee / Markup field that will be applied to all returned rate estimates. The service level markups are applied before the general setting. One Rate services require that the carrier has authorized your account to use the One Rate program. SmartPost quotes will only be presented as an option during checkout when: 1) The carrier has it enabled on your account; 2) It is enabled in the Quote Settings; 3) The packaging solution for the order involves only one box; 4) No other service-related restrictions are violated.
Delivery Estimate Options	Don’t display delivery estimates Select this option if you don’t want information about the delivery estimate to display with the shipping quote. Display estimated number of days Select this option to display the number of days the shipment will be in transit. Display estimated delivery date Select this option to display the order’s estimated delivery date. The shipment date will be the date of the order unless you are using the Order Cut Off Time, Fulfillment Offset Days, or What days do you ship orders? settings to adjust the shipment date.
Cut Off Time & Ship Date Offset	The Standard Plan is required to use these settings. The settings are only relevant if you have the Display estimated delivery date setting enabled. When the app requests shipping quotes, it identifies a ship date. The estimated delivery date is dependent on the ship date. These settings allow you to influence the ship date so that it aligns with your fulfillment operations. Order Cut Off Time Enter the cutoff time for orders. Orders received before the cutoff time are quoted using the order date as the ship date. Orders received after the cutoff time use the next workday as the ship date. Business days are Monday through Friday except for public holidays on which the carrier does not provide pickup service. When left blank, the order date will be the ship date. Orders received on weekends will use the next workday as the ship date. Fulfillment Offset Days Enter the number of days to offset the ship date. This setting allows you to postpone the ship date by a specified number of business days. Example 1 If an order is received before the Order Cut Off Time on the 5th of the month and the Shipment Offset Days is set to 2 days, then the ship date will be the 7th day of the month (assuming the 5th, 6th and 7th are all business days). Example 2 If an order is received after the Order Cut Off Time on the 5th of the month and the Shipment Offset Days is set to 2 days, then the ship date will be the 8th day of the month (assuming the 5th, 6th and 7th are all business days). Business days are Monday through Friday except for the public holidays on which the carrier does not provide pickup service. What days do you ship orders? Identify the days of the week on which you ship orders. The ship date used for the rate request will be modified accordingly, which may affect the expected delivery date.
Ground transit time restrictions	The Advanced Plan is required to use this feature. If you aren’t on the Advanced Plan the words Advanced plan required will be displayed. Click on the Advanced plan required text to upgrade your plan and gain access to the feature. This feature is commonly used by merchants who sell perishable products and need to prevent Ground service from displaying as an option when the shipment transit time exceeds a certain number of days. Enter the number of transit days to restrict ground service to. Leave blank to disable this feature. In the box provided, enter the maximum number of days your products can be in transit. Leave blank to disable this feature. Restrict by the calendar days in transit Pick this option if you want to include weekends and holidays when determining if Ground service will be displayed. Choose this option if you always ship orders at the first opportunity to do so. Restrict by the carrier’s in transit days metric Pick this option to apply the rule based on the carrier’s in transit days estimate. Carriers identify the in-transit days as business days. Choose this option if you hold orders until a ship date occurs upon which the order can be shipped and not be delayed by weekends or holidays.
