Shopify / Cortigo LTL Freight

/Shopify / Cortigo LTL Freight
Shopify / Cortigo LTL Freight2018-11-10T18:06:37+00:00

LTL Freight Quotes

Cortigo Edition for Shopify

Cortigo TMS is an online Transportation Management System (TMS) allowing users to take advantage of a state of the art TMS while still leveraging their existing carrier relationships and pre-negotiated rates.  Cortigo TMS uses your existing Carrier Credentials to retrieve your negotiated LTL freight pricing, takes action on them according to the extension settings, and displays the calculated result as shipping charges in the Shopify shopping cart. To establish a Cortigo TMS account click here to access the new account enrollment form.

Basic Plan $15/month

Retrieves your negotiated LTL freight rates.

Access your favorite carriers in one place.

Offer the cheapest rate, an average rate, or a list of options.

Supported origins: United States.

Supported destinations: Canada, United States.

Customize the text used to label quotes displayed to shoppers.

Elect to display the carrier’s transit time with the rate estimate.

Define multiple warehouse locations.

Identify products that drop ship from vendors.

Basic option for residential delivery.

Basic option for lift gate delivery.

Mark up quotes by a dollar amount or percentage.

Assign products and variants a shipping weight, freight class and optionally dimensions.

Access to a built in density calculator.

Dynamic presentation of parcel and LTL freight rates with the installation of compatible apps from Eniture Technology

Standard Plan $20/month

Everything in the Basic Plan, plus…

Automatic detection of residential addresses allows the carrier’s residential delivery fee to be automatically included in quotes.

Option to require lift gate delivery when a residential address is detected.

Allow customers to choose between a standard option for LTL freight and one that includes lift gate delivery.

Do not display rates if a post office box is detected.

Support for products that ship hazardous material.

Advanced Plan $40/month

Everything in the Standard Plan, plus…

Offer options for in-store pick up and local delivery.

Current version: 1.0

Requirements

A Shopify account with the Real-Time Carrier Shipping feature enabled. The feature is standard on the Advanced Shopify subscription package. It can be added to other packages by contacting Shopify customer service.

Your Cortigo TMS Shipper ID.

Your username and password to the Cortigo TMS online shipping system.

Your Cortigo TMS API access key.

FAQ’S

How do I get this application?

This application can only be installed from the Shopify App Store. Click here to locate the app in the Shopify App Store and then click the GET button to install the app. You must have the Shopify store owner credentials to perform the installation.

How do I get a Cortigo TMS account number?

Click here to access the new account enrollment form.

Where do I find my Cortigo TMS username and password?

Usernames and passwords are issued when registering to use the Cortigo TMS online shipping system. If you’ve misplaced them email support@cortigo.com.

How do I login to Cortigo TMS?

If you have your Cortigo TMS username and password but can’t seem to find the login page, click here to access it.

Where do I get my Cortigo TMS authentication key?

Email support@cortigo.com

Why were the shipment charges I received on my carrier invoices different than what was quoted by the application?

The rates will be the same if the shipment parameters used to obtain the quote are exactly the same as those that were used for the invoice. Compare the shipment parameters in the application with those on the invoice. Pay close attention to freight class, product weight, dimensions and various accessorial fees like residential delivery. Consider making changes as needed. Remember that the weight of packaging materials is included in the weight of the shipment and that your use of pallet or box size may have an impact on the shipment’s billable weight. If you are unable to reconcile the differences contact the carrier that issued the invoice and request assistance.

What happens when my shopping cart contains products that ship LTL and products that would normally ship FedEx or UPS?

If the shopping cart contains one or more products tagged to ship LTL freight, all of the products in the shopping cart are assumed to ship LTL freight. To ensure the most accurate quote possible, make sure that every product has a freight class, weight and dimensions recorded.

What happens if I forget to identify a freight classification for a product?

In the absence of a freight class, the plugin will attempt to calculate the freight classification using the density calculation method. To do so the products weight and dimensions must be recorded. This is not a reliable alternative and identifying the proper freight class will always return the most reliably accurate result.

