All cost adjustments are applied in your store’s default currency.

If you change your default currency, be sure to update your Shopify connection.

Use Shipping Method Cost Adjustments

This guide will show you how to adjust the final cost through shipping methods. To learn how to build package expenses into shipping costs, skip ahead to Use Package Costs.

Most shipping methods have optional settings that include cost adjustments. With these settings, you can set fixed cost limits, offer a shipping discount, add a mark up, apply a handling fee, include insurance, apply a discount or round the final cost.

Cost adjustment settings are not available for free shipping methods or advanced service shipping methods.

1) Click Shipping on the sidebar menu, they select Scenarios from the drop-down list.

2) Click Edit beside an existing Scenario with a shipping method you want to apply cost adjustments to.

3) Scroll down to Shipping rates and services, then click Edit beside any shipping method that uses custom rates, standard or freight carrier rates, local delivery rates or rates from one of our integrated partners.

4) Scroll to the bottom, then click Show optional settings.

Cost Adjustments

Cost adjustments are applied in the order they are listed in the app: cost limits first, then shipping credits, then mark ups, then handling, then insurance, then discounts, and finally, rounding.

Cost adjustments are not and cannot be displayed as separate line items.

1) If desired, add Cost limits.

You have two (2) settings to choose from:

Min shipping cost – if the calculated shipping cost is less than this value, it will be adjusted up to the minimum cost.

Max shipping cost – if the calculated shipping cost is more than this value, it will be adjusted down to the maximum cost.

You can apply both a min and max cost to the same shipping method.

2) If desired, add a shipping credit.

You have two (2) settings to choose from:

Flat – this amount will be subtracted from the final shipping cost after any cost limit adjustments.

Percentage – this percentage of the shipping cost, after any cost limit adjustments, will be subtracted from the adjusted shipping cost.

You can apply both a flat shipping credit and percentage shipping credit to the same shipping method. The flat amount is subtracted first. The percentage is calculated after the flat amount is subtracted.

3) If desired, add a mark up.

You have two (2) settings to choose from:

Flat – this amount will be added to the shipping cost after any cost limit adjustments and shipping credits.

Percentage – this percentage of the shipping cost, after any cost limit adjustments and shipping credits, will be added to the adjusted shipping cost.

You can apply both a flat mark up and percentage mark up to the same shipping method. The flat amount is added first. The percentage is calculated after the flat amount is added.

4) If desired, add a handling fee.

You have two (2) settings to choose from:

Flat – this amount will be added to the shipping cost after any cost limit adjustments, shipping credits and mark ups.

Percentage – this percentage of the shipping cost, after any cost limit adjustments, shipping credits and mark ups, will be added to the adjusted shipping cost.

You can apply both a flat handling fee and percentage handling fee to the same shipping method. The flat amount is added first. The percentage is calculated after the flat amount is added.

5) If desired, add insurance.

You have two (2) settings to choose from:

Flat – this amount will be added to the shipping cost after any cost limit adjustments, shipping credits, mark ups and handling fees.

Percentage – this percentage of the total product value will be added to the adjusted shipping cost.

You can apply both a flat insurance cost and a percentage insurance cost to the same shipping method. The flat amount is added first. The percentage is still calculated from the total product value, then applied to the adjusted shipping cost after the flat amount has been added.

6) If desired, apply a discount.

Flat – this amount will be subtracted from the shipping cost after any cost limit adjustments, shipping credits, mark ups, handling fees and insurance.

Percentage – this percentage of the total product value will be subtracted from the adjusted shipping cost.

You can apply both a flat discount and a percentage discount to the same shipping method. The flat amount is subtracted first. The percentage is still calculated from the total product value, then subtracted from the adjusted shipping cost after the flat amount has been removed.

7) If desired, apply rounding.

You have two (2) settings to choose from:

Do not apply rounding – the final shipping cost, after all other cost adjustments, will be displayed exactly as calculated.

Round final shipping cost – the final shipping cost, after all other cost adjustments, will be rounded up or down, depending on the settings selected in Steps 8 and 9.

8) If you selected ‘Round final shipping cost’ in Step 7, choose which direction to round the shipping cost.

You have three (3) settings to choose from:

Up/down – the final adjusted shipping cost will be rounded either up or down by the increment selected in Step 9 – whichever is closer.

Up – the final adjusted shipping cost will be rounded up by the increment selected in Step 9.

Down – the final adjusted shipping cost will be rounded down by the increment selected in Step 9.

9) Choose the increment amount to round the shipping cost.

