Setting Up the Shipping Rate
QuoteWerks is able to pull real-time shipping rates from FedEx and UPS. The setup is under the Tools-> Options-> Real-time-> Real-time Setup-> Shipping tab:
Click on the Setup button to get started.
Defaults Tab
The Defaults tab enables users to set a couple of defaults for the price modifer and the packaging type. Setting a default price modifier will automatically apply that price modifier to the shipping charge when you add the shipping rate charge to the document. You can choose to use markup or margin to calculate the shipping price based on cost. For example, if you wanted to mark up shipping 10% you would use M10.
The Packaging default can be set to box, envelope, package, pak or tube. Simply select the one you use the most when shipping your products and each time you add a new shipping charge to the document this default packaging type will be set.
The UPS tab is where users will enter their UPS account credentials into QuoteWerks. The resulting shipping rates will be pulled directly from UPS.
Additionally, users have the option of selecting their default pickup type (daily, customer counter, one-time, on call air, etc.) Users can also set their classification of their pickup such as wholesale, distribution, and retail.
To automatically add UPS to the rate lookup, check the box for “Include default in rate requests”. When this option is selected, UPS will automatically be included when requesting shipping rates.
The FedEx tab is where users will enter their FedEx account credentials into QuoteWerks. The resulting shipping rates will be pulled directly from FedEx.
Additionally, users have the option of selecting their default drop off type. Users can choose regular pickup, request courier, drop box, etc.
To automatically add FedEx to the rate lookup, check the box for “Include default in rate requests”. When this option is selected, FedEx will automatically be included when requesting shipping rates.
For instructions on using this feature, view the Using Shipping Rates topic on the Grid Toolbar.