Residential address settings	Do not return rate if the ship-to address appears to be a post office box Enable this setting if you don’t want the app to present shipping quotes when the ship-to address appears to be a post office box. If the app is on the BASIC subscription plan, text string matching is used to identify post office boxes. This method is not infallible or guaranteed. When the app is on the STANDARD or ADVANCED subscription plan, post office boxes in the United States are reliably identified through an API sourced from the U.S. Postal Service. Text string matching will continue to be used for other countries. Always quote residential delivery Enable this setting if you want the residential delivery fee always included in shipping rate estimates. Automatically detect residential addresses The Standard Plan is required to use this setting. Enable this setting to have the app determine whether the ship-to address is residential. If it is, the shipping quotes will include the residential delivery fee. This setting determines the address type in real time so that quotes to commercial addresses don’t include the fee. Default unconfirmed address types to: Displays only if the Automatically detect residential addresses setting is enabled. In rare cases, the app may be unable to confirm the address type. This occurs when a match for the address can’t be found in the USPS database. Invalid addresses are the most common reason for this. In rare cases an address may be valid, but the match found in the USPS database has a low confidence metric. Choose how you want addresses treated in these cases. Residential Default. Choose this option if you want unconfirmed address types to be treated as residential. Commercial Choose this option if you want unconfirmed address types to be treated as commercial. Address type disclosure: Inform the shopper when ship-to address is identified as a residential address Default. When enabled, the visitor will be informed if the shipping quote includes the residential delivery fee. Don’t disclose the address type to the shopper Choose this option if you don’t want the visitor to be informed that a shipping quote includes the residential delivery fee.
Hazardous material settings	The Standard Plan or higher is required to use this feature. If you aren’t on the Standard Plan or higher the words Standard plan required will be displayed. Click on the Standard plan required text to upgrade your plan and gain access to the feature. Only quote ground service for hazardous materials shipments Check this box if you only want ground service quoted in the event that one or more of the products in the shopping cart is identified as hazardous material. Ground Hazardous Material Fee Enter in the amount that should be added to the ground rate estimate in the event that one or more of the products in the shopping cart is identified as hazardous material. The fee will only be added once per shipment. Add ” – Hazmat” to names of Ground services Enable this checkbox if you want – Hazmat added to the name of ground services if the quote contains the hazardous material fee. Air Hazardous Material Fee Enter in the amount that should be added to the air service estimates in the event that one or more of the products in the shopping cart is identified as hazardous material. The fee will only be added once per shipment. A special agreement/contract may be required to use air services to ship hazardous materials. Add ” – Hazmat” to names of Air services Enable this checkbox if you want – Hazmat added to the name of air services if the quotes contain the hazardous material fee.
Handling Fee / Mark Up	Increases the amount of each returned quote by a specified amount prior to displaying it/them in the shopping cart. The number entered will be interpreted as dollars and cents unless it is followed by a % sign. For example, entering 5.00 will cause $5.00 to be added to the quotes. Entering 5.00% will cause each quote to be multiplied by 1.05 (= 1 + 5%).
Negotiated Rates	Choose whether to show your negotiated rates or the carrier’s list rates in the shopping cart.
Error management	Quote shipping using known shipping parameters, even if other items are missing shipping parameters. Choose this setting if you want the app to return shipping quotes using the known shipping parameters of the items in the Cart. If the shipping parameters of items in the Cart are incomplete, they will be excluded when retrieving shipping quotes. Don’t quote shipping if one or more items are missing the required shipping parameters. Choose this setting if you don’t want the app to return shipping quotes if any of the items in the Cart have incomplete shipping parameters.
Enable Logs	Enable this setting to activate the Logs feature. A new tab labeled Logs will become visible. Information about the API transactions made by the app will appear on the Logs page. The page will list as many as 25 of the most recent transactions for the current day.
Quote Details	Write the quote details to the Additional Details widget Choose this option if you want the details of the shipping quote selected by the shopper to be recorded in the Additional Details widget. Write the quote details to More Actions > Shipping quote details page Choose this option if you want the details of the shipping quote selected by the shopper to be recorded in this alternate destination. You should choose this option if you have other apps installed that also record information in the Additional Details widget. Each app writing to the Additional Details widget will replace the information previously recorded there.

