• What your customer sees.
• Updating products with the Import CSV utility or Product API.
  • Import CSV Utility.
  • Product API.
• Shipping with FreightDesk Online

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 to 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. Check the Features tab for origins and destinations that the app supports.

Use of the Day & Ross API requires a special set of credentials that are different than those you use to sign into dayross.com. If you already have the credentials, skip to Step 3. If not, email mydayross@dayandrossinc.ca and request them. Be sure to identify your account number and account name in the email and state that you “need credentials for the Day & Ross API in order to retrieve LTL rate estimates for your eCommerce storefront.” Please allow 2 business days for a response.

Begin by selecting Apps from the Shopify menu. Locate the entry for the Day & Ross 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.

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.

Billing Account Number	Enter your Day & Ross Freight account number.
Account Number for shipments to USA	If you intend to have shipments to destinations in the United States, enter the account number that Day & Ross provided you for this purpose.
Email	Enter the username you were given for use with the Day & Ross API.
Password	Enter the password you were given for use with the Day & Ross API.

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 than 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, look over the example borrowed 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 in the event a product was added to your catalog and its drop ship location wasn’t identified.

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 pick up and Local Delivery features.
ZIP	Enter the postal code for the location. Enter only the five digit ZIP Code for US addresses.
City	The plugin will attempt to prefill the City based on the postal code. Edit it if the prefilled value is incorrect.
State	The plugin will attempt to prefill the State based on the postal code. Edit it if the prefilled value is incorrect.
Country	The plugin 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 different 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. 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 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.
In-store pickup fee	Enter an amount, in dollars (e.g. 5.00), that you want to charge for in-store pick up. Leave this field blank if you don’t charge for in-store pick up.

6. Choose the desired quote settings.

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7. Identify Pallet Sizes

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The Shipping Rules page gives you an opportunity to customize the behavior of the app. Use this page to filter for Carts by weight, price, and/or quantity and then apply one of the following operations:

1. Choose not to display certain shipping methods.
2. Add a surcharge to the shipping quotes presented at checkout.
3. Apply a discount to the shipping quotes presented at checkout.
4. Present a flat rate for shipping during the checkout.

If you create a rule but don’t introduce a filter, then the rule will apply to every checkout.

To introduce a rule, click the Add Rule button. Complete the form using the instructions below. Click the Save button afterward to implement the rule.

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%). Overide Rates – If the criteria of the filters below are met, the shipping estimates normally provided by the app will replaced according to the settings that follow.
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 the real-time rates that the app will display on the Shopify Shipping Methods page.
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 criteria for the application of 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” “To 150”, then 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 as the “Up to” value. Filter by price Enable the checkbox if you want to use the price of the cart as a criteria for the application of 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” “To 150”, then 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 as the “Up to” value. Filter by quantity Enable the checkbox if you want to use the quantity of items in the cart as a criteria for the application of 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” “To 20”, then a Cart containing 10 items will trigger the rule while a Cart with 20 items will not. Consider the “To” field as 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.

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.
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	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 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 precedent 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.
Handling Unit Settings	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 utilize the global handling unit settings on the Quote Settings page. Product-level handling unit settings take precedent 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 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 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. Enable this checkbox if the item can be stacked into another identical item when it is shipped. An example would be 13 gallon trashcans or plastic cups. When this setting is enabled, the Freight Class is always Density Based.
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 percent of the item that can be nested inside of another identical item. For example, if an item is 10 inches in height and after stacking two together the total height is 11 inches, the stacking percentage is 90%. (11 inches = 10 inches + (10 inches x 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.
Pallet properties	These settings require the optional Pallet Packaging feature to be enabled. Allow item to be rotated vertically when placing it on a pallet Enabling this setting allows the item to be rotated while identifying a packaging solution using the Pallet Packaging feature. This setting provides the most flexibility for arriving at a packaging solution. This item ships as its own handling unit When enabled, the item will be quoted as shipping as it own handling unit. It will not be combined with other items on a common handing unit. Packaging algorithm usage charges are not incurred for items with this setting. This item ships as multiple handling units When enabled, the item will be listed on the Pallets tab in the section for items that ship as multiple handling units. Refer to the section in the User Guide that documents how to define items that ship as multiple handling units for instruction. Packaging algorithm usage charges are not incurred for items with this setting.
Markup	Use this field to modify the shipping quotes returned by app. Enter a dollar amount (e.g. 1.00 or -1.00) to increase or decrease the shipping quotes. The amount of the adjustment will be multiplied by the quantity of the item in the Cart. Enter a percentage (1.0% or -1.0%) to have a percentage of the item’s price added to or subtracted from the shipping quotes. When a percentage is entered and there is more than one of the item in the Cart, the percentage will be applied to the extended price (quantity x price). Note: The app has four different 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. 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.

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.

Shipping with FreightDesk Online

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