How do I find out what freight classification to use for my products?

Refer to old invoices or request assistance from one of the carriers with whom you have an account relationship. You might also consider getting a subscription to ClassIT offered by the National Motor Freight Traffic Association (NMFTA). Visit them online at nmfta.org.

Why do I sometimes get a message that a shipping rate estimate couldn’t be provided?

There are several possibilities:

There wasn’t enough information about the weight or dimensions for the products in the shopping cart to retrieve a shipping rate estimate.

The Cortigo web service isn’t operational.

Your Cortigo account has been suspended or cancelled.

There is an issue with the Eniture Technology servers.

There is an issue with the Shopify servers.

How does the density calculator work?

The density calculator will calculate a freight class by performing a calculation using the product weight and dimensions as inputs. In most cases the returned freight class will match the product’s (commodity’s) freight class as recorded in the National Motor Freight Classification (NMFC) directory. However, this is not always true and in the event there are differences, the freight class recorded in the National Motor Freight Classification (NMFC) directory takes precedence. An incorrectly identified freight class can result in unexpected shipping charges and even fees. You are solely responsible for accurately identifying the correct freight class for your products. If you need help doing this, contact your LTL carrier representative for assistance.

User’s Guide

To install this app you must be signed into Shopify with the store owner’s credentials.

Setting up the application to display LTL freight quotes consists of the following steps:

Other information contained in this guide:

1. Prepare Shopify to use the application

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You must have the Real-Time Carrier Shipping 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.

Navigate to the Settings>Shipping page. Scroll down to the Zones and rates section. If you don’t have a domestic shipping zone defined, click on the Add shipping zone link and then enter a zone name (i.e. “Domestic”).

add-shipping-zone

If you already have a domestic zone defined, click the Edit link to the right of the zone name.

Scroll down to the Carrier-calculated rates section. Click the Add rate button. Choose the carrier from the Select a carrier drop down. Click the Done button.

add-carrier-rate

You may see a message underneath the app name in the Carrier-calculated rates section afterwards, informing you that there are no available services for the countries you’ve selected. Don’t be concerned. You’ll set this up in the app preferences.

The app supports shipments to Canada. If you plan to ship orders to Canada, define a separate shipping zone for Canada and add the app to it using the same steps described above.

2. Obtain an API Access Key for Cortigo TMS

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If you already have a Cortigo TMS account and just need the API Access Key, email
support@cortigo.com to request it.If you don’t have a Cortigo TMS account, click here and complete the form to establish an account.

3. Choose the desired plan.

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Begin by selecting Apps from the Shopify menu. Locate the entry for the Cortigo LTL Freight 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.

4. Connect to the Cortigo TMS API.

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You will be delivered to the Connection Settings page. Enter the information prompted for, then click Save Settings. After the settings have been saved, click Test Connections. You will see a success message if your credentials validated. If not, correct them and try again.

Shipper ID Enter your Cortigo TMS account number.
Username Enter your username to the Cortigo TMS website.
Password Enter your Cortigo TMS password.
Access Key Enter the Cortigo TMS API access key.

5. Select Carriers

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Click on the Carriers tab. On this page you’ll identify which carriers you want to retrieve quotes for. Limit your selections to only carriers you have setup in Cortigo TMS. Rates will not be returned for carriers that are not set up in Cortigo TMS. After making your selections be sure to click the Save Settings button at the bottom of the page.

6. Identify Warehouse and Drop Ship Locations

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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 identified as drop shipped items. 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. When an order includes drop shipped items, the shopping cart will display a single figure for the shipping rate estimate that is equal to the sum of the cheapest option for each shipment required to fulfill the order.

6a. In-store pick up settings

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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 pick up can be offered as an option in the checkout process based the shopper’s postal code or proximity. It will only be offered if the feature is enabled and only one stocking location (warehouse or drop ship location) is involved in providing a quote. The settings for In-store pick up are visible on the page used to add or edit a warehouse or drop ship location.

