How to manage shipping charges

Depending on individual business needs, shipping costs often need to be considered at different points throughout the wholesale ordering process. Because of this Candid allows sellers to adjust shipping costs at different points during the order life cycle.

How to add a shipping estimate to a draft order

When creating a draft order to send to a customer, you have the option to add an Estimated Shipping Cost to the order. You can find the shipping estimate field towards the bottom of the order form:

After you send the order to your buyer for approval, the buyer will see the shipping estimate on their copy of the order:

After both parties have approved the order, the shipping estimate will be pre-populated on the invoice. You can then either keep the shipping cost the same or adjust it as needed:

Please note that the shipping estimate only pre-populates on the invoice as a reference, you will still need to add the final amount to the invoice. Clicking the arrow button next to the shipping estimate will automatically add the estimate to the shipping field on the right:

How to add shipping carrier and tracking details

Once the order has shipped you can also add the date, carrier, and tracking information to the order. In order to make all fields manually editable you will need to mark the order as Ready to Ship and then Shipped:

You also have the option to send a shipping notification to your customer:

Note: You also have the option to connect Candid to your preferred shipping partner. We currently offer a direct integration with ShipStation which you can learn more about here: How to connect Candid to ShipStation

Optional shipping details

Start Date and Cancel Date

Start Date and Cancel Date are optional fields that may or may not be relevant depending on your business. In some industries, especially fashion, orders are collected in advance for a specific season's delivery. If your products are available and ready to sell, you might not need to use these dates.

Start Date

The Start Date lets the buyer know when their order is expected to ship.

Cancel Date

The Cancel Date lets both parties agree upon a deadline for when outstanding orders will be canceled if they are not shipped on time.

Shipping Window

The time between the Start Date and the Cancel Date is considered the Shipping Window. This provides a window of time in which the ordered products can be expected to ship.

How to set default automatic shipping terms

You can set default shipping terms at the Catalog Collection level so that these terms prefill on all orders. You can set shipping terms under your catalog(s) customization page as seen in the image below:

You can also override the catalog defaults for individual customers under their Customer Details page. These customer settings can be found by navigating to your Customer Relationships page.