These settings are active when the Standard Box Sizes feature is disabled. Use of the Standard Box Sizes feature will result in the most accurate shipping rate estimates possible, but it is a usage-billed feature (3¢ per packaging solution). If you’d prefer not to use the Standard Box Sizes feature, choose the method you want the app to use to rate your shipments.

Package rating method when Standard Box Sizes isn’t in use

Quote each item as shipping as its own package Select this option if you want each item in the Cart to be quoted as its own package. Combine the weight of all items without dimensions and quote them as one package while quoting each item with dimensions as shipping as its own package This option will sum the weight of all the items in the Cart that are missing dimensions and treat them as a single package. The billable weight of this package will be its actual weight. Items in the Cart that have dimensions will be quoted as shipping as their own package. The billable weight of these packages will be the greater of the dimensional or actual weight according to the carrier’s service guidelines. Split the combined weight into packages Select this option to divide the combined weight of Cart items without dimensions into two or more packages. Use the settings below to identify the maximum weight for each package and how the total weight should be distributed. Maximum package weight This setting is used when Split the combined weight into packages is enabled. It establishes the maximum weight, in pounds, for each package the app creates from the combined weight of Cart items that don’t have dimensions. It doesn’t change the weight assigned to any product. Instead, it tells the app when the combined weight must be divided into two or more packages before rates are requested. 70 LB Select this preset if no package created from the combined weight should exceed 70 pounds. 150 LB Select this preset if no package created from the combined weight should exceed 150 pounds. Custom Select this option to enter a different maximum package weight. Enter the desired weight in the field provided. The value will be interpreted as pounds, and no package created from the combined weight will exceed the value entered. If the combined weight is equal to or less than the selected maximum, the app will rate it as one package. If the combined weight exceeds the selected maximum, the app will create enough packages so that none exceeds that weight. Important: Parcel carriers may impose a maximum weight or charge one or more fees when a package exceeds a specified weight. This setting doesn’t override the carrier’s rules or guarantee that a fee will be avoided. Review the carrier’s service guide and your pricing agreement before selecting an option. Weight distribution This setting determines how the combined weight will be distributed when the app creates more than one package. Distribute the total weight evenly among packages Select this option to divide the total weight evenly among the required packages. For example, if the total weight is 120 pounds and the Custom maximum package weight is set to 50 pounds, the app will create three packages weighing 40 pounds each. Fill each package to its maximum before creating the next package Select this option to assign the maximum permitted weight to each package before creating another package for the remaining weight. For example, if the total weight is 120 pounds and the Custom maximum package weight is set to 50 pounds, the app will create three packages. The first two packages will weigh 50 pounds each, and the third will weigh 20 pounds.

The Standard Box Sizes feature is optional and will allow you to retrieve hyper-accurate shipping rate estimates. The feature is required for flat rate shipping services, such as One Rate. With the Standard Box Sizes feature enabled, you can identify:

When items in the Cart can be packaged together, the app will identify the best box(es) to use for the order and send the packaging solution to the carrier when requesting rates. The packaging solution is saved as a step-by-step graphical illustration which you can access from the Order Details page. Use the step-by-step instructions to pack the order exactly as it was quoted.

Dimensional weight is an extremely important factor when calculating rates for parcel services. Have a clear understanding of the topic when deciding whether or not to use the Standard Box Sizes feature. (Learn more about dimensional weight)

When you enable the Standard Box Sizes feature, a setting is available on the Product Shipping Parameters page to allow you to specify that the item ships as multiple packages. When you enable the setting, the item will appear on the Box Sizes page in the Items that ship as multiple packages section.

To add a box, click the Add Box button. A pop-up window will prompt you for the following information about the box:

Quantity	Enter the number of boxes there are of this size.
Nickname	Enter a nickname for the box. The nickname will be used to identify the box in the graphical illustration of the packaging solution.
Length	The length of the box in inches.
Width	The width of the box in inches.
Height	The height of the box in inches.
Weight	The weight of the box in pounds.

If you also have one of Eniture Technology’s LTL Freight Quotes apps installed, it will use the Freight Class and Weight entered on the Product Shipping Parameters page when an LTL freight quote is returned. However, if the Freight Class is set to Density Based and the Item ships as multiple packages setting is enabled, a freight class for the item will be calculated using the weight and dimensions of the boxes entered here.

The Shipping Rules page gives you an opportunity to customize the behavior of the app. A shipping rule will alter the results that would otherwise be displayed on the Checkout page. To introduce a rule, click the Add Rule button. Complete the form using the instructions below. If you introduce a rule but don’t apply a filter, then the rule will affect every checkout.