You have four (4) settings to choose from:

0.50 – the final shipping cost will be rounded up or down to the nearest 0.50 of your base currency. If the final shipping cost is $18.80, the rounded cost will be either $18.50 or $19.00, depending on the setting selected in Step 8.

1.00 – the final shipping cost will be rounded up or down to the nearest 1.00 of your base currency. If the final shipping cost is $18.80, the rounded cost will be either $18.00 or $19.00, depending on the setting selected in Step 8.

5.00 – the final shipping cost will be rounded up or down to the nearest 5.00 of your base currency. If the final shipping cost is $18.80, the rounded cost will be either $15.00 or $20.00, depending on the setting selected in Step 8.

10.00 – the final shipping cost will be rounded up or down to the nearest 10.00 of your base currency. If the final shipping cost is $18.80, the rounded cost will be either $10.00 or $20.00, depending on the setting selected in Step 8.

Save Your Settings

1) Click the Save button to save your updated shipping method cost settings.

Use Package Costs

Intuitive Shipping lets you build the cost of packages right into the final shipping cost. This saves you from having to add package costs to each shipping method individually. When a package is assigned to a shipping method and used in a shipping calculation, our system will automatically roll the assigned package cost into the final shipping calculation.

Packages can be added to Intuitive Shipping and used with any parcel service, freight service or integrated service shipping method. If you don’t yet have any packages added to Intuitive Shipping, you can follow the complete guide for adding packages, which already includes steps for adding package costs.

Learn more about adding packages.

If you’re using custom service shipping methods for flat rates, rate tables or free shipping, packages are not applicable. You can use cost adjustments (see Use Shipping Method Cost Adjustments above) to build in your packaging expenses

Package costs are combined with final shipping costs. They are not and cannot be displayed as separate line items.

1) Click Packages on the sidebar menu.

2) Click Edit beside any box or soft package.

3) Scroll down to Optional settings.

Cost

1) If desired, enter the cost of the package. When assigned, Intuitive Shipping will add this cost to the total shipping cost.

Save Your Settings

1) Click the Save button to save your updated package cost settings.

Not sure which version you’re using? Find out here.

The Activity Dashboard is your starting point each time you return to the Intuitive Shipping app. Here you’ll find a list of recent shipping cost calculations that have been returned by Intuitive Shipping, displayed as Activities.

Intuitive Shipping will also display important reminders about the status of your account at the top of the Activity Dashboard.

Recent Activity

Each time Intuitive Shipping calculates shipping rates, a ‘transaction’ is generated and recorded as an Activity on the Dashboard.

Activities from the past 14 days will be displayed in descending order, with the most recent activity appearing at the top. Each Activity listing will display the customer’s name and city along with the date and time the Activity occurred.

If there are no Activities displayed, Intuitive Shipping has not returned any shipping rates within the past 14 days.

1) To search for specific Activities, type a customer’s name or a Transaction ID into the search bar at the top of the Recent Activity list. See below for more details about Transaction IDs.

2) To review specific details about a recent shipping rate calculation, click View beside any recent Activity.

Each detailed View is broken into four (4) sections:

Shopping cart

This section contains:

• The quantity and name of each product in the cart.
• Each product’s individual dimensions and weight (if available).
• Product image (if available).

Shipping

This section contains:

• The title of each shipping method returned by Intuitive Shipping.
• The shipping method ID number.
• The cost calculated by the shipping method.
• A ‘View Packages’ link (if packages were used to calculate live rates).

Shipping To

This section contains:

• The customer’s name and complete shipping address.
• A Google Maps reference for the customer’s address.

Details

This section contains:

• The Transaction ID – this unique ID number is assigned to every transaction recorded by Intuitive Shipping, and can be used as a reference number when requesting support for a specific rate calculation error or discrepancy.
• Date created – this is the time stamp on the transaction.
• Source – this is the origin of the shipping calculation. There are two (2) sources: ‘checkout’ – the checkout page on your Shopify store – and ‘draft order’ – when you create a draft order in Shopify and select a shipping method from Intuitive Shipping.
• Calculation time – this is the amount of time it took Intuitive Shipping to calculate the shipping rate and present it to your customer. Calculation times can be affected by the number of items in the cart, the number of Scenarios and Shipping Methods you have, the number of delivery types and package sizes in each Shipping Method, and, where applicable, the response time from integrated partners and live rate carriers.

Additional Details and Functions

View activity screens also provide links to additional details about the calculation.

