How to manage shipping fees

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 enter a shipping estimate cost at the bottom of the order form:

The shipping estimate will also be pre-populated on the order invoice. You can then either keep the shipping cost the same, or adjust it as needed.

Please note that when an order is still in a DRAFT state, the shipping estimate only pre-populates on the invoice and does not fill in the shipping charge on the invoice until the order is fully approved.

Draft order:

Approved order:

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. Note that in order to make all fields manually editable, you will need to mark the order as Ready to Ship and then mark it as Shipped:

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

Note: We currently offer a direct integration with ShipStation for syncing shipping information to Candid. You can learn more about this 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 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:

How to set a default shipping charge for a single customer

You can also override the catalog defaults for individual customers under their Customer Details page. The Customer Details pages for each customer can be found on your Customer Relationships page.

The default shipping charge will then show up on the customer's orders as an "Estimated Shipping Cost":

The default shipping also shows up on the order invoice:

To confirm you want to add the shipping cost to the invoice, click the grey arrow button next to the amount:

The shipping cost is then added to the invoice:

You can also override the estimated shipping cost and enter a new amount if you like. Or you can leave it as-is by leaving the shipping field empty if you want to offer the customer free shipping for a particular order.