Rule Name	Enter a name for the rule. The name is for your convenience. It will not be seen by your customers.
Type	Select the rule type. The following options are available: Hide Methods – If the criteria of the filters below are met, the shipping estimates normally provided as options by the app will be suppressed. Surcharge – If the criteria of the filters below are met, the shipping estimates provided by the app will be increased. Enter a dollar amount (e.g. 5.00) or a percentage (e.g. 5.0%). Discount – If the criteria of the filters below are met, the shipping estimates provided by the app will be decreased. Enter a dollar amount (e.g. 5.00) or a percentage (e.g. 5.0%). Override Rates – If the criteria of the filters below are met, the shipping estimates normally provided by the app will be replaced according to the settings that follow. Large Cart Settings – If the Standard Box Sizes feature is enabled, Carts containing many items (e.g., 100 or more) may require the packaging algorithm to run too long for quotes to appear during checkout. Use this setting to identify the quantity above which the app will bypass the packaging algorithm and use a simpler packaging method. Minimum Shipping Charge – If the criteria of the filters below are met, the amount identified will be used as the shipping rate for any service for which the carrier’s quoted shipping rate is less.
Apply to	Cart Choose this option if you want the shipping rule to apply to the entire Cart. Shipment Choose this option if you want the shipping rule to apply only to individual shipments. For example, the app is capable of combining shipping quotes from multiple ship-from locations. If you want the rule to apply only to the shipments that meet the rule filter(s), then choose this option. If you want the rule to apply to all the shipments if any of the shipments satisfy the rule filter(s), then choose the option for Cart.
When the Type is “Hide Methods”	No other settings apply to this rule type. If the rule filter is met and it applies to the “Cart”, then the app will not present shipping quotes during checkout. If the rule filter is met and it applies to the “Shipment”, then the quotes for the shipment will not contribute to the sum of the shipping rates retrieved for the other ship-from locations.
When the Type is “Discount” or “Surcharge”	Discount/Surcharge Amount Enter a dollar amount (e.g. 5.00) or a percentage (e.g. 5.0%).
When the Type is “Override Rates”	Display As Enter the text that should be used to identify the rate on the Shopify Shipping Methods page. Description Enter the text you want to accompany the “Display As” text to describe it. Often this is used to convey the expected shipping interval (“Allow 5 to 7 days for delivery”) or something about the rate (“Promotional flat rate shipping”). Flat Rate Enter the dollar amount of the rate that will be displayed when the rule filter(s) are met. Suppress other rates Enable the checkbox if you want the override rate to replace the rates that the app would otherwise display on the Shopify Shipping Methods page. Leave it disabled if you want the override rate to be displayed in addition to the real-time rates that the app will display on the Shopify Shipping Methods page.
When the Type is “Large Cart Settings”	Max items Enter the threshold for the number of items. If the Cart contains a quantity of items equal to or greater than this value, the Standard Box Sizes feature will be bypassed. Maximum weight per package If the Standard Box Sizes feature is bypassed, choose the maximum weight to use for each package.
When the Type is “Minimum Shipping Charge”	Minimum Shipping Rate Enter the amount for the minimum shipping rate. This value will be presented on the Checkout page as the quoted shipping rate for any service that was quoted by the carrier at a lesser amount.
Filters	Filter Name Enter a name for the filters you want to implement. The name is for your convenience. It will not be seen by your customers. Filter by weight Enable the checkbox if you want to use the weight of the Cart as a criterion for applying the rule. Enter the range for the weight in the From and To fields. The value entered in the From field will be included in the criteria. The value entered in the To field will be excluded from the criteria. If you enter “From 100” and “To 150,” a cart with a total weight of 100 LBS will trigger the rule, while a cart with a total weight of 150 LBS will not. Consider the To field the “Up to” value. Filter by price Enable the checkbox if you want to use the price of the Cart as a criterion for applying the rule. Enter the range for the price in the From and To fields. The value entered in the From field will be included in the criteria. The value entered in the To field will be excluded from the criteria. If you enter “From 100” and “To 150,” a cart with a total price of $100 will trigger the rule, while a cart with a total price of $150 will not. Consider the To field the “Up to” value. Filter by quantity Enable the checkbox if you want to use the quantity of items in the Cart as a criterion for applying the rule. Enter the range for the quantity in the From and To fields. The value entered in the From field will be included in the criteria. The value entered in the To field will be excluded from the criteria. If you enter “From 10” and “To 20,” a cart containing 10 items will trigger the rule, while a cart with 20 items will not. Consider the To field the “Up to” value. Filter by vendor Enter the vendor name. The value entered must be an exact match for what you have entered on the Shopify Product Detail page in the Product Organization > Vendor field. Separate multiple entries with a comma. Filter by product tag Enter the product tag. The value entered must be an exact match for what you have entered on the Shopify Product Detail page in the Product Organization > Tags field. Separate multiple entries with a comma. Available Enable this checkbox if you want the rule to be applied. Disable it if you want to keep the rule settings for future use, but you don’t want to actively apply it.

Now that the app settings have been established, it’s time to enter the product settings. Repeat these instructions for every product for which you want parcel shipping quotes. Select Products from the Shopify menu. Locate the product in the list and click it to open the product details page. Click the More actions button in the upper-right corner of the page and select the app.