Enable in-store pick up Check the box to enable the in-store pick up feature.
Offer if address is within (miles) The distance in miles within which you’d like to offer in-store pick up. The distance is route miles (driving distance). Leave blank if you don’t want to use distance to determine if in-store pick up should be offered. If both distance and postal codes are used as evaluation criteria, in-store pick up will display if either is satisfied.
Offer if postal code matches The postal codes to which you’d like to offer in-store pick up. Enter only the five digit ZIP Code for US addresses. Leave blank if you don’t want to use postal codes to determine if in-store pick up should be offered. If both distance and postal codes are used as evaluation criteria, in-store pick up 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 pick up, but you can make it anything you’d like.

6b. Local delivery settings

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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 as an option in the checkout process based the shopper’s postal code or proximity. It will only be offered if the feature is enabled and only one stocking location (warehouse or drop ship location) is involved in providing a quote. Local delivery can display as a free option or have a charge associated with it. Other shipping options provided by the app can be suppressed when local delivery is to be offered. The settings for Local delivery are visible 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 US 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.

7. Choose Quote Settings

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On this page you will choose the settings that will affect every LTL freight quote your shopper sees. Enter the information prompted for, and then click on the Save Settings button at the bottom of the page.

Rating Method There are three options to choose from:

  1. Cheapest – Displays the cheapest returned quote on the checkout page.
  2. Cheapest Options – Displays a specified number of the cheapest options on the checkout page.
  3. Average – Displays the average of a specified number of cheapest options on the checkout page.
Label As Cheapest and Average rating methods only.
Identify how you want the quote labeled in the checkout process. The Cheapest method will display the carrier name if left blank. The Average method will display “Freight” if left blank. A common choice for this field is “LTL Freight”.
Number Of Options Cheapest Options and Average rating methods only.
Identify how many quotes to include. The selected quotes will include the cheapest and as many of the next least expensive options needed to reach the specified number. The Cheapest Options method will display each quote individually in a list of options from which the shopper can choose from. The Average method will display a single rate which will be the average of the number of chosen quotes. Don’t enter a number that exceeds the number of carriers enabled in Cortigo TMS.
Always include residential pick up When checked, the quote will always include the carrier’s residential pick up fee.
Always quote residential delivery When checked, the quote will always include the carrier’s residential delivery fee.
Automatically detect and quote residential delivery 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.

Each order’s shipping address is referenced against a USPS database to determine if it is a residential address. If it is, the freight quote will automatically include the carrier’s residential delivery fee.

Always include lift gate pick up When checked, every quote will include the carrier’s lift gate pick up fee.
Always quote lift gate delivery When checked, every quote will include the carrier’s lift gate delivery fee.
Offer lift gate delivery as an option 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.

When checked, an additional option will be presented to the shopper that will include the lift gate delivery fee. The shopper will be able to choose between options that exclude or include lift gate delivery.

Include lift gate delivery when residential delivery is detected 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.

When checked, if a residential delivery address is detected the lift gate delivery fee will be included in the shipping rate estimate. In such cases, the option to Offer lift gate delivery as an option will be suppressed, even if enabled. Enabling both the Offer lift gate delivery as an option setting and the Include lift gate delivery when residential delivery is detected setting allows commercial customers to choose whether or not lift gate service is needed while always requiring it for residential customers.

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%).
Do not return rates if the ship to address appears to be a post office box 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.

When enabled the app will not return quotes when it detects that the address is a post office box. The identification of a post office box is performed by text string matches to “PO Box”, “P.O. Box” and a number of other probable representations. This method is not infallible or guaranteed. It will not interfere with the presentation of shipping methods by other apps.

8. Enter Product Settings

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Now that the application settings have been established, it’s time enter the product settings. Repeat these instructions for every product that you want to ship LTL freight. Select Products from the Shopify menu. Locate the product on the list and choose it by clicking on it. You will be delivered to the product’s details page. Click the More actions button at the top of the page to reveal the installed apps and select the app from the list.

You’ll be delivered to a page on which you will enter the product’s freight class, weight and dimensions. Enter the information prompted for, and then click the Save & Return button at the bottom of the page to return to the product’s Shopify product details page.

