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How to configure shipping

Learn how to manage your shipping costs

Updated over 8 months ago

You can manage a list of shipping costs by navigating to Admin, Quote settings, Shipping tab. Here, you can set your cost and price per shipping type so they can be used in quotes.

Shipping can to be applied to quotes after clicking on the send button.

If you use Autotask, Salesbuildr automatically pulls in the shipping costs you have setup in Autotask under Admin - Finance, Accounting and Invoicing - Shipping Types.

How to configure free shipping above a certain quote value

You can offer free shipping when the quote exceeds a certain amount by navigating to Admin - Configuration - Quotes and setting the "Free shipping if above value" amount.

You can also choose a customer specific configuration by navigating to the company admin tab and setting a value under "Free shipping if above value".

How to automatically apply shipping costs based on the product subcategory

You can configure shipping costs to be automatically applied when products from a specific category are added to a quote by navigating to Admin - Categories. Select a category and choose the shipping type that you want to apply.

How to configure multiple shipping addresses for end customers

Navigating to the companies view and edit a company. Select the Addresses tab to edit the primary address or to add additional shipping addresses for that customer. When using the self service storefront, your end customer also has to option to configure a specific address on check-out.

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