The app will open the product’s shipping parameters page. Enter the requested information, then click the Save & Return button at the bottom of the page to return to the product details page in Shopify.

Quote as a parcel shipment	Check this checkbox to have the item included in rate estimates retrieved by the app. The app will ignore the item if this checkbox is left unchecked.
Weight	Enter the weight of the product in pounds. Include the weight of any packaging materials that are used to ship the product.
Freight Class	Freight class is relevant to LTL freight shipments. If you installed one of Eniture Technology’s LTL Freight Quotes apps, it’s a good idea to set this parameter even if the product normally ships through the parcel network. When the Cart contains products that ship by both parcel and LTL freight, or the order exceeds the parcel network’s weight threshold, an LTL freight quote will be offered. In these cases, providing the freight class will greatly improve the accuracy of the quoted shipping rate. Select the product’s freight class from the drop-down list. You may also select Density Based from the list, which will calculate freight class on the fly using the product’s weight and dimensions. The density-based calculation will return the correct freight class in most, but not all cases. You are solely responsible for identifying the correct freight class of your product(s). If you need assistance, contact your LTL freight provider or refer to the National Motor Freight Classification (NMFC) directory published by the National Motor Freight Transportation Agency (NMFTA.org).
NMFC	Usually an NMFC number is not required to get an LTL freight quote. However, in certain circumstances, an LTL freight provider may require it for individual accounts. If you are required to provide a commodity’s NMFC number to obtain an LTL freight quote, enter it here.
Length	Enter the length of the product in inches. It should include any incremental inches added by packaging materials that may be required to ship the product.
Width	Enter the width of the product in inches. It should include any incremental inches added by packaging materials that may be required to ship the product.
Height	Enter the height of the product in inches. It should include any incremental inches added by packaging materials that may be required to ship the product.
Fulfillment Offset Days	The Standard Plan is required to use this setting. The setting is only relevant if you have the Display estimated delivery date setting enabled on the Quote Settings page. When the app requests shipping quotes, it identifies a ship date. The estimated delivery date is dependent on the ship date. The Quote Settings page has three settings that are applied globally that will alter the ship date so that it aligns with your fulfillment operations. The product-level setting for Fulfillment Offset Days allows the offset to be different for individual products. The product-level setting for Fulfillment Offset Days takes precedence over its globally applied counterpart on the Quote Settings page. In cases where the Cart contains multiple products with different Fulfillment Offset Days, the largest number of offset days is used to adjust the ship date. Enter the number of days to offset the ship date for this product. If you don’t need a unique setting for this product, leave it blank.
Handling Unit Settings	These settings are relevant only if you are using an Eniture Technology product that retrieves LTL freight quotes. Skip these settings (leave them blank) if you are not. The Quote Settings page has handling unit settings that are applied globally. If different handling unit settings are required for an individual product, enter them here. Leave these settings blank to use the global handling unit settings on the Quote Settings page. Product-level handling unit settings take precedence over the global handling unit settings. Weight of Handling Unit Enter in pounds the weight of your pallet, skid, crate or other type of handling unit you use. The amount entered will be added to shipment weight for this product prior to requesting a quote. Maximum Weight per Handling Unit Enter in pounds the maximum weight that can be placed on the handling unit. If the total weight of the product exceeds this value, the weight of additional handling units will be added as needed. For example, if the maximum weight is 500 LBS, and the total weight in the Cart for the product is 1200 LBS, the weight of the handling units added to the shipment shall be 3 times the weight entered in the Weight of Handling Unit field. (=roundup(1200/500,0)*Weight of Handling Unit)
Nested item	The Advanced Plan or higher is required to use this feature. If you aren’t on the Advanced Plan the words Advanced plan required will be displayed. Enable this checkbox if the item can be nested inside another identical item for shipping. Examples include 13-gallon trash cans and plastic cups. If you also have one of Eniture Technology’s LTL Freight Quotes apps installed, the Freight Class will always be Density Based when this setting is enabled.
Nested dimension	This setting is only relevant if the Nested item setting is enabled. Identify the dimension (length, width or height) on which the nesting occurs.