Shipping Method ID

The numerical Shipping Method ID is displayed below the Shipping Method title. When you click on the ID number, it will take you directly to the Shipping Method that was used to calculate the shipping rate. This can be useful when you are unsure why the rate was returned by Intuitive Shipping.

You will see the Shipping Method title, and the Shipping Zone it resides in displayed at the top of the page.

Clicking on Shipping Scenario in the ‘breadcrumb trail’ at the top of the page will take you back another step to the Scenario that the Shipping Method belongs to.

View Packages

If you’re using live rates, click on View packages to see details about the packages that were used for the rate calculation.

Each package used in the live rate calculation is listed, along with the dimensions and total weight of each package.

Weights are a combination of product weight and, if applicable, the empty weight of the package saved in the Shipping Method.

View Larger Map

Each View activity page includes a Google Maps reference based on the customer’s exact shipping address. Click on View larger map to see the full Google Maps page.

Clicking on View larger map will open a new browser tab on the Google Maps website.

Back to Activity List

When you’re finished reviewing activity details, you can return to the Activity Dashboard by clicking the Back to activity list button at the bottom right of the View activity page.

Delete

If there are Recent Activities that you no longer want on the list, and you don’t want to wait 14 days for them to expire automatically, you can manually delete any activity by clicking the Delete button at the bottom left of the View activity page.

Deleting an activity is permanent and cannot be undone.

Deleting activities is useful when you want to do some ‘housekeeping’ and de-clutter your Activity list, such as when you’ve run test calculations that are no longer required.

Unknown Customer Information

If an Activity is listed with an ‘Unknown’ customer name and is missing the full address, it means our system could not retrieve the customer’s information when the rate was calculated.

The ‘Unknown’ customer listing may be due to one of a few different reasons.

Shipping Estimators

If you’re using a Shipping Estimator on either the product page or the cart page, the Estimator will pull rates from our system based on the product or the contents already added to the cart. At this stage, the customer has, at most, probably only entered their postal code or zip code.

Quick Pay Services

Quick Pay services, such as Apple Pay and Shop Pay, may not pass certain customer information to Intuitive Shipping at checkout. This may include the customer’s name. To learn more about how Quick Pay services interact with Intuitive Shipping, and some of the risks involved, check out the Settings section on our FAQ page.

Custom Checkout

If your theme uses a custom checkout page, it may not allow all of the customers’ information to pass to Intuitive Shipping at checkout.

Cart Lookup Failed

If you’re not using a Shipping Estimator or any Quick Pay Services, you don’t have a Custom Checkout, and an ‘Unknown’ customer is listed in Activities, it may be the result of an unexpected technical issue where the cart lookup simply failed. This is typically a one-off issue that resolves itself.

If you’re seeing frequent ‘Unknown’ customer transactions on your Activity Dashboard, please contact us so we can investigate.

Reminders

Important reminders and warnings about your account may occasionally be displayed at the top of the Activity dashboard page. These banners may include:

Intuitive Shipping Is Currently In Testing Mode

The Testing Mode reminder is displayed after you install the app. It remains on the Dashboard until you have activated your 14-Day FREE Trial. Intuitive Shipping is completely free to use in Testing Mode and does not count towards your free trial period. To use Intuitive Shipping with customers in a live setting, you will need to activate your free trial.

14 Day Free Trial

The Free Trial reminder is displayed after you have selected a billing plan and activated your 14-day free trial. It displays the date your free trial is set to expire and will stop displaying once regular billing begins. Transitioning from your free trial to regular billing is seamless. There is no disruption to your service, and there are no additional steps required at the end of the trial period.

Third-Party Calculated Shipping Rates

The Third-Party Shiping Rates alert is displayed when Shopify’s Third-Party Carrier-Calculated Rates feature has not yet been enabled on your Shopify account. Shopify requires the Carrier-Calculated Rates feature to be enabled when using any third-party rate calculator, including Intuitive Shipping.

Google API Key Required

The Google API alert is displayed if you add a distance-based Condition to any of your Scenarios without having a Google API key linked to your Intuitive Shipping account. Intuitive Shipping calculates distance using Google Directions and Geocoding APIs. If you are setting up distance-based rates, you will need to create a Google API Key and add it to your Intuitive Shipping Settings.

Intuitive Shipping Is Currently Off

The Off status reminder is displayed when you are actively using Intuitive Shipping, and you have your General Visibility set to Off. That means customers can’t see any rates generated by Intuitive Shipping at checkout. To resolve this, you’ll need to go to the Settings page and turn General Visibility to On.