Set Up the Quotation

Once you access the automatic fields page, you can set up Quotation and Shipping.

Through the Quotation setup, you can set certain shipping information as default, facilitating management and improving the efficiency of your operations.

Channels and Campaigns

You can indicate the sales channel or promotional campaign to which the shipment belongs. This is particularly useful for accurately tracking the performance of different marketing channels and specific promotions, allowing you to make informed decisions about your business strategies.

Address

Select which address stored in your account should appear by default. This setting is crucial for saving time and avoiding errors when generating shipping labels, especially if you ship from multiple locations or warehouses.

Tax Responsibility

Choose between recipient (DDU) or sender (DDP) for tax responsibility. To make an informed decision, learn more about DDU and DDP.

Quotation and Payment Currencies

It is recommended to keep the same option for the quotation and payment currencies. This helps avoid confusion and simplifies the billing process, ensuring that both you and your customers have a clear understanding of the costs involved.

In addition to the basic settings, you can enable options for insurance coverage to protect your shipments against loss or damage; specify if the delivery will be to a residential address; and indicate whether packages can or cannot be stacked.

Declared Freight (optional)

You can also set a declared freight amount, which will appear on the invoice generated for the shipment. This option is useful when the amount shown to the customer or charged by the carrier does not reflect the value you want to declare on the invoice for tax purposes.

Important:

The declared freight field is not visible by default. To enable it, this feature must be manually activated by the ShipSmart team.

If you're interested, contact ShipSmart support to request activation.

Once enabled, the option will appear at the bottom of the Quotation section, labeled “Set freight amount for the quote?”

Save Preferences

Remember to click on "Save" at the bottom of the page to keep the settings you have updated. Note that for each new shipment you make, you will have the flexibility to modify the default preferences according to your wish.

Recommended articles:

• Set up the Invoice
• Set up the Draft
• Set up the Shipment