Nesting percentage	This setting is only relevant if the Nested item setting is enabled. Enter the percentage of the item’s height that fits inside another identical item when the items are nested. For example, if one item is 10 inches tall and two nested items have a combined height of 11 inches, the second item adds only 1 inch to the total height. This means that 90% of the second item is nested inside the first item. Enter 90%. Calculation: ((10 inches – 1 inch) ÷ 10 inches) × 100 = 90%
Maximum nested items	This setting is only relevant if the Nested item setting is enabled. Enter the maximum number of items you’ll allow in a single stack of nested items.
Stacking property	This setting is only relevant if the Nested item setting is enabled. Select Maximized or Evenly. If your Maximum nested items is 6, and there are 7 items in the Cart, then the Maximized option will result in one stack of 6 and one of 1. If the Stacking property is set to Evenly, it will result in one stack of 4 and one of 3.
Boxing properties	This setting requires the optional Standard Box Sizes feature to be enabled. Box selection criteria Use boxes available for all products Default. Choose this option if the item can be packaged in any of the boxes defined in the Box Sizes settings. Use only specific boxes for this product Choose this option if the product should be packaged only in specific boxes defined in the Box Sizes settings. Select the boxes from the associated drop-down list. To select more than one box, hold down the COMMAND key on a Mac or the CTRL key on a PC. Allow item to be rotated vertically when placing it in a box Enabling this setting allows the item to be rotated while identifying a packaging solution involving standard box sizes. This setting provides the most flexibility for arriving at a solution. This item ships as its own package Enabling this setting prevents the item from being combined with other items into one of the standard box sizes. The item will be included in the shipment as its own package with the weight and dimensions specified. Items with this setting enabled are not fed to the Standard Box Sizes packaging algorithm and do not incur a charge. This item ships as its own package when it is the only item in the cart Enabling this setting prevents the item from being combined with other items into one of the standard box sizes when the Cart contains only one of it. In this case the item’s weight and dimensions will be used as the package shipping parameters. Items with this setting enabled are not fed to the Standard Box Sizes packaging algorithm and do not incur a charge. This item ships as multiple packages When this setting is enabled, the product will be added to the Items that ship as multiple packages section of the Box Sizes page. The section appears below the list of standard box sizes. Locate the product there to record the boxes that contain the materials and parts that comprise the item. Items with this setting enabled are not fed to the Standard Box Sizes packaging algorithm and do not incur a charge.
Item subject to additional handling fee	Check this box if the product is subject to the carrier’s additional handling fee. If checked the fee will be included in the rate estimate when this product is in the shopping cart.
Markup	This setting will cause the shipping quotes returned by the carrier to be changed. When entered as currency (e.g. 5.00) the amount entered will be multiplied by the quantity of the item in the cart and the result added to the shipping quote(s) returned by the carrier. When entered as a percentage (e.g. 5.0%) the price for the item will be multiplied by the quantity of the item in the cart and then multiplied by the percentage entered for the setting. The result will be added to the shipping quote(s) returned by the carrier. You may enter a negative value (e.g. -5.00 or -5.0%) if you wish to mark down the shipping quote(s). Note: The app has four settings that can be used to mark up shipping quotes. They are applied to shipping quotes in the following order: 1) Product-specific Mark Up (Product settings); 2) Location-specific Handling Fee / Mark Up (Warehouse settings); 3) Service-specific Mark Up (Quote settings); and 4) General Handling Fee / Mark Up (Quote settings).
Hazardous Material	The Standard Plan or higher is required to use this feature. If you aren’t on the Standard Plan or higher the words Standard plan required will be displayed. Click on the Standard plan required text to upgrade your plan and gain access to the feature. You must be signed into Shopify with the Store Owner credentials to perform the upgrade. Check this checkbox if this item must be identified as hazardous material. If so, when the item is included in the cart, the hazardous material fee identified in the quote settings will be added to the rate estimate.
Drop ship this product	Check this box if this item is drop shipped from a location other than your warehouse.
Drop ship location	Displays only if the Drop ship this product checkbox is checked. Select the drop ship location from the drop-down list. These locations are defined on the Warehouses tab in the app settings described in Step 4.
Insurance	The Standard Plan or higher is required to use this feature. If you aren’t on the Standard Plan or higher the words Standard plan required will be displayed. Enable this setting to have the carrier’s declared value insurance premium included in the shipping quotes when this item is in the Cart.