Quote as an LTL shipment Check this checkbox if you want this product to be quoted as shipping LTL freight.
Freight Class 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 to identify the correct freight class of your product(s). If you need assistance, contact your Cerasis representative or refer to the National Motor Freight Classification (NMFC) directory published by the National Motor Freight Transportation Agency (NMFTA.org).
Weight Enter the weight of the product in pounds. Fractions should be rounded up to the next whole number. It should include the weight of any packaging materials that may be required to ship the product, such as cardboard, pallets and shrink wrap.
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.
Boxing Properties You may see a group of settings enclosed in a box labeled Boxing Properties. These settings are used by Eniture Technology’s Small Package Quotes apps for FedEx, Purolator, Unishippers, UPS and Worldwide Express. These apps are engineered to work in concert with the LTL Freight Quotes apps to ensure that the correct type of rates (parcel and/or LTL freight) are offered to shoppers. You can ignore these settings when provisioning the LTL Freight Quotes app. If you’d like to explore the Small Package Quotes apps, click this link.
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. When checked, the carrier’s hazardous materials fee will be included in the quote if this item is present in the cart.

Drop ship this product Check this box if this item is drop shipped from a location other than your warehouse.
Drop ship location Select the drop ship location from the drop down. These locations are defined on the Warehouses tab in the app settings that was described in step 3.

What your customer sees

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Once you’ve completed the preceding steps, your Shopify store is ready to begin quoting LTL freight. Any time one or more products in the shopping cart are flagged as shipping LTL freight, all of the products are assumed to ship LTL freight as this will be more economical than splitting the shipment between two or more shipping methods. In the absence of a freight class, as may be the case for products not set up to ship LTL freight, the application will take advantage of any available information to ensure the return of an LTL freight quote if at all possible. To ensure the best possible outcome, it is highly recommended that the freight class, weight and dimensions be entered for every product you sell, even if they are not defaulted to ship LTL freight. When LTL rates are displayed, the exact presentation will depend on the options selected in the Quote Settings.

Updating products with the Import CSV Utility.

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You can use the app’s Import CSV utility to enter or update the product shipping parameters. This method can be more time efficient than navigating in and out of the app’s user interface, particularly if you have a lot of products.

(View the 5 minute instructional video)

Navigate to the Import CSV tab in the app preferences.

Click the template link to download the CSV template file and open it in Excel or a similar application. Each row of the spreadsheet represents one of your products or product variants. The first two columns of the spreadsheet contain the Product ID and Variant ID. Do not remove these columns, they are crucial to the import process.

Eniture Technology publishes apps that provide quotes for Small Package (parcel) and LTL Freight. The file contains a column with the heading “Quote Method”. For each row in the file, input an “S” to quote the product as Small Package (parcel) or “L” to quote the product as LTL Freight.

If you have the LTL Freight Quote app installed, populate the Freight Class and Weight fields.

If you have the Small Package Quote app installed, populate the weight. Although populating the dimensions is not required, it’s highly recommended if the billable weight of your parcel shipments is frequently determined by dimensional weight. You should also populate the Freight Class field if you also have the LTL Freight Quote app installed. Doing so will improve quote accuracy when an LTL rate estimate is returned for an order that contains a mix of products.

Delete the rows representing products or product variants you don’t want updated.

Delete the columns you don’t want updated. For example, if you only want to update weights and your downloaded CSV file contains both weight and dimensions, remove the dimension columns to protect them from being affected by the import process.

Importing a blank cell in a column has the same effect as erasing the data that exists there.

Save the file as a CSV or Comma Separated Value file. Navigate back to the Import CSV tab in the app preferences. Click the box to indicate that your file has a header row, and then click the Choose File button. Select the file and click the Next button.

Use the drop down lists on the right to map the column headers in your file to the shipping parameters listed on the left. When the mapping is done, click next to begin the import.

When the import is done you’ll see a list of IDs representing the products that were updated. Beneath it you will see the list of products that didn’t. You can use your CSV file to locate these products and their product names. The removal of a product from Shopify after the CSV file is downloaded is the most common reason for an update failure.