The Quote Settings page contains the Enable Logs setting. When enabled, the app’s navigation will include a tab to the Logs page. Up to 25 of the most recent transactions will appear on the Logs page. The Response column shows the outcome of each transaction. Click on a transaction’s response result to view its details.

When viewing the transaction details, click the “+” symbols to expand the level of detail and the “–” symbols to collapse it. A basic understanding of Application Programming Interfaces (APIs) will be useful when viewing the logs.

Once you’ve completed the preceding steps, your Shopify store is ready to begin quoting the carrier’s services. To ensure the best possible outcome, it is highly recommended that weight and dimensions be entered for every product you sell. The exact presentation of the rates in the checkout process will depend on the options selected in the Quote Settings. If you participate in the One Rate program, the words One Rate will be included in the description of the associated services offered. It is possible to have both One Rate and non-One Rate services offered at the same time.

The illustration below shows an example of a U.S. domestic quote with multiple standard service options enabled.

The app populates shipping-related information in the Additional details widget on the Order Details page. The content varies on whether or not the optional Standard Box Sizes feature is enabled. Content falls into two categories: 1) Shipment Origin & Services; and 2) Shipment Content.

Shipment Origin & Services

This information block will identify the shipment origin, the selected carrier service and a list of any additional services (such as residential delivery) associated with the shipment. A separate Shipment Origin & Services information block will appear for each shipping location that will participate in fulfilling the order. This is particularly useful for stores with multiple warehouses and drop ship locations.

Shipment Content

A Shipment Content information block is presented beneath each Shipment Origin & Services information block. It identifies the products that will ship from that location.

If the optional Standard Box Sizes feature is enabled, a separate Shipment Content information block will be present for each box in the shipment. Each information block will identify the box’s nickname, its dimensions and its contents. This information is available graphically by clicking on the More Actions button at the top of the Order Detail page and selecting the Packaging Solution option.

A graphic will illustrate the packaging solution. Each box will have an illustration showing it fully packed, along with step-by-step instructions showing how each item should be placed in the box.

Using the app’s user interface is the simplest way to populate the product shipping parameters. However, if your store has a lot of products, using the app’s Import CSV Utility or its Product API will be more time-efficient for people with sufficient technical skills. Which method is used will depend on the individual’s level of expertise. Instructions for both appear below.

1. How to capture the cost of shipping on orders placed online.
2. How to ship the order, including how to create the shipping label (or Bill of Lading in the case of LTL freight), schedule the carrier to pick up the shipment, and update the customer with the tracking number.

Quoting apps, like this one, provide a solution for the first challenge. What are your options for the second challenge?

Option 1 – The carrier’s website: You can log in to the carrier’s website and manually enter all relevant information. Carrier websites are free to use because the carrier earns money when it delivers an order. However, if you have more than a handful of orders each day, this approach is time-consuming and prone to costly data-entry errors.

Option 2 – Shopify Shipping: Shopify Shipping offers pretty competitive rates for postal companies like the U.S. postal service, and parcel companies like UPS, and DHL. But if you ship with another provider or have more than a low-to-moderate number of daily orders, you’ll find Shopify Shipping clunky and woefully inefficient.

Option 3 – Cloud-based Shipping Platforms: The next step up in capability are cloud-based shipping systems that will connect to your online store and retrieve the details of your orders, thereby eliminating the need for much of the manual data entry. Many of these shipping systems have arrangements with postal and parcel carriers that are on par if not better than the options available through Shopify Shipping. Where these systems excel is in the efficiency of the fulfillment process. That translates in to a much higher volume of shipments per unit of time. These systems are relatively inexpensive and the reduction in the amount of labor and time it takes to ship your orders will pay dividends.

Option 4 – FreightDesk Online: FreightDesk Online (freightdesk.online) is also a cloud-based shipping system. It enjoys all of the benefits of other cloud-based offerings but expands the solution in two ways:

1. It makes use of the detailed information collected by Eniture Technology’s quoting apps (like this one) such as the packaging solution and the additional services included in the shipping option chosen when the order was placed.
2. It provides merchants access to more than two dozen LTL freight providers in addition to the typical postal and parcel integrations offered by other cloud-based solutions.

These expanded capabilities deliver you closer to true “click-and-ship” shipping than any other alternative, whether you’re shipping with a postal carrier, a parcel carrier, or an LTL freight provider.